Destiny Wealth Partners’s State Street SPDR S&P North American Natural Resources ETF NANR Stock Holding History

Destiny Wealth Partners’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
2024 Q2	–	Sell	-75,804	Closed	-$4.14M	–	168
2024 Q1	$4.14M	Sell	75,804 -8,784	-10%	-$436K	0.74%	49
2023 Q4	$4.3M	Buy	84,588 +7,653	+10%	+$389K	0.81%	46
2023 Q3	$4.07M	Buy	76,935 +6,155	+9%	+$328K	0.82%	43
2023 Q2	$3.77M	Buy	+70,780	New	+$3.73M	0.72%	46
2022 Q3	–	Sell	-113	Closed	-$6K	–	611
2022 Q2	$6K	Hold	113	–	–	﹤0.01%	502
2022 Q1	$7K	Hold	113	–	–	﹤0.01%	452
2021 Q4	$5K	Buy	+113	New	+$4.91K	﹤0.01%	485

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PJSIMP

P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $643M AUM 21.84% 1-Year Est. Return

SFP

Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return

CIAS

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Destiny Wealth Partners's NANR Position: Q2 2024 in Review

Destiny Wealth Partners sold out of State Street SPDR S&P North American Natural Resources ETF (NANR) in Q2 2024, closing a stake of 75,804 shares — an estimated $4.14M sold.

Destiny Wealth Partners first reported a position in NANR in Q4 2021 and held it in 7 quarters. The position peaked at $4.3M in Q4 2023. 95 funds tracked by Wall St. Rank hold NANR as of Q2 2024.

Destiny Wealth Partners reported no remaining State Street SPDR S&P North American Natural Resources ETF position as of Q2 2024 after selling out during the quarter.
Destiny Wealth Partners sold 75,804 State Street SPDR S&P North American Natural Resources ETF shares in Q2 2024, an estimated $4.14M.
Destiny Wealth Partners first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q4 2021 and held it in 7 quarters.
Destiny Wealth Partners's State Street SPDR S&P North American Natural Resources ETF position peaked at $4.3M in Q4 2023.
95 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q2 2024.

Based on Destiny Wealth Partners's 13F filing for Q2 2024, filed 25 Jul 2024.