WJ Wealth Management’s State Street SPDR FactSet Innovative Technology ETF XITK Stock Holding History

WJ Wealth Management’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
2022 Q1	–	Sell	-1,868	Closed	-$359K	–	63
2021 Q4	$359K	Hold	1,868	–	–	0.21%	40
2021 Q3	$404K	Buy	1,868 +15	+0.8%	+$3.33K	0.27%	40
2021 Q2	$419K	Sell	1,853 -1,837	-50%	-$391K	1.3%	23
2021 Q1	$771K	Sell	3,690 -1,220	-25%	-$278K	2.4%	11
2020 Q4	$1.06M	Sell	4,910 -548	-10%	-$105K	3.29%	9
2020 Q3	$922K	Sell	5,458 -24,711	-82%	-$3.97M	2.99%	10
2020 Q2	$4.4M	Buy	+30,169	New	+$3.73M	3.08%	8
2020 Q1	–	Sell	-1,880	Closed	-$213K	–	32
2019 Q4	$213K	Buy	+1,880	New	+$203K	0.54%	34

Other funds holding XITK

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

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

GLA

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

WJ Wealth Management's XITK Position: Q1 2022 in Review

WJ Wealth Management sold out of State Street SPDR FactSet Innovative Technology ETF (XITK) in Q1 2022, closing a stake of 1,868 shares — an estimated $359K sold.

WJ Wealth Management first reported a position in XITK in Q4 2019 and held it in 8 quarters. The position peaked at $4.4M in Q2 2020. 52 funds tracked by Wall St. Rank hold XITK as of Q1 2022.

WJ Wealth Management reported no remaining State Street SPDR FactSet Innovative Technology ETF position as of Q1 2022 after selling out during the quarter.
WJ Wealth Management sold 1,868 State Street SPDR FactSet Innovative Technology ETF shares in Q1 2022, an estimated $359K.
WJ Wealth Management first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q4 2019 and held it in 8 quarters.
WJ Wealth Management's State Street SPDR FactSet Innovative Technology ETF position peaked at $4.4M in Q2 2020.
52 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q1 2022.

Based on WJ Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.