Financial Engines Advisors’s State Street SPDR S&P North American Natural Resources ETF NANR Stock Holding History

Financial Engines Advisors’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	$319M	Sell	4,222,651 -13,475	-0.3%	-$1.1M	0.57%	28
2026 Q1	$356M	Sell	4,236,126 -1,266,557	-23%	-$101M	0.72%	28
2025 Q4	$373M	Sell	5,502,683 -212,358	-4%	-$13.9M	0.71%	28
2025 Q3	$369M	Sell	5,715,041 -238,316	-4%	-$14.4M	0.7%	28
2025 Q2	$337M	Buy	5,953,357 +11,120	+0.2%	+$600K	0.67%	28
2025 Q1	$330M	Sell	5,942,237 -15,538	-0.3%	-$841K	0.71%	27
2024 Q4	$305M	Sell	5,957,775 -94,926	-2%	-$5.31M	0.64%	28
2024 Q3	$343M	Sell	6,052,701 -159,460	-3%	-$8.79M	0.72%	27
2024 Q2	$338M	Sell	6,212,161 -103,664	-2%	-$5.79M	0.75%	27
2024 Q1	$345M	Buy	6,315,825 +157,463	+3%	+$7.81M	0.78%	27
2023 Q4	$314M	Buy	6,158,362 +13,434	+0.2%	+$683K	0.74%	27
2023 Q3	$325M	Sell	6,144,928 -71,111	-1%	-$3.79M	0.85%	27
2023 Q2	$320M	Buy	6,216,039 +244,349	+4%	+$12.9M	0.81%	28
2023 Q1	$320M	Sell	5,971,690 -113,438	-2%	-$6.17M	0.85%	28
2022 Q4	$330M	Sell	6,085,128 -703,695	-10%	-$38.3M	0.94%	27
2022 Q3	$324M	Sell	6,788,823 -125,972	-2%	-$6.24M	1.06%	26
2022 Q2	$340M	Sell	6,914,795 -456,336	-6%	-$25.9M	1.04%	26
2022 Q1	$428M	Sell	7,371,131 -2,449,215	-25%	-$126M	1.14%	26
2021 Q4	$432M	Sell	9,820,346 -219,351	-2%	-$9.54M	1.15%	26
2021 Q3	$400M	Sell	10,039,697 -250,838	-2%	-$9.9M	1.18%	26
2021 Q2	$428M	Sell	10,290,535 -368,138	-3%	-$15.5M	1.24%	26
2021 Q1	$410M	Sell	10,658,673 -1,252,865	-11%	-$46.4M	1.28%	23
2020 Q4	$395M	Sell	11,911,538 -1,281,163	-10%	-$39.9M	1.35%	21
2020 Q3	$377M	Sell	13,192,701 -2,629,976	-17%	-$79.2M	1.5%	16
2020 Q2	$460M	Sell	15,822,677 -1,924,202	-11%	-$53.4M	2.01%	15
2020 Q1	$388M	Sell	17,746,879 -3,970,979	-18%	-$115M	2.08%	17
2019 Q4	$733M	Buy	21,717,858 +225,832	+1%	+$7.14M	3.55%	9
2019 Q3	$675M	Buy	21,492,026 +919,226	+4%	+$29.3M	3.63%	8
2019 Q2	$669M	Sell	20,572,800 -41,092	-0.2%	-$1.3M	3.91%	9
2019 Q1	$672M	Buy	20,613,892 +346,652	+2%	+$10.9M	3.67%	10
2018 Q4	$587M	Buy	+20,267,240	New	+$642M	4.06%	9

Other funds holding NANR

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

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Financial Engines Advisors's NANR Position: Q2 2026 in Review

Financial Engines Advisors reduced its State Street SPDR S&P North American Natural Resources ETF (NANR) stake by 0.32% in Q2 2026, selling an estimated $1.1M and leaving 4,222,651 shares worth $319M. The position accounts for 0.57% of the portfolio, ranked #28.

Financial Engines Advisors first reported a position in NANR in Q4 2018 and has held it in 31 quarters since. The position peaked at $733M in Q4 2019. 133 funds tracked by Wall St. Rank hold NANR as of Q2 2026.

Financial Engines Advisors held 4,222,651 shares of State Street SPDR S&P North American Natural Resources ETF worth $319M as of Q2 2026.
Financial Engines Advisors sold 13,475 State Street SPDR S&P North American Natural Resources ETF shares in Q2 2026, an estimated $1.1M.
State Street SPDR S&P North American Natural Resources ETF made up 0.57% of Financial Engines Advisors's portfolio in Q2 2026, its #28 holding.
Financial Engines Advisors first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q4 2018 and has held it in 31 quarters since.
Financial Engines Advisors's State Street SPDR S&P North American Natural Resources ETF position peaked at $733M in Q4 2019.
133 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.