Independent Financial Group’s State Street SPDR S&P North American Natural Resources ETF NANR Stock Holding History

Independent Financial Group’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	$820K	Buy	+10,855	New	+$889K	0.02%	770
2022 Q3	–	Sell	-14,030	Closed	-$691K	–	772
2022 Q2	$691K	Buy	14,030 +2,920	+26%	+$165K	0.07%	300
2022 Q1	$645K	Buy	+11,110	New	+$570K	0.05%	356

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

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

CPG

Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 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 $1.37B AUM 28.49% 1-Year Est. Return

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

PJSIMP

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

Independent Financial Group's NANR Position: Q2 2026 in Review

Independent Financial Group opened a new position in State Street SPDR S&P North American Natural Resources ETF (NANR) in Q2 2026: 10,855 shares worth $820K. The stake represents 0.02% of the portfolio and ranks #770 among its holdings. This is a return to the name: Independent Financial Group previously reported a position in NANR as recently as Q2 2022.

Independent Financial Group first reported a position in NANR in Q1 2022 and has held it in 3 quarters since. 132 funds tracked by Wall St. Rank hold NANR as of Q2 2026.

Independent Financial Group held 10,855 shares of State Street SPDR S&P North American Natural Resources ETF worth $820K as of Q2 2026.
State Street SPDR S&P North American Natural Resources ETF was a new Independent Financial Group position in Q2 2026.
State Street SPDR S&P North American Natural Resources ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #770 holding.
Independent Financial Group first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q1 2022 and has held it in 3 quarters since.
132 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.