CWA
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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 – 664
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

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return