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

Key Financial Inc’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
2023 Q1	–	Sell	-537	Closed	-$50.5K	–	1222
2022 Q4	$50.5K	Hold	537	–	–	0.02%	353
2022 Q3	$51K	Hold	537	–	–	0.02%	357
2022 Q2	$55K	Hold	537	–	–	0.03%	342
2022 Q1	$75K	Hold	537	–	–	0.04%	307
2021 Q4	$89K	Hold	537	–	–	0.04%	252
2021 Q3	$84K	Hold	537	–	–	0.05%	248
2021 Q2	$85K	Hold	537	–	–	0.05%	254
2021 Q1	$78K	Hold	537	–	–	0.05%	217
2020 Q4	$76K	Buy	+537	New	+$68.9K	0.06%	209
2020 Q2	–	Sell	-537	Closed	-$40K	–	670
2020 Q1	$40K	Buy	+537	New	+$44.3K	0.04%	241

Other funds holding XNTK

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CCB

Country Club Bank Kansas City, Missouri $1.69B AUM 16.93% 1-Year Est. Return

PCM

Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return

Key Financial Inc's XNTK Position: Q1 2023 in Review

Key Financial Inc sold out of State Street SPDR NYSE Technology ETF (XNTK) in Q1 2023, closing a stake of 537 shares — an estimated $50.5K sold.

Key Financial Inc first reported a position in XNTK in Q1 2020 and held it in 10 quarters. The position peaked at $89K in Q4 2021. 99 funds tracked by Wall St. Rank hold XNTK as of Q1 2023.

Key Financial Inc reported no remaining State Street SPDR NYSE Technology ETF position as of Q1 2023 after selling out during the quarter.
Key Financial Inc sold 537 State Street SPDR NYSE Technology ETF shares in Q1 2023, an estimated $50.5K.
Key Financial Inc first reported a position in State Street SPDR NYSE Technology ETF in Q1 2020 and held it in 10 quarters.
Key Financial Inc's State Street SPDR NYSE Technology ETF position peaked at $89K in Q4 2021.
99 funds tracked by Wall St. Rank held State Street SPDR NYSE Technology ETF as of Q1 2023.

Based on Key Financial Inc's 13F filing for Q1 2023, filed 2 May 2023.