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
2026 Q3	$1.18M	Buy	+5,934	New	+$1.15M	0.03%	324
2022 Q4	–	Sell	-10	Closed	–	–	1337
2022 Q3	$0	Buy	+10	New	+$1.13K	﹤0.01%	1309

Other funds holding XITK

SCM

Sage Capital Management Stockton, New Jersey $263M AUM 22.29% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

KFS

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

AIA

Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Avior Wealth Management's XITK Position: Q3 2026 in Review

Avior Wealth Management opened a new position in State Street SPDR FactSet Innovative Technology ETF (XITK) in Q3 2026: 5,934 shares worth $1.18M. The stake represents 0.03% of the portfolio and ranks #324 among its holdings. This is a return to the name: Avior Wealth Management previously reported a position in XITK as recently as Q3 2022.

Avior Wealth Management first reported a position in XITK in Q3 2022 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold XITK as of Q3 2026.

Avior Wealth Management held 5,934 shares of State Street SPDR FactSet Innovative Technology ETF worth $1.18M as of Q3 2026.
State Street SPDR FactSet Innovative Technology ETF was a new Avior Wealth Management position in Q3 2026.
State Street SPDR FactSet Innovative Technology ETF made up 0.03% of Avior Wealth Management's portfolio in Q3 2026, its #324 holding.
Avior Wealth Management first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q3 2022 and has held it in 2 quarters since.
8 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.