First Heartland Consultants’s State Street SPDR S&P North American Natural Resources ETF NANR Stock Holding History

First Heartland Consultants’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	$299K	Buy	3,965 +492	+14%	+$40.3K	0.02%	472
2026 Q1	$282K	Sell	3,473 -441	-11%	-$35K	0.02%	424
2025 Q4	$265K	Buy	+3,914	New	+$256K	0.02%	453

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

First Heartland Consultants's NANR Position: Q2 2026 in Review

First Heartland Consultants increased its State Street SPDR S&P North American Natural Resources ETF (NANR) stake by 14% in Q2 2026, buying an estimated $40.3K and bringing the position to 3,965 shares worth $299K. The position accounts for 0.02% of the portfolio, ranked #472.

First Heartland Consultants first reported a position in NANR in Q4 2025 and has held it in 3 quarters since. 133 funds tracked by Wall St. Rank hold NANR as of Q2 2026.

First Heartland Consultants held 3,965 shares of State Street SPDR S&P North American Natural Resources ETF worth $299K as of Q2 2026.
First Heartland Consultants bought 492 State Street SPDR S&P North American Natural Resources ETF shares in Q2 2026, an estimated $40.3K.
State Street SPDR S&P North American Natural Resources ETF made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #472 holding.
First Heartland Consultants first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q4 2025 and has held it in 3 quarters since.
133 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.