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

Plan Group Financial’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 Q3	$1.97M	Buy	+22,353	New	+$1.88M	0.39%	73

Other funds holding NANR

Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Plan Group Financial's NANR Position: Q3 2026 in Review

Plan Group Financial opened a new position in State Street SPDR S&P North American Natural Resources ETF (NANR) in Q3 2026: 22,353 shares worth $1.97M. The stake represents 0.39% of the portfolio and ranks #73 among its holdings.

31 funds tracked by Wall St. Rank hold NANR as of Q3 2026.

Plan Group Financial held 22,353 shares of State Street SPDR S&P North American Natural Resources ETF worth $1.97M as of Q3 2026.
State Street SPDR S&P North American Natural Resources ETF was a new Plan Group Financial position in Q3 2026.
State Street SPDR S&P North American Natural Resources ETF made up 0.39% of Plan Group Financial's portfolio in Q3 2026, its #73 holding.
31 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.