Allworth Financial’s State Street SPDR S&P North American Natural Resources ETF NANR Stock Holding History

Allworth Financial’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	$20.9K	Sell	277 -460	-62%	-$37.7K	﹤0.01%	3160
2026 Q1	$61.9K	Sell	737 -1,035	-58%	-$82.2K	﹤0.01%	2166
2025 Q4	$120K	Buy	1,772 +1,498	+547%	+$98K	﹤0.01%	1652
2025 Q3	$17.7K	Buy	274 +211	+335%	+$12.7K	﹤0.01%	2779
2025 Q2	$3.54K	Hold	63	–	–	﹤0.01%	3453
2025 Q1	$3.33K	Hold	63	–	–	﹤0.01%	2985
2024 Q4	$3.4K	Hold	63	–	–	﹤0.01%	2931
2024 Q3	$3.54K	Hold	63	–	–	﹤0.01%	2721
2024 Q2	$3.49K	Buy	+63	New	+$3.52K	﹤0.01%	2676
2020 Q3	–	Sell	-22	Closed	-$1K	–	1234
2020 Q2	$1K	Sell	22 -117	-84%	-$3.25K	﹤0.01%	1114
2020 Q1	$3K	Sell	139 -64	-32%	-$1.85K	﹤0.01%	989
2019 Q4	$7K	Buy	203 +87	+75%	+$2.75K	﹤0.01%	710
2019 Q3	$4K	Buy	+116	New	+$3.69K	﹤0.01%	721

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

Allworth Financial's NANR Position: Q2 2026 in Review

Allworth Financial reduced its State Street SPDR S&P North American Natural Resources ETF (NANR) stake by 62% in Q2 2026, selling an estimated $37.7K and leaving 277 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3160.

Allworth Financial first reported a position in NANR in Q3 2019 and has held it in 13 quarters since. The position peaked at $120K in Q4 2025. 133 funds tracked by Wall St. Rank hold NANR as of Q2 2026.

Allworth Financial held 277 shares of State Street SPDR S&P North American Natural Resources ETF worth $20.9K as of Q2 2026.
Allworth Financial sold 460 State Street SPDR S&P North American Natural Resources ETF shares in Q2 2026, an estimated $37.7K.
State Street SPDR S&P North American Natural Resources ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3160 holding.
Allworth Financial first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q3 2019 and has held it in 13 quarters since.
Allworth Financial's State Street SPDR S&P North American Natural Resources ETF position peaked at $120K in Q4 2025.
133 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.