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 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%	-$9.83K	﹤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

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

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

MCC

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

KFS

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

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

IFP Advisors's XITK Position: Q2 2026 in Review

IFP Advisors increased its State Street SPDR FactSet Innovative Technology ETF (XITK) stake by 5% in Q2 2026, buying an estimated $2.54K and bringing the position to 293 shares worth $57.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2318.

IFP Advisors first reported a position in XITK in Q1 2023 and has held it in 14 quarters since. 42 funds tracked by Wall St. Rank hold XITK as of Q2 2026.

IFP Advisors held 293 shares of State Street SPDR FactSet Innovative Technology ETF worth $57.4K as of Q2 2026.
IFP Advisors bought 14 State Street SPDR FactSet Innovative Technology ETF shares in Q2 2026, an estimated $2.54K.
State Street SPDR FactSet Innovative Technology ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2318 holding.
IFP Advisors first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q1 2023 and has held it in 14 quarters since.
42 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.