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

DCM 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
2021 Q4	–	Sell	-640	Closed	-$138K	–	325
2021 Q3	$138K	Sell	640 -10	-2%	-$2.22K	0.05%	244
2021 Q2	$147K	Hold	650	–	–	0.08%	204
2021 Q1	$136K	Hold	650	–	–	0.08%	209
2020 Q4	$140K	Buy	+650	New	+$124K	0.08%	196

Other funds holding XITK

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

GLA

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

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

DCM Advisors's XITK Position: Q4 2021 in Review

DCM Advisors sold out of State Street SPDR FactSet Innovative Technology ETF (XITK) in Q4 2021, closing a stake of 640 shares — an estimated $138K sold.

DCM Advisors first reported a position in XITK in Q4 2020 and held it in 4 quarters. The position peaked at $147K in Q2 2021. 63 funds tracked by Wall St. Rank hold XITK as of Q4 2021.

DCM Advisors reported no remaining State Street SPDR FactSet Innovative Technology ETF position as of Q4 2021 after selling out during the quarter.
DCM Advisors sold 640 State Street SPDR FactSet Innovative Technology ETF shares in Q4 2021, an estimated $138K.
DCM Advisors first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q4 2020 and held it in 4 quarters.
DCM Advisors's State Street SPDR FactSet Innovative Technology ETF position peaked at $147K in Q2 2021.
63 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q4 2021.

Based on DCM Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.