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

Financial Freedom LLC’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 		$1.55M Buy
20,479
+1,082
+6% +$88.6K 0.71% 36
2026
Q1 		$1.63M Buy
19,397
+863
+5% +$68.5K 0.81% 33
2025
Q4 		$1.26M Buy
18,534
+85
+0.5% +$5.56K 0.62% 40
2025
Q3 		$1.19M Buy
18,449
+236
+1% +$14.2K 0.59% 40
2025
Q2 		$1.03M Sell
18,213
-1,100
-6% -$59.4K 0.56% 40
2025
Q1 		$1.07M Buy
19,313
+1,184
+7% +$64.1K 0.62% 34
2024
Q4 		$927K Sell
18,129
-8
-0% -$447 0.49% 38
2024
Q3 		$1.03M Sell
18,137
-970
-5% -$53.5K 0.54% 37
2024
Q2 		$1.04M Sell
19,107
-18
-0.1% -$1.01K 0.59% 37
2024
Q1 		$1.04M Sell
19,125
-96
-0.5% -$4.76K 0.62% 34
2023
Q4 		$980K Sell
19,221
-1,895
-9% -$96.3K 0.62% 36
2023
Q3 		$1.12M Sell
21,116
-837
-4% -$44.6K 0.79% 29
2023
Q2 		$1.13M Buy
21,953
+2,075
+10% +$109K 0.79% 27
2023
Q1 		$1.07M Buy
19,878
+3,067
+18% +$167K 0.78% 27
2022
Q4 		$911K Buy
+16,811
New +$916K 0.61% 27

Other funds holding NANR

Financial Engines Advisors
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
Bank of America
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

Financial Freedom LLC's NANR Position: Q2 2026 in Review

Financial Freedom LLC increased its State Street SPDR S&P North American Natural Resources ETF (NANR) stake by 5.6% in Q2 2026, buying an estimated $88.6K and bringing the position to 20,479 shares worth $1.55M. The position accounts for 0.71% of the portfolio, ranked #36.

Financial Freedom LLC first reported a position in NANR in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.63M in Q1 2026. 132 funds tracked by Wall St. Rank hold NANR as of Q2 2026.

  • Financial Freedom LLC held 20,479 shares of State Street SPDR S&P North American Natural Resources ETF worth $1.55M as of Q2 2026.
  • Financial Freedom LLC bought 1,082 State Street SPDR S&P North American Natural Resources ETF shares in Q2 2026, an estimated $88.6K.
  • State Street SPDR S&P North American Natural Resources ETF made up 0.71% of Financial Freedom LLC's portfolio in Q2 2026, its #36 holding.
  • Financial Freedom LLC first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q4 2022 and has held it in 15 quarters since.
  • Financial Freedom LLC's State Street SPDR S&P North American Natural Resources ETF position peaked at $1.63M in Q1 2026.
  • 132 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.