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Wagner Wealth Management (South Carolina)’s State Street SPDR FactSet Innovative Technology ETF XITK Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q2 		– Sell
-116
Closed -$24K – 724
2021
Q1 		$24K Sell
116
-35
-23% -$7.99K 0.02% 336
2020
Q4 		$32K Buy
+151
New +$28.9K 0.03% 152

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
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 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

Wagner Wealth Management (South Carolina)'s XITK Position: Q2 2021 in Review

Wagner Wealth Management (South Carolina) sold out of State Street SPDR FactSet Innovative Technology ETF (XITK) in Q2 2021, closing a stake of 116 shares — an estimated $24K sold.

Wagner Wealth Management (South Carolina) first reported a position in XITK in Q4 2020 and held it in 2 quarters. The position peaked at $32K in Q4 2020. 69 funds tracked by Wall St. Rank hold XITK as of Q2 2021.

  • Wagner Wealth Management (South Carolina) reported no remaining State Street SPDR FactSet Innovative Technology ETF position as of Q2 2021 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 116 State Street SPDR FactSet Innovative Technology ETF shares in Q2 2021, an estimated $24K.
  • Wagner Wealth Management (South Carolina) first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q4 2020 and held it in 2 quarters.
  • Wagner Wealth Management (South Carolina)'s State Street SPDR FactSet Innovative Technology ETF position peaked at $32K in Q4 2020.
  • 69 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q2 2021.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2021, filed 13 Aug 2021.