Sandy Spring Bank’s State Street SPDR S&P North American Natural Resources ETF NANR Stock Holding History

Sandy Spring Bank’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	$199K	Sell	3,581 -139	-4%	-$7.52K	0.01%	364
2024 Q4	$190K	Hold	3,720	–	–	0.01%	379
2024 Q3	$211K	Sell	3,720 -361	-9%	-$19.9K	0.01%	372
2024 Q2	$222K	Sell	4,081 -2	-0%	-$112	0.01%	356
2024 Q1	$223K	Buy	4,083 +675	+20%	+$33.5K	0.01%	357
2023 Q4	$174K	Hold	3,408	–	–	0.01%	375
2023 Q3	$180K	Hold	3,408	–	–	0.01%	357
2023 Q2	$176K	Hold	3,408	–	–	0.01%	358
2023 Q1	$183K	Hold	3,408	–	–	0.01%	346
2022 Q4	$185K	Sell	3,408 -400	-11%	-$21.8K	0.01%	345
2022 Q3	$182K	Buy	3,808 +537	+16%	+$26.6K	0.01%	333
2022 Q2	$161K	Buy	3,271 +341	+12%	+$19.3K	0.01%	344
2022 Q1	$170K	Buy	2,930 +1,548	+112%	+$79.4K	0.01%	349
2021 Q4	$61K	Sell	1,382 -100	-7%	-$4.35K	﹤0.01%	534
2021 Q3	$59K	Sell	1,482 -33	-2%	-$1.3K	﹤0.01%	522
2021 Q2	$63K	Buy	1,515 +33	+2%	+$1.39K	﹤0.01%	525
2021 Q1	$57K	Sell	1,482 -100	-6%	-$3.7K	﹤0.01%	491
2020 Q4	$52K	Sell	1,582 -140	-8%	-$4.37K	﹤0.01%	484
2020 Q3	$49K	Sell	1,722 -180	-9%	-$5.42K	﹤0.01%	463
2020 Q2	$55K	Sell	1,902 -200	-10%	-$5.55K	﹤0.01%	447
2020 Q1	$46K	Hold	2,102	–	–	﹤0.01%	452
2019 Q4	$71K	Hold	2,102	–	–	0.01%	417
2019 Q3	$66K	Hold	2,102	–	–	0.01%	433
2019 Q2	$68K	Hold	2,102	–	–	0.01%	424
2019 Q1	$69K	Sell	2,102 -300	-12%	-$9.44K	0.01%	403
2018 Q4	$70K	Hold	2,402	–	–	0.01%	405
2018 Q3	$82K	Hold	2,402	–	–	0.01%	396
2018 Q2	$87K	Hold	2,402	–	–	0.01%	395
2018 Q1	$81K	Sell	2,402 -150	-6%	-$5.23K	0.01%	405
2017 Q4	$90K	Sell	2,552 -100	-4%	-$3.4K	0.01%	360
2017 Q3	$89K	Hold	2,652	–	–	0.01%	357
2017 Q2	$82K	Buy	+2,652	New	+$85.4K	0.01%	382
2016 Q2	–	Sell	-297	Closed	-$9K	–	928
2016 Q1	$9K	Buy	+297	New	+$7.71K	﹤0.01%	687

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 22.96% 1-Year Est. Return

Sandy Spring Bank's NANR Position: Q1 2025 in Review

Sandy Spring Bank reduced its State Street SPDR S&P North American Natural Resources ETF (NANR) stake by 3.7% in Q1 2025, selling an estimated $7.52K and leaving 3,581 shares worth $199K. The position accounts for 0.01% of the portfolio, ranked #364.

Sandy Spring Bank first reported a position in NANR in Q1 2016 and has held it in 33 quarters since. The position peaked at $223K in Q1 2024. 101 funds tracked by Wall St. Rank hold NANR as of Q1 2025.

Sandy Spring Bank held 3,581 shares of State Street SPDR S&P North American Natural Resources ETF worth $199K as of Q1 2025.
Sandy Spring Bank sold 139 State Street SPDR S&P North American Natural Resources ETF shares in Q1 2025, an estimated $7.52K.
State Street SPDR S&P North American Natural Resources ETF made up 0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #364 holding.
Sandy Spring Bank first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q1 2016 and has held it in 33 quarters since.
Sandy Spring Bank's State Street SPDR S&P North American Natural Resources ETF position peaked at $223K in Q1 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 Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.