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Heritage Financial Services’s State Street SPDR NYSE Technology ETF XNTK Stock Holding History

Heritage Financial Services’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
2022
Q3 		– Sell
-250
Closed -$25K – 514
2022
Q2 		$25K Buy
+250
New +$29.1K 0.01% 227

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Heritage Financial Services's XNTK Position: Q3 2022 in Review

Heritage Financial Services sold out of State Street SPDR NYSE Technology ETF (XNTK) in Q3 2022, closing a stake of 250 shares — an estimated $25K sold.

Heritage Financial Services first reported a position in XNTK in Q2 2022 and held it in 1 quarter. The position peaked at $25K in Q2 2022. 93 funds tracked by Wall St. Rank hold XNTK as of Q3 2022.

  • Heritage Financial Services reported no remaining State Street SPDR NYSE Technology ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 250 State Street SPDR NYSE Technology ETF shares in Q3 2022, an estimated $25K.
  • Heritage Financial Services first reported a position in State Street SPDR NYSE Technology ETF in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's State Street SPDR NYSE Technology ETF position peaked at $25K in Q2 2022.
  • 93 funds tracked by Wall St. Rank held State Street SPDR NYSE Technology ETF as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.