Steward Partners Investment Advisory’s SPDR FactSet Innovative Technology ETF XITK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.01K | Hold |
37
| – | – | ﹤0.01% | 3358 |
|
|
2025
Q1 | $5.92K | Hold |
37
| – | – | ﹤0.01% | 3325 |
|
|
2024
Q4 | $6.44K | Hold |
37
| – | – | ﹤0.01% | 3274 |
|
|
2024
Q3 | $5.72K | Sell |
37
-10
| -21% | -$1.55K | ﹤0.01% | 3144 |
|
|
2024
Q2 | $6.89K | Hold |
47
| – | – | ﹤0.01% | 2942 |
|
|
2024
Q1 | $7.02K | Hold |
47
| – | – | ﹤0.01% | 2934 |
|
|
2023
Q4 | $6.87K | Hold |
47
| – | – | ﹤0.01% | 2850 |
|
|
2023
Q3 | $5.82K | Hold |
47
| – | – | ﹤0.01% | 2781 |
|
|
2023
Q2 | $6.21K | Hold |
47
| – | – | ﹤0.01% | 2727 |
|
|
2023
Q1 | $5.62K | Hold |
47
| – | – | ﹤0.01% | 2752 |
|
|
2022
Q4 | $4.71K | Buy |
47
+40
| +571% | +$4.01K | ﹤0.01% | 2793 |
|
|
2022
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 3182 |
|
|
2022
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 3181 |
|
|
2022
Q1 | $1K | Sell |
7
-3
| -30% | -$429 | ﹤0.01% | 3232 |
|
|
2021
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 3041 |
|
|
2021
Q3 | $2K | Buy |
10
+3
| +43% | +$600 | ﹤0.01% | 3018 |
|
|
2021
Q2 | $2K | Hold |
7
| – | – | ﹤0.01% | 6899 |
|
|
2021
Q1 | $1.46K | Sell |
7
-8
| -53% | -$1.67K | ﹤0.01% | 3269 |
|
|
2020
Q4 | $3K | Hold |
15
| – | – | ﹤0.01% | 2663 |
|
|
2020
Q3 | $3K | Buy |
+15
| New | +$3K | ﹤0.01% | 2535 |
|