Aptus Capital Advisors’s State Street SPDR FactSet Innovative Technology ETF XITK Stock Holding History

Aptus Capital 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
2025 Q2	–	Sell	-13	Closed	-$2.11K	–	1571
2025 Q1	$2.11K	Hold	13	–	–	﹤0.01%	1380
2024 Q4	$2.3K	Hold	13	–	–	﹤0.01%	1371
2024 Q3	$2.01K	Hold	13	–	–	﹤0.01%	1191
2024 Q2	$1.91K	Sell	13 -13	-50%	-$1.85K	﹤0.01%	1114
2024 Q1	$3.88K	Sell	26 -14	-35%	-$2.06K	﹤0.01%	1102
2023 Q4	$5.84K	Sell	40 -12	-23%	-$1.54K	﹤0.01%	827
2023 Q3	$6.43K	Buy	+52	New	+$6.85K	﹤0.01%	827
2023 Q1	–	Sell	-61	Closed	-$6.11K	–	915
2022 Q4	$6.11K	Hold	61	–	–	﹤0.01%	719
2022 Q3	$6K	Buy	+61	New	+$6.88K	﹤0.01%	700

Other funds holding XITK

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

SCM

Sage Capital Management Stockton, New Jersey $213M AUM 19.3% 1-Year Est. Return

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

SPL

Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Aptus Capital Advisors's XITK Position: Q2 2025 in Review

Aptus Capital Advisors sold out of State Street SPDR FactSet Innovative Technology ETF (XITK) in Q2 2025, closing a stake of 13 shares — an estimated $2.11K sold.

Aptus Capital Advisors first reported a position in XITK in Q3 2022 and held it in 9 quarters. The position peaked at $6.43K in Q3 2023. 51 funds tracked by Wall St. Rank hold XITK as of Q2 2025.

Aptus Capital Advisors reported no remaining State Street SPDR FactSet Innovative Technology ETF position as of Q2 2025 after selling out during the quarter.
Aptus Capital Advisors sold 13 State Street SPDR FactSet Innovative Technology ETF shares in Q2 2025, an estimated $2.11K.
Aptus Capital Advisors first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q3 2022 and held it in 9 quarters.
Aptus Capital Advisors's State Street SPDR FactSet Innovative Technology ETF position peaked at $6.43K in Q3 2023.
51 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q2 2025.

Based on Aptus Capital Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.