Salomon & Ludwin’s State Street SPDR S&P North American Natural Resources ETF NANR Stock Holding History

Salomon & Ludwin’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 Q2	–	Sell	-1,510	Closed	-$82.4K	–	796
2024 Q1	$82.4K	Hold	1,510	–	–	0.01%	277
2023 Q4	$80K	Hold	1,510	–	–	0.01%	247
2023 Q3	$80K	Buy	+1,510	New	+$80.5K	0.01%	247

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PJSIMP

P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $643M AUM 21.84% 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 $1.5B AUM 20.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Salomon & Ludwin's NANR Position: Q2 2024 in Review

Salomon & Ludwin sold out of State Street SPDR S&P North American Natural Resources ETF (NANR) in Q2 2024, closing a stake of 1,510 shares — an estimated $82.4K sold.

Salomon & Ludwin first reported a position in NANR in Q3 2023 and held it in 3 quarters. The position peaked at $82.4K in Q1 2024. 95 funds tracked by Wall St. Rank hold NANR as of Q2 2024.

Salomon & Ludwin reported no remaining State Street SPDR S&P North American Natural Resources ETF position as of Q2 2024 after selling out during the quarter.
Salomon & Ludwin sold 1,510 State Street SPDR S&P North American Natural Resources ETF shares in Q2 2024, an estimated $82.4K.
Salomon & Ludwin first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q3 2023 and held it in 3 quarters.
Salomon & Ludwin's State Street SPDR S&P North American Natural Resources ETF position peaked at $82.4K in Q1 2024.
95 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q2 2024.

Based on Salomon & Ludwin's 13F filing for Q2 2024, filed 25 Jul 2024.