Kraematon Investment Advisors’s State Street SPDR FactSet Innovative Technology ETF XITK Stock Holding History

Kraematon Investment Advisors’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
2023 Q1	–	Sell	-2	Closed	-$206	–	256
2022 Q4	$206	Sell	2 -3,957	-100%	-$395K	﹤0.01%	264
2022 Q3	$395K	Sell	3,959 -1,679	-30%	-$189K	0.51%	52
2022 Q2	$606K	Sell	5,638 -563	-9%	-$69.5K	0.7%	46
2022 Q1	$950K	Sell	6,201 -506	-8%	-$80.3K	0.9%	33
2021 Q4	$1.28M	Buy	+6,707	New	+$1.43M	1.15%	29

Other funds holding XITK

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

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Kraematon Investment Advisors's XITK Position: Q1 2023 in Review

Kraematon Investment Advisors sold out of State Street SPDR FactSet Innovative Technology ETF (XITK) in Q1 2023, closing a stake of 2 shares — an estimated $206 sold.

Kraematon Investment Advisors first reported a position in XITK in Q4 2021 and held it in 5 quarters. The position peaked at $1.28M in Q4 2021. 38 funds tracked by Wall St. Rank hold XITK as of Q1 2023.

Kraematon Investment Advisors reported no remaining State Street SPDR FactSet Innovative Technology ETF position as of Q1 2023 after selling out during the quarter.
Kraematon Investment Advisors sold 2 State Street SPDR FactSet Innovative Technology ETF shares in Q1 2023, an estimated $206.
Kraematon Investment Advisors first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q4 2021 and held it in 5 quarters.
Kraematon Investment Advisors's State Street SPDR FactSet Innovative Technology ETF position peaked at $1.28M in Q4 2021.
38 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q1 2023.

Based on Kraematon Investment Advisors's 13F filing for Q1 2023, filed 13 Apr 2023.