Legacy Wealth Partners (Colorado)’s State Street SPDR S&P North American Natural Resources ETF NANR Stock Holding History

Legacy Wealth Partners (Colorado)’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 Q1	–	Sell	-21,920	Closed	-$1.49M	–	186
2025 Q4	$1.49M	Buy	+21,920	New	+$1.43M	0.38%	43

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

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

CPG

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Legacy Wealth Partners (Colorado)'s NANR Position: Q1 2026 in Review

Legacy Wealth Partners (Colorado) sold out of State Street SPDR S&P North American Natural Resources ETF (NANR) in Q1 2026, closing a stake of 21,920 shares — an estimated $1.49M sold.

Legacy Wealth Partners (Colorado) first reported a position in NANR in Q4 2025 and held it in 1 quarter. The position peaked at $1.49M in Q4 2025. 127 funds tracked by Wall St. Rank hold NANR as of Q1 2026.

Legacy Wealth Partners (Colorado) reported no remaining State Street SPDR S&P North American Natural Resources ETF position as of Q1 2026 after selling out during the quarter.
Legacy Wealth Partners (Colorado) sold 21,920 State Street SPDR S&P North American Natural Resources ETF shares in Q1 2026, an estimated $1.49M.
Legacy Wealth Partners (Colorado) first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q4 2025 and held it in 1 quarter.
Legacy Wealth Partners (Colorado)'s State Street SPDR S&P North American Natural Resources ETF position peaked at $1.49M in Q4 2025.
127 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q1 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q1 2026, filed 17 Apr 2026.