Raymond James Financial Services Advisors’s State Street SPDR S&P Kensho Future Security ETF FITE Stock Holding History

Raymond James Financial Services Advisors’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
2024 Q3	$469K	Sell	7,596 -159	-2%	-$9.33K	﹤0.01%	2670
2024 Q2	$439K	Buy	7,755 +91	+1%	+$5.04K	﹤0.01%	2631
2024 Q1	$439K	Buy	7,664 +332	+5%	+$18.5K	﹤0.01%	2608
2023 Q4	$404K	Buy	7,332 +1,763	+32%	+$87.4K	﹤0.01%	2547
2023 Q3	$261K	Buy	5,569 +21	+0.4%	+$1.01K	﹤0.01%	2751
2023 Q2	$271K	Hold	5,548	–	–	﹤0.01%	2729
2023 Q1	$257K	Buy	+5,548	New	+$250K	﹤0.01%	2744
2022 Q2	–	Sell	-4,421	Closed	-$233K	–	3316
2022 Q1	$233K	Buy	4,421 +56	+1%	+$2.78K	﹤0.01%	2886
2021 Q4	$229K	Hold	4,365	–	–	﹤0.01%	2894
2021 Q3	$220K	Hold	4,365	–	–	﹤0.01%	2906
2021 Q2	$226K	Sell	4,365 -62	-1%	-$3.13K	﹤0.01%	2929
2021 Q1	$213K	Buy	4,427 +62	+1%	+$3K	﹤0.01%	2868
2020 Q4	$202K	Buy	+4,365	New	+$177K	﹤0.01%	2708

Other funds holding FITE

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

WCM

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FPCP

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

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

Raymond James Financial Services Advisors's FITE Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its State Street SPDR S&P Kensho Future Security ETF (FITE) stake by 2.1% in Q3 2024, selling an estimated $9.33K and leaving 7,596 shares worth $469K. The position accounts for ﹤0.01% of the portfolio, ranked #2670.

Raymond James Financial Services Advisors first reported a position in FITE in Q4 2020 and has held it in 13 quarters since. 22 funds tracked by Wall St. Rank hold FITE as of Q3 2024.

Raymond James Financial Services Advisors held 7,596 shares of State Street SPDR S&P Kensho Future Security ETF worth $469K as of Q3 2024.
Raymond James Financial Services Advisors sold 159 State Street SPDR S&P Kensho Future Security ETF shares in Q3 2024, an estimated $9.33K.
State Street SPDR S&P Kensho Future Security ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2670 holding.
Raymond James Financial Services Advisors first reported a position in State Street SPDR S&P Kensho Future Security ETF in Q4 2020 and has held it in 13 quarters since.
22 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Future Security ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.