CX Institutional’s State Street SPDR NYSE Technology ETF XNTK Stock Holding History

CX Institutional’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
2026 Q2	$144K	Buy	369 +124	+51%	+$41.5K	﹤0.01%	804
2026 Q1	$63K	Sell	245 -210	-46%	-$57.2K	﹤0.01%	934
2025 Q4	$126K	Sell	455 -1,316	-74%	-$368K	﹤0.01%	814
2025 Q3	$482K	Buy	1,771 +1,298	+274%	+$320K	0.01%	442
2025 Q2	$112K	Sell	473 -223	-32%	-$46.2K	﹤0.01%	749
2025 Q1	$133K	Buy	+696	New	+$145K	0.01%	695
2024 Q4	–	Sell	-2,474	Closed	-$489K	–	592
2024 Q3	$489K	Buy	+2,474	New	+$467K	0.02%	373
2023 Q2	–	Sell	-11,277	Closed	-$1.36M	–	543
2023 Q1	$1.36M	Sell	11,277 -31,901	-74%	-$3.57M	0.07%	256
2022 Q4	$4.18M	Buy	+43,178	New	+$4.28M	0.25%	104

Other funds holding XNTK

GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return

LWM Advisors El Dorado Hills, California $134M AUM 22.23% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Client 1st Advisory Group Dunedin, Florida $372M AUM 22.43% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return