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

DHJJ Financial 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
2026 Q1	–	Sell	-35	Closed	-$6.25K	–	1091
2025 Q4	$6.25K	Hold	35	–	–	﹤0.01%	607
2025 Q3	$6.67K	Hold	35	–	–	﹤0.01%	589
2025 Q2	$6.63K	Hold	35	–	–	﹤0.01%	581
2025 Q1	$5.6K	Buy	+35	New	+$6.25K	﹤0.01%	559

Other funds holding XITK

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 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

DHJJ Financial Advisors's XITK Position: Q1 2026 in Review

DHJJ Financial Advisors sold out of State Street SPDR FactSet Innovative Technology ETF (XITK) in Q1 2026, closing a stake of 35 shares — an estimated $6.25K sold.

DHJJ Financial Advisors first reported a position in XITK in Q1 2025 and held it in 4 quarters. The position peaked at $6.67K in Q3 2025. 41 funds tracked by Wall St. Rank hold XITK as of Q1 2026.

DHJJ Financial Advisors reported no remaining State Street SPDR FactSet Innovative Technology ETF position as of Q1 2026 after selling out during the quarter.
DHJJ Financial Advisors sold 35 State Street SPDR FactSet Innovative Technology ETF shares in Q1 2026, an estimated $6.25K.
DHJJ Financial Advisors first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q1 2025 and held it in 4 quarters.
DHJJ Financial Advisors's State Street SPDR FactSet Innovative Technology ETF position peaked at $6.67K in Q3 2025.
41 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.