BFC Planning, Inc.’s State Street SPDR S&P North American Natural Resources ETF NANR Stock Holding History

BFC Planning, Inc.’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	$14.6K	Sell	194 -349	-64%	-$28.6K	﹤0.01%	2163
2026 Q1	$45.6K	Buy	543 +150	+38%	+$11.9K	﹤0.01%	1376
2025 Q4	$26.7K	Buy	393 +339	+628%	+$22.2K	﹤0.01%	1617
2025 Q3	$3.52K	Hold	54	–	–	﹤0.01%	2311
2025 Q2	$3.09K	Sell	54 -158	-75%	-$8.53K	﹤0.01%	2206
2025 Q1	$11.8K	Sell	212 -4	-2%	-$216	﹤0.01%	1694
2024 Q4	$11K	Buy	+216	New	+$12.1K	﹤0.01%	1725

Other funds holding NANR

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.27% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $439M AUM 11.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 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 $1.39B AUM 19.06% 1-Year Est. Return

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

P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $656M AUM 16.08% 1-Year Est. Return

BFC Planning, Inc.'s NANR Position: Q2 2026 in Review

BFC Planning, Inc. reduced its State Street SPDR S&P North American Natural Resources ETF (NANR) stake by 64% in Q2 2026, selling an estimated $28.6K and leaving 194 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2163.

BFC Planning, Inc. first reported a position in NANR in Q4 2024 and has held it in 7 quarters since. The position peaked at $45.6K in Q1 2026. 135 funds tracked by Wall St. Rank hold NANR as of Q2 2026.

BFC Planning, Inc. held 194 shares of State Street SPDR S&P North American Natural Resources ETF worth $14.6K as of Q2 2026.
BFC Planning, Inc. sold 349 State Street SPDR S&P North American Natural Resources ETF shares in Q2 2026, an estimated $28.6K.
State Street SPDR S&P North American Natural Resources ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2163 holding.
BFC Planning, Inc. first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s State Street SPDR S&P North American Natural Resources ETF position peaked at $45.6K in Q1 2026.
135 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.