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

Evermay Wealth Management’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	$14.5K	Hold	192	–	–	﹤0.01%	472
2026 Q1	$16.1K	Buy	192 +4	+2%	+$318	﹤0.01%	413
2025 Q4	$12.8K	Buy	+188	New	+$12.3K	﹤0.01%	426

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

Evermay Wealth Management's NANR Position: Q2 2026 in Review

Evermay Wealth Management held its State Street SPDR S&P North American Natural Resources ETF (NANR) position steady in Q2 2026 at 192 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Evermay Wealth Management first reported a position in NANR in Q4 2025 and has held it in 3 quarters since. The position peaked at $16.1K in Q1 2026. 133 funds tracked by Wall St. Rank hold NANR as of Q2 2026.

Evermay Wealth Management held 192 shares of State Street SPDR S&P North American Natural Resources ETF worth $14.5K as of Q2 2026.
Evermay Wealth Management 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 Evermay Wealth Management's portfolio in Q2 2026, its #472 holding.
Evermay Wealth Management first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q4 2025 and has held it in 3 quarters since.
Evermay Wealth Management's State Street SPDR S&P North American Natural Resources ETF position peaked at $16.1K in Q1 2026.
133 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.