Steward Partners Investment Advisory’s State Street SPDR FactSet Innovative Technology ETF XITK Stock Holding History

Steward Partners Investment Advisory’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
2026 Q1	$5.42K	Hold	37	–	–	﹤0.01%	3765
2025 Q4	$6.6K	Hold	37	–	–	﹤0.01%	3603
2025 Q3	$7.05K	Hold	37	–	–	﹤0.01%	3540
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%	-$1.48K	﹤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%	+$4K	﹤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%	-$476	﹤0.01%	3232
2021 Q4	$2K	Hold	10	–	–	﹤0.01%	3041
2021 Q3	$2K	Buy	10 +3	+43%	+$665	﹤0.01%	3018
2021 Q2	$2K	Hold	7	–	–	﹤0.01%	6902
2021 Q1	$1.46K	Sell	7 -8	-53%	-$1.83K	﹤0.01%	3269
2020 Q4	$3K	Hold	15	–	–	﹤0.01%	2663
2020 Q3	$3K	Buy	+15	New	+$2.41K	﹤0.01%	2535

Other funds holding XITK

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

SCM

Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return

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

SPL

Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

KFS

Kaizen Financial Strategies Campbell, California $236M AUM 28.3% 1-Year Est. Return

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

Steward Partners Investment Advisory's XITK Position: Q1 2026 in Review

Steward Partners Investment Advisory held its State Street SPDR FactSet Innovative Technology ETF (XITK) position steady in Q1 2026 at 37 shares worth $5.42K. The position accounts for ﹤0.01% of the portfolio, ranked #3765.

Steward Partners Investment Advisory first reported a position in XITK in Q3 2020 and has held it in 23 quarters since. The position peaked at $7.05K in Q3 2025. 41 funds tracked by Wall St. Rank hold XITK as of Q1 2026.

Steward Partners Investment Advisory held 37 shares of State Street SPDR FactSet Innovative Technology ETF worth $5.42K as of Q1 2026.
Steward Partners Investment Advisory left its State Street SPDR FactSet Innovative Technology ETF share count unchanged in Q1 2026.
State Street SPDR FactSet Innovative Technology ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3765 holding.
Steward Partners Investment Advisory first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q3 2020 and has held it in 23 quarters since.
Steward Partners Investment Advisory's State Street SPDR FactSet Innovative Technology ETF position peaked at $7.05K in Q3 2025.
41 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.