Winslow Evans & Crocker’s State Street SPDR FactSet Innovative Technology ETF XITK Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$14K	Buy	65 +25	+63%	+$4.78K	﹤0.01%	883
2020 Q3	$7K	Hold	40	–	–	﹤0.01%	820
2020 Q2	$6K	Hold	40	–	–	﹤0.01%	862
2020 Q1	$4K	Hold	40	–	–	﹤0.01%	952
2019 Q4	$6K	Hold	40	–	–	﹤0.01%	962
2019 Q3	$4K	Hold	40	–	–	﹤0.01%	1036
2019 Q2	$6K	Hold	40	–	–	﹤0.01%	962
2019 Q1	$6K	Hold	40	–	–	﹤0.01%	968
2018 Q4	$4K	Hold	40	–	–	﹤0.01%	975
2018 Q3	$6K	Sell	40 -136	-77%	-$13.7K	﹤0.01%	925
2018 Q2	$18K	Hold	176	–	–	0.01%	701
2018 Q1	$15.4K	Buy	+176	New	+$15.1K	0.01%	698

Other funds holding XITK

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

RCS

Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Winslow Evans & Crocker's XITK Position: Q4 2020 in Review

Winslow Evans & Crocker increased its State Street SPDR FactSet Innovative Technology ETF (XITK) stake by 63% in Q4 2020, buying an estimated $4.78K and bringing the position to 65 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #883.

Winslow Evans & Crocker first reported a position in XITK in Q1 2018 and has held it in 12 quarters since. The position peaked at $18K in Q2 2018. 69 funds tracked by Wall St. Rank hold XITK as of Q4 2020.

Winslow Evans & Crocker held 65 shares of State Street SPDR FactSet Innovative Technology ETF worth $14K as of Q4 2020.
Winslow Evans & Crocker bought 25 State Street SPDR FactSet Innovative Technology ETF shares in Q4 2020, an estimated $4.78K.
State Street SPDR FactSet Innovative Technology ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #883 holding.
Winslow Evans & Crocker first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q1 2018 and has held it in 12 quarters since.
Winslow Evans & Crocker's State Street SPDR FactSet Innovative Technology ETF position peaked at $18K in Q2 2018.
69 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.