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WealthPLAN Partners’s State Street SPDR NYSE Technology ETF XNTK Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-2
Closed -$279 – 1201
2023
Q2 		$279 Buy
+2
New +$251 ﹤0.01% 1203
2019
Q4 		– Sell
-2,724
Closed -$209K – 260
2019
Q3 		$209K Buy
+2,724
New +$201K 0.03% 221

Other funds holding XNTK

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

WealthPLAN Partners's XNTK Position: Q3 2023 in Review

WealthPLAN Partners sold out of State Street SPDR NYSE Technology ETF (XNTK) in Q3 2023, closing a stake of 2 shares — an estimated $279 sold.

WealthPLAN Partners first reported a position in XNTK in Q3 2019 and held it in 2 quarters. The position peaked at $209K in Q3 2019. 104 funds tracked by Wall St. Rank hold XNTK as of Q3 2023.

  • WealthPLAN Partners reported no remaining State Street SPDR NYSE Technology ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 2 State Street SPDR NYSE Technology ETF shares in Q3 2023, an estimated $279.
  • WealthPLAN Partners first reported a position in State Street SPDR NYSE Technology ETF in Q3 2019 and held it in 2 quarters.
  • WealthPLAN Partners's State Street SPDR NYSE Technology ETF position peaked at $209K in Q3 2019.
  • 104 funds tracked by Wall St. Rank held State Street SPDR NYSE Technology ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.