Benjamin F. Edwards & Company’s State Street SPDR S&P North American Natural Resources ETF NANR Stock Holding History

Benjamin F. Edwards & Company’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
2023 Q2	–	Sell	-2,492	Closed	-$134K	–	1817
2023 Q1	$134K	Sell	2,492 -786	-24%	-$42.7K	0.01%	822
2022 Q4	$178K	Sell	3,278 -412	-11%	-$22.4K	0.01%	745
2022 Q3	$176K	Sell	3,690 -1,348	-27%	-$66.7K	0.01%	711
2022 Q2	$248K	Buy	5,038 +671	+15%	+$38K	0.01%	617
2022 Q1	$253K	Buy	+4,367	New	+$224K	0.01%	617

Other funds holding NANR

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

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

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

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

PJSIMP

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

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

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

SFP

Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return

Benjamin F. Edwards & Company's NANR Position: Q2 2023 in Review

Benjamin F. Edwards & Company sold out of State Street SPDR S&P North American Natural Resources ETF (NANR) in Q2 2023, closing a stake of 2,492 shares — an estimated $134K sold.

Benjamin F. Edwards & Company first reported a position in NANR in Q1 2022 and held it in 5 quarters. The position peaked at $253K in Q1 2022. 80 funds tracked by Wall St. Rank hold NANR as of Q2 2023.

Benjamin F. Edwards & Company reported no remaining State Street SPDR S&P North American Natural Resources ETF position as of Q2 2023 after selling out during the quarter.
Benjamin F. Edwards & Company sold 2,492 State Street SPDR S&P North American Natural Resources ETF shares in Q2 2023, an estimated $134K.
Benjamin F. Edwards & Company first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q1 2022 and held it in 5 quarters.
Benjamin F. Edwards & Company's State Street SPDR S&P North American Natural Resources ETF position peaked at $253K in Q1 2022.
80 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q2 2023.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2023, filed 15 Aug 2023.