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Pinnacle Private Wealth’s State Street SPDR NYSE Technology ETF XNTK Stock Holding History

Pinnacle Private Wealth’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
2022
Q2 		– Sell
-1,633
Closed -$227K – 314
2022
Q1 		$227K Hold
1,633
– – 0.07% 265
2021
Q4 		$270K Buy
+1,633
New +$271K 0.08% 233

Other funds holding XNTK

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CCB
Country Club Bank Kansas City, Missouri $1.69B AUM 16.93% 1-Year Est. Return
PCM
Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Pinnacle Private Wealth's XNTK Position: Q2 2022 in Review

Pinnacle Private Wealth sold out of State Street SPDR NYSE Technology ETF (XNTK) in Q2 2022, closing a stake of 1,633 shares — an estimated $227K sold.

Pinnacle Private Wealth first reported a position in XNTK in Q4 2021 and held it in 2 quarters. The position peaked at $270K in Q4 2021. 98 funds tracked by Wall St. Rank hold XNTK as of Q2 2022.

  • Pinnacle Private Wealth reported no remaining State Street SPDR NYSE Technology ETF position as of Q2 2022 after selling out during the quarter.
  • Pinnacle Private Wealth sold 1,633 State Street SPDR NYSE Technology ETF shares in Q2 2022, an estimated $227K.
  • Pinnacle Private Wealth first reported a position in State Street SPDR NYSE Technology ETF in Q4 2021 and held it in 2 quarters.
  • Pinnacle Private Wealth's State Street SPDR NYSE Technology ETF position peaked at $270K in Q4 2021.
  • 98 funds tracked by Wall St. Rank held State Street SPDR NYSE Technology ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.