LWM Advisors’s State Street SPDR NYSE Technology ETF XNTK Stock Holding History

LWM Advisors’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 Q2	$560K	Hold	1,434	–	–	0.42%	16
2026 Q1	$366K	Hold	1,434	–	–	0.32%	19
2025 Q4	$398K	Hold	1,434	–	–	0.35%	16
2025 Q3	$390K	Hold	1,434	–	–	0.35%	16
2025 Q2	$340K	Hold	1,434	–	–	0.33%	17
2025 Q1	$294K	Hold	1,434	–	–	0.3%	20
2024 Q4	$289K	Buy	+1,434	New	+$293K	0.29%	17

Other funds holding XNTK

AOI

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

GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

PWG

Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return

LCM

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

GWSA

Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return

Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

LWM Advisors's XNTK Position: Q2 2026 in Review

LWM Advisors held its State Street SPDR NYSE Technology ETF (XNTK) position steady in Q2 2026 at 1,434 shares worth $560K. The position accounts for 0.42% of the portfolio, ranked #16.

LWM Advisors first reported a position in XNTK in Q4 2024 and has held it in 7 quarters since. 33 funds tracked by Wall St. Rank hold XNTK as of Q2 2026.

LWM Advisors held 1,434 shares of State Street SPDR NYSE Technology ETF worth $560K as of Q2 2026.
LWM Advisors left its State Street SPDR NYSE Technology ETF share count unchanged in Q2 2026.
State Street SPDR NYSE Technology ETF made up 0.42% of LWM Advisors's portfolio in Q2 2026, its #16 holding.
LWM Advisors first reported a position in State Street SPDR NYSE Technology ETF in Q4 2024 and has held it in 7 quarters since.
33 funds tracked by Wall St. Rank held State Street SPDR NYSE Technology ETF as of Q2 2026.

Based on LWM Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.