Signature Wealth Management Group’s State Street SPDR NYSE Technology ETF XNTK Stock Holding History

Signature Wealth Management 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
2018 Q4	–	Sell	-144	Closed	-$12K	–	310
2018 Q3	$12K	Hold	144	–	–	0.01%	174
2018 Q2	$13K	Hold	144	–	–	0.01%	167
2018 Q1	$13K	Hold	144	–	–	0.01%	164
2017 Q4	$12K	Buy	+144	New	+$12K	0.01%	175

Other funds holding XNTK

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

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

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

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CCT

Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return

Signature Wealth Management Group's XNTK Position: Q4 2018 in Review

Signature Wealth Management Group sold out of State Street SPDR NYSE Technology ETF (XNTK) in Q4 2018, closing a stake of 144 shares — an estimated $12K sold.

Signature Wealth Management Group first reported a position in XNTK in Q4 2017 and held it in 4 quarters. The position peaked at $13K in Q2 2018. 82 funds tracked by Wall St. Rank hold XNTK as of Q4 2018.

Signature Wealth Management Group reported no remaining State Street SPDR NYSE Technology ETF position as of Q4 2018 after selling out during the quarter.
Signature Wealth Management Group sold 144 State Street SPDR NYSE Technology ETF shares in Q4 2018, an estimated $12K.
Signature Wealth Management Group first reported a position in State Street SPDR NYSE Technology ETF in Q4 2017 and held it in 4 quarters.
Signature Wealth Management Group's State Street SPDR NYSE Technology ETF position peaked at $13K in Q2 2018.
82 funds tracked by Wall St. Rank held State Street SPDR NYSE Technology ETF as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.