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 Q3	$45.8K	Hold	230	–	–	0.01%	547
2026 Q2	$45K	Hold	230	–	–	0.01%	557
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 $468B AUM 17.69% 1-Year Est. Return

SCM

Sage Capital Management Stockton, New Jersey $263M AUM 22.29% 1-Year Est. Return

Money Concepts Capital Palm Beach Gardens, Florida $2.17B AUM 20.96% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Key Financial Inc's XITK Position: Q3 2026 in Review

Key Financial Inc held its State Street SPDR FactSet Innovative Technology ETF (XITK) position steady in Q3 2026 at 230 shares worth $45.8K. The position accounts for 0.01% of the portfolio, ranked #547.

Key Financial Inc first reported a position in XITK in Q1 2024 and has held it in 11 quarters since. 21 funds tracked by Wall St. Rank hold XITK as of Q3 2026.

Key Financial Inc held 230 shares of State Street SPDR FactSet Innovative Technology ETF worth $45.8K as of Q3 2026.
Key Financial Inc left its State Street SPDR FactSet Innovative Technology ETF share count unchanged in Q3 2026.
State Street SPDR FactSet Innovative Technology ETF made up 0.01% of Key Financial Inc's portfolio in Q3 2026, its #547 holding.
Key Financial Inc first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q1 2024 and has held it in 11 quarters since.
21 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.