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XITK icon

Keeler & Nadler Financial Planning & Wealth Management’s State Street SPDR FactSet Innovative Technology ETF XITK Stock Holding History

Keeler & Nadler Financial Planning & 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
2025
Q3 		– Sell
-1,954
Closed -$370K – 80
2025
Q2 		$370K Sell
1,954
-322
-14% -$55K 0.15% 53
2025
Q1 		$369K Sell
2,276
-114
-5% -$20.4K 0.17% 50
2024
Q4 		$416K Sell
2,390
-28
-1% -$4.76K 0.19% 49
2024
Q3 		$374K Buy
2,418
+260
+12% +$38.4K 0.18% 49
2024
Q2 		$316K Buy
2,158
+431
+25% +$61.5K 0.17% 49
2024
Q1 		$258K Buy
1,727
+126
+8% +$18.5K 0.15% 54
2023
Q4 		$234K Buy
+1,601
New +$206K 0.17% 50
2021
Q4 		$305K Buy
+1,600
New +$341K 0.28% 39

Other funds holding XITK

LPL Financial
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 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 $2.16B AUM 28.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Keeler & Nadler Financial Planning & Wealth Management's XITK Position: Q3 2025 in Review

Keeler & Nadler Financial Planning & Wealth Management sold out of State Street SPDR FactSet Innovative Technology ETF (XITK) in Q3 2025, closing a stake of 1,954 shares — an estimated $370K sold.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in XITK in Q4 2021 and held it in 8 quarters. The position peaked at $416K in Q4 2024. 46 funds tracked by Wall St. Rank hold XITK as of Q3 2025.

  • Keeler & Nadler Financial Planning & Wealth Management reported no remaining State Street SPDR FactSet Innovative Technology ETF position as of Q3 2025 after selling out during the quarter.
  • Keeler & Nadler Financial Planning & Wealth Management sold 1,954 State Street SPDR FactSet Innovative Technology ETF shares in Q3 2025, an estimated $370K.
  • Keeler & Nadler Financial Planning & Wealth Management first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q4 2021 and held it in 8 quarters.
  • Keeler & Nadler Financial Planning & Wealth Management's State Street SPDR FactSet Innovative Technology ETF position peaked at $416K in Q4 2024.
  • 46 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q3 2025.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q3 2025, filed 29 Oct 2025.