HWM
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HB Wealth Management’s State Street SPDR S&P North American Natural Resources ETF NANR Stock Holding History

HB Wealth Management’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
Q1 		– Sell
-5,370
Closed -$275K – 1260
2024
Q4 		$275K Buy
5,370
+943
+21% +$52.7K ﹤0.01% 842
2024
Q3 		$251K Buy
+4,427
New +$244K ﹤0.01% 818
2024
Q1 		– Sell
-4,141
Closed -$211K – 863
2023
Q4 		$211K Buy
+4,141
New +$210K ﹤0.01% 725
2022
Q3 		– Sell
-5,522
Closed -$272K – 604
2022
Q2 		$272K Buy
+5,522
New +$313K 0.01% 462

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CWM
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LPL Financial
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Morgan Stanley
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Mariner
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XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
PJSIMP
P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $595M AUM 18.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return