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Global Financial Private Client’s State Street SPDR FactSet Innovative Technology ETF XITK Stock Holding History

Global Financial Private Client’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
2020
Q2 		– Sell
-50
Closed -$4.72K – 549
2020
Q1 		$4.72K Hold
50
– – 0.01% 401
2019
Q4 		$5.66K Buy
+50
New +$5.39K ﹤0.01% 412

Other funds holding XITK

RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWM
WJ Wealth Management Glendale, Arizona $214M AUM 22.92% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Global Financial Private Client's XITK Position: Q2 2020 in Review

Global Financial Private Client sold out of State Street SPDR FactSet Innovative Technology ETF (XITK) in Q2 2020, closing a stake of 50 shares — an estimated $4.72K sold.

Global Financial Private Client first reported a position in XITK in Q4 2019 and held it in 2 quarters. The position peaked at $5.66K in Q4 2019. 40 funds tracked by Wall St. Rank hold XITK as of Q2 2020.

  • Global Financial Private Client reported no remaining State Street SPDR FactSet Innovative Technology ETF position as of Q2 2020 after selling out during the quarter.
  • Global Financial Private Client sold 50 State Street SPDR FactSet Innovative Technology ETF shares in Q2 2020, an estimated $4.72K.
  • Global Financial Private Client first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q4 2019 and held it in 2 quarters.
  • Global Financial Private Client's State Street SPDR FactSet Innovative Technology ETF position peaked at $5.66K in Q4 2019.
  • 40 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q2 2020.

Based on Global Financial Private Client's 13F filing for Q2 2020, filed 16 May 2024.