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 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

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

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

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Cornerstone Planning Group's NANR Position: Q2 2026 in Review

Cornerstone Planning Group increased its State Street SPDR S&P North American Natural Resources ETF (NANR) stake by 4.2% in Q2 2026, buying an estimated $678K and bringing the position to 206,378 shares worth $16.7M. The position accounts for 2.1% of the portfolio, ranked #14.

Cornerstone Planning Group first reported a position in NANR in Q3 2025 and has held it in 4 quarters since. 133 funds tracked by Wall St. Rank hold NANR as of Q2 2026.

Cornerstone Planning Group held 206,378 shares of State Street SPDR S&P North American Natural Resources ETF worth $16.7M as of Q2 2026.
Cornerstone Planning Group bought 8,273 State Street SPDR S&P North American Natural Resources ETF shares in Q2 2026, an estimated $678K.
State Street SPDR S&P North American Natural Resources ETF made up 2.1% of Cornerstone Planning Group's portfolio in Q2 2026, its #14 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 4 quarters since.
133 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.