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

Root Financial Partners’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	–	Sell	-893	Closed	-$75K	–	2149
2026 Q1	$75K	Sell	893 -30	-3%	-$2.38K	﹤0.01%	697
2025 Q4	$62.6K	Sell	923 -175	-16%	-$11.4K	﹤0.01%	629
2025 Q3	$70.9K	Buy	+1,098	New	+$66.1K	﹤0.01%	555

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

Root Financial Partners's NANR Position: Q2 2026 in Review

Root Financial Partners sold out of State Street SPDR S&P North American Natural Resources ETF (NANR) in Q2 2026, closing a stake of 893 shares — an estimated $75K sold.

Root Financial Partners first reported a position in NANR in Q3 2025 and held it in 3 quarters. The position peaked at $75K in Q1 2026. 132 funds tracked by Wall St. Rank hold NANR as of Q2 2026.

Root Financial Partners reported no remaining State Street SPDR S&P North American Natural Resources ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 893 State Street SPDR S&P North American Natural Resources ETF shares in Q2 2026, an estimated $75K.
Root Financial Partners first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's State Street SPDR S&P North American Natural Resources ETF position peaked at $75K in Q1 2026.
132 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.