Foundations Investment Advisors’s State Street SPDR NYSE Technology ETF XNTK Stock Holding History

Foundations Investment 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
2026 Q1	–	Sell	-812	Closed	-$226K	–	1265
2025 Q4	$226K	Buy	+812	New	+$227K	﹤0.01%	1010
2025 Q2	–	Sell	-2,254	Closed	-$432K	–	994
2025 Q1	$432K	Buy	+2,254	New	+$469K	0.01%	618
2024 Q4	–	Sell	-2,901	Closed	-$573K	–	896
2024 Q3	$573K	Sell	2,901 -1,245	-30%	-$235K	0.01%	489
2024 Q2	$810K	Sell	4,146 -150	-3%	-$27.5K	0.02%	382
2024 Q1	$784K	Buy	+4,296	New	+$751K	0.02%	370

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

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

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

AlTi Global New York $4.84B AUM 25.68% 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

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

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Foundations Investment Advisors's XNTK Position: Q1 2026 in Review

Foundations Investment Advisors sold out of State Street SPDR NYSE Technology ETF (XNTK) in Q1 2026, closing a stake of 812 shares — an estimated $226K sold.

Foundations Investment Advisors first reported a position in XNTK in Q1 2024 and held it in 5 quarters. The position peaked at $810K in Q2 2024. 199 funds tracked by Wall St. Rank hold XNTK as of Q1 2026.

Foundations Investment Advisors reported no remaining State Street SPDR NYSE Technology ETF position as of Q1 2026 after selling out during the quarter.
Foundations Investment Advisors sold 812 State Street SPDR NYSE Technology ETF shares in Q1 2026, an estimated $226K.
Foundations Investment Advisors first reported a position in State Street SPDR NYSE Technology ETF in Q1 2024 and held it in 5 quarters.
Foundations Investment Advisors's State Street SPDR NYSE Technology ETF position peaked at $810K in Q2 2024.
199 funds tracked by Wall St. Rank held State Street SPDR NYSE Technology ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.