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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

PJSIMP

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

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

HB Wealth Management's NANR Position: Q1 2025 in Review

HB Wealth Management sold out of State Street SPDR S&P North American Natural Resources ETF (NANR) in Q1 2025, closing a stake of 5,370 shares — an estimated $275K sold.

HB Wealth Management first reported a position in NANR in Q2 2022 and held it in 4 quarters. The position peaked at $275K in Q4 2024. 101 funds tracked by Wall St. Rank hold NANR as of Q1 2025.

HB Wealth Management reported no remaining State Street SPDR S&P North American Natural Resources ETF position as of Q1 2025 after selling out during the quarter.
HB Wealth Management sold 5,370 State Street SPDR S&P North American Natural Resources ETF shares in Q1 2025, an estimated $275K.
HB Wealth Management first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q2 2022 and held it in 4 quarters.
HB Wealth Management's State Street SPDR S&P North American Natural Resources ETF position peaked at $275K in Q4 2024.
101 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q1 2025.

Based on HB Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.