Creative Planning
XITK icon

Creative Planning’s State Street SPDR FactSet Innovative Technology ETF XITK Stock Holding History

Creative 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
2023
Q4 		– Sell
-250
Closed -$30.9K – 3106
2023
Q3 		$30.9K Buy
+250
New +$32.9K ﹤0.01% 2542

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
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning's XITK Position: Q4 2023 in Review

Creative Planning sold out of State Street SPDR FactSet Innovative Technology ETF (XITK) in Q4 2023, closing a stake of 250 shares — an estimated $30.9K sold.

Creative Planning first reported a position in XITK in Q3 2023 and held it in 1 quarter. The position peaked at $30.9K in Q3 2023. 40 funds tracked by Wall St. Rank hold XITK as of Q4 2023.

  • Creative Planning reported no remaining State Street SPDR FactSet Innovative Technology ETF position as of Q4 2023 after selling out during the quarter.
  • Creative Planning sold 250 State Street SPDR FactSet Innovative Technology ETF shares in Q4 2023, an estimated $30.9K.
  • Creative Planning first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q3 2023 and held it in 1 quarter.
  • Creative Planning's State Street SPDR FactSet Innovative Technology ETF position peaked at $30.9K in Q3 2023.
  • 40 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q4 2023.

Based on Creative Planning's 13F filing for Q4 2023, filed 14 Feb 2024.