Patriot Financial Group Insurance Agency’s State Street SPDR S&P Kensho Future Security ETF FITE Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio FITE Stock Details FITE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-144	Closed	-$6K	–	929
2022 Q2	$6K	Buy	144 +1	+0.7%	+$47	﹤0.01%	1418
2022 Q1	$8K	Sell	143 -407	-74%	-$20.2K	﹤0.01%	1435
2021 Q4	$29K	Sell	550 -300	-35%	-$15.8K	﹤0.01%	1065
2021 Q3	$43K	Buy	850 +2	+0.2%	+$103	0.01%	913
2021 Q2	$44K	Buy	848 +444	+110%	+$22.4K	0.01%	879
2021 Q1	$19K	Buy	404 +2	+0.5%	+$97	﹤0.01%	1111
2020 Q4	$19K	Buy	+402	New	+$16.3K	﹤0.01%	994

Other funds holding FITE

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

WCM

WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

FPCP

Fort Point Capital Partners San Francisco, California $825M AUM 16.14% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

3LCM

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Patriot Financial Group Insurance Agency's FITE Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of State Street SPDR S&P Kensho Future Security ETF (FITE) in Q3 2022, closing a stake of 144 shares — an estimated $6K sold.

Patriot Financial Group Insurance Agency first reported a position in FITE in Q4 2020 and held it in 7 quarters. The position peaked at $44K in Q2 2021. 22 funds tracked by Wall St. Rank hold FITE as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining State Street SPDR S&P Kensho Future Security ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 144 State Street SPDR S&P Kensho Future Security ETF shares in Q3 2022, an estimated $6K.
Patriot Financial Group Insurance Agency first reported a position in State Street SPDR S&P Kensho Future Security ETF in Q4 2020 and held it in 7 quarters.
Patriot Financial Group Insurance Agency's State Street SPDR S&P Kensho Future Security ETF position peaked at $44K in Q2 2021.
22 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Future Security ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.