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Newbridge Financial Services Group’s State Street SPDR NYSE Technology ETF XNTK Stock Holding History

Newbridge Financial Services Group’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
2020
Q4 		– Sell
-283
Closed -$34K – 1162
2020
Q3 		$34K Buy
+283
New +$31.8K 0.03% 380

Other funds holding XNTK

Churchill Management
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Newbridge Financial Services Group's XNTK Position: Q4 2020 in Review

Newbridge Financial Services Group sold out of State Street SPDR NYSE Technology ETF (XNTK) in Q4 2020, closing a stake of 283 shares — an estimated $34K sold.

Newbridge Financial Services Group first reported a position in XNTK in Q3 2020 and held it in 1 quarter. The position peaked at $34K in Q3 2020. 111 funds tracked by Wall St. Rank hold XNTK as of Q4 2020.

  • Newbridge Financial Services Group reported no remaining State Street SPDR NYSE Technology ETF position as of Q4 2020 after selling out during the quarter.
  • Newbridge Financial Services Group sold 283 State Street SPDR NYSE Technology ETF shares in Q4 2020, an estimated $34K.
  • Newbridge Financial Services Group first reported a position in State Street SPDR NYSE Technology ETF in Q3 2020 and held it in 1 quarter.
  • Newbridge Financial Services Group's State Street SPDR NYSE Technology ETF position peaked at $34K in Q3 2020.
  • 111 funds tracked by Wall St. Rank held State Street SPDR NYSE Technology ETF as of Q4 2020.

Based on Newbridge Financial Services Group's 13F filing for Q4 2020, filed 7 Sep 2021.