Advisory Services Network’s State Street SPDR S&P North American Natural Resources ETF NANR Stock Holding History

Advisory Services Network’s Portfolio NANR Stock Details NANR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-510	Closed	-$26K	–	2836
2023 Q4	$26K	Buy	+510	New	+$25.9K	﹤0.01%	2373
2023 Q2	–	Sell	-510	Closed	-$27.4K	–	2816
2023 Q1	$27.4K	Sell	510 -1,914	-79%	-$104K	﹤0.01%	2366
2022 Q4	$131K	Buy	+2,424	New	+$132K	﹤0.01%	1475

Other funds holding NANR

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PJSIMP

P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $643M AUM 21.84% 1-Year Est. Return

SFP

Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

Advisory Services Network's NANR Position: Q1 2024 in Review

Advisory Services Network sold out of State Street SPDR S&P North American Natural Resources ETF (NANR) in Q1 2024, closing a stake of 510 shares — an estimated $26K sold.

Advisory Services Network first reported a position in NANR in Q4 2022 and held it in 3 quarters. The position peaked at $131K in Q4 2022. 91 funds tracked by Wall St. Rank hold NANR as of Q1 2024.

Advisory Services Network reported no remaining State Street SPDR S&P North American Natural Resources ETF position as of Q1 2024 after selling out during the quarter.
Advisory Services Network sold 510 State Street SPDR S&P North American Natural Resources ETF shares in Q1 2024, an estimated $26K.
Advisory Services Network first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q4 2022 and held it in 3 quarters.
Advisory Services Network's State Street SPDR S&P North American Natural Resources ETF position peaked at $131K in Q4 2022.
91 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.