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Clear Perspectives Financial Planning’s State Street SPDR FactSet Innovative Technology ETF XITK Stock Holding History

Clear Perspectives Financial Planning’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
-1,549
Closed -$333K – 194
2020
Q4 		$333K Buy
+1,549
New +$296K 0.21% 42

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
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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Clear Perspectives Financial Planning's XITK Position: Q1 2021 in Review

Clear Perspectives Financial Planning sold out of State Street SPDR FactSet Innovative Technology ETF (XITK) in Q1 2021, closing a stake of 1,549 shares — an estimated $333K sold.

Clear Perspectives Financial Planning first reported a position in XITK in Q4 2020 and held it in 1 quarter. The position peaked at $333K in Q4 2020. 74 funds tracked by Wall St. Rank hold XITK as of Q1 2021.

  • Clear Perspectives Financial Planning reported no remaining State Street SPDR FactSet Innovative Technology ETF position as of Q1 2021 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 1,549 State Street SPDR FactSet Innovative Technology ETF shares in Q1 2021, an estimated $333K.
  • Clear Perspectives Financial Planning first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q4 2020 and held it in 1 quarter.
  • Clear Perspectives Financial Planning's State Street SPDR FactSet Innovative Technology ETF position peaked at $333K in Q4 2020.
  • 74 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q1 2021.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2021, filed 6 May 2021.