Private Advisory Group’s State Street SPDR FactSet Innovative Technology ETF XITK Stock Holding History

Private Advisory 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
2021 Q1	–	Sell	-9,021	Closed	-$1.94M	–	155
2020 Q4	$1.94M	Buy	9,021 +7,673	+569%	+$1.47M	0.64%	41
2020 Q3	$228K	Buy	+1,348	New	+$217K	0.09%	99

Other funds holding XITK

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Private Advisory Group's XITK Position: Q1 2021 in Review

Private Advisory Group sold out of State Street SPDR FactSet Innovative Technology ETF (XITK) in Q1 2021, closing a stake of 9,021 shares — an estimated $1.94M sold.

Private Advisory Group first reported a position in XITK in Q3 2020 and held it in 2 quarters. The position peaked at $1.94M in Q4 2020. 74 funds tracked by Wall St. Rank hold XITK as of Q1 2021.

Private Advisory Group reported no remaining State Street SPDR FactSet Innovative Technology ETF position as of Q1 2021 after selling out during the quarter.
Private Advisory Group sold 9,021 State Street SPDR FactSet Innovative Technology ETF shares in Q1 2021, an estimated $1.94M.
Private Advisory Group first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q3 2020 and held it in 2 quarters.
Private Advisory Group's State Street SPDR FactSet Innovative Technology ETF position peaked at $1.94M in Q4 2020.
74 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q1 2021.

Based on Private Advisory Group's 13F filing for Q1 2021, filed 8 Apr 2021.