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

Family Asset 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
2023 Q3	–	Sell	-609	Closed	-$31.4K	–	190
2023 Q2	$31.4K	Hold	609	–	–	0.02%	148
2023 Q1	$32.7K	Sell	609 -430	-41%	-$23.4K	0.02%	142
2022 Q4	$56.3K	Buy	+1,039	New	+$56.6K	0.05%	118

Other funds holding NANR

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PJSIMP

P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $595M AUM 18.7% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

CIAS

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

Family Asset Management's NANR Position: Q3 2023 in Review

Family Asset Management sold out of State Street SPDR S&P North American Natural Resources ETF (NANR) in Q3 2023, closing a stake of 609 shares — an estimated $31.4K sold.

Family Asset Management first reported a position in NANR in Q4 2022 and held it in 3 quarters. The position peaked at $56.3K in Q4 2022. 88 funds tracked by Wall St. Rank hold NANR as of Q3 2023.

Family Asset Management reported no remaining State Street SPDR S&P North American Natural Resources ETF position as of Q3 2023 after selling out during the quarter.
Family Asset Management sold 609 State Street SPDR S&P North American Natural Resources ETF shares in Q3 2023, an estimated $31.4K.
Family Asset Management first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q4 2022 and held it in 3 quarters.
Family Asset Management's State Street SPDR S&P North American Natural Resources ETF position peaked at $56.3K in Q4 2022.
88 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q3 2023.

Based on Family Asset Management's 13F filing for Q3 2023, filed 2 Nov 2023.