Harbour Wealth Management Group’s State Street SPDR FactSet Innovative Technology ETF XITK Stock Holding History

Harbour Wealth Management Group’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 Q1	–	Sell	-19,636	Closed	-$3.5M	–	103
2025 Q4	$3.5M	Buy	+19,636	New	+$3.58M	2.74%	8

Other funds holding XITK

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SCM

Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

SPL

Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

KFS

Kaizen Financial Strategies Campbell, California $308M AUM 41.73% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Harbour Wealth Management Group's XITK Position: Q1 2026 in Review

Harbour Wealth Management Group sold out of State Street SPDR FactSet Innovative Technology ETF (XITK) in Q1 2026, closing a stake of 19,636 shares — an estimated $3.5M sold.

Harbour Wealth Management Group first reported a position in XITK in Q4 2025 and held it in 1 quarter. The position peaked at $3.5M in Q4 2025. 41 funds tracked by Wall St. Rank hold XITK as of Q1 2026.

Harbour Wealth Management Group reported no remaining State Street SPDR FactSet Innovative Technology ETF position as of Q1 2026 after selling out during the quarter.
Harbour Wealth Management Group sold 19,636 State Street SPDR FactSet Innovative Technology ETF shares in Q1 2026, an estimated $3.5M.
Harbour Wealth Management Group first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q4 2025 and held it in 1 quarter.
Harbour Wealth Management Group's State Street SPDR FactSet Innovative Technology ETF position peaked at $3.5M in Q4 2025.
41 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q1 2026.

Based on Harbour Wealth Management Group's 13F filing for Q1 2026, filed 17 Apr 2026.