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

Financial Engines Advisors’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
2023 Q1	–	Sell	-3,714	Closed	-$212K	–	296
2022 Q4	$212K	Buy	+3,714	New	+$209K	﹤0.01%	275
2022 Q2	–	Sell	-3,714	Closed	-$233K	–	309
2022 Q1	$233K	Sell	3,714 -1,053	-22%	-$61.7K	﹤0.01%	289
2021 Q4	$257K	Hold	4,767	–	–	﹤0.01%	245
2021 Q3	$244K	Buy	+4,767	New	+$248K	﹤0.01%	240

Other funds holding GNR

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

HMH

Hackensack Meridian Health Edison, New Jersey $1.06B AUM 18.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

PFA

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

Financial Engines Advisors's GNR Position: Q1 2023 in Review

Financial Engines Advisors sold out of State Street SPDR S&P Global Natural Resources ETF (GNR) in Q1 2023, closing a stake of 3,714 shares — an estimated $212K sold.

Financial Engines Advisors first reported a position in GNR in Q3 2021 and held it in 4 quarters. The position peaked at $257K in Q4 2021. 245 funds tracked by Wall St. Rank hold GNR as of Q1 2023.

Financial Engines Advisors reported no remaining State Street SPDR S&P Global Natural Resources ETF position as of Q1 2023 after selling out during the quarter.
Financial Engines Advisors sold 3,714 State Street SPDR S&P Global Natural Resources ETF shares in Q1 2023, an estimated $212K.
Financial Engines Advisors first reported a position in State Street SPDR S&P Global Natural Resources ETF in Q3 2021 and held it in 4 quarters.
Financial Engines Advisors's State Street SPDR S&P Global Natural Resources ETF position peaked at $257K in Q4 2021.
245 funds tracked by Wall St. Rank held State Street SPDR S&P Global Natural Resources ETF as of Q1 2023.

Based on Financial Engines Advisors's 13F filing for Q1 2023, filed 12 May 2023.