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

Northwest Investment Counselors’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 Q3	$1.57K	Buy	+28	New	+$1.54K	﹤0.01%	573
2024 Q2	–	Sell	-27	Closed	-$1.5K	–	379
2024 Q1	$1.5K	Buy	+27	New	+$1.34K	﹤0.01%	496
2023 Q4	–	Sell	-10	Closed	-$529	–	388
2023 Q3	$529	Buy	+10	New	+$533	﹤0.01%	549
2023 Q2	–	Sell	-338	Closed	-$18.2K	–	572
2023 Q1	$18.2K	Buy	+338	New	+$18.4K	0.01%	339

Other funds holding NANR

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

CWM

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwest Investment Counselors's NANR Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in State Street SPDR S&P North American Natural Resources ETF (NANR) in Q3 2024: 28 shares worth $1.57K. The stake represents ﹤0.01% of the portfolio and ranks #573 among its holdings. This is a return to the name: Northwest Investment Counselors previously reported a position in NANR as recently as Q1 2024.

Northwest Investment Counselors first reported a position in NANR in Q1 2023 and has held it in 4 quarters since. The position peaked at $18.2K in Q1 2023. 94 funds tracked by Wall St. Rank hold NANR as of Q3 2024.

Northwest Investment Counselors held 28 shares of State Street SPDR S&P North American Natural Resources ETF worth $1.57K as of Q3 2024.
State Street SPDR S&P North American Natural Resources ETF was a new Northwest Investment Counselors position in Q3 2024.
State Street SPDR S&P North American Natural Resources ETF made up ﹤0.01% of Northwest Investment Counselors's portfolio in Q3 2024, its #573 holding.
Northwest Investment Counselors first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q1 2023 and has held it in 4 quarters since.
Northwest Investment Counselors's State Street SPDR S&P North American Natural Resources ETF position peaked at $18.2K in Q1 2023.
94 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.