FDx Advisors’s State Street SPDR S&P North American Natural Resources ETF NANR Stock Holding History

FDx Advisors’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 Q1	–	Sell	-95,762	Closed	-$4.88M	–	544
2023 Q4	$4.88M	Sell	95,762 -8,336	-8%	-$424K	0.38%	60
2023 Q3	$5.51M	Buy	104,098 +1,414	+1%	+$75.4K	0.46%	53
2023 Q2	$5.29M	Sell	102,684 -2,192	-2%	-$116K	0.29%	94
2023 Q1	$5.69M	Hold	104,876	–	–	0.25%	97
2022 Q4	$5.69M	Buy	104,876 +179	+0.2%	+$9.75K	0.25%	97
2022 Q3	$4.99M	Buy	104,697 +10,409	+11%	+$515K	0.22%	101
2022 Q2	$4.64M	Buy	+94,288	New	+$5.34M	0.17%	121

Other funds holding NANR

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

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 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

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

FDx Advisors's NANR Position: Q1 2024 in Review

FDx Advisors sold out of State Street SPDR S&P North American Natural Resources ETF (NANR) in Q1 2024, closing a stake of 95,762 shares — an estimated $4.88M sold.

FDx Advisors first reported a position in NANR in Q2 2022 and held it in 7 quarters. The position peaked at $5.69M in Q1 2023. 91 funds tracked by Wall St. Rank hold NANR as of Q1 2024.

FDx Advisors reported no remaining State Street SPDR S&P North American Natural Resources ETF position as of Q1 2024 after selling out during the quarter.
FDx Advisors sold 95,762 State Street SPDR S&P North American Natural Resources ETF shares in Q1 2024, an estimated $4.88M.
FDx Advisors first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q2 2022 and held it in 7 quarters.
FDx Advisors's State Street SPDR S&P North American Natural Resources ETF position peaked at $5.69M in Q1 2023.
91 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q1 2024.

Based on FDx Advisors's 13F filing for Q1 2024, filed 3 May 2024.