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Able Wealth Management’s State Street SPDR NYSE Technology ETF XNTK Stock Holding History

Able Wealth Management’s Portfolio XNTK Stock Details XNTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-252
Closed -$41.4K – 588
2023
Q4 		$41.4K Buy
+252
New +$37.2K 0.04% 153

Other funds holding XNTK

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Able Wealth Management's XNTK Position: Q1 2024 in Review

Able Wealth Management sold out of State Street SPDR NYSE Technology ETF (XNTK) in Q1 2024, closing a stake of 252 shares — an estimated $41.4K sold.

Able Wealth Management first reported a position in XNTK in Q4 2023 and held it in 1 quarter. The position peaked at $41.4K in Q4 2023. 137 funds tracked by Wall St. Rank hold XNTK as of Q1 2024.

  • Able Wealth Management reported no remaining State Street SPDR NYSE Technology ETF position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 252 State Street SPDR NYSE Technology ETF shares in Q1 2024, an estimated $41.4K.
  • Able Wealth Management first reported a position in State Street SPDR NYSE Technology ETF in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's State Street SPDR NYSE Technology ETF position peaked at $41.4K in Q4 2023.
  • 137 funds tracked by Wall St. Rank held State Street SPDR NYSE Technology ETF as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.