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

Steward Partners Investment Solutions’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	$493K	Hold	9,038	–	–	0.08%	158
2023 Q4	$461K	Buy	+9,038	New	+$459K	0.19%	94

Other funds holding NANR

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

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

Steward Partners Investment Solutions's NANR Position: Q1 2024 in Review

Steward Partners Investment Solutions held its State Street SPDR S&P North American Natural Resources ETF (NANR) position steady in Q1 2024 at 9,038 shares worth $493K. The position accounts for 0.08% of the portfolio, ranked #158.

Steward Partners Investment Solutions first reported a position in NANR in Q4 2023 and has held it in 2 quarters since. 91 funds tracked by Wall St. Rank hold NANR as of Q1 2024.

Steward Partners Investment Solutions held 9,038 shares of State Street SPDR S&P North American Natural Resources ETF worth $493K as of Q1 2024.
Steward Partners Investment Solutions left its State Street SPDR S&P North American Natural Resources ETF share count unchanged in Q1 2024.
State Street SPDR S&P North American Natural Resources ETF made up 0.08% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #158 holding.
Steward Partners Investment Solutions first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q4 2023 and has held it in 2 quarters since.
91 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.