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

Cassaday & Co 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	$5.29K	Hold	70	–	–	﹤0.01%	943
2026 Q1	$5.88K	Buy	+70	New	+$5.56K	﹤0.01%	948

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

Cassaday & Co Wealth Management's NANR Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its State Street SPDR S&P North American Natural Resources ETF (NANR) position steady in Q2 2026 at 70 shares worth $5.29K. The position accounts for ﹤0.01% of the portfolio, ranked #943.

Cassaday & Co Wealth Management first reported a position in NANR in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.88K in Q1 2026. 133 funds tracked by Wall St. Rank hold NANR as of Q2 2026.

Cassaday & Co Wealth Management held 70 shares of State Street SPDR S&P North American Natural Resources ETF worth $5.29K as of Q2 2026.
Cassaday & Co Wealth Management 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 Cassaday & Co Wealth Management's portfolio in Q2 2026, its #943 holding.
Cassaday & Co Wealth Management first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q1 2026 and has held it in 2 quarters since.
Cassaday & Co Wealth Management's State Street SPDR S&P North American Natural Resources ETF position peaked at $5.88K 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 Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.