Wealth Management Resources’s State Street SPDR S&P Kensho Future Security ETF FITE Stock Holding History

Wealth Management Resources’s Portfolio FITE Stock Details FITE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-4,990	Closed	-$275K	–	41
2023 Q4	$275K	Buy	4,990 +1	+0%	+$50	0.13%	36
2023 Q3	$234K	Buy	4,989 +1	+0%	+$48	0.11%	39
2023 Q2	$244K	Sell	4,988 -2,417	-33%	-$112K	0.14%	35
2023 Q1	$344K	Buy	7,405 +10	+0.1%	+$451	0.21%	37
2022 Q4	$318K	Buy	+7,395	New	+$323K	0.21%	38

Other funds holding FITE

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

WCM

WealthBridge Capital Management Westerville, Ohio $434M AUM 20.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wealth Management Resources's FITE Position: Q1 2024 in Review

Wealth Management Resources sold out of State Street SPDR S&P Kensho Future Security ETF (FITE) in Q1 2024, closing a stake of 4,990 shares — an estimated $275K sold.

Wealth Management Resources first reported a position in FITE in Q4 2022 and held it in 5 quarters. The position peaked at $344K in Q1 2023. 22 funds tracked by Wall St. Rank hold FITE as of Q1 2024.

Wealth Management Resources reported no remaining State Street SPDR S&P Kensho Future Security ETF position as of Q1 2024 after selling out during the quarter.
Wealth Management Resources sold 4,990 State Street SPDR S&P Kensho Future Security ETF shares in Q1 2024, an estimated $275K.
Wealth Management Resources first reported a position in State Street SPDR S&P Kensho Future Security ETF in Q4 2022 and held it in 5 quarters.
Wealth Management Resources's State Street SPDR S&P Kensho Future Security ETF position peaked at $344K in Q1 2023.
22 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Future Security ETF as of Q1 2024.

Based on Wealth Management Resources's 13F filing for Q1 2024, filed 19 Apr 2024.