Creative Planning
NANR icon

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

Creative Planning’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
2017
Q3 		– Sell
-6,137
Closed -$190K – 3042
2017
Q2 		$190K Buy
6,137
+5,923
+2,768% +$191K ﹤0.01% 1547
2017
Q1 		$7K Hold
214
– – ﹤0.01% 3802
2016
Q4 		$7K Hold
214
– – ﹤0.01% 3779
2016
Q3 		$7K Sell
214
-476
-69% -$16.4K ﹤0.01% 3731
2016
Q2 		$24K Buy
+690
New +$22.3K ﹤0.01% 2664

Other funds holding NANR

EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
SSB
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return