MAM
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Madison Asset Management’s State Street SPDR S&P North American Natural Resources ETF NANR Stock Holding History

Madison Asset Management’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
2024
Q3 		– Sell
-3,870
Closed -$211K – 337
2024
Q2 		$211K Hold
3,870
– – ﹤0.01% 323
2024
Q1 		$211K Sell
3,870
-20,643
-84% -$1.02M ﹤0.01% 327
2023
Q4 		$1.25M Buy
24,513
+326
+1% +$16.6K 0.02% 278
2023
Q3 		$1.28M Sell
24,187
-1,204
-5% -$64.2K 0.02% 274
2023
Q2 		$1.31M Sell
25,391
-151,653
-86% -$7.99M 0.02% 263
2023
Q1 		$9.49M Buy
177,044
+39,587
+29% +$2.15M 0.14% 130
2022
Q4 		$7.45M Buy
137,457
+2,440
+2% +$133K 0.12% 137
2022
Q3 		$6.44M Sell
135,017
-254,163
-65% -$12.6M 0.11% 138
2022
Q2 		$19.2M Buy
+389,180
New +$22.1M 0.3% 97

Other funds holding NANR

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PJSIMP
P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $595M AUM 18.7% 1-Year Est. Return
SFP
Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.45B AUM 15.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return