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

Meridian 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
2022 Q2	–	Sell	-7,598	Closed	-$1.16M	–	582
2022 Q1	$1.16M	Buy	7,598 +500	+7%	+$79.3K	0.13%	141
2021 Q4	$1.35M	Buy	7,098 +292	+4%	+$62.1K	0.14%	131
2021 Q3	$1.47M	Buy	6,806 +139	+2%	+$30.8K	0.18%	110
2021 Q2	$1.51M	Buy	6,667 +971	+17%	+$206K	0.19%	105
2021 Q1	$1.19M	Buy	5,696 +331	+6%	+$75.5K	0.17%	117
2020 Q4	$1.15M	Buy	5,365 +570	+12%	+$109K	0.18%	104
2020 Q3	$809K	Buy	+4,795	New	+$770K	0.2%	98

Other funds holding XITK

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

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

GLA

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

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

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

Meridian Wealth Management's XITK Position: Q2 2022 in Review

Meridian Wealth Management sold out of State Street SPDR FactSet Innovative Technology ETF (XITK) in Q2 2022, closing a stake of 7,598 shares — an estimated $1.16M sold.

Meridian Wealth Management first reported a position in XITK in Q3 2020 and held it in 7 quarters. The position peaked at $1.51M in Q2 2021. 41 funds tracked by Wall St. Rank hold XITK as of Q2 2022.

Meridian Wealth Management reported no remaining State Street SPDR FactSet Innovative Technology ETF position as of Q2 2022 after selling out during the quarter.
Meridian Wealth Management sold 7,598 State Street SPDR FactSet Innovative Technology ETF shares in Q2 2022, an estimated $1.16M.
Meridian Wealth Management first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q3 2020 and held it in 7 quarters.
Meridian Wealth Management's State Street SPDR FactSet Innovative Technology ETF position peaked at $1.51M in Q2 2021.
41 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q2 2022.

Based on Meridian Wealth Management's 13F filing for Q2 2022, filed 5 Aug 2022.