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

Prospera Financial Services’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
2023 Q3	–	Sell	-9,549	Closed	-$492K	–	1044
2023 Q2	$492K	Sell	9,549 -564	-6%	-$29.7K	0.02%	623
2023 Q1	$542K	Buy	10,113 +1,263	+14%	+$68.7K	0.02%	585
2022 Q4	$480K	Buy	+8,850	New	+$482K	0.02%	544
2022 Q2	–	Sell	-439	Closed	-$25K	–	2246
2022 Q1	$25K	Buy	+439	New	+$22.5K	﹤0.01%	1653

Other funds holding NANR

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

PJSIMP

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

CIAS

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

Prospera Financial Services's NANR Position: Q3 2023 in Review

Prospera Financial Services sold out of State Street SPDR S&P North American Natural Resources ETF (NANR) in Q3 2023, closing a stake of 9,549 shares — an estimated $492K sold.

Prospera Financial Services first reported a position in NANR in Q1 2022 and held it in 4 quarters. The position peaked at $542K in Q1 2023. 88 funds tracked by Wall St. Rank hold NANR as of Q3 2023.

Prospera Financial Services reported no remaining State Street SPDR S&P North American Natural Resources ETF position as of Q3 2023 after selling out during the quarter.
Prospera Financial Services sold 9,549 State Street SPDR S&P North American Natural Resources ETF shares in Q3 2023, an estimated $492K.
Prospera Financial Services first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q1 2022 and held it in 4 quarters.
Prospera Financial Services's State Street SPDR S&P North American Natural Resources ETF position peaked at $542K in Q1 2023.
88 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q3 2023.

Based on Prospera Financial Services's 13F filing for Q3 2023, filed 13 Nov 2023.