SWP
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Strategic Wealth Partners’s State Street SPDR NYSE Technology ETF XNTK Stock Holding History

Strategic Wealth Partners’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
Q3 		– Sell
-34
Closed -$3K – 708
2018
Q2 		$3K Hold
34
– – ﹤0.01% 680
2018
Q1 		$3K Buy
+34
New +$3.09K ﹤0.01% 700

Other funds holding XNTK

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Strategic Wealth Partners's XNTK Position: Q3 2018 in Review

Strategic Wealth Partners sold out of State Street SPDR NYSE Technology ETF (XNTK) in Q3 2018, closing a stake of 34 shares — an estimated $3K sold.

Strategic Wealth Partners first reported a position in XNTK in Q1 2018 and held it in 2 quarters. The position peaked at $3K in Q2 2018. 96 funds tracked by Wall St. Rank hold XNTK as of Q3 2018.

  • Strategic Wealth Partners reported no remaining State Street SPDR NYSE Technology ETF position as of Q3 2018 after selling out during the quarter.
  • Strategic Wealth Partners sold 34 State Street SPDR NYSE Technology ETF shares in Q3 2018, an estimated $3K.
  • Strategic Wealth Partners first reported a position in State Street SPDR NYSE Technology ETF in Q1 2018 and held it in 2 quarters.
  • Strategic Wealth Partners's State Street SPDR NYSE Technology ETF position peaked at $3K in Q2 2018.
  • 96 funds tracked by Wall St. Rank held State Street SPDR NYSE Technology ETF as of Q3 2018.

Based on Strategic Wealth Partners's 13F filing for Q3 2018, filed 6 Dec 2018.