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

United Financial Planning Group’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
Q2 		$9.44K Hold
125
– – ﹤0.01% 252
2026
Q1 		$10.5K Buy
+125
New +$9.92K 0.01% 204

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PJSIMP
P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $643M AUM 21.84% 1-Year Est. Return

United Financial Planning Group's NANR Position: Q2 2026 in Review

United Financial Planning Group held its State Street SPDR S&P North American Natural Resources ETF (NANR) position steady in Q2 2026 at 125 shares worth $9.44K. The position accounts for ﹤0.01% of the portfolio, ranked #252.

United Financial Planning Group first reported a position in NANR in Q1 2026 and has held it in 2 quarters since. The position peaked at $10.5K in Q1 2026. 133 funds tracked by Wall St. Rank hold NANR as of Q2 2026.

  • United Financial Planning Group held 125 shares of State Street SPDR S&P North American Natural Resources ETF worth $9.44K as of Q2 2026.
  • United Financial Planning Group left its State Street SPDR S&P North American Natural Resources ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P North American Natural Resources ETF made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #252 holding.
  • United Financial Planning Group first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q1 2026 and has held it in 2 quarters since.
  • United Financial Planning Group's State Street SPDR S&P North American Natural Resources ETF position peaked at $10.5K in Q1 2026.
  • 133 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.