Freedom Investment Management’s State Street SPDR S&P Global Natural Resources ETF GNR Stock Holding History

Freedom Investment Management’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
2024 Q2	–	Sell	-5,821	Closed	-$337K	–	823
2024 Q1	$337K	Sell	5,821 -1,251	-18%	-$68K	0.03%	560
2023 Q4	$401K	Buy	+7,072	New	+$389K	0.03%	492
2018 Q3	–	Sell	-113,804	Closed	-$5.7M	–	928
2018 Q2	$5.7M	Buy	113,804 +518	+0.5%	+$26.3K	0.34%	33
2018 Q1	$5.48M	Buy	+113,286	New	+$5.64M	0.28%	43

Other funds holding GNR

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

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

HMH

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

PFA

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

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

SWM

Sendero Wealth Management San Antonio, Texas $904M AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Freedom Investment Management's GNR Position: Q2 2024 in Review

Freedom Investment Management sold out of State Street SPDR S&P Global Natural Resources ETF (GNR) in Q2 2024, closing a stake of 5,821 shares — an estimated $337K sold.

Freedom Investment Management first reported a position in GNR in Q1 2018 and held it in 4 quarters. The position peaked at $5.7M in Q2 2018. 239 funds tracked by Wall St. Rank hold GNR as of Q2 2024.

Freedom Investment Management reported no remaining State Street SPDR S&P Global Natural Resources ETF position as of Q2 2024 after selling out during the quarter.
Freedom Investment Management sold 5,821 State Street SPDR S&P Global Natural Resources ETF shares in Q2 2024, an estimated $337K.
Freedom Investment Management first reported a position in State Street SPDR S&P Global Natural Resources ETF in Q1 2018 and held it in 4 quarters.
Freedom Investment Management's State Street SPDR S&P Global Natural Resources ETF position peaked at $5.7M in Q2 2018.
239 funds tracked by Wall St. Rank held State Street SPDR S&P Global Natural Resources ETF as of Q2 2024.

Based on Freedom Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.