BDO Wealth Advisors’s State Street SPDR FactSet Innovative Technology ETF XITK Stock Holding History

BDO Wealth 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
2021 Q1	–	Sell	-2,471	Closed	-$531K	–	1275
2020 Q4	$531K	Sell	2,471 -430	-15%	-$82.2K	0.07%	141
2020 Q3	$490K	Hold	2,901	–	–	0.08%	130
2020 Q2	$422K	Sell	2,901 -25	-0.9%	-$3.09K	0.07%	136
2020 Q1	$289K	Hold	2,926	–	–	0.06%	170
2019 Q4	$331K	Hold	2,926	–	–	0.09%	137
2019 Q3	$292K	Hold	2,926	–	–	0.07%	156
2019 Q2	$309K	Buy	+2,926	New	+$307K	0.08%	144

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

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

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

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

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

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

BDO Wealth Advisors's XITK Position: Q1 2021 in Review

BDO Wealth Advisors sold out of State Street SPDR FactSet Innovative Technology ETF (XITK) in Q1 2021, closing a stake of 2,471 shares — an estimated $531K sold.

BDO Wealth Advisors first reported a position in XITK in Q2 2019 and held it in 7 quarters. The position peaked at $531K in Q4 2020. 74 funds tracked by Wall St. Rank hold XITK as of Q1 2021.

BDO Wealth Advisors reported no remaining State Street SPDR FactSet Innovative Technology ETF position as of Q1 2021 after selling out during the quarter.
BDO Wealth Advisors sold 2,471 State Street SPDR FactSet Innovative Technology ETF shares in Q1 2021, an estimated $531K.
BDO Wealth Advisors first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q2 2019 and held it in 7 quarters.
BDO Wealth Advisors's State Street SPDR FactSet Innovative Technology ETF position peaked at $531K in Q4 2020.
74 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q1 2021.

Based on BDO Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.