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

Moneta Group Investment 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
2023 Q2	–	Sell	-11,580	Closed	-$621K	–	562
2023 Q1	$621K	Sell	11,580 -11,396	-50%	-$620K	0.01%	277
2022 Q4	$1.33M	Buy	+22,976	New	+$1.25M	0.04%	186

Other funds holding NANR

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

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

PJSIMP

P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $595M AUM 18.7% 1-Year Est. Return

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

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

SFP

Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return

Moneta Group Investment Advisors's NANR Position: Q2 2023 in Review

Moneta Group Investment Advisors sold out of State Street SPDR S&P North American Natural Resources ETF (NANR) in Q2 2023, closing a stake of 11,580 shares — an estimated $621K sold.

Moneta Group Investment Advisors first reported a position in NANR in Q4 2022 and held it in 2 quarters. The position peaked at $1.33M in Q4 2022. 80 funds tracked by Wall St. Rank hold NANR as of Q2 2023.

Moneta Group Investment Advisors reported no remaining State Street SPDR S&P North American Natural Resources ETF position as of Q2 2023 after selling out during the quarter.
Moneta Group Investment Advisors sold 11,580 State Street SPDR S&P North American Natural Resources ETF shares in Q2 2023, an estimated $621K.
Moneta Group Investment Advisors first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q4 2022 and held it in 2 quarters.
Moneta Group Investment Advisors's State Street SPDR S&P North American Natural Resources ETF position peaked at $1.33M in Q4 2022.
80 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q2 2023.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.