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Lee Financial’s State Street SPDR S&P Global Natural Resources ETF GNR Stock Holding History

Lee Financial’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
2022
Q1 		– Sell
-963
Closed -$52K – 843
2021
Q4 		$52K Buy
+963
New +$51.6K 0.01% 251

Other funds holding GNR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HMH
Hackensack Meridian Health Edison, New Jersey $1.06B AUM 18.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lee Financial's GNR Position: Q1 2022 in Review

Lee Financial sold out of State Street SPDR S&P Global Natural Resources ETF (GNR) in Q1 2022, closing a stake of 963 shares — an estimated $52K sold.

Lee Financial first reported a position in GNR in Q4 2021 and held it in 1 quarter. The position peaked at $52K in Q4 2021. 215 funds tracked by Wall St. Rank hold GNR as of Q1 2022.

  • Lee Financial reported no remaining State Street SPDR S&P Global Natural Resources ETF position as of Q1 2022 after selling out during the quarter.
  • Lee Financial sold 963 State Street SPDR S&P Global Natural Resources ETF shares in Q1 2022, an estimated $52K.
  • Lee Financial first reported a position in State Street SPDR S&P Global Natural Resources ETF in Q4 2021 and held it in 1 quarter.
  • Lee Financial's State Street SPDR S&P Global Natural Resources ETF position peaked at $52K in Q4 2021.
  • 215 funds tracked by Wall St. Rank held State Street SPDR S&P Global Natural Resources ETF as of Q1 2022.

Based on Lee Financial's 13F filing for Q1 2022, filed 11 May 2022.