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

WealthOne’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
2023
Q1 		– Sell
-4,080
Closed -$221K – 118
2022
Q4 		$221K Buy
+4,080
New +$222K 0.09% 106

Other funds holding NANR

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PJSIMP
P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $643M AUM 21.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

WealthOne's NANR Position: Q1 2023 in Review

WealthOne sold out of State Street SPDR S&P North American Natural Resources ETF (NANR) in Q1 2023, closing a stake of 4,080 shares — an estimated $221K sold.

WealthOne first reported a position in NANR in Q4 2022 and held it in 1 quarter. The position peaked at $221K in Q4 2022. 84 funds tracked by Wall St. Rank hold NANR as of Q1 2023.

  • WealthOne reported no remaining State Street SPDR S&P North American Natural Resources ETF position as of Q1 2023 after selling out during the quarter.
  • WealthOne sold 4,080 State Street SPDR S&P North American Natural Resources ETF shares in Q1 2023, an estimated $221K.
  • WealthOne first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q4 2022 and held it in 1 quarter.
  • WealthOne's State Street SPDR S&P North American Natural Resources ETF position peaked at $221K in Q4 2022.
  • 84 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q1 2023.

Based on WealthOne's 13F filing for Q1 2023, filed 20 Apr 2023.