Norris Financial Group’s State Street SPDR S&P North American Natural Resources ETF NANR Stock Holding History

Norris Financial Group’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
2026 Q2	$1.44M	Buy	19,032 +1,665	+10%	+$136K	0.57%	40
2026 Q1	$1.46M	Buy	+17,367	New	+$1.38M	0.48%	52

Other funds holding NANR

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 $445B AUM 25.58% 1-Year Est. Return

CPG

Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PJSIMP

P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $643M AUM 21.84% 1-Year Est. Return

Norris Financial Group's NANR Position: Q2 2026 in Review

Norris Financial Group increased its State Street SPDR S&P North American Natural Resources ETF (NANR) stake by 9.6% in Q2 2026, buying an estimated $136K and bringing the position to 19,032 shares worth $1.44M. The position accounts for 0.57% of the portfolio, ranked #40.

Norris Financial Group first reported a position in NANR in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.46M in Q1 2026. 133 funds tracked by Wall St. Rank hold NANR as of Q2 2026.

Norris Financial Group held 19,032 shares of State Street SPDR S&P North American Natural Resources ETF worth $1.44M as of Q2 2026.
Norris Financial Group bought 1,665 State Street SPDR S&P North American Natural Resources ETF shares in Q2 2026, an estimated $136K.
State Street SPDR S&P North American Natural Resources ETF made up 0.57% of Norris Financial Group's portfolio in Q2 2026, its #40 holding.
Norris Financial Group first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q1 2026 and has held it in 2 quarters since.
Norris Financial Group's State Street SPDR S&P North American Natural Resources ETF position peaked at $1.46M in Q1 2026.
133 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q2 2026.

Based on Norris Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.