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

Millstone Evans Group's XITK Position: Q1 2026 in Review

Millstone Evans Group held its State Street SPDR FactSet Innovative Technology ETF (XITK) position steady in Q1 2026 at 336 shares worth $49.3K. The position accounts for 0.03% of the portfolio, ranked #325.

Millstone Evans Group first reported a position in XITK in Q4 2024 and has held it in 6 quarters since. The position peaked at $64K in Q3 2025. 41 funds tracked by Wall St. Rank hold XITK as of Q1 2026.

  • Millstone Evans Group held 336 shares of State Street SPDR FactSet Innovative Technology ETF worth $49.3K as of Q1 2026.
  • Millstone Evans Group left its State Street SPDR FactSet Innovative Technology ETF share count unchanged in Q1 2026.
  • State Street SPDR FactSet Innovative Technology ETF made up 0.03% of Millstone Evans Group's portfolio in Q1 2026, its #325 holding.
  • Millstone Evans Group first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q4 2024 and has held it in 6 quarters since.
  • Millstone Evans Group's State Street SPDR FactSet Innovative Technology ETF position peaked at $64K in Q3 2025.
  • 41 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q1 2026.

Based on Millstone Evans Group's 13F filing for Q1 2026, filed 30 Apr 2026.