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 Q2	$20.4K	Buy	270 +125	+86%	+$10.2K	﹤0.01%	3584
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 $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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CPG

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

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

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

PJSIMP

P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $643M AUM 21.84% 1-Year Est. Return

Bank of Montreal's NANR Position: Q2 2026 in Review

Bank of Montreal increased its State Street SPDR S&P North American Natural Resources ETF (NANR) stake by 86% in Q2 2026, buying an estimated $10.2K and bringing the position to 270 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3584.

Bank of Montreal first reported a position in NANR in Q3 2021 and has held it in 13 quarters since. The position peaked at $997K in Q3 2023. 133 funds tracked by Wall St. Rank hold NANR as of Q2 2026.

Bank of Montreal held 270 shares of State Street SPDR S&P North American Natural Resources ETF worth $20.4K as of Q2 2026.
Bank of Montreal bought 125 State Street SPDR S&P North American Natural Resources ETF shares in Q2 2026, an estimated $10.2K.
State Street SPDR S&P North American Natural Resources ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3584 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 13 quarters since.
Bank of Montreal's State Street SPDR S&P North American Natural Resources ETF position peaked at $997K in Q3 2023.
133 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.