Global Retirement Partners’s State Street SPDR FactSet Innovative Technology ETF XITK Stock Holding History

Global Retirement Partners’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
2024 Q1	–	Sell	-7	Closed	-$989	–	3488
2023 Q4	$989	Hold	7	–	–	﹤0.01%	2906
2023 Q3	$856	Hold	7	–	–	﹤0.01%	2809
2023 Q2	$924	Hold	7	–	–	﹤0.01%	2806
2023 Q1	$742	Hold	7	–	–	﹤0.01%	2817
2022 Q4	$702	Hold	7	–	–	﹤0.01%	2681
2022 Q3	$1K	Hold	7	–	–	﹤0.01%	2619
2022 Q2	$1K	Hold	7	–	–	﹤0.01%	2603
2022 Q1	$1K	Buy	+7	New	+$1.11K	﹤0.01%	2562
2021 Q4	–	Sell	-7	Closed	-$2K	–	1839
2021 Q3	$2K	Hold	7	–	–	﹤0.01%	1859
2021 Q2	$2K	Hold	7	–	–	﹤0.01%	1760
2021 Q1	$1K	Buy	+7	New	+$1.6K	﹤0.01%	1749

Other funds holding XITK

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

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

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

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

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

Global Retirement Partners's XITK Position: Q1 2024 in Review

Global Retirement Partners sold out of State Street SPDR FactSet Innovative Technology ETF (XITK) in Q1 2024, closing a stake of 7 shares — an estimated $989 sold.

Global Retirement Partners first reported a position in XITK in Q1 2021 and held it in 11 quarters. The position peaked at $2K in Q3 2021. 42 funds tracked by Wall St. Rank hold XITK as of Q1 2024.

Global Retirement Partners reported no remaining State Street SPDR FactSet Innovative Technology ETF position as of Q1 2024 after selling out during the quarter.
Global Retirement Partners sold 7 State Street SPDR FactSet Innovative Technology ETF shares in Q1 2024, an estimated $989.
Global Retirement Partners first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q1 2021 and held it in 11 quarters.
Global Retirement Partners's State Street SPDR FactSet Innovative Technology ETF position peaked at $2K in Q3 2021.
42 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q1 2024.

Based on Global Retirement Partners's 13F filing for Q1 2024, filed 23 Apr 2024.