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

SFG 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
2024
Q1 		– Sell
-7,361
Closed -$417K – 98
2023
Q4 		$417K Buy
+7,361
New +$405K 0.28% 54

Other funds holding GNR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HMH
Hackensack Meridian Health Edison, New Jersey $1.06B AUM 18.03% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
SWM
Sendero Wealth Management San Antonio, Texas $904M AUM 22.78% 1-Year Est. Return

SFG Wealth Management's GNR Position: Q1 2024 in Review

SFG Wealth Management sold out of State Street SPDR S&P Global Natural Resources ETF (GNR) in Q1 2024, closing a stake of 7,361 shares — an estimated $417K sold.

SFG Wealth Management first reported a position in GNR in Q4 2023 and held it in 1 quarter. The position peaked at $417K in Q4 2023. 243 funds tracked by Wall St. Rank hold GNR as of Q1 2024.

  • SFG Wealth Management reported no remaining State Street SPDR S&P Global Natural Resources ETF position as of Q1 2024 after selling out during the quarter.
  • SFG Wealth Management sold 7,361 State Street SPDR S&P Global Natural Resources ETF shares in Q1 2024, an estimated $417K.
  • SFG Wealth Management first reported a position in State Street SPDR S&P Global Natural Resources ETF in Q4 2023 and held it in 1 quarter.
  • SFG Wealth Management's State Street SPDR S&P Global Natural Resources ETF position peaked at $417K in Q4 2023.
  • 243 funds tracked by Wall St. Rank held State Street SPDR S&P Global Natural Resources ETF as of Q1 2024.

Based on SFG Wealth Management's 13F filing for Q1 2024, filed 26 Apr 2024.