Tower View Wealth Management’s State Street SPDR S&P Global Natural Resources ETF GNR Stock Holding History

Tower View Wealth Management’s Portfolio GNR Stock Details GNR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-59	Closed	-$3.4K	–	208
2024 Q3	$3.4K	Buy	+59	New	+$3.29K	﹤0.01%	177
2019 Q2	–	Sell	-67	Closed	-$3K	–	141
2019 Q1	$3K	Hold	67	–	–	﹤0.01%	128
2018 Q4	$3K	Hold	67	–	–	﹤0.01%	125
2018 Q3	$3K	Buy	+67	New	+$3.3K	﹤0.01%	147

Other funds holding GNR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

HMH

Hackensack Meridian Health Edison, New Jersey $1.06B AUM 18.03% 1-Year Est. Return

JHU

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

SWM

Sendero Wealth Management San Antonio, Texas $904M AUM 22.78% 1-Year Est. Return

Tower View Wealth Management's GNR Position: Q4 2024 in Review

Tower View Wealth Management sold out of State Street SPDR S&P Global Natural Resources ETF (GNR) in Q4 2024, closing a stake of 59 shares — an estimated $3.4K sold.

Tower View Wealth Management first reported a position in GNR in Q3 2018 and held it in 4 quarters. The position peaked at $3.4K in Q3 2024. 239 funds tracked by Wall St. Rank hold GNR as of Q4 2024.

Tower View Wealth Management reported no remaining State Street SPDR S&P Global Natural Resources ETF position as of Q4 2024 after selling out during the quarter.
Tower View Wealth Management sold 59 State Street SPDR S&P Global Natural Resources ETF shares in Q4 2024, an estimated $3.4K.
Tower View Wealth Management first reported a position in State Street SPDR S&P Global Natural Resources ETF in Q3 2018 and held it in 4 quarters.
Tower View Wealth Management's State Street SPDR S&P Global Natural Resources ETF position peaked at $3.4K in Q3 2024.
239 funds tracked by Wall St. Rank held State Street SPDR S&P Global Natural Resources ETF as of Q4 2024.

Based on Tower View Wealth Management's 13F filing for Q4 2024, filed 5 Feb 2025.