AWM
XITK icon

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

Avior 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
2022
Q4 		– Sell
-10
Closed – – 1337
2022
Q3 		$0 Buy
+10
New +$1.13K ﹤0.01% 1309

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FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Avior Wealth Management's XITK Position: Q4 2022 in Review

Avior Wealth Management sold out of State Street SPDR FactSet Innovative Technology ETF (XITK) in Q4 2022, closing a stake of 10 shares.

Avior Wealth Management first reported a position in XITK in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 43 funds tracked by Wall St. Rank hold XITK as of Q4 2022.

  • Avior Wealth Management reported no remaining State Street SPDR FactSet Innovative Technology ETF position as of Q4 2022 after selling out during the quarter.
  • Avior Wealth Management sold 10 State Street SPDR FactSet Innovative Technology ETF shares in Q4 2022.
  • Avior Wealth Management first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q3 2022 and held it in 1 quarter.
  • Avior Wealth Management's State Street SPDR FactSet Innovative Technology ETF position peaked at $0 in Q3 2022.
  • 43 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q4 2022.

Based on Avior Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.