Baird Financial Group’s State Street SPDR FactSet Innovative Technology ETF XITK Stock Holding History

Baird Financial Group’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
2023 Q3	–	Sell	-3,396	Closed	-$448K	–	1768
2023 Q2	$448K	Sell	3,396 -52	-2%	-$6.18K	﹤0.01%	1384
2023 Q1	$412K	Sell	3,448 -1,009	-23%	-$115K	﹤0.01%	1388
2022 Q4	$447K	Buy	4,457 +78	+2%	+$7.79K	﹤0.01%	1331
2022 Q3	$436K	Buy	+4,379	New	+$494K	﹤0.01%	1334

Other funds holding XITK

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Baird Financial Group's XITK Position: Q3 2023 in Review

Baird Financial Group sold out of State Street SPDR FactSet Innovative Technology ETF (XITK) in Q3 2023, closing a stake of 3,396 shares — an estimated $448K sold.

Baird Financial Group first reported a position in XITK in Q3 2022 and held it in 4 quarters. The position peaked at $448K in Q2 2023. 43 funds tracked by Wall St. Rank hold XITK as of Q3 2023.

Baird Financial Group reported no remaining State Street SPDR FactSet Innovative Technology ETF position as of Q3 2023 after selling out during the quarter.
Baird Financial Group sold 3,396 State Street SPDR FactSet Innovative Technology ETF shares in Q3 2023, an estimated $448K.
Baird Financial Group first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q3 2022 and held it in 4 quarters.
Baird Financial Group's State Street SPDR FactSet Innovative Technology ETF position peaked at $448K in Q2 2023.
43 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q3 2023.

Based on Baird Financial Group's 13F filing for Q3 2023, filed 13 Nov 2023.