Amplius Wealth Advisors’s State Street SPDR NYSE Technology ETF XNTK Stock Holding History

Amplius Wealth Advisors’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
2022 Q1	–	Sell	-800	Closed	-$132K	–	938
2021 Q4	$132K	Buy	+800	New	+$133K	0.02%	217

Other funds holding XNTK

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

PCM

Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Amplius Wealth Advisors's XNTK Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of State Street SPDR NYSE Technology ETF (XNTK) in Q1 2022, closing a stake of 800 shares — an estimated $132K sold.

Amplius Wealth Advisors first reported a position in XNTK in Q4 2021 and held it in 1 quarter. The position peaked at $132K in Q4 2021. 101 funds tracked by Wall St. Rank hold XNTK as of Q1 2022.

Amplius Wealth Advisors reported no remaining State Street SPDR NYSE Technology ETF position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 800 State Street SPDR NYSE Technology ETF shares in Q1 2022, an estimated $132K.
Amplius Wealth Advisors first reported a position in State Street SPDR NYSE Technology ETF in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's State Street SPDR NYSE Technology ETF position peaked at $132K in Q4 2021.
101 funds tracked by Wall St. Rank held State Street SPDR NYSE Technology ETF as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.