Clune & Associates’s State Street SPDR S&P Global Natural Resources ETF GNR Stock Holding History

Clune & Associates’s Portfolio GNR Stock Details GNR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.3M	Sell	19,269 -663	-3%	-$48.5K	0.2%	75
2026 Q1	$1.49M	Sell	19,932 -2,068	-9%	-$146K	0.28%	73
2025 Q4	$1.37M	Buy	22,000 +1,768	+9%	+$106K	0.3%	76
2025 Q3	$1.2M	Buy	20,232 +971	+5%	+$55.2K	0.3%	73
2025 Q2	$1.04M	Sell	19,261 -327	-2%	-$17.1K	0.29%	78
2025 Q1	$1.04M	Buy	19,588 +1,733	+10%	+$91.3K	0.32%	76
2024 Q4	$888K	Buy	+17,855	New	+$976K	0.3%	78

Other funds holding GNR

Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

Chemistry Wealth Management New York $622M AUM 19.32% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

One Plus One Wealth Management Jupiter, Florida $229M AUM 28.06% 1-Year Est. Return

Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return