Sound Income Strategies’s State Street SPDR S&P North American Natural Resources ETF NANR Stock Holding History

Sound Income Strategies’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
2023 Q4	–	Sell	-59	Closed	-$3.12K	–	1375
2023 Q3	$3.12K	Buy	+59	New	+$3.15K	﹤0.01%	837

Other funds holding NANR

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

SFP

Sweet Financial Partners Fairmont, Minnesota $462M AUM 26.73% 1-Year Est. Return

Sound Income Strategies's NANR Position: Q4 2023 in Review

Sound Income Strategies sold out of State Street SPDR S&P North American Natural Resources ETF (NANR) in Q4 2023, closing a stake of 59 shares — an estimated $3.12K sold.

Sound Income Strategies first reported a position in NANR in Q3 2023 and held it in 1 quarter. The position peaked at $3.12K in Q3 2023. 88 funds tracked by Wall St. Rank hold NANR as of Q4 2023.

Sound Income Strategies reported no remaining State Street SPDR S&P North American Natural Resources ETF position as of Q4 2023 after selling out during the quarter.
Sound Income Strategies sold 59 State Street SPDR S&P North American Natural Resources ETF shares in Q4 2023, an estimated $3.12K.
Sound Income Strategies first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q3 2023 and held it in 1 quarter.
Sound Income Strategies's State Street SPDR S&P North American Natural Resources ETF position peaked at $3.12K in Q3 2023.
88 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q4 2023.

Based on Sound Income Strategies's 13F filing for Q4 2023, filed 10 Jan 2024.