HWA
FITE

Heartwood Wealth Advisors’s State Street SPDR S&P Kensho Future Security ETF FITE Stock Holding History

Heartwood Wealth Advisors’s Portfolio FITE Stock Details FITE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-200
Closed -$17.1K – 354
2025
Q3 		$17.1K Buy
+200
New +$15.8K ﹤0.01% 366

Other funds holding FITE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FFC
Frederick Financial Consultants Frederick, Maryland $201M AUM 21.39% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $434M AUM 20.24% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Heartwood Wealth Advisors's FITE Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of State Street SPDR S&P Kensho Future Security ETF (FITE) in Q4 2025, closing a stake of 200 shares — an estimated $17.1K sold.

Heartwood Wealth Advisors first reported a position in FITE in Q3 2025 and held it in 1 quarter. The position peaked at $17.1K in Q3 2025. 43 funds tracked by Wall St. Rank hold FITE as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining State Street SPDR S&P Kensho Future Security ETF position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 200 State Street SPDR S&P Kensho Future Security ETF shares in Q4 2025, an estimated $17.1K.
  • Heartwood Wealth Advisors first reported a position in State Street SPDR S&P Kensho Future Security ETF in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's State Street SPDR S&P Kensho Future Security ETF position peaked at $17.1K in Q3 2025.
  • 43 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Future Security ETF as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.