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

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

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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. 230 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.
230 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.