Selective Wealth Management’s State Street SPDR S&P Global Natural Resources ETF GNR Stock Holding History

Selective Wealth Management’s Portfolio GNR Stock Details GNR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-125	Closed	-$6K	–	354
2022 Q3	$6K	Buy	+125	New	+$6.58K	﹤0.01%	574
2021 Q3	–	Sell	-90	Closed	-$5K	–	598
2021 Q2	$5K	Sell	90 -87	-49%	-$4.67K	﹤0.01%	401
2021 Q1	$9K	Hold	177	–	–	0.01%	266
2020 Q4	$8K	Buy	177 +3	+2%	+$124	0.01%	261
2020 Q3	$7K	Hold	174	–	–	0.01%	222
2020 Q2	$6K	Buy	174 +2	+1%	+$71	0.01%	284
2020 Q1	$5K	Hold	172	–	–	0.01%	204
2019 Q4	$8K	Buy	172 +4	+2%	+$178	0.01%	179
2019 Q3	$7K	Buy	+168	New	+$7.3K	0.01%	195

Other funds holding GNR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

HMH

Hackensack Meridian Health Edison, New Jersey $1.06B AUM 18.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Selective Wealth Management's GNR Position: Q4 2022 in Review

Selective Wealth Management sold out of State Street SPDR S&P Global Natural Resources ETF (GNR) in Q4 2022, closing a stake of 125 shares — an estimated $6K sold.

Selective Wealth Management first reported a position in GNR in Q3 2019 and held it in 9 quarters. The position peaked at $9K in Q1 2021. 229 funds tracked by Wall St. Rank hold GNR as of Q4 2022.

Selective Wealth Management reported no remaining State Street SPDR S&P Global Natural Resources ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 125 State Street SPDR S&P Global Natural Resources ETF shares in Q4 2022, an estimated $6K.
Selective Wealth Management first reported a position in State Street SPDR S&P Global Natural Resources ETF in Q3 2019 and held it in 9 quarters.
Selective Wealth Management's State Street SPDR S&P Global Natural Resources ETF position peaked at $9K in Q1 2021.
229 funds tracked by Wall St. Rank held State Street SPDR S&P Global Natural Resources ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.