CI
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CX Institutional’s State Street SPDR S&P North American Natural Resources ETF NANR Stock Holding History

CX Institutional’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 		$2K Hold
21
– – ﹤0.01% 1476
2026
Q1 		$2K Hold
21
– – ﹤0.01% 1457
2025
Q4 		$1K Hold
21
– – ﹤0.01% 1476
2025
Q3 		$1K Hold
21
– – ﹤0.01% 1356
2025
Q2 		$1K Hold
21
– – ﹤0.01% 1194
2025
Q1 		$1K Buy
+21
New +$1.14K ﹤0.01% 1183
2023
Q1 		– Sell
-15,774
Closed -$855K – 547
2022
Q4 		$855K Sell
15,774
-2,727
-15% -$149K 0.05% 297
2022
Q3 		$882K Sell
18,501
-1,636
-8% -$81K 0.06% 274
2022
Q2 		$991K Sell
20,137
-4,092
-17% -$232K 0.07% 242
2022
Q1 		$1.41M Buy
24,229
+5,073
+26% +$260K 0.11% 191
2021
Q4 		$843K Buy
19,156
+5,792
+43% +$252K 0.07% 213
2021
Q3 		$532K Sell
13,364
-1,869
-12% -$73.8K 0.04% 253
2021
Q2 		$634K Sell
15,233
-8,577
-36% -$360K 0.05% 222
2021
Q1 		$917K Buy
23,810
+1,030
+5% +$38.1K 0.08% 200
2020
Q4 		$755K Buy
22,780
+6,730
+42% +$210K 0.07% 217
2020
Q3 		$458K Buy
16,050
+1,115
+7% +$33.6K 0.05% 206
2020
Q2 		$434K Buy
14,935
+2,824
+23% +$78.3K 0.06% 204
2020
Q1 		$265K Buy
+12,111
New +$349K 0.04% 214

Other funds holding NANR

CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return