AWM
XITK icon

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

Ameliora 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
2022
Q3 		– Sell
-5,200
Closed -$559K – 238
2022
Q2 		$559K Hold
5,200
– – 0.66% 22
2022
Q1 		$733K Hold
5,200
– – 0.48% 24
2021
Q4 		$904K Buy
+5,200
New +$1.11M 0.83% 19

Other funds holding XITK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameliora Wealth Management's XITK Position: Q3 2022 in Review

Ameliora Wealth Management sold out of State Street SPDR FactSet Innovative Technology ETF (XITK) in Q3 2022, closing a stake of 5,200 shares — an estimated $559K sold.

Ameliora Wealth Management first reported a position in XITK in Q4 2021 and held it in 3 quarters. The position peaked at $904K in Q4 2021. 44 funds tracked by Wall St. Rank hold XITK as of Q3 2022.

  • Ameliora Wealth Management reported no remaining State Street SPDR FactSet Innovative Technology ETF position as of Q3 2022 after selling out during the quarter.
  • Ameliora Wealth Management sold 5,200 State Street SPDR FactSet Innovative Technology ETF shares in Q3 2022, an estimated $559K.
  • Ameliora Wealth Management first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q4 2021 and held it in 3 quarters.
  • Ameliora Wealth Management's State Street SPDR FactSet Innovative Technology ETF position peaked at $904K in Q4 2021.
  • 44 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q3 2022.

Based on Ameliora Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.