Acorn Wealth Advisors’s State Street SPDR FactSet Innovative Technology ETF XITK Stock Holding History

Acorn Wealth Advisors’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
2021 Q4	–	Sell	-2,979	Closed	-$643K	–	184
2021 Q3	$643K	Sell	2,979 -300	-9%	-$66.5K	0.45%	55
2021 Q2	$741K	Sell	3,279 -43	-1%	-$9.14K	0.51%	48
2021 Q1	$694K	Buy	3,322 +1,479	+80%	+$337K	0.5%	50
2020 Q4	$396K	Buy	+1,843	New	+$352K	0.31%	77

Other funds holding XITK

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

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

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Acorn Wealth Advisors's XITK Position: Q4 2021 in Review

Acorn Wealth Advisors sold out of State Street SPDR FactSet Innovative Technology ETF (XITK) in Q4 2021, closing a stake of 2,979 shares — an estimated $643K sold.

Acorn Wealth Advisors first reported a position in XITK in Q4 2020 and held it in 4 quarters. The position peaked at $741K in Q2 2021. 63 funds tracked by Wall St. Rank hold XITK as of Q4 2021.

Acorn Wealth Advisors reported no remaining State Street SPDR FactSet Innovative Technology ETF position as of Q4 2021 after selling out during the quarter.
Acorn Wealth Advisors sold 2,979 State Street SPDR FactSet Innovative Technology ETF shares in Q4 2021, an estimated $643K.
Acorn Wealth Advisors first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q4 2020 and held it in 4 quarters.
Acorn Wealth Advisors's State Street SPDR FactSet Innovative Technology ETF position peaked at $741K in Q2 2021.
63 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q4 2021.

Based on Acorn Wealth Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.