Atria Wealth Solutions’s State Street SPDR S&P Global Natural Resources ETF GNR Stock Holding History

Atria Wealth Solutions’s Portfolio GNR Stock Details GNR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-3,871	Closed	-$221K	–	1914
2023 Q1	$221K	Buy	+3,871	New	+$226K	﹤0.01%	1610
2022 Q3	–	Sell	-4,433	Closed	-$231K	–	1794
2022 Q2	$231K	Sell	4,433 -2,869	-39%	-$172K	﹤0.01%	1361
2022 Q1	$458K	Buy	+7,302	New	+$428K	0.01%	1112

Other funds holding GNR

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HMH

Hackensack Meridian Health Edison, New Jersey $1.48B AUM 21% 1-Year Est. Return

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

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Atria Wealth Solutions's GNR Position: Q2 2023 in Review

Atria Wealth Solutions sold out of State Street SPDR S&P Global Natural Resources ETF (GNR) in Q2 2023, closing a stake of 3,871 shares — an estimated $221K sold.

Atria Wealth Solutions first reported a position in GNR in Q1 2022 and held it in 3 quarters. The position peaked at $458K in Q1 2022. 218 funds tracked by Wall St. Rank hold GNR as of Q2 2023.

Atria Wealth Solutions reported no remaining State Street SPDR S&P Global Natural Resources ETF position as of Q2 2023 after selling out during the quarter.
Atria Wealth Solutions sold 3,871 State Street SPDR S&P Global Natural Resources ETF shares in Q2 2023, an estimated $221K.
Atria Wealth Solutions first reported a position in State Street SPDR S&P Global Natural Resources ETF in Q1 2022 and held it in 3 quarters.
Atria Wealth Solutions's State Street SPDR S&P Global Natural Resources ETF position peaked at $458K in Q1 2022.
218 funds tracked by Wall St. Rank held State Street SPDR S&P Global Natural Resources ETF as of Q2 2023.

Based on Atria Wealth Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.