Global Retirement Partners’s State Street SPDR S&P North American Natural Resources ETF NANR Stock Holding History

Global Retirement Partners’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
2025 Q4	$1.29K	Sell	19 -1	-5%	-$65	﹤0.01%	3834
2025 Q3	$1.29K	Buy	20 +7	+54%	+$422	﹤0.01%	3462
2025 Q2	$736	Buy	+13	New	+$702	﹤0.01%	3513
2024 Q4	$265K	Sell	5,178 -2,856	-36%	-$160K	0.01%	845
2024 Q3	$455K	Buy	8,034 +812	+11%	+$44.8K	0.01%	655
2024 Q2	$393K	Buy	7,222 +1,590	+28%	+$88.9K	0.01%	677
2024 Q1	$307K	Buy	5,632 +1,010	+22%	+$50.1K	0.01%	652
2023 Q4	$223K	Buy	4,622 +430	+10%	+$21.9K	0.01%	721
2023 Q3	$211K	Buy	4,192 +7	+0.2%	+$373	0.01%	646
2023 Q2	$216K	Buy	4,185 +87	+2%	+$4.58K	0.01%	668
2023 Q1	$217K	Buy	4,098 +4,024	+5,438%	+$219K	0.01%	637
2022 Q4	$4.01K	Hold	74	–	–	﹤0.01%	2097
2022 Q3	$4K	Sell	74 -25	-25%	-$1.24K	﹤0.01%	2015
2022 Q2	$5K	Buy	99 +25	+34%	+$1.42K	﹤0.01%	1899
2022 Q1	$4K	Buy	+74	New	+$3.79K	﹤0.01%	1970
2020 Q3	–	Sell	-219	Closed	-$6K	–	1686
2020 Q2	$6K	Sell	219 -229	-51%	-$6.35K	﹤0.01%	1253
2020 Q1	$10K	Hold	448	–	–	﹤0.01%	1034
2019 Q4	$15K	Buy	448 +2	+0.4%	+$63	﹤0.01%	1049
2019 Q3	$14K	Buy	446 +214	+92%	+$6.81K	﹤0.01%	1034
2019 Q2	$8K	Hold	232	–	–	﹤0.01%	1168
2019 Q1	$8K	Hold	232	–	–	﹤0.01%	1115
2018 Q4	$7K	Sell	232 -519	-69%	-$16.4K	﹤0.01%	1070
2018 Q3	$26K	Hold	751	–	–	0.01%	737
2018 Q2	$27K	Hold	751	–	–	0.01%	706
2018 Q1	$25K	Hold	751	–	–	0.01%	700
2017 Q4	$27K	Buy	751 +422	+128%	+$14.4K	0.01%	655
2017 Q3	$11K	Buy	329 +232	+239%	+$7.52K	﹤0.01%	799
2017 Q2	$3K	Hold	97	–	–	﹤0.01%	1029
2017 Q1	$3K	Buy	+97	New	+$3.3K	﹤0.01%	983

Other funds holding NANR

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CPG

Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 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

Global Retirement Partners's NANR Position: Q4 2025 in Review

Global Retirement Partners reduced its State Street SPDR S&P North American Natural Resources ETF (NANR) stake by 5% in Q4 2025, selling an estimated $65 and leaving 19 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #3834.

Global Retirement Partners first reported a position in NANR in Q1 2017 and has held it in 29 quarters since. The position peaked at $455K in Q3 2024. 122 funds tracked by Wall St. Rank hold NANR as of Q4 2025.

Global Retirement Partners held 19 shares of State Street SPDR S&P North American Natural Resources ETF worth $1.29K as of Q4 2025.
Global Retirement Partners sold 1 State Street SPDR S&P North American Natural Resources ETF share in Q4 2025, an estimated $65.
State Street SPDR S&P North American Natural Resources ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3834 holding.
Global Retirement Partners first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q1 2017 and has held it in 29 quarters since.
Global Retirement Partners's State Street SPDR S&P North American Natural Resources ETF position peaked at $455K in Q3 2024.
122 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.