J.W. Cole Advisors’s State Street SPDR S&P North American Natural Resources ETF NANR Stock Holding History

J.W. Cole Advisors’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	$224K	Sell	2,961 -825	-22%	-$67.6K	﹤0.01%	1452
2026 Q1	$318K	Buy	+3,786	New	+$301K	0.01%	611
2025 Q4	–	Sell	-3,717	Closed	-$240K	–	1558
2025 Q3	$240K	Buy	+3,717	New	+$224K	﹤0.01%	1354

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

J.W. Cole Advisors's NANR Position: Q2 2026 in Review

J.W. Cole Advisors reduced its State Street SPDR S&P North American Natural Resources ETF (NANR) stake by 22% in Q2 2026, selling an estimated $67.6K and leaving 2,961 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1452.

J.W. Cole Advisors first reported a position in NANR in Q3 2025 and has held it in 3 quarters since. The position peaked at $318K in Q1 2026. 133 funds tracked by Wall St. Rank hold NANR as of Q2 2026.

J.W. Cole Advisors held 2,961 shares of State Street SPDR S&P North American Natural Resources ETF worth $224K as of Q2 2026.
J.W. Cole Advisors sold 825 State Street SPDR S&P North American Natural Resources ETF shares in Q2 2026, an estimated $67.6K.
State Street SPDR S&P North American Natural Resources ETF made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1452 holding.
J.W. Cole Advisors first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q3 2025 and has held it in 3 quarters since.
J.W. Cole Advisors's State Street SPDR S&P North American Natural Resources ETF position peaked at $318K in Q1 2026.
133 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.