RWB
XITK icon

RMR Wealth Builders’s State Street SPDR FactSet Innovative Technology ETF XITK Stock Holding History

RMR Wealth Builders’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
Q2 		– Sell
-100
Closed -$21K – 719
2021
Q1 		$21K Buy
+100
New +$22.8K 0.01% 509

Other funds holding XITK

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RW
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
RCS
Retirement Capital Strategies San Jose, California $288M AUM 17.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

RMR Wealth Builders's XITK Position: Q2 2021 in Review

RMR Wealth Builders sold out of State Street SPDR FactSet Innovative Technology ETF (XITK) in Q2 2021, closing a stake of 100 shares — an estimated $21K sold.

RMR Wealth Builders first reported a position in XITK in Q1 2021 and held it in 1 quarter. The position peaked at $21K in Q1 2021. 69 funds tracked by Wall St. Rank hold XITK as of Q2 2021.

  • RMR Wealth Builders reported no remaining State Street SPDR FactSet Innovative Technology ETF position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 100 State Street SPDR FactSet Innovative Technology ETF shares in Q2 2021, an estimated $21K.
  • RMR Wealth Builders first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's State Street SPDR FactSet Innovative Technology ETF position peaked at $21K in Q1 2021.
  • 69 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.