Kaizen Financial Strategies’s State Street SPDR FactSet Innovative Technology ETF XITK Stock Holding History

Kaizen Financial Strategies’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	$647K	Hold	3,314	–	–	0.21%	72
2026 Q1	$554K	Hold	3,314	–	–	0.23%	80
2025 Q4	$591K	Hold	3,314	–	–	0.26%	70
2025 Q3	$593K	Hold	3,314	–	–	0.27%	71
2025 Q2	$628K	Hold	3,314	–	–	0.32%	63
2025 Q1	$530K	Buy	+3,314	New	+$592K	0.31%	60
2024 Q2	–	Sell	-1,410	Closed	-$211K	–	159
2024 Q1	$211K	Sell	1,410 -1,001	-42%	-$147K	0.14%	114
2023 Q4	$352K	Sell	2,411 -326	-12%	-$41.9K	0.27%	62
2023 Q3	$339K	Sell	2,737 -123	-4%	-$16.2K	0.29%	58
2023 Q2	$394K	Buy	+2,860	New	+$340K	0.34%	55

Other funds holding XITK

SCM

Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

OFG

Opulen Financial Group Arlington, Virginia $159M AUM 19.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Kaizen Financial Strategies's XITK Position: Q2 2026 in Review

Kaizen Financial Strategies held its State Street SPDR FactSet Innovative Technology ETF (XITK) position steady in Q2 2026 at 3,314 shares worth $647K. The position accounts for 0.21% of the portfolio, ranked #72.

Kaizen Financial Strategies first reported a position in XITK in Q2 2023 and has held it in 10 quarters since. 17 funds tracked by Wall St. Rank hold XITK as of Q2 2026.

Kaizen Financial Strategies held 3,314 shares of State Street SPDR FactSet Innovative Technology ETF worth $647K as of Q2 2026.
Kaizen Financial Strategies left its State Street SPDR FactSet Innovative Technology ETF share count unchanged in Q2 2026.
State Street SPDR FactSet Innovative Technology ETF made up 0.21% of Kaizen Financial Strategies's portfolio in Q2 2026, its #72 holding.
Kaizen Financial Strategies first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q2 2023 and has held it in 10 quarters since.
17 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.