LPL Financial
XITK icon

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

LPL Financial’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 		$4.35M Sell
29,690
-1,431
-5% -$229K ﹤0.01% 2759
2025
Q4 		$5.55M Buy
31,121
+1,516
+5% +$276K ﹤0.01% 2442
2025
Q3 		$5.64M Sell
29,605
-541
-2% -$101K ﹤0.01% 2358
2025
Q2 		$5.71M Buy
30,146
+1,827
+6% +$312K ﹤0.01% 2201
2025
Q1 		$4.53M Sell
28,319
-2,040
-7% -$364K ﹤0.01% 2235
2024
Q4 		$5.28M Sell
30,359
-1,055
-3% -$179K ﹤0.01% 2042
2024
Q3 		$4.86M Sell
31,414
-939
-3% -$139K ﹤0.01% 2020
2024
Q2 		$4.74M Sell
32,353
-928
-3% -$132K ﹤0.01% 1900
2024
Q1 		$4.97M Buy
33,281
+123
+0.4% +$18.1K ﹤0.01% 1785
2023
Q4 		$4.84M Sell
33,158
-615
-2% -$79.1K ﹤0.01% 1707
2023
Q3 		$4.18M Sell
33,773
-26,371
-44% -$3.47M ﹤0.01% 1703
2023
Q2 		$7.94M Sell
60,144
-95,494
-61% -$11.3M 0.01% 1269
2023
Q1 		$18.6M Buy
155,638
+1,360
+0.9% +$155K 0.01% 783
2022
Q4 		$15.5M Buy
154,278
+7,637
+5% +$763K 0.01% 829
2022
Q3 		$14.6M Buy
146,641
+18,766
+15% +$2.12M 0.01% 778
2022
Q2 		$13.7M Buy
127,875
+31,316
+32% +$3.87M 0.01% 808
2022
Q1 		$14.8M Buy
96,559
+192
+0.2% +$30.5K 0.01% 787
2021
Q4 		$18.4M Sell
96,367
-615
-0.6% -$131K 0.02% 711
2021
Q3 		$20.9M Sell
96,982
-1,507
-2% -$334K 0.02% 612
2021
Q2 		$22.3M Sell
98,489
-3,845
-4% -$818K 0.02% 559
2021
Q1 		$21.4M Sell
102,334
-40,391
-28% -$9.22M 0.02% 516
2020
Q4 		$30.7M Buy
142,725
+13,233
+10% +$2.53M 0.04% 356
2020
Q3 		$21.9M Buy
129,492
+80,507
+164% +$12.9M 0.03% 378
2020
Q2 		$7.13M Buy
48,985
+26,840
+121% +$3.31M 0.01% 714
2020
Q1 		$2.19M Buy
22,145
+12,553
+131% +$1.43M ﹤0.01% 1139
2019
Q4 		$1.08M Sell
9,592
-978
-9% -$106K ﹤0.01% 1775
2019
Q3 		$1.05M Sell
10,570
-270
-2% -$28.5K ﹤0.01% 1695
2019
Q2 		$1.15M Buy
10,840
+3,373
+45% +$354K ﹤0.01% 1633
2019
Q1 		$780K Buy
7,467
+984
+15% +$95.7K ﹤0.01% 1832
2018
Q4 		$536K Sell
6,483
-4,182
-39% -$374K ﹤0.01% 1991
2018
Q3 		$1.11M Buy
10,665
+2,139
+25% +$216K ﹤0.01% 1601
2018
Q2 		$815K Buy
8,526
+4,760
+126% +$444K ﹤0.01% 1773
2018
Q1 		$331K Buy
+3,766
New +$322K ﹤0.01% 2522

Other funds holding XITK

SCM
Sage Capital Management Stockton, New Jersey $213M AUM 19.3% 1-Year Est. Return
Susquehanna International Group
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
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial's XITK Position: Q1 2026 in Review

LPL Financial reduced its State Street SPDR FactSet Innovative Technology ETF (XITK) stake by 4.6% in Q1 2026, selling an estimated $229K and leaving 29,690 shares worth $4.35M. The position accounts for ﹤0.01% of the portfolio, ranked #2759.

LPL Financial first reported a position in XITK in Q1 2018 and has held it in 33 quarters since. The position peaked at $30.7M in Q4 2020. 41 funds tracked by Wall St. Rank hold XITK as of Q1 2026.

  • LPL Financial held 29,690 shares of State Street SPDR FactSet Innovative Technology ETF worth $4.35M as of Q1 2026.
  • LPL Financial sold 1,431 State Street SPDR FactSet Innovative Technology ETF shares in Q1 2026, an estimated $229K.
  • State Street SPDR FactSet Innovative Technology ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2759 holding.
  • LPL Financial first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q1 2018 and has held it in 33 quarters since.
  • LPL Financial's State Street SPDR FactSet Innovative Technology ETF position peaked at $30.7M in Q4 2020.
  • 41 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.