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 Q2	$5.48M	Buy	72,606 +1,748	+2%	+$143K	0.37%	76
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 $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

Fiduciary Alliance's NANR Position: Q2 2026 in Review

Fiduciary Alliance increased its State Street SPDR S&P North American Natural Resources ETF (NANR) stake by 2.5% in Q2 2026, buying an estimated $143K and bringing the position to 72,606 shares worth $5.48M. The position accounts for 0.37% of the portfolio, ranked #76.

Fiduciary Alliance first reported a position in NANR in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.89M in Q1 2026. 133 funds tracked by Wall St. Rank hold NANR as of Q2 2026.

Fiduciary Alliance held 72,606 shares of State Street SPDR S&P North American Natural Resources ETF worth $5.48M as of Q2 2026.
Fiduciary Alliance bought 1,748 State Street SPDR S&P North American Natural Resources ETF shares in Q2 2026, an estimated $143K.
State Street SPDR S&P North American Natural Resources ETF made up 0.37% of Fiduciary Alliance's portfolio in Q2 2026, its #76 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 12 quarters since.
Fiduciary Alliance's State Street SPDR S&P North American Natural Resources ETF position peaked at $5.89M 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 Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.