MGB Wealth Management’s State Street SPDR S&P North American Natural Resources ETF NANR Stock Holding History

MGB Wealth 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
2025 Q4	$6.31K	Hold	93	–	–	﹤0.01%	302
2025 Q3	$6.01K	Hold	93	–	–	﹤0.01%	303
2025 Q2	$5.27K	Hold	93	–	–	﹤0.01%	299
2025 Q1	$5.16K	Hold	93	–	–	﹤0.01%	284
2024 Q4	$4.75K	Hold	93	–	–	﹤0.01%	280
2024 Q3	$5.27K	Hold	93	–	–	﹤0.01%	271
2024 Q2	$5.24K	Hold	93	–	–	﹤0.01%	268
2024 Q1	$5.08K	Hold	93	–	–	﹤0.01%	255
2023 Q4	$4.74K	Buy	+93	New	+$4.73K	﹤0.01%	249

Other funds holding NANR

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 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

CPG

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

SPIA

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

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

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

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

MGB Wealth Management's NANR Position: Q4 2025 in Review

MGB Wealth Management held its State Street SPDR S&P North American Natural Resources ETF (NANR) position steady in Q4 2025 at 93 shares worth $6.31K. The position accounts for ﹤0.01% of the portfolio, ranked #302.

MGB Wealth Management first reported a position in NANR in Q4 2023 and has held it in 9 quarters since. 121 funds tracked by Wall St. Rank hold NANR as of Q4 2025.

MGB Wealth Management held 93 shares of State Street SPDR S&P North American Natural Resources ETF worth $6.31K as of Q4 2025.
MGB Wealth Management left its State Street SPDR S&P North American Natural Resources ETF share count unchanged in Q4 2025.
State Street SPDR S&P North American Natural Resources ETF made up ﹤0.01% of MGB Wealth Management's portfolio in Q4 2025, its #302 holding.
MGB Wealth Management first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q4 2023 and has held it in 9 quarters since.
121 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.