Wealthspire Advisors (Maryland)’s State Street SPDR NYSE Technology ETF XNTK Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-307	Closed	-$22K	–	2089
2019 Q1	$22K	Sell	307 -452	-60%	-$30.2K	﹤0.01%	1245
2018 Q4	$45K	Sell	759 -599	-44%	-$49.2K	﹤0.01%	905
2018 Q3	$128K	Sell	1,358 -21	-2%	-$1.98K	0.01%	594
2018 Q2	$129K	Sell	1,379 -418	-23%	-$38.5K	0.01%	605
2018 Q1	$160K	Sell	1,797 -408	-19%	-$37.1K	0.02%	543
2017 Q4	$185K	Sell	2,205 -2,096	-49%	-$175K	0.02%	521
2017 Q3	$339K	Sell	4,301 -1,364	-24%	-$104K	0.04%	331
2017 Q2	$413K	Sell	5,665 -1,849	-25%	-$133K	0.05%	266
2017 Q1	$517K	Buy	+7,514	New	+$495K	0.07%	176

Other funds holding XNTK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s XNTK Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of State Street SPDR NYSE Technology ETF (XNTK) in Q2 2019, closing a stake of 307 shares — an estimated $22K sold.

Wealthspire Advisors (Maryland) first reported a position in XNTK in Q1 2017 and held it in 9 quarters. The position peaked at $517K in Q1 2017. 85 funds tracked by Wall St. Rank hold XNTK as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining State Street SPDR NYSE Technology ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 307 State Street SPDR NYSE Technology ETF shares in Q2 2019, an estimated $22K.
Wealthspire Advisors (Maryland) first reported a position in State Street SPDR NYSE Technology ETF in Q1 2017 and held it in 9 quarters.
Wealthspire Advisors (Maryland)'s State Street SPDR NYSE Technology ETF position peaked at $517K in Q1 2017.
85 funds tracked by Wall St. Rank held State Street SPDR NYSE Technology ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.