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

AE Wealth Management’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
2026
Q1 		$57.6K Buy
686
+230
+50% +$18.3K ﹤0.01% 1932
2025
Q4 		$30.9K Sell
456
-1
-0.2% -$65 ﹤0.01% 1938
2025
Q3 		$29.5K Hold
457
– – ﹤0.01% 1818
2025
Q2 		$25.9K Sell
457
-282
-38% -$15.2K ﹤0.01% 1713
2025
Q1 		$41K Buy
739
+319
+76% +$17.3K ﹤0.01% 1611
2024
Q4 		$21.5K Buy
+420
New +$23.5K ﹤0.01% 1722
2023
Q2 		– Sell
-6,653
Closed -$357K – 2002
2023
Q1 		$357K Buy
6,653
+166
+3% +$9.03K ﹤0.01% 1476
2022
Q4 		$352K Buy
+6,487
New +$353K ﹤0.01% 1443

Other funds holding NANR

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return