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

Transform Wealth’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
2025 Q1	–	Sell	-4,025	Closed	-$200K	–	254
2024 Q4	$200K	Sell	4,025 -73	-2%	-$3.99K	0.01%	252
2024 Q3	$236K	Sell	4,098 -500	-11%	-$27.8K	0.02%	199
2024 Q2	$257K	Sell	4,598 -399	-8%	-$23.1K	0.02%	190
2024 Q1	$289K	Sell	4,997 -650	-12%	-$35.3K	0.03%	187
2023 Q4	$320K	Buy	5,647 +263	+5%	+$14.5K	0.03%	201
2023 Q3	$300K	Sell	5,384 -5,384	-50%	-$301K	0.03%	203
2023 Q2	$580K	Buy	10,768 +464	+5%	+$25.6K	0.05%	169
2023 Q1	$588K	Buy	10,304 +5,152	+100%	+$300K	0.06%	163
2022 Q4	$294K	Buy	+5,152	New	+$290K	0.03%	192

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Transform Wealth's GNR Position: Q1 2025 in Review

Transform Wealth sold out of State Street SPDR S&P Global Natural Resources ETF (GNR) in Q1 2025, closing a stake of 4,025 shares — an estimated $200K sold.

Transform Wealth first reported a position in GNR in Q4 2022 and held it in 9 quarters. The position peaked at $588K in Q1 2023. 236 funds tracked by Wall St. Rank hold GNR as of Q1 2025.

Transform Wealth reported no remaining State Street SPDR S&P Global Natural Resources ETF position as of Q1 2025 after selling out during the quarter.
Transform Wealth sold 4,025 State Street SPDR S&P Global Natural Resources ETF shares in Q1 2025, an estimated $200K.
Transform Wealth first reported a position in State Street SPDR S&P Global Natural Resources ETF in Q4 2022 and held it in 9 quarters.
Transform Wealth's State Street SPDR S&P Global Natural Resources ETF position peaked at $588K in Q1 2023.
236 funds tracked by Wall St. Rank held State Street SPDR S&P Global Natural Resources ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.