Fiduciary Financial Group’s State Street SPDR S&P Global Natural Resources ETF GNR Stock Holding History

Fiduciary Financial Group’s Portfolio GNR Stock Details GNR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12M	Buy	178,050 +23,778	+15%	+$1.74M	1.36%	14
2026 Q1	$11.5M	Buy	154,272 +16,485	+12%	+$1.17M	1.53%	14
2025 Q4	$8.56M	Buy	137,787 +11,102	+9%	+$667K	1.21%	18
2025 Q3	$7.5M	Buy	126,685 +9,217	+8%	+$524K	1.19%	19
2025 Q2	$6.45M	Buy	117,468 +15,842	+16%	+$829K	1.17%	20
2025 Q1	$4.86M	Buy	101,626 +44,106	+77%	+$2.32M	1.06%	24
2024 Q4	$2.92M	Sell	57,520 -20,355	-26%	-$1.11M	0.64%	33
2024 Q3	$4.44M	Buy	77,875 +3,195	+4%	+$178K	1.02%	24
2024 Q2	$4.28M	Buy	+74,680	New	+$4.33M	1.03%	24

Other funds holding GNR

Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

Chemistry Wealth Management New York $622M AUM 19.32% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

One Plus One Wealth Management Jupiter, Florida $229M AUM 28.06% 1-Year Est. Return

Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return