Steward Partners Investment Advisory’s State Street SPDR S&P North American Natural Resources ETF NANR Stock Holding History

Steward Partners Investment Advisory’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
2026 Q2	$5.04M	Sell	66,819 -102,911	-61%	-$8.43M	0.03%	555
2026 Q1	$14.3M	Sell	169,730 -50,842	-23%	-$4.04M	0.07%	254
2025 Q4	$15M	Buy	220,572 +7,868	+4%	+$515K	0.08%	216
2025 Q3	$13.7M	Buy	212,704 +92,072	+76%	+$5.55M	0.08%	216
2025 Q2	$6.83M	Buy	120,632 +44,505	+58%	+$2.4M	0.05%	349
2025 Q1	$4.23M	Buy	76,127 +74,671	+5,129%	+$4.04M	0.04%	444
2024 Q4	$74.4K	Sell	1,456 -5	-0.3%	-$280	﹤0.01%	2129
2024 Q3	$82.7K	Buy	1,461 +1,308	+855%	+$72.1K	﹤0.01%	1976
2024 Q2	$8.33K	Buy	153 +9	+6%	+$503	﹤0.01%	2881
2024 Q1	$7.86K	Hold	144	–	–	﹤0.01%	2899
2023 Q4	$7.34K	Hold	144	–	–	﹤0.01%	2824
2023 Q3	$7.62K	Hold	144	–	–	﹤0.01%	2683
2023 Q2	$7.42K	Hold	144	–	–	﹤0.01%	2667
2023 Q1	$7.72K	Buy	+144	New	+$7.83K	﹤0.01%	2638
2021 Q2	–	Sell	-412	Closed	-$15.9K	–	7291
2021 Q1	$15.9K	Buy	+412	New	+$15.3K	﹤0.01%	2575
2020 Q3	–	Sell	-87	Closed	-$3K	–	2811
2020 Q2	$3K	Hold	87	–	–	﹤0.01%	2395
2020 Q1	$1K	Sell	87 -236	-73%	-$6.81K	﹤0.01%	2403
2019 Q4	$10K	Hold	323	–	–	﹤0.01%	2017
2019 Q3	$10K	Buy	323 +87	+37%	+$2.77K	﹤0.01%	1992
2019 Q2	$7K	Buy	+236	New	+$7.45K	﹤0.01%	2122
2018 Q3	–	Sell	-161	Closed	-$6K	–	2656
2018 Q2	$6K	Buy	+161	New	+$5.75K	﹤0.01%	1939

Other funds holding NANR

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

CWM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CPG

Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PJSIMP

P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $643M AUM 21.84% 1-Year Est. Return

Steward Partners Investment Advisory's NANR Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its State Street SPDR S&P North American Natural Resources ETF (NANR) stake by 61% in Q2 2026, selling an estimated $8.43M and leaving 66,819 shares worth $5.04M. The position accounts for 0.03% of the portfolio, ranked #555.

Steward Partners Investment Advisory first reported a position in NANR in Q2 2018 and has held it in 21 quarters since. The position peaked at $15M in Q4 2025. 133 funds tracked by Wall St. Rank hold NANR as of Q2 2026.

Steward Partners Investment Advisory held 66,819 shares of State Street SPDR S&P North American Natural Resources ETF worth $5.04M as of Q2 2026.
Steward Partners Investment Advisory sold 102,911 State Street SPDR S&P North American Natural Resources ETF shares in Q2 2026, an estimated $8.43M.
State Street SPDR S&P North American Natural Resources ETF made up 0.03% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #555 holding.
Steward Partners Investment Advisory first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q2 2018 and has held it in 21 quarters since.
Steward Partners Investment Advisory's State Street SPDR S&P North American Natural Resources ETF position peaked at $15M in Q4 2025.
133 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.