CWM
NANR icon

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

AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return