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

Opulen Financial 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	$307K	Sell	2,096 -529	-20%	-$84.8K	0.22%	83
2025 Q4	$468K	Sell	2,625 -265	-9%	-$48.3K	0.34%	60
2025 Q3	$550K	Sell	2,890 -126	-4%	-$23.6K	0.42%	53
2025 Q2	$571K	Sell	3,016 -57	-2%	-$9.74K	0.47%	48
2025 Q1	$492K	Sell	3,073 -26	-0.8%	-$4.64K	0.45%	50
2024 Q4	$539K	Buy	+3,099	New	+$527K	0.49%	44

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

Opulen Financial Group's XITK Position: Q1 2026 in Review

Opulen Financial Group reduced its State Street SPDR FactSet Innovative Technology ETF (XITK) stake by 20% in Q1 2026, selling an estimated $84.8K and leaving 2,096 shares worth $307K. The position accounts for 0.22% of the portfolio, ranked #83.

Opulen Financial Group first reported a position in XITK in Q4 2024 and has held it in 6 quarters since. The position peaked at $571K in Q2 2025. 41 funds tracked by Wall St. Rank hold XITK as of Q1 2026.

Opulen Financial Group held 2,096 shares of State Street SPDR FactSet Innovative Technology ETF worth $307K as of Q1 2026.
Opulen Financial Group sold 529 State Street SPDR FactSet Innovative Technology ETF shares in Q1 2026, an estimated $84.8K.
State Street SPDR FactSet Innovative Technology ETF made up 0.22% of Opulen Financial Group's portfolio in Q1 2026, its #83 holding.
Opulen Financial Group first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q4 2024 and has held it in 6 quarters since.
Opulen Financial Group's State Street SPDR FactSet Innovative Technology ETF position peaked at $571K in Q2 2025.
41 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q1 2026.

Based on Opulen Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.