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Atria Investments’s State Street SPDR FactSet Innovative Technology ETF XITK Stock Holding History

Atria Investments’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
-8,789
Closed -$1.99M – 831
2021
Q2 		$1.99M Buy
8,789
+827
+10% +$176K 0.04% 503
2021
Q1 		$1.66M Buy
7,962
+1,511
+23% +$345K 0.04% 523
2020
Q4 		$1.39M Buy
+6,451
New +$1.23M 0.03% 546

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
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
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Atria Investments's XITK Position: Q3 2021 in Review

Atria Investments sold out of State Street SPDR FactSet Innovative Technology ETF (XITK) in Q3 2021, closing a stake of 8,789 shares — an estimated $1.99M sold.

Atria Investments first reported a position in XITK in Q4 2020 and held it in 3 quarters. The position peaked at $1.99M in Q2 2021. 62 funds tracked by Wall St. Rank hold XITK as of Q3 2021.

  • Atria Investments reported no remaining State Street SPDR FactSet Innovative Technology ETF position as of Q3 2021 after selling out during the quarter.
  • Atria Investments sold 8,789 State Street SPDR FactSet Innovative Technology ETF shares in Q3 2021, an estimated $1.99M.
  • Atria Investments first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q4 2020 and held it in 3 quarters.
  • Atria Investments's State Street SPDR FactSet Innovative Technology ETF position peaked at $1.99M in Q2 2021.
  • 62 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q3 2021.

Based on Atria Investments's 13F filing for Q3 2021, filed 16 Nov 2021.