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Consolidated Planning Corp’s State Street SPDR NYSE Technology ETF XNTK Stock Holding History

Consolidated Planning Corp’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
2021
Q4 		– Sell
-158
Closed -$25K – 473
2021
Q3 		$25K Buy
+158
New +$25.3K 0.02% 231

Other funds holding XNTK

CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Consolidated Planning Corp's XNTK Position: Q4 2021 in Review

Consolidated Planning Corp sold out of State Street SPDR NYSE Technology ETF (XNTK) in Q4 2021, closing a stake of 158 shares — an estimated $25K sold.

Consolidated Planning Corp first reported a position in XNTK in Q3 2021 and held it in 1 quarter. The position peaked at $25K in Q3 2021. 121 funds tracked by Wall St. Rank hold XNTK as of Q4 2021.

  • Consolidated Planning Corp reported no remaining State Street SPDR NYSE Technology ETF position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 158 State Street SPDR NYSE Technology ETF shares in Q4 2021, an estimated $25K.
  • Consolidated Planning Corp first reported a position in State Street SPDR NYSE Technology ETF in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's State Street SPDR NYSE Technology ETF position peaked at $25K in Q3 2021.
  • 121 funds tracked by Wall St. Rank held State Street SPDR NYSE Technology ETF as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.