Financial Advocates Investment Management’s State Street SPDR S&P Global Natural Resources ETF GNR Stock Holding History

Financial Advocates Investment Management’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
2024 Q4	–	Sell	-3,718	Closed	-$214K	–	776
2024 Q3	$214K	Buy	3,718 +68	+2%	+$3.79K	0.01%	698
2024 Q2	$204K	Sell	3,650 -1,362	-27%	-$79K	0.01%	671
2024 Q1	$288K	Sell	5,012 -665	-12%	-$36.1K	0.02%	606
2023 Q4	$321K	Buy	5,677 +1,550	+38%	+$85.2K	0.02%	536
2023 Q3	$230K	Buy	4,127 +74	+2%	+$4.13K	0.02%	608
2023 Q2	$218K	Buy	4,053 +112	+3%	+$6.18K	0.02%	624
2023 Q1	$225K	Sell	3,941 -146	-4%	-$8.51K	0.02%	647
2022 Q4	$233K	Sell	4,087 -96	-2%	-$5.4K	0.02%	630
2022 Q3	$207K	Sell	4,183 -285	-6%	-$15K	0.02%	676
2022 Q2	$233K	Buy	4,468 +382	+9%	+$22.9K	0.02%	572
2022 Q1	$257K	Buy	+4,086	New	+$239K	0.02%	617

Other funds holding GNR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

HMH

Hackensack Meridian Health Edison, New Jersey $1.48B AUM 21% 1-Year Est. Return

JHU

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

SWM

Sendero Wealth Management San Antonio, Texas $1B AUM 24.51% 1-Year Est. Return

Financial Advocates Investment Management's GNR Position: Q4 2024 in Review

Financial Advocates Investment Management sold out of State Street SPDR S&P Global Natural Resources ETF (GNR) in Q4 2024, closing a stake of 3,718 shares — an estimated $214K sold.

Financial Advocates Investment Management first reported a position in GNR in Q1 2022 and held it in 11 quarters. The position peaked at $321K in Q4 2023. 239 funds tracked by Wall St. Rank hold GNR as of Q4 2024.

Financial Advocates Investment Management reported no remaining State Street SPDR S&P Global Natural Resources ETF position as of Q4 2024 after selling out during the quarter.
Financial Advocates Investment Management sold 3,718 State Street SPDR S&P Global Natural Resources ETF shares in Q4 2024, an estimated $214K.
Financial Advocates Investment Management first reported a position in State Street SPDR S&P Global Natural Resources ETF in Q1 2022 and held it in 11 quarters.
Financial Advocates Investment Management's State Street SPDR S&P Global Natural Resources ETF position peaked at $321K in Q4 2023.
239 funds tracked by Wall St. Rank held State Street SPDR S&P Global Natural Resources ETF as of Q4 2024.

Based on Financial Advocates Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.