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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $567M AUM 41.38% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

Shared Vision Wealth Group's XNTK Position: Q1 2026 in Review

Shared Vision Wealth Group sold out of State Street SPDR NYSE Technology ETF (XNTK) in Q1 2026, closing a stake of 781 shares — an estimated $223K sold.

Shared Vision Wealth Group first reported a position in XNTK in Q3 2025 and held it in 2 quarters. The position peaked at $223K in Q4 2025. 198 funds tracked by Wall St. Rank hold XNTK as of Q1 2026.

  • Shared Vision Wealth Group reported no remaining State Street SPDR NYSE Technology ETF position as of Q1 2026 after selling out during the quarter.
  • Shared Vision Wealth Group sold 781 State Street SPDR NYSE Technology ETF shares in Q1 2026, an estimated $223K.
  • Shared Vision Wealth Group first reported a position in State Street SPDR NYSE Technology ETF in Q3 2025 and held it in 2 quarters.
  • Shared Vision Wealth Group's State Street SPDR NYSE Technology ETF position peaked at $223K in Q4 2025.
  • 198 funds tracked by Wall St. Rank held State Street SPDR NYSE Technology ETF as of Q1 2026.

Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.