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Capital Analysts LLC’s State Street SPDR FactSet Innovative Technology ETF XITK Stock Holding History

Capital Analysts LLC’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
Q2 		– Sell
-105
Closed -$22K – 1098
2021
Q1 		$22K Buy
+105
New +$24K ﹤0.01% 705

Other funds holding XITK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RW
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
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
Bank of America
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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Capital Analysts LLC's XITK Position: Q2 2021 in Review

Capital Analysts LLC sold out of State Street SPDR FactSet Innovative Technology ETF (XITK) in Q2 2021, closing a stake of 105 shares — an estimated $22K sold.

Capital Analysts LLC first reported a position in XITK in Q1 2021 and held it in 1 quarter. The position peaked at $22K in Q1 2021. 69 funds tracked by Wall St. Rank hold XITK as of Q2 2021.

  • Capital Analysts LLC reported no remaining State Street SPDR FactSet Innovative Technology ETF position as of Q2 2021 after selling out during the quarter.
  • Capital Analysts LLC sold 105 State Street SPDR FactSet Innovative Technology ETF shares in Q2 2021, an estimated $22K.
  • Capital Analysts LLC first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q1 2021 and held it in 1 quarter.
  • Capital Analysts LLC's State Street SPDR FactSet Innovative Technology ETF position peaked at $22K in Q1 2021.
  • 69 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q2 2021.

Based on Capital Analysts LLC's 13F filing for Q2 2021, filed 5 Aug 2021.