PSF
XITK icon

Pacific Sun Financial’s State Street SPDR FactSet Innovative Technology ETF XITK Stock Holding History

Pacific Sun Financial’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
-1,673
Closed -$256K – 187
2022
Q1 		$256K Buy
1,673
+10
+0.6% +$1.59K 0.14% 162
2021
Q4 		$317K Buy
1,663
+219
+15% +$46.6K 0.17% 142
2021
Q3 		$311K Buy
+1,444
New +$320K 0.18% 131

Other funds holding XITK

LPL Financial
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
KL
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pacific Sun Financial's XITK Position: Q2 2022 in Review

Pacific Sun Financial sold out of State Street SPDR FactSet Innovative Technology ETF (XITK) in Q2 2022, closing a stake of 1,673 shares — an estimated $256K sold.

Pacific Sun Financial first reported a position in XITK in Q3 2021 and held it in 3 quarters. The position peaked at $317K in Q4 2021. 41 funds tracked by Wall St. Rank hold XITK as of Q2 2022.

  • Pacific Sun Financial reported no remaining State Street SPDR FactSet Innovative Technology ETF position as of Q2 2022 after selling out during the quarter.
  • Pacific Sun Financial sold 1,673 State Street SPDR FactSet Innovative Technology ETF shares in Q2 2022, an estimated $256K.
  • Pacific Sun Financial first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q3 2021 and held it in 3 quarters.
  • Pacific Sun Financial's State Street SPDR FactSet Innovative Technology ETF position peaked at $317K in Q4 2021.
  • 41 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q2 2022.

Based on Pacific Sun Financial's 13F filing for Q2 2022, filed 28 Jul 2022.