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 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 $377B AUM 19.32% 1-Year Est. Return

SCM

Sage Capital Management Stockton, New Jersey $213M AUM 19.3% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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 $1.81B AUM 21.93% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KFS

Kaizen Financial Strategies Campbell, California $236M AUM 28.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors's XITK Position: Q1 2026 in Review

IFP Advisors increased its State Street SPDR FactSet Innovative Technology ETF (XITK) stake by 2.2% in Q1 2026, buying an estimated $962 and bringing the position to 279 shares worth $40.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2361.

IFP Advisors first reported a position in XITK in Q1 2023 and has held it in 13 quarters since. The position peaked at $56.6K in Q4 2024. 41 funds tracked by Wall St. Rank hold XITK as of Q1 2026.

IFP Advisors held 279 shares of State Street SPDR FactSet Innovative Technology ETF worth $40.9K as of Q1 2026.
IFP Advisors bought 6 State Street SPDR FactSet Innovative Technology ETF shares in Q1 2026, an estimated $962.
State Street SPDR FactSet Innovative Technology ETF made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #2361 holding.
IFP Advisors first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q1 2023 and has held it in 13 quarters since.
IFP Advisors's State Street SPDR FactSet Innovative Technology ETF position peaked at $56.6K in Q4 2024.
41 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.