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Spire Wealth Management’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Spire Wealth Management’s Portfolio GUNR Stock Details GUNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.14M Sell
43,395
-1,761
-4% -$94.7K 0.06% 266
2026
Q1 		$2.49M Buy
45,156
+10,265
+29% +$536K 0.09% 219
2025
Q4 		$1.6M Sell
34,891
-70
-0.2% -$3.11K 0.05% 299
2025
Q3 		$1.53M Buy
34,961
+105
+0.3% +$4.4K 0.05% 297
2025
Q2 		$1.4M Buy
34,856
+16,477
+90% +$636K 0.05% 301
2025
Q1 		$713K Sell
18,379
-304
-2% -$11.6K 0.02% 479
2024
Q4 		$679K Buy
18,683
+1,192
+7% +$47K 0.02% 486
2024
Q3 		$721K Buy
17,491
+446
+3% +$17.9K 0.02% 446
2024
Q2 		$684K Buy
17,045
+592
+4% +$24.6K 0.02% 423
2024
Q1 		$676K Buy
16,453
+352
+2% +$13.8K 0.01% 449
2023
Q4 		$616K Sell
16,101
-122
-0.8% -$4.86K 0.02% 467
2023
Q3 		$656K Buy
16,223
+16,122
+15,962% +$661K 0.03% 421
2023
Q2 		$4.05K Hold
101
– – ﹤0.01% 2054
2023
Q1 		$4.27K Hold
101
– – ﹤0.01% 2071
2022
Q4 		$4K Hold
101
– – ﹤0.01% 1889
2022
Q3 		$4K Hold
101
– – ﹤0.01% 1789
2022
Q2 		$4K Hold
101
– – ﹤0.01% 2189
2022
Q1 		$5K Hold
101
– – ﹤0.01% 2234
2021
Q4 		$4K Hold
101
– – ﹤0.01% 2626
2021
Q3 		$4K Hold
101
– – ﹤0.01% 2338
2021
Q2 		$4K Hold
101
– – ﹤0.01% 2361
2021
Q1 		$4K Buy
+101
New +$3.59K ﹤0.01% 2688

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CFFNO
Common Fund For Nonprofit Organizations Wilton, Connecticut $1.09B AUM 22.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

Spire Wealth Management's GUNR Position: Q2 2026 in Review

Spire Wealth Management reduced its Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) stake by 3.9% in Q2 2026, selling an estimated $94.7K and leaving 43,395 shares worth $2.14M. The position accounts for 0.06% of the portfolio, ranked #266.

Spire Wealth Management first reported a position in GUNR in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.49M in Q1 2026. 317 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

  • Spire Wealth Management held 43,395 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $2.14M as of Q2 2026.
  • Spire Wealth Management sold 1,761 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q2 2026, an estimated $94.7K.
  • Northern Trust Morningstar Global Upstream Natural Resources ETF made up 0.06% of Spire Wealth Management's portfolio in Q2 2026, its #266 holding.
  • Spire Wealth Management first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $2.49M in Q1 2026.
  • 317 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.