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Naples Money Management’s State Street SPDR FactSet Innovative Technology ETF XITK Stock Holding History

Naples Money 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
2024
Q3 		$92.7K Hold
600
– – 0.08% 71
2024
Q2 		$87.8K Hold
600
– – 0.07% 69
2024
Q1 		$89.6K Hold
600
– – 0.09% 70
2023
Q4 		$87.6K Buy
+600
New +$77.2K 0.08% 77

Other funds holding XITK

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
SCM
Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 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 $2.16B AUM 28.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Naples Money Management's XITK Position: Q3 2024 in Review

Naples Money Management held its State Street SPDR FactSet Innovative Technology ETF (XITK) position steady in Q3 2024 at 600 shares worth $92.7K. The position accounts for 0.08% of the portfolio, ranked #71.

Naples Money Management first reported a position in XITK in Q4 2023 and has held it in 4 quarters since. 42 funds tracked by Wall St. Rank hold XITK as of Q3 2024.

  • Naples Money Management held 600 shares of State Street SPDR FactSet Innovative Technology ETF worth $92.7K as of Q3 2024.
  • Naples Money Management left its State Street SPDR FactSet Innovative Technology ETF share count unchanged in Q3 2024.
  • State Street SPDR FactSet Innovative Technology ETF made up 0.08% of Naples Money Management's portfolio in Q3 2024, its #71 holding.
  • Naples Money Management first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q4 2023 and has held it in 4 quarters since.
  • 42 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.