Institute for Wealth Management’s State Street SPDR FactSet Innovative Technology ETF XITK Stock Holding History

Institute for Wealth Management’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
2020 Q1	–	Sell	-105	Closed	-$12K	–	686
2019 Q4	$12K	Buy	+105	New	+$11.3K	﹤0.01%	595

Other funds holding XITK

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Institute for Wealth Management's XITK Position: Q1 2020 in Review

Institute for Wealth Management sold out of State Street SPDR FactSet Innovative Technology ETF (XITK) in Q1 2020, closing a stake of 105 shares — an estimated $12K sold.

Institute for Wealth Management first reported a position in XITK in Q4 2019 and held it in 1 quarter. The position peaked at $12K in Q4 2019. 24 funds tracked by Wall St. Rank hold XITK as of Q1 2020.

Institute for Wealth Management reported no remaining State Street SPDR FactSet Innovative Technology ETF position as of Q1 2020 after selling out during the quarter.
Institute for Wealth Management sold 105 State Street SPDR FactSet Innovative Technology ETF shares in Q1 2020, an estimated $12K.
Institute for Wealth Management first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q4 2019 and held it in 1 quarter.
Institute for Wealth Management's State Street SPDR FactSet Innovative Technology ETF position peaked at $12K in Q4 2019.
24 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.