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Atria Wealth Solutions’s State Street SPDR S&P North American Natural Resources ETF NANR Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-4,328
Closed -$240K – 1745
2025
Q1 		$240K Buy
4,328
+17
+0.4% +$920 ﹤0.01% 1609
2024
Q4 		$220K Buy
+4,311
New +$241K ﹤0.01% 1765

Other funds holding NANR

Financial Engines Advisors
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
PJSIMP
P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $643M AUM 21.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Atria Wealth Solutions's NANR Position: Q2 2025 in Review

Atria Wealth Solutions sold out of State Street SPDR S&P North American Natural Resources ETF (NANR) in Q2 2025, closing a stake of 4,328 shares — an estimated $240K sold.

Atria Wealth Solutions first reported a position in NANR in Q4 2024 and held it in 2 quarters. The position peaked at $240K in Q1 2025. 94 funds tracked by Wall St. Rank hold NANR as of Q2 2025.

  • Atria Wealth Solutions reported no remaining State Street SPDR S&P North American Natural Resources ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 4,328 State Street SPDR S&P North American Natural Resources ETF shares in Q2 2025, an estimated $240K.
  • Atria Wealth Solutions first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q4 2024 and held it in 2 quarters.
  • Atria Wealth Solutions's State Street SPDR S&P North American Natural Resources ETF position peaked at $240K in Q1 2025.
  • 94 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.