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 Q3	$69.8K	Buy	+833	New	+$70.2K	﹤0.01%	918
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

CWM

Capital Wealth Management W. Warwick, Rhode Island $439M AUM 11.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $656M AUM 16.08% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Hollow Brook Wealth Management Katonah, New York $575M AUM 19.16% 1-Year Est. Return

Private Advisory Group Redmond, Washington $1.87B AUM 37.58% 1-Year Est. Return

Root Financial Partners's NANR Position: Q3 2026 in Review

Root Financial Partners opened a new position in State Street SPDR S&P North American Natural Resources ETF (NANR) in Q3 2026: 833 shares worth $69.8K. The stake represents ﹤0.01% of the portfolio and ranks #918 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NANR as recently as Q1 2026.

Root Financial Partners first reported a position in NANR in Q3 2025 and has held it in 4 quarters since. The position peaked at $75K in Q1 2026. 82 funds tracked by Wall St. Rank hold NANR as of Q3 2026.

Root Financial Partners held 833 shares of State Street SPDR S&P North American Natural Resources ETF worth $69.8K as of Q3 2026.
State Street SPDR S&P North American Natural Resources ETF was a new Root Financial Partners position in Q3 2026.
State Street SPDR S&P North American Natural Resources ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #918 holding.
Root Financial Partners first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q3 2025 and has held it in 4 quarters since.
Root Financial Partners's State Street SPDR S&P North American Natural Resources ETF position peaked at $75K in Q1 2026.
82 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.