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

Fiduciary Alliance’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 Q1	$5.89M	Buy	70,858 +5,114	+8%	+$406K	0.36%	72
2025 Q4	$4.46M	Buy	65,744 +15,450	+31%	+$1.01M	0.29%	84
2025 Q3	$3.25M	Buy	50,294 +3,081	+7%	+$186K	0.22%	106
2025 Q2	$2.67M	Buy	47,213 +25	+0.1%	+$1.35K	0.2%	114
2025 Q1	$2.62M	Buy	47,188 +2,778	+6%	+$150K	0.26%	89
2024 Q4	$2.27M	Buy	44,410 +4,735	+12%	+$265K	0.23%	101
2024 Q3	$2.25M	Buy	39,675 +4,752	+14%	+$262K	0.3%	83
2024 Q2	$1.9M	Buy	34,923 +4,470	+15%	+$250K	0.31%	72
2024 Q1	$1.68M	Buy	30,453 +1,637	+6%	+$81.2K	0.3%	74
2023 Q4	$1.47M	Buy	28,816 +7,262	+34%	+$369K	0.29%	67
2023 Q3	$1.14M	Buy	+21,554	New	+$1.15M	0.26%	66

Other funds holding NANR

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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 $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

CPG

Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

Fiduciary Alliance's NANR Position: Q1 2026 in Review

Fiduciary Alliance increased its State Street SPDR S&P North American Natural Resources ETF (NANR) stake by 7.8% in Q1 2026, buying an estimated $406K and bringing the position to 70,858 shares worth $5.89M. The position accounts for 0.36% of the portfolio, ranked #72.

Fiduciary Alliance first reported a position in NANR in Q3 2023 and has held it in 11 quarters since. 127 funds tracked by Wall St. Rank hold NANR as of Q1 2026.

Fiduciary Alliance held 70,858 shares of State Street SPDR S&P North American Natural Resources ETF worth $5.89M as of Q1 2026.
Fiduciary Alliance bought 5,114 State Street SPDR S&P North American Natural Resources ETF shares in Q1 2026, an estimated $406K.
State Street SPDR S&P North American Natural Resources ETF made up 0.36% of Fiduciary Alliance's portfolio in Q1 2026, its #72 holding.
Fiduciary Alliance first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q3 2023 and has held it in 11 quarters since.
127 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.