American Portfolios Advisors’s State Street SPDR FactSet Innovative Technology ETF XITK Stock Holding History

American Portfolios 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 Q3	–	Sell	-169	Closed	-$38.2K	–	3546
2021 Q2	$38.2K	Hold	169	–	–	﹤0.01%	1878
2021 Q1	$35.3K	Sell	169 -1,679	-91%	-$383K	﹤0.01%	1761
2020 Q4	$397K	Buy	1,848 +842	+84%	+$161K	0.02%	631
2020 Q3	$170K	Buy	1,006 +181	+22%	+$29.1K	0.01%	858
2020 Q2	$120K	Buy	+825	New	+$102K	0.01%	938
2019 Q3	–	Sell	-487	Closed	-$51.5K	–	2906
2019 Q2	$51.5K	Hold	487	–	–	﹤0.01%	1260
2019 Q1	$50.9K	Buy	+487	New	+$47.3K	﹤0.01%	1187
2018 Q4	–	Sell	-1,600	Closed	-$166K	–	2570
2018 Q3	$166K	Hold	1,600	–	–	0.02%	655
2018 Q2	$153K	Buy	+1,600	New	+$149K	0.02%	661

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

GLA

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

American Portfolios Advisors's XITK Position: Q3 2021 in Review

American Portfolios Advisors sold out of State Street SPDR FactSet Innovative Technology ETF (XITK) in Q3 2021, closing a stake of 169 shares — an estimated $38.2K sold.

American Portfolios Advisors first reported a position in XITK in Q2 2018 and held it in 9 quarters. The position peaked at $397K in Q4 2020. 62 funds tracked by Wall St. Rank hold XITK as of Q3 2021.

American Portfolios Advisors reported no remaining State Street SPDR FactSet Innovative Technology ETF position as of Q3 2021 after selling out during the quarter.
American Portfolios Advisors sold 169 State Street SPDR FactSet Innovative Technology ETF shares in Q3 2021, an estimated $38.2K.
American Portfolios Advisors first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q2 2018 and held it in 9 quarters.
American Portfolios Advisors's State Street SPDR FactSet Innovative Technology ETF position peaked at $397K in Q4 2020.
62 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q3 2021.

Based on American Portfolios Advisors's 13F filing for Q3 2021, filed 22 Mar 2023.