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

World Equity 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
2025
Q1 		– Sell
-4,280
Closed -$219K – 345
2024
Q4 		$219K Buy
+4,280
New +$239K 0.05% 335

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
PJSIMP
P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $643M AUM 21.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

World Equity Group's NANR Position: Q1 2025 in Review

World Equity Group sold out of State Street SPDR S&P North American Natural Resources ETF (NANR) in Q1 2025, closing a stake of 4,280 shares — an estimated $219K sold.

World Equity Group first reported a position in NANR in Q4 2024 and held it in 1 quarter. The position peaked at $219K in Q4 2024. 101 funds tracked by Wall St. Rank hold NANR as of Q1 2025.

  • World Equity Group reported no remaining State Street SPDR S&P North American Natural Resources ETF position as of Q1 2025 after selling out during the quarter.
  • World Equity Group sold 4,280 State Street SPDR S&P North American Natural Resources ETF shares in Q1 2025, an estimated $219K.
  • World Equity Group first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q4 2024 and held it in 1 quarter.
  • World Equity Group's State Street SPDR S&P North American Natural Resources ETF position peaked at $219K in Q4 2024.
  • 101 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q1 2025.

Based on World Equity Group's 13F filing for Q1 2025, filed 22 Apr 2025.