Wealth Enhancement Advisory Services
XITK icon

Wealth Enhancement Advisory Services’s State Street SPDR FactSet Innovative Technology ETF XITK Stock Holding History

Wealth Enhancement Advisory Services’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
2025
Q1 		– Sell
-3,591
Closed -$625K – 3185
2024
Q4 		$625K Buy
+3,591
New +$610K ﹤0.01% 1827
2024
Q2 		– Sell
-5,838
Closed -$872K – 2712
2024
Q1 		$872K Sell
5,838
-1,047
-15% -$154K ﹤0.01% 1303
2023
Q4 		$1.01M Buy
+6,885
New +$886K ﹤0.01% 1173

Other funds holding XITK

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SCM
Sage Capital Management Stockton, New Jersey $213M AUM 19.3% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealth Enhancement Advisory Services's XITK Position: Q1 2025 in Review

Wealth Enhancement Advisory Services sold out of State Street SPDR FactSet Innovative Technology ETF (XITK) in Q1 2025, closing a stake of 3,591 shares — an estimated $625K sold.

Wealth Enhancement Advisory Services first reported a position in XITK in Q4 2023 and held it in 3 quarters. The position peaked at $1.01M in Q4 2023. 48 funds tracked by Wall St. Rank hold XITK as of Q1 2025.

  • Wealth Enhancement Advisory Services reported no remaining State Street SPDR FactSet Innovative Technology ETF position as of Q1 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 3,591 State Street SPDR FactSet Innovative Technology ETF shares in Q1 2025, an estimated $625K.
  • Wealth Enhancement Advisory Services first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q4 2023 and held it in 3 quarters.
  • Wealth Enhancement Advisory Services's State Street SPDR FactSet Innovative Technology ETF position peaked at $1.01M in Q4 2023.
  • 48 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q1 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2025, filed 16 Apr 2025.