Cornerstone Wealth Management’s State Street SPDR FactSet Innovative Technology ETF XITK Stock Holding History

Cornerstone Wealth Management’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
2026 Q2	$203K	Buy	+1,037	New	+$188K	0.01%	715
2026 Q1	–	Sell	-1,218	Closed	-$217K	–	738
2025 Q4	$217K	Sell	1,218 -46	-4%	-$8.39K	0.01%	637
2025 Q3	$241K	Sell	1,264 -70	-5%	-$13.1K	0.01%	593
2025 Q2	$253K	Sell	1,334 -43	-3%	-$7.35K	0.02%	556
2025 Q1	$220K	Sell	1,377 -357	-21%	-$63.8K	0.01%	557
2024 Q4	$302K	Sell	1,734 -325	-16%	-$55.2K	0.02%	466
2024 Q3	$318K	Sell	2,059 -581	-22%	-$85.7K	0.02%	446
2024 Q2	$387K	Sell	2,640 -51	-2%	-$7.27K	0.03%	385
2024 Q1	$402K	Sell	2,691 -137	-5%	-$20.2K	0.03%	371
2023 Q4	$413K	Buy	2,828 +908	+47%	+$117K	0.04%	355
2023 Q3	$238K	Hold	1,920	–	–	0.02%	474
2023 Q2	$254K	Buy	1,920 +29	+2%	+$3.44K	0.02%	435
2023 Q1	$226K	Buy	+1,891	New	+$215K	0.02%	424
2021 Q2	–	Sell	-3,336	Closed	-$697K	–	496
2021 Q1	$697K	Buy	+3,336	New	+$761K	0.08%	217

Other funds holding XITK

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SCM

Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

KFS

Kaizen Financial Strategies Campbell, California $308M AUM 41.73% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cornerstone Wealth Management's XITK Position: Q2 2026 in Review

Cornerstone Wealth Management opened a new position in State Street SPDR FactSet Innovative Technology ETF (XITK) in Q2 2026: 1,037 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #715 among its holdings. This is a return to the name: Cornerstone Wealth Management previously reported a position in XITK as recently as Q4 2025.

Cornerstone Wealth Management first reported a position in XITK in Q1 2021 and has held it in 14 quarters since. The position peaked at $697K in Q1 2021. 42 funds tracked by Wall St. Rank hold XITK as of Q2 2026.

Cornerstone Wealth Management held 1,037 shares of State Street SPDR FactSet Innovative Technology ETF worth $203K as of Q2 2026.
State Street SPDR FactSet Innovative Technology ETF was a new Cornerstone Wealth Management position in Q2 2026.
State Street SPDR FactSet Innovative Technology ETF made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #715 holding.
Cornerstone Wealth Management first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q1 2021 and has held it in 14 quarters since.
Cornerstone Wealth Management's State Street SPDR FactSet Innovative Technology ETF position peaked at $697K in Q1 2021.
42 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.