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

SevenBridge Financial 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
2019
Q3 		– Sell
-8
Closed -$1K – 591
2019
Q2 		$1K Hold
8
– – ﹤0.01% 627
2019
Q1 		$1K Hold
8
– – ﹤0.01% 595
2018
Q4 		$0 Hold
8
– – ﹤0.01% 611
2018
Q3 		$1K Hold
8
– – ﹤0.01% 579
2018
Q2 		$1K Hold
8
– – ﹤0.01% 588
2018
Q1 		$1K Hold
8
– – ﹤0.01% 601
2017
Q4 		$1K Hold
8
– – ﹤0.01% 615
2017
Q3 		$1K Hold
8
– – ﹤0.01% 600
2017
Q2 		$1K Hold
8
– – ﹤0.01% 631
2017
Q1 		$1K Hold
8
– – ﹤0.01% 615
2016
Q4 		$0 Hold
8
– – ﹤0.01% 649
2016
Q3 		$0 Hold
8
– – ﹤0.01% 684
2016
Q2 		$0 Buy
+8
New +$421 ﹤0.01% 750

Other funds holding XNTK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $2.18B AUM 23.73% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

SevenBridge Financial Group's XNTK Position: Q3 2019 in Review

SevenBridge Financial Group sold out of State Street SPDR NYSE Technology ETF (XNTK) in Q3 2019, closing a stake of 8 shares — an estimated $1K sold.

SevenBridge Financial Group first reported a position in XNTK in Q2 2016 and held it in 13 quarters. The position peaked at $1K in Q2 2019. 91 funds tracked by Wall St. Rank hold XNTK as of Q3 2019.

  • SevenBridge Financial Group reported no remaining State Street SPDR NYSE Technology ETF position as of Q3 2019 after selling out during the quarter.
  • SevenBridge Financial Group sold 8 State Street SPDR NYSE Technology ETF shares in Q3 2019, an estimated $1K.
  • SevenBridge Financial Group first reported a position in State Street SPDR NYSE Technology ETF in Q2 2016 and held it in 13 quarters.
  • SevenBridge Financial Group's State Street SPDR NYSE Technology ETF position peaked at $1K in Q2 2019.
  • 91 funds tracked by Wall St. Rank held State Street SPDR NYSE Technology ETF as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.