Newbridge Financial Services Group’s State Street SPDR FactSet Innovative Technology ETF XITK Stock Holding History

Newbridge Financial Services 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	$25.2K	Hold	172	–	–	﹤0.01%	583
2025 Q4	$30.7K	Hold	172	–	–	﹤0.01%	545
2025 Q3	$32.8K	Hold	172	–	–	﹤0.01%	614
2025 Q2	$32.6K	Hold	172	–	–	0.01%	593
2025 Q1	$27.5K	Hold	172	–	–	0.01%	488
2024 Q4	$29.9K	Hold	172	–	–	0.01%	526
2024 Q3	$26.6K	Hold	172	–	–	0.01%	330
2024 Q2	$25.2K	Buy	+172	New	+$24.5K	0.01%	528

Other funds holding XITK

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 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Newbridge Financial Services Group's XITK Position: Q1 2026 in Review

Newbridge Financial Services Group held its State Street SPDR FactSet Innovative Technology ETF (XITK) position steady in Q1 2026 at 172 shares worth $25.2K. The position accounts for ﹤0.01% of the portfolio, ranked #583.

Newbridge Financial Services Group first reported a position in XITK in Q2 2024 and has held it in 8 quarters since. The position peaked at $32.8K in Q3 2025. 41 funds tracked by Wall St. Rank hold XITK as of Q1 2026.

Newbridge Financial Services Group held 172 shares of State Street SPDR FactSet Innovative Technology ETF worth $25.2K as of Q1 2026.
Newbridge Financial Services 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 ﹤0.01% of Newbridge Financial Services Group's portfolio in Q1 2026, its #583 holding.
Newbridge Financial Services Group first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q2 2024 and has held it in 8 quarters since.
Newbridge Financial Services Group's State Street SPDR FactSet Innovative Technology ETF position peaked at $32.8K in Q3 2025.
41 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.