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 Q2	$240K	Hold	3,177	–	–	0.05%	159
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 $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

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

Mezzasalma Advisors's NANR Position: Q2 2026 in Review

Mezzasalma Advisors held its State Street SPDR S&P North American Natural Resources ETF (NANR) position steady in Q2 2026 at 3,177 shares worth $240K. The position accounts for 0.05% of the portfolio, ranked #159.

Mezzasalma Advisors first reported a position in NANR in Q3 2025 and has held it in 4 quarters since. The position peaked at $267K in Q1 2026. 132 funds tracked by Wall St. Rank hold NANR as of Q2 2026.

Mezzasalma Advisors held 3,177 shares of State Street SPDR S&P North American Natural Resources ETF worth $240K as of Q2 2026.
Mezzasalma Advisors left its State Street SPDR S&P North American Natural Resources ETF share count unchanged in Q2 2026.
State Street SPDR S&P North American Natural Resources ETF made up 0.05% of Mezzasalma Advisors's portfolio in Q2 2026, its #159 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 4 quarters since.
Mezzasalma Advisors's State Street SPDR S&P North American Natural Resources ETF position peaked at $267K in Q1 2026.
132 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q2 2026.

Based on Mezzasalma Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.