JPLA
XNTK icon

Joseph P. Lucia & Associates’s State Street SPDR NYSE Technology ETF XNTK Stock Holding History

Joseph P. Lucia & Associates’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 		$940K Sell
3,684
-86
-2% -$23.4K 0.34% 68
2025
Q4 		$1.05M Sell
3,770
-340
-8% -$95K 0.38% 66
2025
Q3 		$1.12M Buy
4,110
+101
+3% +$24.9K 0.42% 68
2025
Q2 		$951K Buy
4,009
+81
+2% +$16.8K 0.39% 72
2025
Q1 		$753K Buy
3,928
+56
+1% +$11.7K 0.34% 73
2024
Q4 		$781K Sell
3,872
-92
-2% -$18.8K 0.35% 69
2024
Q3 		$783K Buy
3,964
+212
+6% +$40K 0.36% 69
2024
Q2 		$733K Buy
3,752
+877
+31% +$161K 0.38% 66
2024
Q1 		$524K Buy
2,875
+414
+17% +$72.4K 0.28% 71
2023
Q4 		$404K Buy
+2,461
New +$364K 0.25% 79

Other funds holding XNTK

AOI
Auto-Owners Insurance Lansing, Michigan $4.78B AUM 24.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $551M AUM 41.38% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return