Frederick Financial Consultants’s State Street SPDR S&P Kensho Future Security ETF FITE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$15.2M Sell
136,987
-5,143
-4% -$570K 6.3% 3
2026
Q2
$16M Sell
142,130
-7,927
-5% -$804K 6.78% 3
2026
Q1
$12.8M Sell
150,057
-3,372
-2% -$305K 6.39% 2
2025
Q4
$13.1M Sell
153,429
-2,485
-2% -$214K 7.17% 2
2025
Q3
$13.3M Buy
155,914
+559
+0.4% +$44.2K 7.48% 2
2025
Q2
$11.8M Buy
155,355
+3,537
+2% +$238K 7.33% 1
2025
Q1
$9.5M Buy
151,818
+1,284
+0.9% +$86.6K 6.88% 1
2024
Q4
$10.1M Buy
+150,534
New +$9.9M 8.05% 2

Other funds holding FITE

Frederick Financial Consultants's FITE Position: Q3 2026 in Review

Frederick Financial Consultants reduced its State Street SPDR S&P Kensho Future Security ETF (FITE) stake by 3.6% in Q3 2026, selling an estimated $570K and leaving 136,987 shares worth $15.2M. The position accounts for 6.3% of the portfolio, ranked #3.

Frederick Financial Consultants first reported a position in FITE in Q4 2024 and has held it in 8 quarters since. The position peaked at $16M in Q2 2026. 29 funds tracked by Wall St. Rank hold FITE as of Q3 2026.

  • Frederick Financial Consultants held 136,987 shares of State Street SPDR S&P Kensho Future Security ETF worth $15.2M as of Q3 2026.
  • Frederick Financial Consultants sold 5,143 State Street SPDR S&P Kensho Future Security ETF shares in Q3 2026, an estimated $570K.
  • State Street SPDR S&P Kensho Future Security ETF made up 6.3% of Frederick Financial Consultants's portfolio in Q3 2026, its #3 holding.
  • Frederick Financial Consultants first reported a position in State Street SPDR S&P Kensho Future Security ETF in Q4 2024 and has held it in 8 quarters since.
  • Frederick Financial Consultants's State Street SPDR S&P Kensho Future Security ETF position peaked at $16M in Q2 2026.
  • 29 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Future Security ETF as of Q3 2026.

Based on Frederick Financial Consultants's 13F filing for Q3 2026, filed 29 Oct 2026.