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Axiom Advisory’s State Street SPDR NYSE Technology ETF XNTK Stock Holding History

Axiom Advisory’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
Q3 		$5.32M Buy
28,160
+483
+2% +$91.2K 0.05% 57
2024
Q2 		$5.07M Buy
+27,677
New +$5.07M 0.06% 57

Other funds holding XNTK

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Axiom Advisory's XNTK Position: Q3 2024 in Review

Axiom Advisory increased its State Street SPDR NYSE Technology ETF (XNTK) stake by 1.7% in Q3 2024, buying an estimated $91.2K and bringing the position to 28,160 shares worth $5.32M. The position accounts for 0.05% of the portfolio, ranked #57.

Axiom Advisory first reported a position in XNTK in Q2 2024 and has held it in 2 quarters since. 154 funds tracked by Wall St. Rank hold XNTK as of Q3 2024.

  • Axiom Advisory held 28,160 shares of State Street SPDR NYSE Technology ETF worth $5.32M as of Q3 2024.
  • Axiom Advisory bought 483 State Street SPDR NYSE Technology ETF shares in Q3 2024, an estimated $91.2K.
  • State Street SPDR NYSE Technology ETF made up 0.05% of Axiom Advisory's portfolio in Q3 2024, its #57 holding.
  • Axiom Advisory first reported a position in State Street SPDR NYSE Technology ETF in Q2 2024 and has held it in 2 quarters since.
  • 154 funds tracked by Wall St. Rank held State Street SPDR NYSE Technology ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.