Almanack Investment Partners’s State Street SPDR S&P North American Natural Resources ETF NANR Stock Holding History

Almanack Investment Partners’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
2022 Q4	–	Sell	-528	Closed	-$25K	–	808
2022 Q3	$25K	Buy	+528	New	+$26.1K	﹤0.01%	346
2021 Q4	–	Sell	-13,776	Closed	-$549K	–	536
2021 Q3	$549K	Sell	13,776 -406,264	-97%	-$16M	0.05%	243
2021 Q2	$17.5M	Buy	420,040 +82,711	+25%	+$3.47M	1.67%	15
2021 Q1	$13M	Buy	+337,329	New	+$12.5M	1.32%	18

Other funds holding NANR

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 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

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

PJSIMP

P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $595M AUM 18.7% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Almanack Investment Partners's NANR Position: Q4 2022 in Review

Almanack Investment Partners sold out of State Street SPDR S&P North American Natural Resources ETF (NANR) in Q4 2022, closing a stake of 528 shares — an estimated $25K sold.

Almanack Investment Partners first reported a position in NANR in Q1 2021 and held it in 4 quarters. The position peaked at $17.5M in Q2 2021. 91 funds tracked by Wall St. Rank hold NANR as of Q4 2022.

Almanack Investment Partners reported no remaining State Street SPDR S&P North American Natural Resources ETF position as of Q4 2022 after selling out during the quarter.
Almanack Investment Partners sold 528 State Street SPDR S&P North American Natural Resources ETF shares in Q4 2022, an estimated $25K.
Almanack Investment Partners first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q1 2021 and held it in 4 quarters.
Almanack Investment Partners's State Street SPDR S&P North American Natural Resources ETF position peaked at $17.5M in Q2 2021.
91 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.