Key Financial Inc’s State Street SPDR FactSet Innovative Technology ETF XITK Stock Holding History

Key Financial Inc’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	$33.7K	Hold	230	–	–	0.01%	616
2025 Q4	$41K	Hold	230	–	–	0.01%	563
2025 Q3	$43.6K	Hold	230	–	–	0.01%	553
2025 Q2	$43.6K	Buy	230 +40	+21%	+$6.84K	0.01%	526
2025 Q1	$30.4K	Hold	190	–	–	0.01%	571
2024 Q4	$33.1K	Hold	190	–	–	0.01%	552
2024 Q3	$29.4K	Hold	190	–	–	0.01%	571
2024 Q2	$27.9K	Buy	190 +10	+6%	+$1.43K	0.01%	577
2024 Q1	$26.9K	Buy	+180	New	+$26.5K	0.01%	551

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

Key Financial Inc's XITK Position: Q1 2026 in Review

Key Financial Inc held its State Street SPDR FactSet Innovative Technology ETF (XITK) position steady in Q1 2026 at 230 shares worth $33.7K. The position accounts for 0.01% of the portfolio, ranked #616.

Key Financial Inc first reported a position in XITK in Q1 2024 and has held it in 9 quarters since. The position peaked at $43.6K in Q3 2025. 41 funds tracked by Wall St. Rank hold XITK as of Q1 2026.

Key Financial Inc held 230 shares of State Street SPDR FactSet Innovative Technology ETF worth $33.7K as of Q1 2026.
Key Financial Inc left its State Street SPDR FactSet Innovative Technology ETF share count unchanged in Q1 2026.
State Street SPDR FactSet Innovative Technology ETF made up 0.01% of Key Financial Inc's portfolio in Q1 2026, its #616 holding.
Key Financial Inc first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q1 2024 and has held it in 9 quarters since.
Key Financial Inc's State Street SPDR FactSet Innovative Technology ETF position peaked at $43.6K in Q3 2025.
41 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.