Institutional & Family Asset Management’s State Street SPDR S&P Global Natural Resources ETF GNR Stock Holding History

Institutional & Family Asset Management’s Portfolio GNR Stock Details GNR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-27	Closed	-$1.5K	–	726
2023 Q3	$1.5K	Buy	+27	New	+$1.51K	﹤0.01%	578
2023 Q2	–	Sell	-113	Closed	-$6.45K	–	770
2023 Q1	$6.45K	Buy	113 +52	+85%	+$3.03K	﹤0.01%	441
2022 Q4	$3.48K	Sell	61 -138	-69%	-$7.77K	﹤0.01%	514
2022 Q3	$10K	Hold	199	–	–	﹤0.01%	384
2022 Q2	$10K	Buy	+199	New	+$11.9K	﹤0.01%	388

Other funds holding GNR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HMH

Hackensack Meridian Health Edison, New Jersey $1.06B AUM 18.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Institutional & Family Asset Management's GNR Position: Q4 2023 in Review

Institutional & Family Asset Management sold out of State Street SPDR S&P Global Natural Resources ETF (GNR) in Q4 2023, closing a stake of 27 shares — an estimated $1.5K sold.

Institutional & Family Asset Management first reported a position in GNR in Q2 2022 and held it in 5 quarters. The position peaked at $10K in Q3 2022. 244 funds tracked by Wall St. Rank hold GNR as of Q4 2023.

Institutional & Family Asset Management reported no remaining State Street SPDR S&P Global Natural Resources ETF position as of Q4 2023 after selling out during the quarter.
Institutional & Family Asset Management sold 27 State Street SPDR S&P Global Natural Resources ETF shares in Q4 2023, an estimated $1.5K.
Institutional & Family Asset Management first reported a position in State Street SPDR S&P Global Natural Resources ETF in Q2 2022 and held it in 5 quarters.
Institutional & Family Asset Management's State Street SPDR S&P Global Natural Resources ETF position peaked at $10K in Q3 2022.
244 funds tracked by Wall St. Rank held State Street SPDR S&P Global Natural Resources ETF as of Q4 2023.

Based on Institutional & Family Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.