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
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
$9.53M Buy
151,818
+1,284
+0.9% +$86.6K 6.88% 1
2024
Q4
$10.1M Buy
+150,534
New +$9.86M 8.05% 2

Other funds holding FITE

Frederick Financial Consultants's FITE Position: Q1 2026 in Review

Frederick Financial Consultants reduced its State Street SPDR S&P Kensho Future Security ETF (FITE) stake by 2.2% in Q1 2026, selling an estimated $305K and leaving 150,057 shares worth $12.8M. The position accounts for 6.39% of the portfolio, ranked #2.

Frederick Financial Consultants first reported a position in FITE in Q4 2024 and has held it in 6 quarters since. The position peaked at $13.3M in Q3 2025. 50 funds tracked by Wall St. Rank hold FITE as of Q1 2026.

  • Frederick Financial Consultants held 150,057 shares of State Street SPDR S&P Kensho Future Security ETF worth $12.8M as of Q1 2026.
  • Frederick Financial Consultants sold 3,372 State Street SPDR S&P Kensho Future Security ETF shares in Q1 2026, an estimated $305K.
  • State Street SPDR S&P Kensho Future Security ETF made up 6.39% of Frederick Financial Consultants's portfolio in Q1 2026, its #2 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 6 quarters since.
  • Frederick Financial Consultants's State Street SPDR S&P Kensho Future Security ETF position peaked at $13.3M in Q3 2025.
  • 50 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Future Security ETF as of Q1 2026.

Based on Frederick Financial Consultants's 13F filing for Q1 2026, filed 14 May 2026.