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Wealthcare Advisory Partners’s State Street SPDR FactSet Innovative Technology ETF XITK Stock Holding History

Wealthcare Advisory Partners’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
-88
Closed -$18K – 1895
2021
Q1 		$18K Buy
+88
New +$20.1K ﹤0.01% 1248

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RCS
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Bank of America
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CCP
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FTUS
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KL
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Wealthcare Advisory Partners's XITK Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of State Street SPDR FactSet Innovative Technology ETF (XITK) in Q2 2021, closing a stake of 88 shares — an estimated $18K sold.

Wealthcare Advisory Partners first reported a position in XITK in Q1 2021 and held it in 1 quarter. The position peaked at $18K in Q1 2021. 69 funds tracked by Wall St. Rank hold XITK as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining State Street SPDR FactSet Innovative Technology ETF position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 88 State Street SPDR FactSet Innovative Technology ETF shares in Q2 2021, an estimated $18K.
  • Wealthcare Advisory Partners first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's State Street SPDR FactSet Innovative Technology ETF position peaked at $18K in Q1 2021.
  • 69 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.