AWM
XITK icon

Abound Wealth Management’s State Street SPDR FactSet Innovative Technology ETF XITK Stock Holding History

Abound Wealth Management’s Portfolio XITK Stock Details XITK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-41
Closed -$4.9K – 1226
2023
Q1 		$4.9K Buy
+41
New +$4.66K ﹤0.01% 410

Other funds holding XITK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Abound Wealth Management's XITK Position: Q2 2023 in Review

Abound Wealth Management sold out of State Street SPDR FactSet Innovative Technology ETF (XITK) in Q2 2023, closing a stake of 41 shares — an estimated $4.9K sold.

Abound Wealth Management first reported a position in XITK in Q1 2023 and held it in 1 quarter. The position peaked at $4.9K in Q1 2023. 41 funds tracked by Wall St. Rank hold XITK as of Q2 2023.

  • Abound Wealth Management reported no remaining State Street SPDR FactSet Innovative Technology ETF position as of Q2 2023 after selling out during the quarter.
  • Abound Wealth Management sold 41 State Street SPDR FactSet Innovative Technology ETF shares in Q2 2023, an estimated $4.9K.
  • Abound Wealth Management first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q1 2023 and held it in 1 quarter.
  • Abound Wealth Management's State Street SPDR FactSet Innovative Technology ETF position peaked at $4.9K in Q1 2023.
  • 41 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q2 2023.

Based on Abound Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2024.