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

Advocacy Wealth Management Services’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
2018 Q4	–	Sell	-630	Closed	-$59K	–	177
2018 Q3	$59K	Hold	630	–	–	0.04%	33
2018 Q2	$59K	Hold	630	–	–	0.04%	31
2018 Q1	$56K	Hold	630	–	–	0.04%	36
2017 Q4	$53K	Hold	630	–	–	0.04%	44
2017 Q3	$50K	Hold	630	–	–	0.02%	67
2017 Q2	$46K	Hold	630	–	–	0.02%	79
2017 Q1	$43K	Sell	630 -39	-6%	-$2.57K	0.02%	81
2016 Q4	$40K	Hold	669	–	–	0.01%	88
2016 Q3	$40K	Hold	669	–	–	0.02%	130
2016 Q2	$35K	Sell	669 -38	-5%	-$2K	0.02%	181
2016 Q1	$37K	Buy	707 +387	+121%	+$19.1K	0.03%	214
2015 Q4	$17K	Buy	+320	New	+$17.3K	0.02%	293

Other funds holding XNTK

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return