Signature Estate & Investment Advisors’s State Street SPDR NYSE Technology ETF XNTK Stock Holding History

Signature Estate & Investment 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	-1,446	Closed	-$264K	–	508
2024 Q1	$264K	Sell	1,446 -193	-12%	-$33.8K	0.01%	150
2023 Q4	$269K	Sell	1,639 -98	-6%	-$14.5K	0.01%	154
2023 Q3	$237K	Sell	1,737 -54	-3%	-$7.64K	0.01%	157
2023 Q2	$250K	Sell	1,791 -376	-17%	-$47.2K	0.01%	158
2023 Q1	$263K	Buy	+2,167	New	+$242K	0.01%	153
2022 Q3	–	Sell	-1,960	Closed	-$202K	–	174
2022 Q2	$202K	Buy	+1,960	New	+$228K	0.01%	165

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return

Signature Estate & Investment Advisors's XNTK Position: Q2 2024 in Review

Signature Estate & Investment Advisors sold out of State Street SPDR NYSE Technology ETF (XNTK) in Q2 2024, closing a stake of 1,446 shares — an estimated $264K sold.

Signature Estate & Investment Advisors first reported a position in XNTK in Q2 2022 and held it in 6 quarters. The position peaked at $269K in Q4 2023. 148 funds tracked by Wall St. Rank hold XNTK as of Q2 2024.

Signature Estate & Investment Advisors reported no remaining State Street SPDR NYSE Technology ETF position as of Q2 2024 after selling out during the quarter.
Signature Estate & Investment Advisors sold 1,446 State Street SPDR NYSE Technology ETF shares in Q2 2024, an estimated $264K.
Signature Estate & Investment Advisors first reported a position in State Street SPDR NYSE Technology ETF in Q2 2022 and held it in 6 quarters.
Signature Estate & Investment Advisors's State Street SPDR NYSE Technology ETF position peaked at $269K in Q4 2023.
148 funds tracked by Wall St. Rank held State Street SPDR NYSE Technology ETF as of Q2 2024.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.