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

Congress Wealth Management’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
2025 Q2	$324K	Buy	+1,364	New	+$283K	﹤0.01%	1043

Other funds holding XNTK

AOI

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

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

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

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

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

Congress Wealth Management's XNTK Position: Q2 2025 in Review

Congress Wealth Management opened a new position in State Street SPDR NYSE Technology ETF (XNTK) in Q2 2025: 1,364 shares worth $324K. The stake represents ﹤0.01% of the portfolio and ranks #1043 among its holdings.

170 funds tracked by Wall St. Rank hold XNTK as of Q2 2025.

Congress Wealth Management held 1,364 shares of State Street SPDR NYSE Technology ETF worth $324K as of Q2 2025.
State Street SPDR NYSE Technology ETF was a new Congress Wealth Management position in Q2 2025.
State Street SPDR NYSE Technology ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1043 holding.
170 funds tracked by Wall St. Rank held State Street SPDR NYSE Technology ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.