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

CFS Investment Advisory Services’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	$7.2M	Sell	94,701 -504	-0.5%	-$41.3K	0.48%	47
2026 Q1	$7.94M	Sell	95,205 -2,587	-3%	-$205K	0.55%	47
2025 Q4	$6.63M	Sell	97,792 -79	-0.1%	-$5.17K	0.48%	52
2025 Q3	$6.27M	Sell	97,871 -1,097	-1%	-$66.1K	0.47%	53
2025 Q2	$5.61M	Sell	98,968 -142	-0.1%	-$7.67K	0.46%	52
2025 Q1	$5.5M	Sell	99,110 -4,421	-4%	-$239K	0.49%	46
2024 Q4	$5.29M	Sell	103,531 -453	-0.4%	-$25.3K	0.47%	46
2024 Q3	$5.89M	Sell	103,984 -530	-0.5%	-$29.2K	0.49%	42
2024 Q2	$5.69M	Sell	104,514 -189	-0.2%	-$10.6K	0.46%	47
2024 Q1	$5.71M	Sell	104,703 -5,539	-5%	-$275K	0.96%	20
2023 Q4	$5.62M	Buy	110,242 +1,194	+1%	+$60.7K	1.01%	19
2023 Q3	$5.77M	Sell	109,048 -10,684	-9%	-$570K	0.92%	23
2023 Q2	$6.17M	Sell	119,732 -1,690	-1%	-$89.1K	0.79%	27
2023 Q1	$6.51M	Sell	121,422 -462	-0.4%	-$25.1K	1.18%	22
2022 Q4	$6.61M	Sell	121,884 -20,104	-14%	-$1.1M	1.5%	16
2022 Q3	$6.77M	Sell	141,988 -2,876	-2%	-$142K	1.74%	11
2022 Q2	$7.13M	Buy	+144,864	New	+$8.21M	1.09%	15
2021 Q4	$6.89M	Buy	145,633 +464	+0.3%	+$20.2K	0.93%	18
2021 Q3	$5.78M	Buy	+145,169	New	+$5.73M	0.79%	26
2020 Q4	$4.97M	Buy	+149,936	New	+$4.67M	0.79%	26

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

CFS Investment Advisory Services's NANR Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its State Street SPDR S&P North American Natural Resources ETF (NANR) stake by 0.53% in Q2 2026, selling an estimated $41.3K and leaving 94,701 shares worth $7.2M. The position accounts for 0.48% of the portfolio, ranked #47.

CFS Investment Advisory Services first reported a position in NANR in Q4 2020 and has held it in 20 quarters since. The position peaked at $7.94M in Q1 2026. 133 funds tracked by Wall St. Rank hold NANR as of Q2 2026.

CFS Investment Advisory Services held 94,701 shares of State Street SPDR S&P North American Natural Resources ETF worth $7.2M as of Q2 2026.
CFS Investment Advisory Services sold 504 State Street SPDR S&P North American Natural Resources ETF shares in Q2 2026, an estimated $41.3K.
State Street SPDR S&P North American Natural Resources ETF made up 0.48% of CFS Investment Advisory Services's portfolio in Q2 2026, its #47 holding.
CFS Investment Advisory Services first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q4 2020 and has held it in 20 quarters since.
CFS Investment Advisory Services's State Street SPDR S&P North American Natural Resources ETF position peaked at $7.94M 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 CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.