PWM
XITK icon

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

PRW 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
-1,837
Closed -$415K – 296
2021
Q2 		$415K Buy
+1,837
New +$391K 0.12% 174

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RW
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GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Bank of America
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PRW Wealth Management's XITK Position: Q3 2021 in Review

PRW Wealth Management sold out of State Street SPDR FactSet Innovative Technology ETF (XITK) in Q3 2021, closing a stake of 1,837 shares — an estimated $415K sold.

PRW Wealth Management first reported a position in XITK in Q2 2021 and held it in 1 quarter. The position peaked at $415K in Q2 2021. 62 funds tracked by Wall St. Rank hold XITK as of Q3 2021.

  • PRW Wealth Management reported no remaining State Street SPDR FactSet Innovative Technology ETF position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 1,837 State Street SPDR FactSet Innovative Technology ETF shares in Q3 2021, an estimated $415K.
  • PRW Wealth Management first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q2 2021 and held it in 1 quarter.
  • PRW Wealth Management's State Street SPDR FactSet Innovative Technology ETF position peaked at $415K in Q2 2021.
  • 62 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.