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

Simplicity Wealth’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
Q3 		– Sell
-24,495
Closed -$1.37M – 769
2024
Q2 		$1.37M Buy
24,495
+1,421
+6% +$82.4K 0.03% 437
2024
Q1 		$1.34M Buy
+23,074
New +$1.25M 0.03% 445

Other funds holding GNR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
HMH
Hackensack Meridian Health Edison, New Jersey $1.06B AUM 18.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SWM
Sendero Wealth Management San Antonio, Texas $904M AUM 22.78% 1-Year Est. Return

Simplicity Wealth's GNR Position: Q3 2024 in Review

Simplicity Wealth sold out of State Street SPDR S&P Global Natural Resources ETF (GNR) in Q3 2024, closing a stake of 24,495 shares — an estimated $1.37M sold.

Simplicity Wealth first reported a position in GNR in Q1 2024 and held it in 2 quarters. The position peaked at $1.37M in Q2 2024. 241 funds tracked by Wall St. Rank hold GNR as of Q3 2024.

  • Simplicity Wealth reported no remaining State Street SPDR S&P Global Natural Resources ETF position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 24,495 State Street SPDR S&P Global Natural Resources ETF shares in Q3 2024, an estimated $1.37M.
  • Simplicity Wealth first reported a position in State Street SPDR S&P Global Natural Resources ETF in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's State Street SPDR S&P Global Natural Resources ETF position peaked at $1.37M in Q2 2024.
  • 241 funds tracked by Wall St. Rank held State Street SPDR S&P Global Natural Resources ETF as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.