IFG
FITE

Independent Financial Group’s State Street SPDR S&P Kensho Future Security ETF FITE Stock Holding History

Independent Financial Group’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
2026
Q1 		– Sell
-2,485
Closed -$212K – 1472
2025
Q4 		$212K Buy
+2,485
New +$214K ﹤0.01% 1320

Other funds holding FITE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FFC
Frederick Financial Consultants Frederick, Maryland $236M AUM 27.81% 1-Year Est. Return
HKIMG
Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $72.7B AUM 26.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Independent Financial Group's FITE Position: Q1 2026 in Review

Independent Financial Group sold out of State Street SPDR S&P Kensho Future Security ETF (FITE) in Q1 2026, closing a stake of 2,485 shares — an estimated $212K sold.

Independent Financial Group first reported a position in FITE in Q4 2025 and held it in 1 quarter. The position peaked at $212K in Q4 2025. 51 funds tracked by Wall St. Rank hold FITE as of Q1 2026.

  • Independent Financial Group reported no remaining State Street SPDR S&P Kensho Future Security ETF position as of Q1 2026 after selling out during the quarter.
  • Independent Financial Group sold 2,485 State Street SPDR S&P Kensho Future Security ETF shares in Q1 2026, an estimated $212K.
  • Independent Financial Group first reported a position in State Street SPDR S&P Kensho Future Security ETF in Q4 2025 and held it in 1 quarter.
  • Independent Financial Group's State Street SPDR S&P Kensho Future Security ETF position peaked at $212K in Q4 2025.
  • 51 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Future Security ETF as of Q1 2026.

Based on Independent Financial Group's 13F filing for Q1 2026, filed 5 May 2026.