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

Moran Wealth Management’s Portfolio GNR Stock Details GNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-166,978
Closed -$9.53M – 392
2023
Q1 		$9.53M Sell
166,978
-1,669
-1% -$97.3K 0.36% 103
2022
Q4 		$9.62M Buy
+168,647
New +$9.49M 0.37% 92

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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Moran Wealth Management's GNR Position: Q2 2023 in Review

Moran Wealth Management sold out of State Street SPDR S&P Global Natural Resources ETF (GNR) in Q2 2023, closing a stake of 166,978 shares — an estimated $9.53M sold.

Moran Wealth Management first reported a position in GNR in Q4 2022 and held it in 2 quarters. The position peaked at $9.62M in Q4 2022. 218 funds tracked by Wall St. Rank hold GNR as of Q2 2023.

  • Moran Wealth Management reported no remaining State Street SPDR S&P Global Natural Resources ETF position as of Q2 2023 after selling out during the quarter.
  • Moran Wealth Management sold 166,978 State Street SPDR S&P Global Natural Resources ETF shares in Q2 2023, an estimated $9.53M.
  • Moran Wealth Management first reported a position in State Street SPDR S&P Global Natural Resources ETF in Q4 2022 and held it in 2 quarters.
  • Moran Wealth Management's State Street SPDR S&P Global Natural Resources ETF position peaked at $9.62M in Q4 2022.
  • 218 funds tracked by Wall St. Rank held State Street SPDR S&P Global Natural Resources ETF as of Q2 2023.

Based on Moran Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.