FIA
Foundations Investment Advisors’s SPDR FactSet Innovative Technology ETF XITK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,704
| Closed | -$433K | – | 993 |
|
|
2025
Q1 | $433K | Sell |
2,704
-1,221
| -31% | -$195K | 0.01% | 617 |
|
|
2024
Q4 | $683K | Buy |
+3,925
| New | +$683K | 0.01% | 476 |
|
|
2024
Q2 | – | Sell |
-5,525
| Closed | -$825K | – | 807 |
|
|
2024
Q1 | $825K | Sell |
5,525
-2,418
| -30% | -$361K | 0.02% | 359 |
|
|
2023
Q4 | $1.16M | Sell |
7,943
-6,445
| -45% | -$941K | 0.03% | 289 |
|
|
2023
Q3 | $1.78M | Buy |
+14,388
| New | +$1.78M | 0.05% | 227 |
|