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

Financial Life Planners’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	$65.7K	Buy	870 +7	+0.8%	+$573	0.04%	108
2026 Q1	$72.5K	Buy	+863	New	+$68.5K	0.06%	96
2025 Q4	–	Sell	-854	Closed	-$55.2K	–	234
2025 Q3	$55.2K	Buy	+854	New	+$51.4K	0.04%	118
2025 Q1	–	Sell	-1,599	Closed	-$81.7K	–	273
2024 Q4	$81.7K	Buy	+1,599	New	+$89.4K	0.07%	89

Other funds holding NANR

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 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

Financial Life Planners's NANR Position: Q2 2026 in Review

Financial Life Planners increased its State Street SPDR S&P North American Natural Resources ETF (NANR) stake by 0.81% in Q2 2026, buying an estimated $573 and bringing the position to 870 shares worth $65.7K. The position accounts for 0.04% of the portfolio, ranked #108.

Financial Life Planners first reported a position in NANR in Q4 2024 and has held it in 4 quarters since. The position peaked at $81.7K in Q4 2024. 132 funds tracked by Wall St. Rank hold NANR as of Q2 2026.

Financial Life Planners held 870 shares of State Street SPDR S&P North American Natural Resources ETF worth $65.7K as of Q2 2026.
Financial Life Planners bought 7 State Street SPDR S&P North American Natural Resources ETF shares in Q2 2026, an estimated $573.
State Street SPDR S&P North American Natural Resources ETF made up 0.04% of Financial Life Planners's portfolio in Q2 2026, its #108 holding.
Financial Life Planners first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q4 2024 and has held it in 4 quarters since.
Financial Life Planners's State Street SPDR S&P North American Natural Resources ETF position peaked at $81.7K in Q4 2024.
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 Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.