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Prospera Financial Services’s State Street SPDR FactSet Innovative Technology ETF XITK Stock Holding History

Prospera Financial Services’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
-110
Closed -$17K – 2638
2022
Q1 		$17K Buy
+110
New +$17.5K ﹤0.01% 1816
2020
Q4 		– Sell
-60
Closed -$10K – 1596
2020
Q3 		$10K Buy
+60
New +$9.64K ﹤0.01% 1122

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 $71.6B AUM 21.08% 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

Prospera Financial Services's XITK Position: Q2 2022 in Review

Prospera Financial Services sold out of State Street SPDR FactSet Innovative Technology ETF (XITK) in Q2 2022, closing a stake of 110 shares — an estimated $17K sold.

Prospera Financial Services first reported a position in XITK in Q3 2020 and held it in 2 quarters. The position peaked at $17K in Q1 2022. 41 funds tracked by Wall St. Rank hold XITK as of Q2 2022.

  • Prospera Financial Services reported no remaining State Street SPDR FactSet Innovative Technology ETF position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 110 State Street SPDR FactSet Innovative Technology ETF shares in Q2 2022, an estimated $17K.
  • Prospera Financial Services first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q3 2020 and held it in 2 quarters.
  • Prospera Financial Services's State Street SPDR FactSet Innovative Technology ETF position peaked at $17K in Q1 2022.
  • 41 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.