Richard W. Paul & Associates’s State Street SPDR S&P North American Natural Resources ETF NANR Stock Holding History

Richard W. Paul & Associates’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
2025 Q1	–	Sell	-67	Closed	-$3.42K	–	451
2024 Q4	$3.42K	Hold	67	–	–	﹤0.01%	375
2024 Q3	$3.79K	Hold	67	–	–	﹤0.01%	366
2024 Q2	$3.65K	Hold	67	–	–	﹤0.01%	360
2024 Q1	$3.66K	Buy	+67	New	+$3.33K	﹤0.01%	377
2023 Q4	–	Sell	-67	Closed	-$3.55K	–	527
2023 Q3	$3.55K	Hold	67	–	–	﹤0.01%	363
2023 Q2	$3.45K	Hold	67	–	–	﹤0.01%	393
2023 Q1	$3.59K	Hold	67	–	–	﹤0.01%	399
2022 Q4	$3.63K	Buy	+67	New	+$3.65K	﹤0.01%	394

Other funds holding NANR

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Richard W. Paul & Associates's NANR Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of State Street SPDR S&P North American Natural Resources ETF (NANR) in Q1 2025, closing a stake of 67 shares — an estimated $3.42K sold.

Richard W. Paul & Associates first reported a position in NANR in Q4 2022 and held it in 8 quarters. The position peaked at $3.79K in Q3 2024. 101 funds tracked by Wall St. Rank hold NANR as of Q1 2025.

Richard W. Paul & Associates reported no remaining State Street SPDR S&P North American Natural Resources ETF position as of Q1 2025 after selling out during the quarter.
Richard W. Paul & Associates sold 67 State Street SPDR S&P North American Natural Resources ETF shares in Q1 2025, an estimated $3.42K.
Richard W. Paul & Associates first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q4 2022 and held it in 8 quarters.
Richard W. Paul & Associates's State Street SPDR S&P North American Natural Resources ETF position peaked at $3.79K in Q3 2024.
101 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.