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

Arkadios 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
-95
Closed -$20K – 1802
2021
Q3 		$20K Hold
95
– – ﹤0.01% 1222
2021
Q2 		$21K Buy
+95
New +$20.2K ﹤0.01% 1271

Other funds holding XITK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RW
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Arkadios Wealth Advisors sold out of State Street SPDR FactSet Innovative Technology ETF (XITK) in Q4 2021, closing a stake of 95 shares — an estimated $20K sold.

Arkadios Wealth Advisors first reported a position in XITK in Q2 2021 and held it in 2 quarters. The position peaked at $21K in Q2 2021. 63 funds tracked by Wall St. Rank hold XITK as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining State Street SPDR FactSet Innovative Technology ETF position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 95 State Street SPDR FactSet Innovative Technology ETF shares in Q4 2021, an estimated $20K.
  • Arkadios Wealth Advisors first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q2 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's State Street SPDR FactSet Innovative Technology ETF position peaked at $21K in Q2 2021.
  • 63 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.