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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
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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Franklin Resources
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cornerstone Planning Group's NANR Position: Q1 2026 in Review

Cornerstone Planning Group increased its State Street SPDR S&P North American Natural Resources ETF (NANR) stake by 5.2% in Q1 2026, buying an estimated $783K and bringing the position to 198,105 shares worth $16.4M. The position accounts for 2.19% of the portfolio, ranked #13.

Cornerstone Planning Group first reported a position in NANR in Q3 2025 and has held it in 3 quarters since. 127 funds tracked by Wall St. Rank hold NANR as of Q1 2026.

  • Cornerstone Planning Group held 198,105 shares of State Street SPDR S&P North American Natural Resources ETF worth $16.4M as of Q1 2026.
  • Cornerstone Planning Group bought 9,865 State Street SPDR S&P North American Natural Resources ETF shares in Q1 2026, an estimated $783K.
  • State Street SPDR S&P North American Natural Resources ETF made up 2.19% of Cornerstone Planning Group's portfolio in Q1 2026, its #13 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 3 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 Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.