SFG Wealth Management’s State Street SPDR S&P North American Natural Resources ETF NANR Stock Holding History

SFG Wealth Management’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 Q1	–	Sell	-8,057	Closed	-$411K	–	102
2023 Q4	$411K	Buy	8,057 +642	+9%	+$32.6K	0.27%	55
2023 Q3	$393K	Buy	7,415 +15	+0.2%	+$800	0.31%	55
2023 Q2	$381K	Sell	7,400 -4,515	-38%	-$238K	0.32%	57
2023 Q1	$639K	Sell	11,915 -1,951	-14%	-$106K	0.71%	25
2022 Q4	$752K	Buy	13,866 +2,071	+18%	+$113K	0.93%	25
2022 Q3	$563K	Buy	+11,795	New	+$584K	0.76%	31

Other funds holding NANR

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 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

CWM

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

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

SFG Wealth Management sold out of State Street SPDR S&P North American Natural Resources ETF (NANR) in Q1 2024, closing a stake of 8,057 shares — an estimated $411K sold.

SFG Wealth Management first reported a position in NANR in Q3 2022 and held it in 6 quarters. The position peaked at $752K in Q4 2022. 91 funds tracked by Wall St. Rank hold NANR as of Q1 2024.

SFG Wealth Management reported no remaining State Street SPDR S&P North American Natural Resources ETF position as of Q1 2024 after selling out during the quarter.
SFG Wealth Management sold 8,057 State Street SPDR S&P North American Natural Resources ETF shares in Q1 2024, an estimated $411K.
SFG Wealth Management first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q3 2022 and held it in 6 quarters.
SFG Wealth Management's State Street SPDR S&P North American Natural Resources ETF position peaked at $752K in Q4 2022.
91 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q1 2024.

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