AWM
XITK icon

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

Atticus 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
2021
Q2 		– Sell
-10
Closed -$2K – 398
2021
Q1 		$2K Hold
10
– – ﹤0.01% 323
2020
Q4 		$2K Hold
10
– – ﹤0.01% 317
2020
Q3 		$2K Buy
+10
New +$1.61K ﹤0.01% 293

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
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 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

Atticus Wealth Management's XITK Position: Q2 2021 in Review

Atticus Wealth Management sold out of State Street SPDR FactSet Innovative Technology ETF (XITK) in Q2 2021, closing a stake of 10 shares — an estimated $2K sold.

Atticus Wealth Management first reported a position in XITK in Q3 2020 and held it in 3 quarters. The position peaked at $2K in Q1 2021. 69 funds tracked by Wall St. Rank hold XITK as of Q2 2021.

  • Atticus Wealth Management reported no remaining State Street SPDR FactSet Innovative Technology ETF position as of Q2 2021 after selling out during the quarter.
  • Atticus Wealth Management sold 10 State Street SPDR FactSet Innovative Technology ETF shares in Q2 2021, an estimated $2K.
  • Atticus Wealth Management first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q3 2020 and held it in 3 quarters.
  • Atticus Wealth Management's State Street SPDR FactSet Innovative Technology ETF position peaked at $2K in Q1 2021.
  • 69 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q2 2021.

Based on Atticus Wealth Management's 13F filing for Q2 2021, filed 21 Jul 2021.