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

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

CPG

Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 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

CX Institutional's NANR Position: Q2 2026 in Review

CX Institutional held its State Street SPDR S&P North American Natural Resources ETF (NANR) position steady in Q2 2026 at 21 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1476.

CX Institutional first reported a position in NANR in Q1 2020 and has held it in 18 quarters since. The position peaked at $1.41M in Q1 2022. 133 funds tracked by Wall St. Rank hold NANR as of Q2 2026.

CX Institutional held 21 shares of State Street SPDR S&P North American Natural Resources ETF worth $2K as of Q2 2026.
CX Institutional left its State Street SPDR S&P North American Natural Resources ETF share count unchanged in Q2 2026.
State Street SPDR S&P North American Natural Resources ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1476 holding.
CX Institutional first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q1 2020 and has held it in 18 quarters since.
CX Institutional's State Street SPDR S&P North American Natural Resources ETF position peaked at $1.41M in Q1 2022.
133 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.