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

Capital Wealth Management’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	$27M	Sell	357,181 -710	-0.2%	-$58.1K	6.48%	5
2026 Q1	$30.1M	Buy	357,891 +21,111	+6%	+$1.68M	8.13%	4
2025 Q4	$22.8M	Sell	336,780 -8,740	-3%	-$572K	7.38%	5
2025 Q3	$22.3M	Buy	345,520 +13,052	+4%	+$786K	7.77%	4
2025 Q2	$18.8M	Buy	332,468 +7,564	+2%	+$408K	7.02%	4
2025 Q1	$18M	Buy	324,904 +10,526	+3%	+$569K	7.48%	4
2024 Q4	$16.1M	Buy	314,378 +71,243	+29%	+$3.98M	6.89%	4
2024 Q3	$13.8M	Buy	243,135 +50,038	+26%	+$2.76M	5.9%	8
2024 Q2	$10.5M	Buy	193,097 +95,841	+99%	+$5.36M	4.82%	10
2024 Q1	$5.31M	Buy	97,256 +40,676	+72%	+$2.02M	2.54%	14
2023 Q4	$2.89M	Buy	56,580 +19,968	+55%	+$1.01M	1.47%	17
2023 Q3	$1.94M	Buy	36,612 +31,058	+559%	+$1.66M	1.06%	20
2023 Q2	$286K	Buy	5,554 +831	+18%	+$43.8K	0.16%	38
2023 Q1	$253K	Buy	+4,723	New	+$257K	0.15%	39

Other funds holding NANR

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

CIAS

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

Capital Wealth Management's NANR Position: Q2 2026 in Review

Capital Wealth Management reduced its State Street SPDR S&P North American Natural Resources ETF (NANR) stake by 0.2% in Q2 2026, selling an estimated $58.1K and leaving 357,181 shares worth $27M. The position accounts for 6.48% of the portfolio, ranked #5.

Capital Wealth Management first reported a position in NANR in Q1 2023 and has held it in 14 quarters since. The position peaked at $30.1M in Q1 2026. 133 funds tracked by Wall St. Rank hold NANR as of Q2 2026.

Capital Wealth Management held 357,181 shares of State Street SPDR S&P North American Natural Resources ETF worth $27M as of Q2 2026.
Capital Wealth Management sold 710 State Street SPDR S&P North American Natural Resources ETF shares in Q2 2026, an estimated $58.1K.
State Street SPDR S&P North American Natural Resources ETF made up 6.48% of Capital Wealth Management's portfolio in Q2 2026, its #5 holding.
Capital Wealth Management first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q1 2023 and has held it in 14 quarters since.
Capital Wealth Management's State Street SPDR S&P North American Natural Resources ETF position peaked at $30.1M 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 Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.