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

WealthShield 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 Q2	–	Sell	-56	Closed	-$6.79K	–	507
2023 Q1	$6.79K	Buy	+56	New	+$6.26K	﹤0.01%	450
2021 Q2	–	Sell	-56	Closed	-$8K	–	1175
2021 Q1	$8K	Buy	+56	New	+$8.28K	﹤0.01%	868
2020 Q4	–	Sell	-79	Closed	-$9K	–	433
2020 Q3	$9K	Sell	79 -119	-60%	-$13.4K	﹤0.01%	354
2020 Q2	$20K	Hold	198	–	–	0.01%	279
2020 Q1	$15K	Sell	198 -865	-81%	-$71.4K	0.01%	217
2019 Q4	$87K	Buy	1,063 +60	+6%	+$4.6K	0.04%	195
2019 Q3	$73K	Buy	+1,003	New	+$74K	0.04%	189
2019 Q2	–	Sell	-918	Closed	-$65K	–	286
2019 Q1	$65K	Buy	918 +47	+5%	+$3.14K	0.04%	182
2018 Q4	$52K	Buy	871 +863	+10,788%	+$70.9K	0.04%	161
2018 Q3	$1K	Hold	8	–	–	﹤0.01%	255
2018 Q2	$1K	Hold	8	–	–	﹤0.01%	240
2018 Q1	$1K	Buy	+8	New	+$727	﹤0.01%	234

Other funds holding XNTK

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

PCM

Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return

WealthShield Partners's XNTK Position: Q2 2023 in Review

WealthShield Partners sold out of State Street SPDR NYSE Technology ETF (XNTK) in Q2 2023, closing a stake of 56 shares — an estimated $6.79K sold.

WealthShield Partners first reported a position in XNTK in Q1 2018 and held it in 12 quarters. The position peaked at $87K in Q4 2019. 102 funds tracked by Wall St. Rank hold XNTK as of Q2 2023.

WealthShield Partners reported no remaining State Street SPDR NYSE Technology ETF position as of Q2 2023 after selling out during the quarter.
WealthShield Partners sold 56 State Street SPDR NYSE Technology ETF shares in Q2 2023, an estimated $6.79K.
WealthShield Partners first reported a position in State Street SPDR NYSE Technology ETF in Q1 2018 and held it in 12 quarters.
WealthShield Partners's State Street SPDR NYSE Technology ETF position peaked at $87K in Q4 2019.
102 funds tracked by Wall St. Rank held State Street SPDR NYSE Technology ETF as of Q2 2023.

Based on WealthShield Partners's 13F filing for Q2 2023, filed 3 Aug 2023.