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

FSC Wealth 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
2024 Q3	–	Sell	-343	Closed	-$18.7K	–	302
2024 Q2	$18.7K	Buy	343 +3	+0.9%	+$168	0.01%	160
2024 Q1	$18.5K	Hold	340	–	–	0.01%	161
2023 Q4	$17.3K	Buy	340 +5	+1%	+$254	0.01%	162
2023 Q3	$17.7K	Hold	335	–	–	0.02%	131
2023 Q2	$17.3K	Buy	+335	New	+$17.7K	0.02%	116

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PJSIMP

P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $643M AUM 21.84% 1-Year Est. Return

SFP

Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return

CIAS

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

FSC Wealth Advisors's NANR Position: Q3 2024 in Review

FSC Wealth Advisors sold out of State Street SPDR S&P North American Natural Resources ETF (NANR) in Q3 2024, closing a stake of 343 shares — an estimated $18.7K sold.

FSC Wealth Advisors first reported a position in NANR in Q2 2023 and held it in 5 quarters. The position peaked at $18.7K in Q2 2024. 94 funds tracked by Wall St. Rank hold NANR as of Q3 2024.

FSC Wealth Advisors reported no remaining State Street SPDR S&P North American Natural Resources ETF position as of Q3 2024 after selling out during the quarter.
FSC Wealth Advisors sold 343 State Street SPDR S&P North American Natural Resources ETF shares in Q3 2024, an estimated $18.7K.
FSC Wealth Advisors first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q2 2023 and held it in 5 quarters.
FSC Wealth Advisors's State Street SPDR S&P North American Natural Resources ETF position peaked at $18.7K in Q2 2024.
94 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q3 2024.

Based on FSC Wealth Advisors's 13F filing for Q3 2024, filed 22 Oct 2024.