PWM
XITK icon

Peterson Wealth Management’s State Street SPDR FactSet Innovative Technology ETF XITK Stock Holding History

Peterson Wealth Management’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
2021
Q3 		– Sell
-1,124
Closed -$254K – 61
2021
Q2 		$254K Buy
+1,124
New +$239K 0.2% 56

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RJA
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Osaic Holdings
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KL
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Peterson Wealth Management's XITK Position: Q3 2021 in Review

Peterson Wealth Management sold out of State Street SPDR FactSet Innovative Technology ETF (XITK) in Q3 2021, closing a stake of 1,124 shares — an estimated $254K sold.

Peterson Wealth Management first reported a position in XITK in Q2 2021 and held it in 1 quarter. The position peaked at $254K in Q2 2021. 62 funds tracked by Wall St. Rank hold XITK as of Q3 2021.

  • Peterson Wealth Management reported no remaining State Street SPDR FactSet Innovative Technology ETF position as of Q3 2021 after selling out during the quarter.
  • Peterson Wealth Management sold 1,124 State Street SPDR FactSet Innovative Technology ETF shares in Q3 2021, an estimated $254K.
  • Peterson Wealth Management first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q2 2021 and held it in 1 quarter.
  • Peterson Wealth Management's State Street SPDR FactSet Innovative Technology ETF position peaked at $254K in Q2 2021.
  • 62 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q3 2021.

Based on Peterson Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.