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Spire Wealth Management’s Goldman Sachs Future Tech Leaders Equity ETF GTEK Stock Holding History

Spire Wealth Management’s Portfolio GTEK Stock Details GTEK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-250
Closed -$6K – 2356
2022
Q2 		$6K Buy
+250
New +$6.5K ﹤0.01% 2074

Other funds holding GTEK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM

Spire Wealth Management's GTEK Position: Q3 2022 in Review

Spire Wealth Management sold out of Goldman Sachs Future Tech Leaders Equity ETF (GTEK) in Q3 2022, closing a stake of 250 shares — an estimated $6K sold.

Spire Wealth Management first reported a position in GTEK in Q2 2022 and held it in 1 quarter. The position peaked at $6K in Q2 2022. 24 funds tracked by Wall St. Rank hold GTEK as of Q3 2022.

  • Spire Wealth Management reported no remaining Goldman Sachs Future Tech Leaders Equity ETF position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 250 Goldman Sachs Future Tech Leaders Equity ETF shares in Q3 2022, an estimated $6K.
  • Spire Wealth Management first reported a position in Goldman Sachs Future Tech Leaders Equity ETF in Q2 2022 and held it in 1 quarter.
  • Spire Wealth Management's Goldman Sachs Future Tech Leaders Equity ETF position peaked at $6K in Q2 2022.
  • 24 funds tracked by Wall St. Rank held Goldman Sachs Future Tech Leaders Equity ETF as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.