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

Foundations Investment 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
2025 Q2	–	Sell	-2,704	Closed	-$433K	–	993
2025 Q1	$433K	Sell	2,704 -1,221	-31%	-$218K	0.01%	617
2024 Q4	$683K	Buy	+3,925	New	+$667K	0.01%	477
2024 Q2	–	Sell	-5,525	Closed	-$825K	–	807
2024 Q1	$825K	Sell	5,525 -2,418	-30%	-$356K	0.02%	359
2023 Q4	$1.16M	Sell	7,943 -6,445	-45%	-$829K	0.03%	289
2023 Q3	$1.78M	Buy	+14,388	New	+$1.89M	0.05%	227

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

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Foundations Investment Advisors's XITK Position: Q2 2025 in Review

Foundations Investment Advisors sold out of State Street SPDR FactSet Innovative Technology ETF (XITK) in Q2 2025, closing a stake of 2,704 shares — an estimated $433K sold.

Foundations Investment Advisors first reported a position in XITK in Q3 2023 and held it in 5 quarters. The position peaked at $1.78M in Q3 2023. 51 funds tracked by Wall St. Rank hold XITK as of Q2 2025.

Foundations Investment Advisors reported no remaining State Street SPDR FactSet Innovative Technology ETF position as of Q2 2025 after selling out during the quarter.
Foundations Investment Advisors sold 2,704 State Street SPDR FactSet Innovative Technology ETF shares in Q2 2025, an estimated $433K.
Foundations Investment Advisors first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q3 2023 and held it in 5 quarters.
Foundations Investment Advisors's State Street SPDR FactSet Innovative Technology ETF position peaked at $1.78M in Q3 2023.
51 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q2 2025.

Based on Foundations Investment Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.