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 Q2	$57.9K	Buy	767 +81	+12%	+$6.63K	﹤0.01%	2062
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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

CWM

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

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

CPG

Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

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

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

PJSIMP

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

AE Wealth Management's NANR Position: Q2 2026 in Review

AE Wealth Management increased its State Street SPDR S&P North American Natural Resources ETF (NANR) stake by 12% in Q2 2026, buying an estimated $6.63K and bringing the position to 767 shares worth $57.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2062.

AE Wealth Management first reported a position in NANR in Q4 2022 and has held it in 9 quarters since. The position peaked at $357K in Q1 2023. 133 funds tracked by Wall St. Rank hold NANR as of Q2 2026.

AE Wealth Management held 767 shares of State Street SPDR S&P North American Natural Resources ETF worth $57.9K as of Q2 2026.
AE Wealth Management bought 81 State Street SPDR S&P North American Natural Resources ETF shares in Q2 2026, an estimated $6.63K.
State Street SPDR S&P North American Natural Resources ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2062 holding.
AE Wealth Management first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q4 2022 and has held it in 9 quarters since.
AE Wealth Management's State Street SPDR S&P North American Natural Resources ETF position peaked at $357K in Q1 2023.
133 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.