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L.J. Altfest & Co’s State Street SPDR S&P North American Natural Resources ETF NANR Stock Holding History

L.J. Altfest & Co’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
2022
Q3 		– Sell
-20,312
Closed -$1M – 273
2022
Q2 		$1M Sell
20,312
-89,960
-82% -$5.1M 0.18% 91
2022
Q1 		$6.4M Buy
+110,272
New +$5.65M 1.14% 21

Other funds holding NANR

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SFP
Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return

L.J. Altfest & Co's NANR Position: Q3 2022 in Review

L.J. Altfest & Co sold out of State Street SPDR S&P North American Natural Resources ETF (NANR) in Q3 2022, closing a stake of 20,312 shares — an estimated $1M sold.

L.J. Altfest & Co first reported a position in NANR in Q1 2022 and held it in 2 quarters. The position peaked at $6.4M in Q1 2022. 70 funds tracked by Wall St. Rank hold NANR as of Q3 2022.

  • L.J. Altfest & Co reported no remaining State Street SPDR S&P North American Natural Resources ETF position as of Q3 2022 after selling out during the quarter.
  • L.J. Altfest & Co sold 20,312 State Street SPDR S&P North American Natural Resources ETF shares in Q3 2022, an estimated $1M.
  • L.J. Altfest & Co first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q1 2022 and held it in 2 quarters.
  • L.J. Altfest & Co's State Street SPDR S&P North American Natural Resources ETF position peaked at $6.4M in Q1 2022.
  • 70 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q3 2022.

Based on L.J. Altfest & Co's 13F filing for Q3 2022, filed 15 Nov 2022.