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WESPAC Advisors’s State Street SPDR FactSet Innovative Technology ETF XITK Stock Holding History

WESPAC Advisors’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
Q3 		– Sell
-3,504
Closed -$664K – 206
2025
Q2 		$664K Buy
+3,504
New +$599K 0.46% 88

Other funds holding XITK

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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SCM
Sage Capital Management Stockton, New Jersey $213M AUM 19.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WESPAC Advisors's XITK Position: Q3 2025 in Review

WESPAC Advisors sold out of State Street SPDR FactSet Innovative Technology ETF (XITK) in Q3 2025, closing a stake of 3,504 shares — an estimated $664K sold.

WESPAC Advisors first reported a position in XITK in Q2 2025 and held it in 1 quarter. The position peaked at $664K in Q2 2025. 46 funds tracked by Wall St. Rank hold XITK as of Q3 2025.

  • WESPAC Advisors reported no remaining State Street SPDR FactSet Innovative Technology ETF position as of Q3 2025 after selling out during the quarter.
  • WESPAC Advisors sold 3,504 State Street SPDR FactSet Innovative Technology ETF shares in Q3 2025, an estimated $664K.
  • WESPAC Advisors first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q2 2025 and held it in 1 quarter.
  • WESPAC Advisors's State Street SPDR FactSet Innovative Technology ETF position peaked at $664K in Q2 2025.
  • 46 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q3 2025.

Based on WESPAC Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.