Dorsey & Whitney Trust’s State Street SPDR S&P North American Natural Resources ETF NANR Stock Holding History

Dorsey & Whitney Trust’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
2023 Q1	–	Sell	-4,220	Closed	-$229K	–	594
2022 Q4	$229K	Buy	+4,220	New	+$230K	0.02%	493

Other funds holding NANR

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

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

MAM

Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PJSIMP

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

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

CIAS

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

Dorsey & Whitney Trust's NANR Position: Q1 2023 in Review

Dorsey & Whitney Trust sold out of State Street SPDR S&P North American Natural Resources ETF (NANR) in Q1 2023, closing a stake of 4,220 shares — an estimated $229K sold.

Dorsey & Whitney Trust first reported a position in NANR in Q4 2022 and held it in 1 quarter. The position peaked at $229K in Q4 2022. 84 funds tracked by Wall St. Rank hold NANR as of Q1 2023.

Dorsey & Whitney Trust reported no remaining State Street SPDR S&P North American Natural Resources ETF position as of Q1 2023 after selling out during the quarter.
Dorsey & Whitney Trust sold 4,220 State Street SPDR S&P North American Natural Resources ETF shares in Q1 2023, an estimated $229K.
Dorsey & Whitney Trust first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q4 2022 and held it in 1 quarter.
Dorsey & Whitney Trust's State Street SPDR S&P North American Natural Resources ETF position peaked at $229K in Q4 2022.
84 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q1 2023.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2023, filed 11 May 2023.