IFWM
Institute for Wealth Management’s SPDR NYSE Technology ETF XNTK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Hold |
5,210
| – | – | 0.14% | 158 |
|
|
2025
Q1 | $999K | Hold |
5,210
| – | – | 0.13% | 181 |
|
|
2024
Q4 | $1.05M | Hold |
5,210
| – | – | 0.13% | 165 |
|
|
2024
Q3 | $1.03M | Hold |
5,210
| – | – | 0.13% | 169 |
|
|
2024
Q2 | $1.02M | Sell |
5,210
-120
| -2% | -$23.4K | 0.14% | 161 |
|
|
2024
Q1 | $972K | Hold |
5,330
| – | – | 0.13% | 171 |
|
|
2023
Q4 | $875K | Hold |
5,330
| – | – | 0.14% | 170 |
|
|
2023
Q3 | $728K | Sell |
5,330
-33
| -0.6% | -$4.51K | 0.13% | 188 |
|
|
2023
Q2 | $748K | Hold |
5,363
| – | – | 0.13% | 189 |
|
|
2023
Q1 | $650K | Hold |
5,363
| – | – | 0.12% | 205 |
|
|
2022
Q4 | $520K | Sell |
5,363
-80
| -1% | -$7.75K | 0.11% | 245 |
|
|
2022
Q3 | $512K | Hold |
5,443
| – | – | 0.11% | 229 |
|
|
2022
Q2 | $561K | Hold |
5,443
| – | – | 0.11% | 247 |
|
|
2022
Q1 | $757K | Hold |
5,443
| – | – | 0.12% | 204 |
|
|
2021
Q4 | $902K | Hold |
5,443
| – | – | 0.15% | 176 |
|
|
2021
Q3 | $851K | Hold |
5,443
| – | – | 0.15% | 174 |
|
|
2021
Q2 | $866K | Sell |
5,443
-167
| -3% | -$26.6K | 0.15% | 177 |
|
|
2021
Q1 | $812K | Hold |
5,610
| – | – | 0.15% | 175 |
|
|
2020
Q4 | $793K | Sell |
5,610
-10
| -0.2% | -$1.41K | 0.16% | 165 |
|
|
2020
Q3 | $667K | Hold |
5,620
| – | – | 0.15% | 168 |
|
|
2020
Q2 | $558K | Hold |
5,620
| – | – | 0.14% | 207 |
|
|
2020
Q1 | $411K | Sell |
5,620
-290
| -5% | -$21.2K | 0.13% | 215 |
|
|
2019
Q4 | $483K | Hold |
5,910
| – | – | 0.11% | 257 |
|
|
2019
Q3 | $430K | Sell |
5,910
-236
| -4% | -$17.2K | 0.11% | 263 |
|
|
2019
Q2 | $447K | Sell |
6,146
-425
| -6% | -$30.9K | 0.1% | 280 |
|
|
2019
Q1 | $468K | Buy |
6,571
+152
| +2% | +$10.8K | 0.1% | 254 |
|
|
2018
Q4 | $382K | Buy |
+6,419
| New | +$382K | 0.16% | 176 |
|
|
2017
Q3 | – | Sell |
-6,183
| Closed | -$453K | – | 398 |
|
|
2017
Q2 | $453K | Buy |
+6,183
| New | +$453K | 0.12% | 242 |
|