IFP Advisors’s State Street SPDR FactSet Innovative Technology ETF XITK Stock Holding History

IFP Advisors’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 Q3	$59.9K	Buy	301 +8	+3%	+$1.55K	﹤0.01%	2290
2026 Q2	$57.4K	Buy	293 +14	+5%	+$2.54K	﹤0.01%	2318
2026 Q1	$40.9K	Buy	279 +6	+2%	+$962	﹤0.01%	2361
2025 Q4	$48.7K	Buy	273 +3	+1%	+$547	﹤0.01%	2200
2025 Q3	$51.4K	Hold	270	–	–	﹤0.01%	2059
2025 Q2	$51.1K	Hold	270	–	–	﹤0.01%	2037
2025 Q1	$43.2K	Sell	270 -55	-17%	-$9.8K	﹤0.01%	1955
2024 Q4	$56.6K	Buy	325 +42	+15%	+$7.14K	﹤0.01%	1778
2024 Q3	$43.7K	Hold	283	–	–	﹤0.01%	1794
2024 Q2	$41.5K	Hold	283	–	–	﹤0.01%	1758
2024 Q1	$42.3K	Hold	283	–	–	﹤0.01%	1658
2023 Q4	$41.3K	Sell	283 -80	-22%	-$10.3K	﹤0.01%	1612
2023 Q3	$44.9K	Hold	363	–	–	﹤0.01%	1602
2023 Q2	$47.9K	Buy	363 +186	+105%	+$22.1K	﹤0.01%	1630
2023 Q1	$17.2K	Buy	+177	New	+$20.1K	﹤0.01%	2076

Other funds holding XITK

SCM

Sage Capital Management Stockton, New Jersey $263M AUM 22.29% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

IFP Advisors's XITK Position: Q3 2026 in Review

IFP Advisors increased its State Street SPDR FactSet Innovative Technology ETF (XITK) stake by 2.7% in Q3 2026, buying an estimated $1.55K and bringing the position to 301 shares worth $59.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2290.

IFP Advisors first reported a position in XITK in Q1 2023 and has held it in 15 quarters since. 8 funds tracked by Wall St. Rank hold XITK as of Q3 2026.

IFP Advisors held 301 shares of State Street SPDR FactSet Innovative Technology ETF worth $59.9K as of Q3 2026.
IFP Advisors bought 8 State Street SPDR FactSet Innovative Technology ETF shares in Q3 2026, an estimated $1.55K.
State Street SPDR FactSet Innovative Technology ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2290 holding.
IFP Advisors first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q1 2023 and has held it in 15 quarters since.
8 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.