BFC Planning, Inc.’s State Street SPDR FactSet Innovative Technology ETF XITK Stock Holding History

BFC Planning, Inc.’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 Q3	$421K	Sell	2,116 -50	-2%	-$9.7K	0.02%	661
2026 Q2	$424K	Sell	2,166 -879	-29%	-$159K	0.02%	664
2026 Q1	$446K	Buy	3,045 +879	+41%	+$141K	0.02%	603
2025 Q4	$386K	Buy	+2,166	New	+$395K	0.02%	633

Other funds holding XITK

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SCM

Sage Capital Management Stockton, New Jersey $263M AUM 22.29% 1-Year Est. Return

Money Concepts Capital Palm Beach Gardens, Florida $2.17B AUM 20.96% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

BFC Planning, Inc.'s XITK Position: Q3 2026 in Review

BFC Planning, Inc. reduced its State Street SPDR FactSet Innovative Technology ETF (XITK) stake by 2.3% in Q3 2026, selling an estimated $9.7K and leaving 2,116 shares worth $421K. The position accounts for 0.02% of the portfolio, ranked #661.

BFC Planning, Inc. first reported a position in XITK in Q4 2025 and has held it in 4 quarters since. The position peaked at $446K in Q1 2026. 36 funds tracked by Wall St. Rank hold XITK as of Q3 2026.

BFC Planning, Inc. held 2,116 shares of State Street SPDR FactSet Innovative Technology ETF worth $421K as of Q3 2026.
BFC Planning, Inc. sold 50 State Street SPDR FactSet Innovative Technology ETF shares in Q3 2026, an estimated $9.7K.
State Street SPDR FactSet Innovative Technology ETF made up 0.02% of BFC Planning, Inc.'s portfolio in Q3 2026, its #661 holding.
BFC Planning, Inc. first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q4 2025 and has held it in 4 quarters since.
BFC Planning, Inc.'s State Street SPDR FactSet Innovative Technology ETF position peaked at $446K in Q1 2026.
36 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.