Cornerstone Planning Group’s State Street SPDR S&P North American Natural Resources ETF NANR Stock Holding History

Cornerstone Planning Group’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 Q3	$17.4M	Sell	200,269 -6,109	-3%	-$515K	2.16%	15
2026 Q2	$16.7M	Buy	206,378 +8,273	+4%	+$678K	2.1%	14
2026 Q1	$16.4M	Buy	198,105 +9,865	+5%	+$783K	2.19%	13
2025 Q4	$15M	Buy	188,240 +188,235	+3,764,700%	+$12.3M	2.34%	12
2025 Q3	$274	Buy	+5	New	+$301	﹤0.01%	1591

Other funds holding NANR

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Cornerstone Planning Group's NANR Position: Q3 2026 in Review

Cornerstone Planning Group reduced its State Street SPDR S&P North American Natural Resources ETF (NANR) stake by 3% in Q3 2026, selling an estimated $515K and leaving 200,269 shares worth $17.4M. The position accounts for 2.16% of the portfolio, ranked #15.

Cornerstone Planning Group first reported a position in NANR in Q3 2025 and has held it in 5 quarters since. 27 funds tracked by Wall St. Rank hold NANR as of Q3 2026.

Cornerstone Planning Group held 200,269 shares of State Street SPDR S&P North American Natural Resources ETF worth $17.4M as of Q3 2026.
Cornerstone Planning Group sold 6,109 State Street SPDR S&P North American Natural Resources ETF shares in Q3 2026, an estimated $515K.
State Street SPDR S&P North American Natural Resources ETF made up 2.16% of Cornerstone Planning Group's portfolio in Q3 2026, its #15 holding.
Cornerstone Planning Group first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q3 2025 and has held it in 5 quarters since.
27 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.