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

Consultiva 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 Q1	$195K	Buy	2,317 +1	+0%	+$79	0.56%	26
2025 Q4	$157K	Buy	2,316 +3	+0.1%	+$196	0.44%	35
2025 Q3	$149K	Hold	2,313	–	–	0.42%	41
2025 Q2	$131K	Buy	2,313 +4	+0.2%	+$216	0.4%	42
2025 Q1	$128K	Hold	2,309	–	–	0.44%	40
2024 Q4	$118K	Buy	2,309 +5	+0.2%	+$280	0.59%	28
2024 Q3	$130K	Hold	2,304	–	–	1.04%	9
2024 Q2	$126K	Buy	+2,304	New	+$129K	1.14%	8

Other funds holding NANR

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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 $377B AUM 19.32% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

CPG

Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

Consultiva Wealth Management's NANR Position: Q1 2026 in Review

Consultiva Wealth Management increased its State Street SPDR S&P North American Natural Resources ETF (NANR) stake by 0.04% in Q1 2026, buying an estimated $79 and bringing the position to 2,317 shares worth $195K. The position accounts for 0.56% of the portfolio, ranked #26.

Consultiva Wealth Management first reported a position in NANR in Q2 2024 and has held it in 8 quarters since. 127 funds tracked by Wall St. Rank hold NANR as of Q1 2026.

Consultiva Wealth Management held 2,317 shares of State Street SPDR S&P North American Natural Resources ETF worth $195K as of Q1 2026.
Consultiva Wealth Management bought 1 State Street SPDR S&P North American Natural Resources ETF share in Q1 2026, an estimated $79.
State Street SPDR S&P North American Natural Resources ETF made up 0.56% of Consultiva Wealth Management's portfolio in Q1 2026, its #26 holding.
Consultiva Wealth Management first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q2 2024 and has held it in 8 quarters since.
127 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q1 2026.

Based on Consultiva Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.