CWM
XITK icon

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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SCM
Sage Capital Management Stockton, New Jersey $213M AUM 19.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SPL
Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $236M AUM 28.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cornerstone Wealth Management's XITK Position: Q1 2026 in Review

Cornerstone Wealth Management sold out of State Street SPDR FactSet Innovative Technology ETF (XITK) in Q1 2026, closing a stake of 1,218 shares — an estimated $217K sold.

Cornerstone Wealth Management first reported a position in XITK in Q1 2021 and held it in 13 quarters. The position peaked at $697K in Q1 2021. 41 funds tracked by Wall St. Rank hold XITK as of Q1 2026.

  • Cornerstone Wealth Management reported no remaining State Street SPDR FactSet Innovative Technology ETF position as of Q1 2026 after selling out during the quarter.
  • Cornerstone Wealth Management sold 1,218 State Street SPDR FactSet Innovative Technology ETF shares in Q1 2026, an estimated $217K.
  • Cornerstone Wealth Management first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q1 2021 and held it in 13 quarters.
  • Cornerstone Wealth Management's State Street SPDR FactSet Innovative Technology ETF position peaked at $697K in Q1 2021.
  • 41 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.