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Householder Group Estate & Retirement Specialist’s State Street SPDR NYSE Technology ETF XNTK Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q1 		– Sell
-4,266
Closed -$700K – 1324
2023
Q4 		$700K Buy
4,266
+1,060
+33% +$157K 0.23% 89
2023
Q3 		$438K Buy
+3,206
New +$453K 0.16% 120
2023
Q1 		$1.01M Buy
+8,328
New +$931K 0.39% 57

Other funds holding XNTK

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $281M AUM 93.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's XNTK Position: Q1 2024 in Review

Householder Group Estate & Retirement Specialist sold out of State Street SPDR NYSE Technology ETF (XNTK) in Q1 2024, closing a stake of 4,266 shares — an estimated $700K sold.

Householder Group Estate & Retirement Specialist first reported a position in XNTK in Q1 2023 and held it in 3 quarters. The position peaked at $1.01M in Q1 2023. 137 funds tracked by Wall St. Rank hold XNTK as of Q1 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining State Street SPDR NYSE Technology ETF position as of Q1 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 4,266 State Street SPDR NYSE Technology ETF shares in Q1 2024, an estimated $700K.
  • Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR NYSE Technology ETF in Q1 2023 and held it in 3 quarters.
  • Householder Group Estate & Retirement Specialist's State Street SPDR NYSE Technology ETF position peaked at $1.01M in Q1 2023.
  • 137 funds tracked by Wall St. Rank held State Street SPDR NYSE Technology ETF as of Q1 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2024, filed 3 May 2024.