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

Northwest Financial 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
2024 Q1	–	Sell	-231	Closed	-$11.8K	–	360
2023 Q4	$11.8K	Buy	+231	New	+$11.7K	0.01%	360

Other funds holding NANR

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

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PJSIMP

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

SFP

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

CIAS

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

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

Northwest Financial Advisors's NANR Position: Q1 2024 in Review

Northwest Financial Advisors sold out of State Street SPDR S&P North American Natural Resources ETF (NANR) in Q1 2024, closing a stake of 231 shares — an estimated $11.8K sold.

Northwest Financial Advisors first reported a position in NANR in Q4 2023 and held it in 1 quarter. The position peaked at $11.8K in Q4 2023. 91 funds tracked by Wall St. Rank hold NANR as of Q1 2024.

Northwest Financial Advisors reported no remaining State Street SPDR S&P North American Natural Resources ETF position as of Q1 2024 after selling out during the quarter.
Northwest Financial Advisors sold 231 State Street SPDR S&P North American Natural Resources ETF shares in Q1 2024, an estimated $11.8K.
Northwest Financial Advisors first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q4 2023 and held it in 1 quarter.
Northwest Financial Advisors's State Street SPDR S&P North American Natural Resources ETF position peaked at $11.8K in Q4 2023.
91 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q1 2024.

Based on Northwest Financial Advisors's 13F filing for Q1 2024, filed 9 May 2024.