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

XML Financial’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	$10.7M	Buy	142,187 +15,349	+12%	+$1.26M	0.78%	37
2026 Q1	$10.7M	Buy	126,838 +2,699	+2%	+$214K	0.86%	31
2025 Q4	$8.42M	Sell	124,139 -7,028	-5%	-$460K	0.69%	41
2025 Q3	$8.47M	Buy	131,167 +5,987	+5%	+$361K	0.69%	40
2025 Q2	$7.09M	Sell	125,180 -3,636	-3%	-$196K	0.61%	47
2025 Q1	$7.15M	Sell	128,816 -4,004	-3%	-$217K	0.67%	44
2024 Q4	$6.79M	Buy	+132,820	New	+$7.43M	0.62%	44

Other funds holding NANR

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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

XML Financial's NANR Position: Q2 2026 in Review

XML Financial increased its State Street SPDR S&P North American Natural Resources ETF (NANR) stake by 12% in Q2 2026, buying an estimated $1.26M and bringing the position to 142,187 shares worth $10.7M. The position accounts for 0.78% of the portfolio, ranked #37.

XML Financial first reported a position in NANR in Q4 2024 and has held it in 7 quarters since. 133 funds tracked by Wall St. Rank hold NANR as of Q2 2026.

XML Financial held 142,187 shares of State Street SPDR S&P North American Natural Resources ETF worth $10.7M as of Q2 2026.
XML Financial bought 15,349 State Street SPDR S&P North American Natural Resources ETF shares in Q2 2026, an estimated $1.26M.
State Street SPDR S&P North American Natural Resources ETF made up 0.78% of XML Financial's portfolio in Q2 2026, its #37 holding.
XML Financial first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q4 2024 and has held it in 7 quarters since.
133 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.