Concord Wealth Partners’s State Street SPDR S&P North American Natural Resources ETF NANR Stock Holding History

Concord Wealth Partners’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	$6.72K	Buy	+89	New	+$7.29K	﹤0.01%	619
2026 Q1	–	Sell	-88	Closed	-$5.98K	–	582
2025 Q4	$5.98K	Buy	88 +1	+1%	+$65	﹤0.01%	601
2025 Q3	$5.64K	Hold	87	–	–	﹤0.01%	603
2025 Q2	$4.95K	Hold	87	–	–	﹤0.01%	634
2025 Q1	$4.8K	Hold	87	–	–	﹤0.01%	591
2024 Q4	$4.42K	Buy	87 +2	+2%	+$112	﹤0.01%	617
2024 Q3	$4.84K	Hold	85	–	–	﹤0.01%	637
2024 Q2	$4.65K	Hold	85	–	–	﹤0.01%	581
2024 Q1	$4.62K	Hold	85	–	–	﹤0.01%	662
2023 Q4	$4.32K	Buy	85 +1	+1%	+$51	﹤0.01%	650
2023 Q3	$4.42K	Hold	84	–	–	﹤0.01%	740
2023 Q2	$4.3K	Buy	84 +2	+2%	+$105	﹤0.01%	735
2023 Q1	$4.42K	Hold	82	–	–	﹤0.01%	689
2022 Q4	$4.47K	Buy	+82	New	+$4.47K	﹤0.01%	788
2022 Q3	–	Sell	-1,081	Closed	-$53K	–	761
2022 Q2	$53K	Buy	1,081 +1,001	+1,251%	+$56.7K	0.01%	362
2022 Q1	$5K	Hold	80	–	–	﹤0.01%	908
2021 Q4	$4K	Buy	+80	New	+$3.48K	﹤0.01%	998

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

Concord Wealth Partners's NANR Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in State Street SPDR S&P North American Natural Resources ETF (NANR) in Q2 2026: 89 shares worth $6.72K. The stake represents ﹤0.01% of the portfolio and ranks #619 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in NANR as recently as Q4 2025.

Concord Wealth Partners first reported a position in NANR in Q4 2021 and has held it in 17 quarters since. The position peaked at $53K in Q2 2022. 133 funds tracked by Wall St. Rank hold NANR as of Q2 2026.

Concord Wealth Partners held 89 shares of State Street SPDR S&P North American Natural Resources ETF worth $6.72K as of Q2 2026.
State Street SPDR S&P North American Natural Resources ETF was a new Concord Wealth Partners position in Q2 2026.
State Street SPDR S&P North American Natural Resources ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #619 holding.
Concord Wealth Partners first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q4 2021 and has held it in 17 quarters since.
Concord Wealth Partners's State Street SPDR S&P North American Natural Resources ETF position peaked at $53K in Q2 2022.
133 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.