Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s State Street SPDR S&P North American Natural Resources ETF NANR Stock Holding History

Carson Wealth (CWM 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
Q1 		$6.41M Sell
76,316
-8,047
-10% -$639K 0.02% 708
2025
Q4 		$5.72M Sell
84,363
-11,561
-12% -$756K 0.02% 725
2025
Q3 		$6.2M Sell
95,924
-9,647
-9% -$581K 0.02% 629
2025
Q2 		$5.98M Sell
105,571
-4,886
-4% -$264K 0.02% 534
2025
Q1 		$6.13M Buy
110,457
+666
+0.6% +$36K 0.02% 463
2024
Q4 		$5.61M Buy
109,791
+108,571
+8,899% +$6.07M 0.02% 447
2024
Q3 		$69K Hold
1,220
– – ﹤0.01% 2452
2024
Q2 		$66K Sell
1,220
-59
-5% -$3.3K ﹤0.01% 2270
2024
Q1 		$70K Hold
1,279
– – ﹤0.01% 2091
2023
Q4 		$65K Hold
1,279
– – ﹤0.01% 2020
2023
Q3 		$68K Hold
1,279
– – ﹤0.01% 1880
2023
Q2 		$66K Hold
1,279
– – ﹤0.01% 1807
2023
Q1 		$69K Buy
1,279
+59
+5% +$3.21K ﹤0.01% 1692
2022
Q4 		$66K Hold
1,220
– – ﹤0.01% 1581
2022
Q3 		$58K Hold
1,220
– – ﹤0.01% 1600
2022
Q2 		$60K Hold
1,220
– – ﹤0.01% 1545
2022
Q1 		$71K Hold
1,220
– – ﹤0.01% 1460
2021
Q4 		$54K Buy
+1,220
New +$53K ﹤0.01% 1542
2021
Q2 		$110K Hold
2,642
– – ﹤0.01% 1100
2021
Q1 		$110K Hold
2,642
– – ﹤0.01% 1100
2020
Q4 		$110K Hold
2,642
– – ﹤0.01% 1100
2020
Q3 		$110K Hold
2,642
– – ﹤0.01% 1100
2020
Q2 		$110K Hold
2,642
– – ﹤0.01% 1100
2020
Q1 		$110K Hold
2,642
– – ﹤0.01% 1100
2019
Q4 		$110K Hold
2,642
– – ﹤0.01% 1100
2019
Q3 		$110K Hold
2,642
– – ﹤0.01% 1100
2019
Q2 		$110K Hold
2,642
– – ﹤0.01% 1100
2019
Q1 		$110K Sell
2,642
-6,831
-72% -$215K ﹤0.01% 1100
2018
Q4 		$275K Buy
+9,473
New +$300K 0.01% 538
2018
Q1 		– Sell
-4
Closed – – 1498
2017
Q4 		$0 Buy
+4
New +$136 ﹤0.01% 1536

Other funds holding NANR

Financial Engines Advisors
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NANR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its State Street SPDR S&P North American Natural Resources ETF (NANR) stake by 9.5% in Q1 2026, selling an estimated $639K and leaving 76,316 shares worth $6.41M. The position accounts for 0.02% of the portfolio, ranked #708.

Carson Wealth (CWM LLC) first reported a position in NANR in Q4 2017 and has held it in 30 quarters since. 127 funds tracked by Wall St. Rank hold NANR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 76,316 shares of State Street SPDR S&P North American Natural Resources ETF worth $6.41M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 8,047 State Street SPDR S&P North American Natural Resources ETF shares in Q1 2026, an estimated $639K.
  • State Street SPDR S&P North American Natural Resources ETF made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #708 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q4 2017 and has held it in 30 quarters since.
  • 127 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.