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Valeo Financial Advisors’s State Street SPDR FactSet Innovative Technology ETF XITK Stock Holding History

Valeo Financial 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
2020
Q4 		– Sell
-2
Closed – – 1880
2020
Q3 		$0 Buy
+2
New +$321 ﹤0.01% 2179

Other funds holding XITK

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Valeo Financial Advisors's XITK Position: Q4 2020 in Review

Valeo Financial Advisors sold out of State Street SPDR FactSet Innovative Technology ETF (XITK) in Q4 2020, closing a stake of 2 shares.

Valeo Financial Advisors first reported a position in XITK in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 69 funds tracked by Wall St. Rank hold XITK as of Q4 2020.

  • Valeo Financial Advisors reported no remaining State Street SPDR FactSet Innovative Technology ETF position as of Q4 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 2 State Street SPDR FactSet Innovative Technology ETF shares in Q4 2020.
  • Valeo Financial Advisors first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q3 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's State Street SPDR FactSet Innovative Technology ETF position peaked at $0 in Q3 2020.
  • 69 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q4 2020.

Based on Valeo Financial Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.