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

Morton Capital 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
2026 Q1	$669K	Sell	8,962 -929	-9%	-$65.7K	0.1%	61
2025 Q4	$615K	Sell	9,891 -870	-8%	-$52.3K	0.09%	62
2025 Q3	$637K	Sell	10,761 -100	-0.9%	-$5.68K	0.1%	57
2025 Q2	$589K	Buy	10,861 +57	+0.5%	+$2.98K	0.1%	64
2025 Q1	$575K	Buy	10,804 +1,836	+20%	+$96.7K	0.11%	62
2024 Q4	$446K	Buy	+8,968	New	+$490K	0.08%	75

Other funds holding GNR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Hackensack Meridian Health Edison, New Jersey $1.06B AUM 18.03% 1-Year Est. Return

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return