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

Spire 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
2023 Q1	–	Sell	-252	Closed	-$25K	–	2611
2022 Q4	$25K	Sell	252 -473	-65%	-$47.3K	﹤0.01%	1285
2022 Q3	$72K	Sell	725 -556	-43%	-$62.7K	﹤0.01%	820
2022 Q2	$138K	Sell	1,281 -2,400	-65%	-$296K	0.01%	903
2022 Q1	$564K	Hold	3,681	–	–	0.02%	534
2021 Q4	$703K	Sell	3,681 -342	-9%	-$72.8K	0.02%	589
2021 Q3	$868K	Sell	4,023 -342	-8%	-$75.9K	0.02%	441
2021 Q2	$987K	Sell	4,365 -382	-8%	-$81.2K	0.03%	428
2021 Q1	$992K	Buy	+4,747	New	+$1.08M	0.03%	443

Other funds holding XITK

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

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Spire Wealth Management's XITK Position: Q1 2023 in Review

Spire Wealth Management sold out of State Street SPDR FactSet Innovative Technology ETF (XITK) in Q1 2023, closing a stake of 252 shares — an estimated $25K sold.

Spire Wealth Management first reported a position in XITK in Q1 2021 and held it in 8 quarters. The position peaked at $992K in Q1 2021. 38 funds tracked by Wall St. Rank hold XITK as of Q1 2023.

Spire Wealth Management reported no remaining State Street SPDR FactSet Innovative Technology ETF position as of Q1 2023 after selling out during the quarter.
Spire Wealth Management sold 252 State Street SPDR FactSet Innovative Technology ETF shares in Q1 2023, an estimated $25K.
Spire Wealth Management first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q1 2021 and held it in 8 quarters.
Spire Wealth Management's State Street SPDR FactSet Innovative Technology ETF position peaked at $992K in Q1 2021.
38 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.