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

Aveo Capital 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
2025
Q1 		– Sell
-68,354
Closed -$3.49M – 284
2024
Q4 		$3.49M Buy
+68,354
New +$3.82M 0.38% 70
2022
Q3 		– Sell
-54,918
Closed -$2.7M – 289
2022
Q2 		$2.7M Buy
+54,918
New +$3.11M 0.44% 64

Other funds holding NANR

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
PJSIMP
P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $643M AUM 21.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Aveo Capital Partners's NANR Position: Q1 2025 in Review

Aveo Capital Partners sold out of State Street SPDR S&P North American Natural Resources ETF (NANR) in Q1 2025, closing a stake of 68,354 shares — an estimated $3.49M sold.

Aveo Capital Partners first reported a position in NANR in Q2 2022 and held it in 2 quarters. The position peaked at $3.49M in Q4 2024. 101 funds tracked by Wall St. Rank hold NANR as of Q1 2025.

  • Aveo Capital Partners reported no remaining State Street SPDR S&P North American Natural Resources ETF position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 68,354 State Street SPDR S&P North American Natural Resources ETF shares in Q1 2025, an estimated $3.49M.
  • Aveo Capital Partners first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q2 2022 and held it in 2 quarters.
  • Aveo Capital Partners's State Street SPDR S&P North American Natural Resources ETF position peaked at $3.49M in Q4 2024.
  • 101 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.