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

Mezzasalma Advisors’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	$267K	Hold	3,177	–	–	0.07%	132
2025 Q4	$219K	Hold	3,177	–	–	0.05%	151
2025 Q3	$205K	Buy	+3,177	New	+$191K	0.05%	155

Other funds holding NANR

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

CPG

Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

Mezzasalma Advisors's NANR Position: Q1 2026 in Review

Mezzasalma Advisors held its State Street SPDR S&P North American Natural Resources ETF (NANR) position steady in Q1 2026 at 3,177 shares worth $267K. The position accounts for 0.07% of the portfolio, ranked #132.

Mezzasalma Advisors first reported a position in NANR in Q3 2025 and has held it in 3 quarters since. 127 funds tracked by Wall St. Rank hold NANR as of Q1 2026.

Mezzasalma Advisors held 3,177 shares of State Street SPDR S&P North American Natural Resources ETF worth $267K as of Q1 2026.
Mezzasalma Advisors left its State Street SPDR S&P North American Natural Resources ETF share count unchanged in Q1 2026.
State Street SPDR S&P North American Natural Resources ETF made up 0.07% of Mezzasalma Advisors's portfolio in Q1 2026, its #132 holding.
Mezzasalma Advisors first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q3 2025 and has held it in 3 quarters since.
127 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q1 2026.

Based on Mezzasalma Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.