Cambridge Trust’s State Street SPDR S&P North American Natural Resources ETF NANR Stock Holding History

Cambridge Trust’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
2024 Q1	$51.3K	Hold	939	–	–	﹤0.01%	422
2023 Q4	$47.9K	Sell	939 -1,035	-52%	-$52.6K	﹤0.01%	423
2023 Q3	$105K	Hold	1,974	–	–	﹤0.01%	333
2023 Q2	$102K	Hold	1,974	–	–	﹤0.01%	356
2023 Q1	$106K	Hold	1,974	–	–	0.01%	349
2022 Q4	$107K	Hold	1,974	–	–	﹤0.01%	358
2022 Q3	$94K	Buy	1,974 +54	+3%	+$2.67K	﹤0.01%	371
2022 Q2	$95K	Hold	1,920	–	–	﹤0.01%	396
2022 Q1	$111K	Buy	+1,920	New	+$98.4K	﹤0.01%	410

Other funds holding NANR

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PJSIMP

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

SFP

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

CIAS

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

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

Cambridge Trust's NANR Position: Q1 2024 in Review

Cambridge Trust held its State Street SPDR S&P North American Natural Resources ETF (NANR) position steady in Q1 2024 at 939 shares worth $51.3K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Cambridge Trust first reported a position in NANR in Q1 2022 and has held it in 9 quarters since. The position peaked at $111K in Q1 2022. 91 funds tracked by Wall St. Rank hold NANR as of Q1 2024.

Cambridge Trust held 939 shares of State Street SPDR S&P North American Natural Resources ETF worth $51.3K as of Q1 2024.
Cambridge Trust left its State Street SPDR S&P North American Natural Resources ETF share count unchanged in Q1 2024.
State Street SPDR S&P North American Natural Resources ETF made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #422 holding.
Cambridge Trust first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q1 2022 and has held it in 9 quarters since.
Cambridge Trust's State Street SPDR S&P North American Natural Resources ETF position peaked at $111K in Q1 2022.
91 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.