WEG
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World Equity Group’s State Street SPDR FactSet Innovative Technology ETF XITK Stock Holding History

World Equity Group’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
Q2 		– Sell
-1,783
Closed -$285K – 357
2025
Q1 		$285K Sell
1,783
-20,943
-92% -$3.74M 0.08% 232
2024
Q4 		$3.95M Buy
+22,726
New +$3.86M 0.85% 27

Other funds holding XITK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SCM
Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

World Equity Group's XITK Position: Q2 2025 in Review

World Equity Group sold out of State Street SPDR FactSet Innovative Technology ETF (XITK) in Q2 2025, closing a stake of 1,783 shares — an estimated $285K sold.

World Equity Group first reported a position in XITK in Q4 2024 and held it in 2 quarters. The position peaked at $3.95M in Q4 2024. 51 funds tracked by Wall St. Rank hold XITK as of Q2 2025.

  • World Equity Group reported no remaining State Street SPDR FactSet Innovative Technology ETF position as of Q2 2025 after selling out during the quarter.
  • World Equity Group sold 1,783 State Street SPDR FactSet Innovative Technology ETF shares in Q2 2025, an estimated $285K.
  • World Equity Group first reported a position in State Street SPDR FactSet Innovative Technology ETF in Q4 2024 and held it in 2 quarters.
  • World Equity Group's State Street SPDR FactSet Innovative Technology ETF position peaked at $3.95M in Q4 2024.
  • 51 funds tracked by Wall St. Rank held State Street SPDR FactSet Innovative Technology ETF as of Q2 2025.

Based on World Equity Group's 13F filing for Q2 2025, filed 15 Jul 2025.