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

Montis Financial’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
2024
Q4 		– Sell
-1,394
Closed -$275K – 139
2024
Q3 		$275K Buy
+1,394
New +$263K 0.1% 93

Other funds holding XNTK

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Montis Financial's XNTK Position: Q4 2024 in Review

Montis Financial sold out of State Street SPDR NYSE Technology ETF (XNTK) in Q4 2024, closing a stake of 1,394 shares — an estimated $275K sold.

Montis Financial first reported a position in XNTK in Q3 2024 and held it in 1 quarter. The position peaked at $275K in Q3 2024. 159 funds tracked by Wall St. Rank hold XNTK as of Q4 2024.

  • Montis Financial reported no remaining State Street SPDR NYSE Technology ETF position as of Q4 2024 after selling out during the quarter.
  • Montis Financial sold 1,394 State Street SPDR NYSE Technology ETF shares in Q4 2024, an estimated $275K.
  • Montis Financial first reported a position in State Street SPDR NYSE Technology ETF in Q3 2024 and held it in 1 quarter.
  • Montis Financial's State Street SPDR NYSE Technology ETF position peaked at $275K in Q3 2024.
  • 159 funds tracked by Wall St. Rank held State Street SPDR NYSE Technology ETF as of Q4 2024.

Based on Montis Financial's 13F filing for Q4 2024, filed 10 Feb 2025.