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

Cetera 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
2023 Q1	–	Sell	-2,467	Closed	-$247K	–	1736
2022 Q4	$247K	Hold	2,467	–	–	﹤0.01%	1332
2022 Q3	$246K	Sell	2,467 -100	-4%	-$11.3K	0.01%	1052
2022 Q2	$276K	Hold	2,567	–	–	0.01%	1078
2022 Q1	$393K	Buy	2,567 +534	+26%	+$84.7K	0.01%	986
2021 Q4	$388K	Buy	+2,033	New	+$433K	0.01%	996
2019 Q2	–	Sell	-450	Closed	-$47K	–	1291
2019 Q1	$47K	Buy	+450	New	+$43.7K	﹤0.01%	980

Other funds holding XITK

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

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Cetera Advisors's XITK Position: Q1 2023 in Review

Cetera Advisors sold out of State Street SPDR FactSet Innovative Technology ETF (XITK) in Q1 2023, closing a stake of 2,467 shares — an estimated $247K sold.

Cetera Advisors first reported a position in XITK in Q1 2019 and held it in 6 quarters. The position peaked at $393K in Q1 2022. 38 funds tracked by Wall St. Rank hold XITK as of Q1 2023.

Cetera Advisors reported no remaining State Street SPDR FactSet Innovative Technology ETF position as of Q1 2023 after selling out during the quarter.
Cetera Advisors sold 2,467 State Street SPDR FactSet Innovative Technology ETF shares in Q1 2023, an estimated $247K.
Cetera Advisors first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q1 2019 and held it in 6 quarters.
Cetera Advisors's State Street SPDR FactSet Innovative Technology ETF position peaked at $393K in Q1 2022.
38 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q1 2023.

Based on Cetera Advisors's 13F filing for Q1 2023, filed 15 May 2023.