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

Retirement 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
2024
Q1 		$22.4K Hold
150
– – 0.01% 349
2023
Q4 		$21.9K Buy
+150
New +$19.3K 0.01% 328

Other funds holding XITK

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SCM
Sage Capital Management Stockton, New Jersey $213M AUM 19.3% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Retirement Group's XITK Position: Q1 2024 in Review

Retirement Group held its State Street SPDR FactSet Innovative Technology ETF (XITK) position steady in Q1 2024 at 150 shares worth $22.4K. The position accounts for 0.01% of the portfolio, ranked #349.

Retirement Group first reported a position in XITK in Q4 2023 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold XITK as of Q1 2024.

  • Retirement Group held 150 shares of State Street SPDR FactSet Innovative Technology ETF worth $22.4K as of Q1 2024.
  • Retirement Group left its State Street SPDR FactSet Innovative Technology ETF share count unchanged in Q1 2024.
  • State Street SPDR FactSet Innovative Technology ETF made up 0.01% of Retirement Group's portfolio in Q1 2024, its #349 holding.
  • Retirement Group first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q4 2023 and has held it in 2 quarters since.
  • 42 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.