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Valmark Advisers’s State Street SPDR S&P North American Natural Resources ETF NANR Stock Holding History

Valmark Advisers’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
Q4 		– Sell
-10,625
Closed -$602K – 613
2024
Q3 		$602K Buy
+10,625
New +$586K 0.01% 384

Other funds holding NANR

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Valmark Advisers's NANR Position: Q4 2024 in Review

Valmark Advisers sold out of State Street SPDR S&P North American Natural Resources ETF (NANR) in Q4 2024, closing a stake of 10,625 shares — an estimated $602K sold.

Valmark Advisers first reported a position in NANR in Q3 2024 and held it in 1 quarter. The position peaked at $602K in Q3 2024. 105 funds tracked by Wall St. Rank hold NANR as of Q4 2024.

  • Valmark Advisers reported no remaining State Street SPDR S&P North American Natural Resources ETF position as of Q4 2024 after selling out during the quarter.
  • Valmark Advisers sold 10,625 State Street SPDR S&P North American Natural Resources ETF shares in Q4 2024, an estimated $602K.
  • Valmark Advisers first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q3 2024 and held it in 1 quarter.
  • Valmark Advisers's State Street SPDR S&P North American Natural Resources ETF position peaked at $602K in Q3 2024.
  • 105 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q4 2024.

Based on Valmark Advisers's 13F filing for Q4 2024, filed 30 Jan 2025.