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

Capital Analysts LLC’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	$35K	Hold	466	–	–	﹤0.01%	1064
2026 Q1	$39K	Hold	466	–	–	﹤0.01%	994
2025 Q4	$32K	Hold	466	–	–	﹤0.01%	1014
2025 Q3	$30K	Hold	466	–	–	﹤0.01%	981
2025 Q2	$26K	Hold	466	–	–	﹤0.01%	948
2025 Q1	$26K	Hold	466	–	–	﹤0.01%	931
2024 Q4	$24K	Hold	466	–	–	﹤0.01%	900
2024 Q3	$26K	Hold	466	–	–	﹤0.01%	851
2024 Q2	$25K	Hold	466	–	–	﹤0.01%	820
2024 Q1	$25K	Hold	466	–	–	﹤0.01%	785
2023 Q4	$24K	Sell	466 -146	-24%	-$7.42K	﹤0.01%	788
2023 Q3	$32K	Buy	+612	New	+$32.6K	﹤0.01%	702
2023 Q1	–	Sell	-15	Closed	-$1K	–	1041
2022 Q4	$1K	Buy	+15	New	+$817	﹤0.01%	1031
2021 Q1	–	Sell	-166	Closed	-$5K	–	1084
2020 Q4	$5K	Hold	166	–	–	﹤0.01%	628
2020 Q3	$5K	Buy	+166	New	+$5K	﹤0.01%	652

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

Capital Analysts LLC's NANR Position: Q2 2026 in Review

Capital Analysts LLC held its State Street SPDR S&P North American Natural Resources ETF (NANR) position steady in Q2 2026 at 466 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #1064.

Capital Analysts LLC first reported a position in NANR in Q3 2020 and has held it in 15 quarters since. The position peaked at $39K in Q1 2026. 133 funds tracked by Wall St. Rank hold NANR as of Q2 2026.

Capital Analysts LLC held 466 shares of State Street SPDR S&P North American Natural Resources ETF worth $35K as of Q2 2026.
Capital Analysts LLC left its State Street SPDR S&P North American Natural Resources ETF share count unchanged in Q2 2026.
State Street SPDR S&P North American Natural Resources ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1064 holding.
Capital Analysts LLC first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q3 2020 and has held it in 15 quarters since.
Capital Analysts LLC's State Street SPDR S&P North American Natural Resources ETF position peaked at $39K in Q1 2026.
133 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.