Cary Street Partners Investment Advisory’s State Street SPDR S&P North American Natural Resources ETF NANR Stock Holding History

Cary Street Partners Investment Advisory’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
2023 Q4	–	Sell	-9	Closed	-$476	–	1382
2023 Q3	$476	Hold	9	–	–	﹤0.01%	1796
2023 Q2	$464	Hold	9	–	–	﹤0.01%	1689
2023 Q1	$483	Hold	9	–	–	﹤0.01%	1607
2022 Q4	$488	Buy	+9	New	+$490	﹤0.01%	1618
2020 Q4	–	Sell	-195	Closed	-$6K	–	683
2020 Q3	$6K	Buy	+195	New	+$5.88K	﹤0.01%	827

Other funds holding NANR

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

CIAS

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

SFP

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

Cary Street Partners Investment Advisory's NANR Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of State Street SPDR S&P North American Natural Resources ETF (NANR) in Q4 2023, closing a stake of 9 shares — an estimated $476 sold.

Cary Street Partners Investment Advisory first reported a position in NANR in Q3 2020 and held it in 5 quarters. The position peaked at $6K in Q3 2020. 88 funds tracked by Wall St. Rank hold NANR as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining State Street SPDR S&P North American Natural Resources ETF position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 9 State Street SPDR S&P North American Natural Resources ETF shares in Q4 2023, an estimated $476.
Cary Street Partners Investment Advisory first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q3 2020 and held it in 5 quarters.
Cary Street Partners Investment Advisory's State Street SPDR S&P North American Natural Resources ETF position peaked at $6K in Q3 2020.
88 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.