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

XY Planning Network’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 Q3	$214K	Sell	2,560 -771	-23%	-$65K	0.02%	365
2026 Q2	$251K	Buy	3,331 +53	+2%	+$4.34K	0.03%	306
2026 Q1	$275K	Buy	3,278 +286	+10%	+$22.7K	0.04%	244
2025 Q4	$203K	Buy	+2,992	New	+$196K	0.04%	248

Other funds holding NANR

CWM

Capital Wealth Management W. Warwick, Rhode Island $439M AUM 11.84% 1-Year Est. Return

Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

Hollow Brook Wealth Management Katonah, New York $575M AUM 19.16% 1-Year Est. Return

Certified Advisory Corp Altamonte Springs, Florida $1.2B AUM 14.78% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.68B AUM 22.33% 1-Year Est. Return

Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

XY Planning Network's NANR Position: Q3 2026 in Review

XY Planning Network reduced its State Street SPDR S&P North American Natural Resources ETF (NANR) stake by 23% in Q3 2026, selling an estimated $65K and leaving 2,560 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #365.

XY Planning Network first reported a position in NANR in Q4 2025 and has held it in 4 quarters since. The position peaked at $275K in Q1 2026. 46 funds tracked by Wall St. Rank hold NANR as of Q3 2026.

XY Planning Network held 2,560 shares of State Street SPDR S&P North American Natural Resources ETF worth $214K as of Q3 2026.
XY Planning Network sold 771 State Street SPDR S&P North American Natural Resources ETF shares in Q3 2026, an estimated $65K.
State Street SPDR S&P North American Natural Resources ETF made up 0.02% of XY Planning Network's portfolio in Q3 2026, its #365 holding.
XY Planning Network first reported a position in State Street SPDR S&P North American Natural Resources ETF in Q4 2025 and has held it in 4 quarters since.
XY Planning Network's State Street SPDR S&P North American Natural Resources ETF position peaked at $275K in Q1 2026.
46 funds tracked by Wall St. Rank held State Street SPDR S&P North American Natural Resources ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.