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 Q2	–	Sell	-2,317	Closed	-$195K	–	284
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 $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

Consultiva Wealth Management's NANR Position: Q2 2026 in Review

Consultiva Wealth Management sold out of State Street SPDR S&P North American Natural Resources ETF (NANR) in Q2 2026, closing a stake of 2,317 shares — an estimated $195K sold.

Consultiva Wealth Management first reported a position in NANR in Q2 2024 and held it in 8 quarters. The position peaked at $195K in Q1 2026. 133 funds tracked by Wall St. Rank hold NANR as of Q2 2026.

Consultiva Wealth Management reported no remaining State Street SPDR S&P North American Natural Resources ETF position as of Q2 2026 after selling out during the quarter.
Consultiva Wealth Management sold 2,317 State Street SPDR S&P North American Natural Resources ETF shares in Q2 2026, an estimated $195K.
Consultiva Wealth Management first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q2 2024 and held it in 8 quarters.
Consultiva Wealth Management's State Street SPDR S&P North American Natural Resources ETF position peaked at $195K 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 Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.