LPL Financial’s State Street SPDR S&P North American Natural Resources ETF NANR Stock Holding History

LPL Financial’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	$24.1M	Sell	319,736 -16,567	-5%	-$1.36M	0.01%	1453
2026 Q1	$28.2M	Buy	336,303 +42,410	+14%	+$3.37M	0.01%	1243
2025 Q4	$19.9M	Buy	293,893 +4,840	+2%	+$317K	0.01%	1411
2025 Q3	$18.7M	Buy	289,053 +108,296	+60%	+$6.52M	0.01%	1410
2025 Q2	$10.2M	Buy	180,757 +14,320	+9%	+$773K	﹤0.01%	1693
2025 Q1	$9.24M	Buy	166,437 +17,694	+12%	+$957K	﹤0.01%	1670
2024 Q4	$7.6M	Buy	148,743 +15,206	+11%	+$850K	﹤0.01%	1748
2024 Q3	$7.56M	Sell	133,537 -12,042	-8%	-$664K	﹤0.01%	1679
2024 Q2	$7.93M	Buy	145,579 +6,415	+5%	+$359K	﹤0.01%	1514
2024 Q1	$7.6M	Sell	139,164 -911	-0.7%	-$45.2K	﹤0.01%	1503
2023 Q4	$7.14M	Sell	140,075 -452	-0.3%	-$23K	﹤0.01%	1456
2023 Q3	$7.44M	Buy	140,527 +1,201	+0.9%	+$64.1K	0.01%	1344
2023 Q2	$7.18M	Buy	139,326 +12,262	+10%	+$646K	0.01%	1353
2023 Q1	$6.81M	Sell	127,064 -39,924	-24%	-$2.17M	0.01%	1321
2022 Q4	$9.05M	Sell	166,988 -17,735	-10%	-$966K	0.01%	1085
2022 Q3	$8.81M	Buy	184,723 +47,434	+35%	+$2.35M	0.01%	1026
2022 Q2	$6.76M	Buy	137,289 +55,262	+67%	+$3.13M	0.01%	1192
2022 Q1	$4.76M	Buy	82,027 +66,468	+427%	+$3.41M	﹤0.01%	1470
2021 Q4	$685K	Sell	15,559 -2,506	-14%	-$109K	﹤0.01%	2997
2021 Q3	$720K	Sell	18,065 -69,121	-79%	-$2.73M	﹤0.01%	2878
2021 Q2	$3.63M	Buy	87,186 +29,772	+52%	+$1.25M	﹤0.01%	1567
2021 Q1	$2.21M	Buy	+57,414	New	+$2.13M	﹤0.01%	1769

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

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

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

LPL Financial's NANR Position: Q2 2026 in Review

LPL Financial reduced its State Street SPDR S&P North American Natural Resources ETF (NANR) stake by 4.9% in Q2 2026, selling an estimated $1.36M and leaving 319,736 shares worth $24.1M. The position accounts for 0.01% of the portfolio, ranked #1453.

LPL Financial first reported a position in NANR in Q1 2021 and has held it in 22 quarters since. The position peaked at $28.2M in Q1 2026. 133 funds tracked by Wall St. Rank hold NANR as of Q2 2026.

LPL Financial held 319,736 shares of State Street SPDR S&P North American Natural Resources ETF worth $24.1M as of Q2 2026.
LPL Financial sold 16,567 State Street SPDR S&P North American Natural Resources ETF shares in Q2 2026, an estimated $1.36M.
State Street SPDR S&P North American Natural Resources ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1453 holding.
LPL Financial first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q1 2021 and has held it in 22 quarters since.
LPL Financial's State Street SPDR S&P North American Natural Resources ETF position peaked at $28.2M 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 LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.