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Moller Wealth Partners’s State Street SPDR S&P Global Natural Resources ETF GNR Stock Holding History

Moller Wealth Partners’s Portfolio GNR Stock Details GNR Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
2022
Q1 		$360K Sell
2021
Q4 		$640K Hold
2021
Q3 		$609K Sell
2021
Q2 		$630K Sell
2021
Q1 		$598K Buy
2020
Q4 		$461K Buy
2020
Q3 		– Sell
2020
Q2 		$430K Buy
2020
Q1 		$280K Sell
2019
Q4 		$3.56M Buy
2019
Q3 		$3.21M Sell
2019
Q2 		$3.46M Sell
2019
Q1 		$6.8M Buy
2018
Q4 		$3.33M Buy
2018
Q3 		$2.88M Sell
2018
Q2 		$2.97M Buy
2018
Q1 		$2.87M Sell
2017
Q4 		$2.92M Sell
2017
Q3 		$5.16M Buy
2017
Q2 		$2.45M Buy
2017
Q1 		$2.5M Buy
2016
Q4 		$2.4M Sell
2016
Q3 		$2.36M Buy
2016
Q2 		$2.21M Sell
2016
Q1 		$2.14M Sell
2015
Q4 		$2.06M Buy
2015
Q3 		$227K Buy

Other funds holding GNR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HMH
Hackensack Meridian Health Edison, New Jersey $1.06B AUM 18.03% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Moller Wealth Partners's GNR Position: Q2 2022 in Review

Moller Wealth Partners sold out of State Street SPDR S&P Global Natural Resources ETF (GNR) in Q2 2022, closing a stake of 5,738 shares — an estimated $360K sold.

Moller Wealth Partners first reported a position in GNR in Q3 2015 and held it in 26 quarters. The position peaked at $6.8M in Q1 2019. 222 funds tracked by Wall St. Rank hold GNR as of Q2 2022.

  • Moller Wealth Partners reported no remaining State Street SPDR S&P Global Natural Resources ETF position as of Q2 2022 after selling out during the quarter.
  • Moller Wealth Partners sold 5,738 State Street SPDR S&P Global Natural Resources ETF shares in Q2 2022, an estimated $360K.
  • Moller Wealth Partners first reported a position in State Street SPDR S&P Global Natural Resources ETF in Q3 2015 and held it in 26 quarters.
  • Moller Wealth Partners's State Street SPDR S&P Global Natural Resources ETF position peaked at $6.8M in Q1 2019.
  • 222 funds tracked by Wall St. Rank held State Street SPDR S&P Global Natural Resources ETF as of Q2 2022.

Based on Moller Wealth Partners's 13F filing for Q2 2022, filed 21 Jul 2022.