Bank of Montreal’s State Street SPDR S&P North American Natural Resources ETF NANR Stock Holding History

Bank of Montreal’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 Q1	$12.2K	Buy	+145	New	+$11.5K	﹤0.01%	3539
2025 Q2	–	Sell	-175	Closed	-$9.71K	–	3658
2025 Q1	$9.71K	Buy	+175	New	+$9.47K	﹤0.01%	3307
2024 Q4	–	Sell	-100	Closed	-$5.68K	–	3809
2024 Q3	$5.68K	Hold	100	–	–	﹤0.01%	3703
2024 Q2	$5.84K	Hold	100	–	–	﹤0.01%	3706
2024 Q1	$5.47K	Hold	100	–	–	﹤0.01%	3732
2023 Q4	$5.18K	Sell	100 -17,947	-99%	-$912K	﹤0.01%	3849
2023 Q3	$997K	Buy	18,047 +17,692	+4,984%	+$944K	﹤0.01%	2062
2023 Q2	$18.4K	Hold	355	–	–	﹤0.01%	3731
2023 Q1	$19K	Hold	355	–	–	﹤0.01%	3540
2022 Q4	$19.4K	Buy	+355	New	+$19.3K	﹤0.01%	3701
2022 Q1	–	Sell	-310	Closed	-$14K	–	4247
2021 Q4	$14K	Sell	310 -2,423	-89%	-$105K	﹤0.01%	3373
2021 Q3	$110K	Buy	+2,733	New	+$108K	﹤0.01%	3434

Other funds holding NANR

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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 $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

CPG

Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Bank of Montreal's NANR Position: Q1 2026 in Review

Bank of Montreal opened a new position in State Street SPDR S&P North American Natural Resources ETF (NANR) in Q1 2026: 145 shares worth $12.2K. The stake represents ﹤0.01% of the portfolio and ranks #3539 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in NANR as recently as Q1 2025.

Bank of Montreal first reported a position in NANR in Q3 2021 and has held it in 12 quarters since. The position peaked at $997K in Q3 2023. 127 funds tracked by Wall St. Rank hold NANR as of Q1 2026.

Bank of Montreal held 145 shares of State Street SPDR S&P North American Natural Resources ETF worth $12.2K as of Q1 2026.
State Street SPDR S&P North American Natural Resources ETF was a new Bank of Montreal position in Q1 2026.
State Street SPDR S&P North American Natural Resources ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3539 holding.
Bank of Montreal first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q3 2021 and has held it in 12 quarters since.
Bank of Montreal's State Street SPDR S&P North American Natural Resources ETF position peaked at $997K in Q3 2023.
127 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.