Newman Dignan & Sheerar Inc’s State Street SPDR FactSet Innovative Technology ETF XITK Stock Holding History

Newman Dignan & Sheerar Inc’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	-1,676	Closed	-$257	–	208
2022 Q1	$257	Sell	1,676 -139	-8%	-$22.1K	0.05%	165
2021 Q4	$347K	Sell	1,815 -26	-1%	-$5.53K	0.11%	143
2021 Q3	$397K	Buy	1,841 +74	+4%	+$16.4K	0.11%	125
2021 Q2	$400K	Buy	1,767 +102	+6%	+$21.7K	0.13%	121
2021 Q1	$348K	Buy	1,665 +5	+0.3%	+$1.14K	0.13%	126
2020 Q4	$357	Buy	1,660 +233	+16%	+$44.5K	0.06%	115
2020 Q3	$241K	Buy	+1,427	New	+$229K	0.1%	143

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

Newman Dignan & Sheerar Inc's XITK Position: Q2 2022 in Review

Newman Dignan & Sheerar Inc sold out of State Street SPDR FactSet Innovative Technology ETF (XITK) in Q2 2022, closing a stake of 1,676 shares — an estimated $257 sold.

Newman Dignan & Sheerar Inc first reported a position in XITK in Q3 2020 and held it in 7 quarters. The position peaked at $400K in Q2 2021. 41 funds tracked by Wall St. Rank hold XITK as of Q2 2022.

Newman Dignan & Sheerar Inc reported no remaining State Street SPDR FactSet Innovative Technology ETF position as of Q2 2022 after selling out during the quarter.
Newman Dignan & Sheerar Inc sold 1,676 State Street SPDR FactSet Innovative Technology ETF shares in Q2 2022, an estimated $257.
Newman Dignan & Sheerar Inc first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q3 2020 and held it in 7 quarters.
Newman Dignan & Sheerar Inc's State Street SPDR FactSet Innovative Technology ETF position peaked at $400K in Q2 2021.
41 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q2 2022.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2022, filed 3 Aug 2022.