Millstone Evans Group’s State Street SPDR FactSet Innovative Technology ETF XITK Stock Holding History

Millstone Evans Group’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 Q2	$65.8K	Hold	336	–	–	0.04%	296
2026 Q1	$49.3K	Hold	336	–	–	0.03%	325
2025 Q4	$60K	Hold	336	–	–	0.04%	298
2025 Q3	$64K	Hold	336	–	–	0.04%	274
2025 Q2	$63.6K	Hold	336	–	–	0.04%	264
2025 Q1	$53.8K	Hold	336	–	–	0.04%	282
2024 Q4	$58.5K	Buy	+336	New	+$57.1K	0.04%	263

Other funds holding XITK

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SCM

Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

KFS

Kaizen Financial Strategies Campbell, California $308M AUM 41.73% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Millstone Evans Group's XITK Position: Q2 2026 in Review

Millstone Evans Group held its State Street SPDR FactSet Innovative Technology ETF (XITK) position steady in Q2 2026 at 336 shares worth $65.8K. The position accounts for 0.04% of the portfolio, ranked #296.

Millstone Evans Group first reported a position in XITK in Q4 2024 and has held it in 7 quarters since. 42 funds tracked by Wall St. Rank hold XITK as of Q2 2026.

Millstone Evans Group held 336 shares of State Street SPDR FactSet Innovative Technology ETF worth $65.8K as of Q2 2026.
Millstone Evans Group left its State Street SPDR FactSet Innovative Technology ETF share count unchanged in Q2 2026.
State Street SPDR FactSet Innovative Technology ETF made up 0.04% of Millstone Evans Group's portfolio in Q2 2026, its #296 holding.
Millstone Evans Group first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q4 2024 and has held it in 7 quarters since.
42 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.