RJFSA
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Raymond James Financial Services Advisors’s State Street SPDR S&P North American Natural Resources ETF NANR Stock Holding History

Raymond James Financial Services 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
Q3 		$1.55M Buy
27,409
+2,960
+12% +$163K ﹤0.01% 1884
2024
Q2 		$1.33M Buy
24,449
+16,602
+212% +$928K ﹤0.01% 1903
2024
Q1 		$428K Sell
7,847
-3,336
-30% -$166K ﹤0.01% 2623
2023
Q4 		$570K Buy
11,183
+2,806
+33% +$143K ﹤0.01% 2319
2023
Q3 		$444K Buy
8,377
+513
+7% +$27.4K ﹤0.01% 2404
2023
Q2 		$405K Sell
7,864
-48,593
-86% -$2.56M ﹤0.01% 2474
2023
Q1 		$3.03M Buy
56,457
+49,560
+719% +$2.7M 0.01% 1255
2022
Q4 		$374K Sell
6,897
-2,986
-30% -$163K ﹤0.01% 2436
2022
Q3 		$471K Buy
9,883
+4,296
+77% +$213K ﹤0.01% 2284
2022
Q2 		$275K Sell
5,587
-29,066
-84% -$1.65M ﹤0.01% 2655
2022
Q1 		$2.01M Buy
34,653
+19,635
+131% +$1.01M ﹤0.01% 1484
2021
Q4 		$661K Buy
+15,018
New +$653K ﹤0.01% 2210

Other funds holding NANR

Financial Engines Advisors
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PJSIMP
P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $595M AUM 18.7% 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 $1.45B AUM 15.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return