Lake Point Wealth Management’s State Street SPDR FactSet Innovative Technology ETF XITK Stock Holding History

Lake Point 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
2019 Q2	$4K	Hold	37	–	–	﹤0.01%	462
2019 Q1	$4K	Hold	37	–	–	﹤0.01%	462
2018 Q4	$3K	Buy	+37	New	+$3.31K	﹤0.01%	642

Other funds holding XITK

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

Lake Point Wealth Management's XITK Position: Q2 2019 in Review

Lake Point Wealth Management held its State Street SPDR FactSet Innovative Technology ETF (XITK) position steady in Q2 2019 at 37 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

Lake Point Wealth Management first reported a position in XITK in Q4 2018 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold XITK as of Q2 2019.

Lake Point Wealth Management held 37 shares of State Street SPDR FactSet Innovative Technology ETF worth $4K as of Q2 2019.
Lake Point Wealth Management left its State Street SPDR FactSet Innovative Technology ETF share count unchanged in Q2 2019.
State Street SPDR FactSet Innovative Technology ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2019, its #462 holding.
Lake Point Wealth Management first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q4 2018 and has held it in 3 quarters since.
25 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q2 2019.

Based on Lake Point Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.