Advocacy Wealth Management Services’s State Street SPDR S&P North American Natural Resources ETF NANR Stock Holding History

Advocacy Wealth Management Services’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 Q4	–	Sell	-6,003	Closed	-$340K	–	59
2024 Q3	$340K	Sell	6,003 -1,003	-14%	-$55.3K	0.03%	45
2024 Q2	$382K	Sell	7,006 -1,790	-20%	-$100K	0.03%	49
2024 Q1	$480K	Sell	8,796 -32,224	-79%	-$1.6M	0.04%	49
2023 Q4	$2.09M	Sell	41,020 -204,328	-83%	-$10.4M	0.2%	40
2023 Q3	$13M	Buy	245,348 +23,280	+10%	+$1.24M	1.45%	16
2023 Q2	$11.4M	Buy	222,068 +10,769	+5%	+$568K	1.31%	15
2023 Q1	$11.3M	Sell	211,299 -122,820	-37%	-$6.68M	1.38%	15
2022 Q4	$18.1M	Buy	334,119 +24,903	+8%	+$1.36M	2.39%	14
2022 Q3	$16.1M	Buy	309,216 +30,254	+11%	+$1.5M	2.35%	13
2022 Q2	$13.7M	Buy	278,962 +14,551	+6%	+$825K	2.21%	12
2022 Q1	$15.6M	Buy	+264,411	New	+$13.6M	2.71%	11

Other funds holding NANR

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CWM

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advocacy Wealth Management Services's NANR Position: Q4 2024 in Review

Advocacy Wealth Management Services sold out of State Street SPDR S&P North American Natural Resources ETF (NANR) in Q4 2024, closing a stake of 6,003 shares — an estimated $340K sold.

Advocacy Wealth Management Services first reported a position in NANR in Q1 2022 and held it in 11 quarters. The position peaked at $18.1M in Q4 2022. 105 funds tracked by Wall St. Rank hold NANR as of Q4 2024.

Advocacy Wealth Management Services reported no remaining State Street SPDR S&P North American Natural Resources ETF position as of Q4 2024 after selling out during the quarter.
Advocacy Wealth Management Services sold 6,003 State Street SPDR S&P North American Natural Resources ETF shares in Q4 2024, an estimated $340K.
Advocacy Wealth Management Services first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q1 2022 and held it in 11 quarters.
Advocacy Wealth Management Services's State Street SPDR S&P North American Natural Resources ETF position peaked at $18.1M in Q4 2022.
105 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q4 2024.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2024, filed 14 Feb 2025.