Stifel Financial
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Stifel Financial’s State Street SPDR S&P North American Natural Resources ETF NANR Stock Holding History

Stifel Financial’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
Q1 		$3.2M Sell
38,086
-270
-0.7% -$21.4K ﹤0.01% 1633
2025
Q4 		$2.6M Buy
38,356
+958
+3% +$62.7K ﹤0.01% 1750
2025
Q3 		$2.42M Buy
37,398
+1,412
+4% +$85K ﹤0.01% 1777
2025
Q2 		$2.04M Buy
35,986
+1,157
+3% +$62.5K ﹤0.01% 1840
2025
Q1 		$1.93M Buy
34,829
+1,920
+6% +$104K ﹤0.01% 1778
2024
Q4 		$1.68M Sell
32,909
-508
-2% -$28.4K ﹤0.01% 1897
2024
Q3 		$1.89M Sell
33,417
-3,261
-9% -$180K ﹤0.01% 1811
2024
Q2 		$2M Buy
36,678
+7
+0% +$391 ﹤0.01% 1721
2024
Q1 		$2M Buy
36,671
+1,308
+4% +$64.9K ﹤0.01% 1715
2023
Q4 		$1.8M Buy
35,363
+1,574
+5% +$80K ﹤0.01% 1744
2023
Q3 		$1.79M Buy
33,789
+2,112
+7% +$113K ﹤0.01% 1672
2023
Q2 		$1.63M Sell
31,677
-1,792
-5% -$94.4K ﹤0.01% 1770
2023
Q1 		$1.79M Buy
+33,469
New +$1.82M ﹤0.01% 1641

Other funds holding NANR

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return