Planning Strategies’s State Street SPDR S&P North American Natural Resources ETF NANR Stock Holding History

Planning Strategies’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	$332K	Buy	+4,394	New	+$360K	0.21%	51

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

PJSIMP

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

CIAS

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

Planning Strategies's NANR Position: Q2 2026 in Review

Planning Strategies opened a new position in State Street SPDR S&P North American Natural Resources ETF (NANR) in Q2 2026: 4,394 shares worth $332K. The stake represents 0.21% of the portfolio and ranks #51 among its holdings.

131 funds tracked by Wall St. Rank hold NANR as of Q2 2026.

Planning Strategies held 4,394 shares of State Street SPDR S&P North American Natural Resources ETF worth $332K as of Q2 2026.
State Street SPDR S&P North American Natural Resources ETF was a new Planning Strategies position in Q2 2026.
State Street SPDR S&P North American Natural Resources ETF made up 0.21% of Planning Strategies's portfolio in Q2 2026, its #51 holding.
131 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.