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GoalVest Advisory’s State Street SPDR FactSet Innovative Technology ETF XITK Stock Holding History

GoalVest Advisory’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
2022
Q2 		– Sell
-620
Closed -$95K – 551
2022
Q1 		$95K Buy
+620
New +$98.4K 0.05% 134

Other funds holding XITK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GoalVest Advisory's XITK Position: Q2 2022 in Review

GoalVest Advisory sold out of State Street SPDR FactSet Innovative Technology ETF (XITK) in Q2 2022, closing a stake of 620 shares — an estimated $95K sold.

GoalVest Advisory first reported a position in XITK in Q1 2022 and held it in 1 quarter. The position peaked at $95K in Q1 2022. 41 funds tracked by Wall St. Rank hold XITK as of Q2 2022.

  • GoalVest Advisory reported no remaining State Street SPDR FactSet Innovative Technology ETF position as of Q2 2022 after selling out during the quarter.
  • GoalVest Advisory sold 620 State Street SPDR FactSet Innovative Technology ETF shares in Q2 2022, an estimated $95K.
  • GoalVest Advisory first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q1 2022 and held it in 1 quarter.
  • GoalVest Advisory's State Street SPDR FactSet Innovative Technology ETF position peaked at $95K in Q1 2022.
  • 41 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q2 2022.

Based on GoalVest Advisory's 13F filing for Q2 2022, filed 6 Jul 2022.