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

Ironwood Financial’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
2021
Q1 		– Sell
-223
Closed -$32K – 573
2020
Q4 		$32K Hold
223
– – 0.01% 200
2020
Q3 		$26K Buy
+223
New +$25K 0.01% 170

Other funds holding XNTK

Churchill Management
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RWA Wealth Partners
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
PCM
Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ironwood Financial's XNTK Position: Q1 2021 in Review

Ironwood Financial sold out of State Street SPDR NYSE Technology ETF (XNTK) in Q1 2021, closing a stake of 223 shares — an estimated $32K sold.

Ironwood Financial first reported a position in XNTK in Q3 2020 and held it in 2 quarters. The position peaked at $32K in Q4 2020. 112 funds tracked by Wall St. Rank hold XNTK as of Q1 2021.

  • Ironwood Financial reported no remaining State Street SPDR NYSE Technology ETF position as of Q1 2021 after selling out during the quarter.
  • Ironwood Financial sold 223 State Street SPDR NYSE Technology ETF shares in Q1 2021, an estimated $32K.
  • Ironwood Financial first reported a position in State Street SPDR NYSE Technology ETF in Q3 2020 and held it in 2 quarters.
  • Ironwood Financial's State Street SPDR NYSE Technology ETF position peaked at $32K in Q4 2020.
  • 112 funds tracked by Wall St. Rank held State Street SPDR NYSE Technology ETF as of Q1 2021.

Based on Ironwood Financial's 13F filing for Q1 2021, filed 28 Apr 2021.