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

Sweet Financial Partners’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 		$6.73M Sell
118,771
-2,443
-2% -$135K 1.46% 13
2024
Q2 		$6.6M Sell
121,214
-1,607
-1% -$89.8K 1.51% 14
2024
Q1 		$6.7M Buy
122,821
+24,447
+25% +$1.21M 1.55% 13
2023
Q4 		$5.02M Sell
98,374
-7,444
-7% -$378K 1.19% 15
2023
Q3 		$5.6M Buy
105,818
+2,468
+2% +$132K 1.48% 14
2023
Q2 		$5.32M Sell
103,350
-695
-0.7% -$36.6K 1.4% 14
2023
Q1 		$5.58M Sell
104,045
-1,258
-1% -$68.4K 1.54% 13
2022
Q4 		$5.71M Buy
105,303
+330
+0.3% +$18K 1.68% 12
2022
Q3 		$5.01M Buy
104,973
+10,716
+11% +$531K 1.59% 13
2022
Q2 		$4.64M Buy
+94,257
New +$5.34M 1.45% 13

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PJSIMP
P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $595M AUM 18.7% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.45B AUM 15.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return