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

Realta Investment 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
2026 Q2	$6.42K	Buy	85 +9	+12%	+$737	﹤0.01%	333
2026 Q1	$6.38K	Buy	76 +15	+25%	+$1.19K	﹤0.01%	315
2025 Q4	$4.14K	Buy	61 +34	+126%	+$2.22K	﹤0.01%	321
2025 Q3	$1.74K	Buy	+27	New	+$1.63K	﹤0.01%	311
2024 Q3	–	Sell	-23	Closed	-$1.25K	–	624
2024 Q2	$1.25K	Hold	23	–	–	﹤0.01%	772
2024 Q1	$1.25K	Buy	+23	New	+$1.14K	﹤0.01%	790
2023 Q4	–	Sell	-23	Closed	-$1.19K	–	669
2023 Q3	$1.19K	Hold	23	–	–	﹤0.01%	770
2023 Q2	$1.19K	Buy	+23	New	+$1.21K	﹤0.01%	820
2023 Q1	–	Sell	-145	Closed	-$7.86K	–	680
2022 Q4	$7.86K	Hold	145	–	–	﹤0.01%	740
2022 Q3	$7K	Buy	+145	New	+$7.18K	﹤0.01%	730

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PJSIMP

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

Realta Investment Advisors's NANR Position: Q2 2026 in Review

Realta Investment Advisors increased its State Street SPDR S&P North American Natural Resources ETF (NANR) stake by 12% in Q2 2026, buying an estimated $737 and bringing the position to 85 shares worth $6.42K. The position accounts for ﹤0.01% of the portfolio, ranked #333.

Realta Investment Advisors first reported a position in NANR in Q3 2022 and has held it in 10 quarters since. The position peaked at $7.86K in Q4 2022. 133 funds tracked by Wall St. Rank hold NANR as of Q2 2026.

Realta Investment Advisors held 85 shares of State Street SPDR S&P North American Natural Resources ETF worth $6.42K as of Q2 2026.
Realta Investment Advisors bought 9 State Street SPDR S&P North American Natural Resources ETF shares in Q2 2026, an estimated $737.
State Street SPDR S&P North American Natural Resources ETF made up ﹤0.01% of Realta Investment Advisors's portfolio in Q2 2026, its #333 holding.
Realta Investment Advisors first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q3 2022 and has held it in 10 quarters since.
Realta Investment Advisors's State Street SPDR S&P North American Natural Resources ETF position peaked at $7.86K in Q4 2022.
133 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.