VWA
XITK icon

V Wealth Advisors’s State Street SPDR FactSet Innovative Technology ETF XITK Stock Holding History

V Wealth Advisors’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
Q3 		– Sell
-951
Closed -$215K – 570
2021
Q2 		$215K Buy
+951
New +$202K 0.03% 440

Other funds holding XITK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

V Wealth Advisors's XITK Position: Q3 2021 in Review

V Wealth Advisors sold out of State Street SPDR FactSet Innovative Technology ETF (XITK) in Q3 2021, closing a stake of 951 shares — an estimated $215K sold.

V Wealth Advisors first reported a position in XITK in Q2 2021 and held it in 1 quarter. The position peaked at $215K in Q2 2021. 62 funds tracked by Wall St. Rank hold XITK as of Q3 2021.

  • V Wealth Advisors reported no remaining State Street SPDR FactSet Innovative Technology ETF position as of Q3 2021 after selling out during the quarter.
  • V Wealth Advisors sold 951 State Street SPDR FactSet Innovative Technology ETF shares in Q3 2021, an estimated $215K.
  • V Wealth Advisors first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q2 2021 and held it in 1 quarter.
  • V Wealth Advisors's State Street SPDR FactSet Innovative Technology ETF position peaked at $215K in Q2 2021.
  • 62 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q3 2021.

Based on V Wealth Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.