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

PCG Wealth 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
2024
Q2 		– Sell
-1,127
Closed -$206K – 124
2024
Q1 		$206K Buy
+1,127
New +$197K 0.1% 105
2023
Q3 		– Sell
-2,117
Closed -$296K – 118
2023
Q2 		$296K Sell
2,117
-313
-13% -$39.3K 0.18% 80
2023
Q1 		$295K Sell
2,430
-296
-11% -$33.1K 0.19% 84
2022
Q4 		$264K Sell
2,726
-4,078
-60% -$404K 0.17% 85
2022
Q3 		$637K Buy
6,804
+3,397
+100% +$369K 0.23% 64
2022
Q2 		$351K Sell
3,407
-23
-0.7% -$2.67K 0.25% 64
2022
Q1 		$477K Buy
3,430
+405
+13% +$57.7K 0.3% 50
2021
Q4 		$495K Buy
+3,025
New +$502K 0.34% 47

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 $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return