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Keystone Financial Group (Kentucky)’s State Street SPDR NYSE Technology ETF XNTK Stock Holding History

Keystone Financial Group (Kentucky)’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 		$486K Hold
1,905
– – 0.03% 301
2025
Q4 		$529K Sell
1,905
-65
-3% -$18.2K 0.04% 254
2025
Q3 		$536K Hold
1,970
– – 0.04% 230
2025
Q2 		$467K Hold
1,970
– – 0.04% 237
2025
Q1 		$378K Sell
1,970
-45
-2% -$9.37K 0.04% 252
2024
Q4 		$407K Hold
2,015
– – 0.04% 245
2024
Q3 		$398K Buy
+2,015
New +$380K 0.05% 230
2024
Q2 		– Sell
-2,015
Closed -$368K – 355
2024
Q1 		$368K Hold
2,015
– – 0.05% 223
2023
Q4 		$331K Sell
2,015
-150
-7% -$22.2K 0.06% 202
2023
Q3 		$296K Buy
2,165
+350
+19% +$49.5K 0.05% 215
2023
Q2 		$253K Buy
+1,815
New +$228K 0.04% 242

Other funds holding XNTK

AOI
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LPL Financial
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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