Baltimore-Washington Financial Advisors’s State Street SPDR FactSet Innovative Technology ETF XITK Stock Holding History

Baltimore-Washington Financial Advisors’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 Q1	–	Sell	-2,761	Closed	-$527K	–	162
2021 Q4	$527K	Buy	2,761 +1,030	+60%	+$219K	0.04%	94
2021 Q3	$373K	Buy	+1,731	New	+$384K	0.03%	101

Other funds holding XITK

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

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baltimore-Washington Financial Advisors's XITK Position: Q1 2022 in Review

Baltimore-Washington Financial Advisors sold out of State Street SPDR FactSet Innovative Technology ETF (XITK) in Q1 2022, closing a stake of 2,761 shares — an estimated $527K sold.

Baltimore-Washington Financial Advisors first reported a position in XITK in Q3 2021 and held it in 2 quarters. The position peaked at $527K in Q4 2021. 52 funds tracked by Wall St. Rank hold XITK as of Q1 2022.

Baltimore-Washington Financial Advisors reported no remaining State Street SPDR FactSet Innovative Technology ETF position as of Q1 2022 after selling out during the quarter.
Baltimore-Washington Financial Advisors sold 2,761 State Street SPDR FactSet Innovative Technology ETF shares in Q1 2022, an estimated $527K.
Baltimore-Washington Financial Advisors first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q3 2021 and held it in 2 quarters.
Baltimore-Washington Financial Advisors's State Street SPDR FactSet Innovative Technology ETF position peaked at $527K in Q4 2021.
52 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q1 2022.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q1 2022, filed 13 May 2022.