Shared Vision Wealth Group’s State Street SPDR NYSE Technology ETF XNTK Stock Holding History

Shared Vision Wealth 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
2026 Q2	$305K	Buy	+781	New	+$261K	0.1%	92
2026 Q1	–	Sell	-781	Closed	-$223K	–	106
2025 Q4	$223K	Hold	781	–	–	0.09%	91
2025 Q3	$216K	Buy	+781	New	+$192K	0.09%	93

Other funds holding XNTK

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Shared Vision Wealth Group's XNTK Position: Q2 2026 in Review

Shared Vision Wealth Group opened a new position in State Street SPDR NYSE Technology ETF (XNTK) in Q2 2026: 781 shares worth $305K. The stake represents 0.1% of the portfolio and ranks #92 among its holdings. This is a return to the name: Shared Vision Wealth Group previously reported a position in XNTK as recently as Q4 2025.

Shared Vision Wealth Group first reported a position in XNTK in Q3 2025 and has held it in 3 quarters since. 230 funds tracked by Wall St. Rank hold XNTK as of Q2 2026.

Shared Vision Wealth Group held 781 shares of State Street SPDR NYSE Technology ETF worth $305K as of Q2 2026.
State Street SPDR NYSE Technology ETF was a new Shared Vision Wealth Group position in Q2 2026.
State Street SPDR NYSE Technology ETF made up 0.1% of Shared Vision Wealth Group's portfolio in Q2 2026, its #92 holding.
Shared Vision Wealth Group first reported a position in State Street SPDR NYSE Technology ETF in Q3 2025 and has held it in 3 quarters since.
230 funds tracked by Wall St. Rank held State Street SPDR NYSE Technology ETF as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.