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

Clearview 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
2023 Q3	–	Sell	-65	Closed	-$9.07K	–	661
2023 Q2	$9.07K	Hold	65	–	–	0.01%	377
2023 Q1	$7.88K	Hold	65	–	–	0.01%	396
2022 Q4	$6.3K	Hold	65	–	–	﹤0.01%	373
2022 Q3	$6K	Hold	65	–	–	﹤0.01%	398
2022 Q2	$7K	Hold	65	–	–	0.01%	408
2022 Q1	$9K	Hold	65	–	–	0.01%	403
2021 Q4	$11K	Hold	65	–	–	0.01%	406
2021 Q3	$10K	Hold	65	–	–	0.01%	431
2021 Q2	$10K	Hold	65	–	–	0.01%	437
2021 Q1	$9K	Hold	65	–	–	0.01%	429
2020 Q4	$9K	Buy	+65	New	+$8.34K	0.01%	394

Other funds holding XNTK

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Clearview Wealth Advisors's XNTK Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of State Street SPDR NYSE Technology ETF (XNTK) in Q3 2023, closing a stake of 65 shares — an estimated $9.07K sold.

Clearview Wealth Advisors first reported a position in XNTK in Q4 2020 and held it in 11 quarters. The position peaked at $11K in Q4 2021. 104 funds tracked by Wall St. Rank hold XNTK as of Q3 2023.

Clearview Wealth Advisors reported no remaining State Street SPDR NYSE Technology ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 65 State Street SPDR NYSE Technology ETF shares in Q3 2023, an estimated $9.07K.
Clearview Wealth Advisors first reported a position in State Street SPDR NYSE Technology ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's State Street SPDR NYSE Technology ETF position peaked at $11K in Q4 2021.
104 funds tracked by Wall St. Rank held State Street SPDR NYSE Technology ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.