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VisionPoint Advisory Group’s State Street SPDR FactSet Innovative Technology ETF XITK Stock Holding History

VisionPoint Advisory Group’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
-23,698
Closed -$4M – 166
2020
Q3 		$4M Sell
23,698
-851
-3% -$137K 1.73% 9
2020
Q2 		$3.7M Buy
+24,549
New +$3.03M 1.5% 9

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

VisionPoint Advisory Group's XITK Position: Q4 2020 in Review

VisionPoint Advisory Group sold out of State Street SPDR FactSet Innovative Technology ETF (XITK) in Q4 2020, closing a stake of 23,698 shares — an estimated $4M sold.

VisionPoint Advisory Group first reported a position in XITK in Q2 2020 and held it in 2 quarters. The position peaked at $4M in Q3 2020. 69 funds tracked by Wall St. Rank hold XITK as of Q4 2020.

  • VisionPoint Advisory Group reported no remaining State Street SPDR FactSet Innovative Technology ETF position as of Q4 2020 after selling out during the quarter.
  • VisionPoint Advisory Group sold 23,698 State Street SPDR FactSet Innovative Technology ETF shares in Q4 2020, an estimated $4M.
  • VisionPoint Advisory Group first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q2 2020 and held it in 2 quarters.
  • VisionPoint Advisory Group's State Street SPDR FactSet Innovative Technology ETF position peaked at $4M in Q3 2020.
  • 69 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q4 2020.

Based on VisionPoint Advisory Group's 13F filing for Q4 2020, filed 8 Feb 2021.