Valeo Financial Advisors’s State Street SPDR S&P Global Natural Resources ETF GNR Stock Holding History

Valeo Financial Advisors’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
2026 Q3	$3.69M	Buy	+49,870	New	+$3.71M	0.08%	117
2019 Q2	–	Sell	-3,665	Closed	-$169K	–	1597
2019 Q1	$169K	Buy	+3,665	New	+$165K	0.02%	313
2018 Q3	–	Sell	-1,018	Closed	-$49K	–	1812
2018 Q2	$49K	Buy	+1,018	New	+$51.7K	0.01%	545

Other funds holding GNR

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

LFA

Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return

DFG

Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return

AWA

Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

Valeo Financial Advisors's GNR Position: Q3 2026 in Review

Valeo Financial Advisors opened a new position in State Street SPDR S&P Global Natural Resources ETF (GNR) in Q3 2026: 49,870 shares worth $3.69M. The stake represents 0.08% of the portfolio and ranks #117 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in GNR as recently as Q1 2019.

Valeo Financial Advisors first reported a position in GNR in Q2 2018 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold GNR as of Q3 2026.

Valeo Financial Advisors held 49,870 shares of State Street SPDR S&P Global Natural Resources ETF worth $3.69M as of Q3 2026.
State Street SPDR S&P Global Natural Resources ETF was a new Valeo Financial Advisors position in Q3 2026.
State Street SPDR S&P Global Natural Resources ETF made up 0.08% of Valeo Financial Advisors's portfolio in Q3 2026, its #117 holding.
Valeo Financial Advisors first reported a position in State Street SPDR S&P Global Natural Resources ETF in Q2 2018 and has held it in 3 quarters since.
14 funds tracked by Wall St. Rank held State Street SPDR S&P Global Natural Resources ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.