SFC
NANR icon

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

Strategic Financial Concepts’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
Q3 		– Sell
-30,590
Closed -$552 – 534
2024
Q2 		$552 Buy
+30,590
New +$1.71M ﹤0.01% 644

Other funds holding NANR

Financial Engines Advisors
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Strategic Financial Concepts's NANR Position: Q3 2024 in Review

Strategic Financial Concepts sold out of State Street SPDR S&P North American Natural Resources ETF (NANR) in Q3 2024, closing a stake of 30,590 shares — an estimated $552 sold.

Strategic Financial Concepts first reported a position in NANR in Q2 2024 and held it in 1 quarter. The position peaked at $552 in Q2 2024. 94 funds tracked by Wall St. Rank hold NANR as of Q3 2024.

  • Strategic Financial Concepts reported no remaining State Street SPDR S&P North American Natural Resources ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 30,590 State Street SPDR S&P North American Natural Resources ETF shares in Q3 2024, an estimated $552.
  • Strategic Financial Concepts first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's State Street SPDR S&P North American Natural Resources ETF position peaked at $552 in Q2 2024.
  • 94 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.