XITK icon

SPDR FactSet Innovative Technology ETF
XITK

Overview Fund Activity

40 hedge funds and large institutions have $23.4M invested in SPDR FactSet Innovative Technology ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 18 reducing their positions, and 9 closing their positions.

Holders
40
Holders Change
-3
Holders Change %
-6.98%
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
6
Increased
5
Reduced
18
Closed
9
Calls
–
Puts
$10.7M
Net Calls
-$10.7M
Net Calls Change
-$10.7M

Top Buyers

1
SCM
1
Sage Capital Management
New Jersey
$4.29M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$1.01M
3
KNFPWM
3
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$234K
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$205K
5
CWM
5
Cornerstone Wealth Management
Missouri
$413K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$807K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
FIA
3
Foundations Investment Advisors
Arizona
$1.16M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$578K
5
GWM
5
Geneos Wealth Management
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$4.84M 33,158 -615 -2%
SCM
2
Sage Capital Management
New Jersey
$4.29M 29,347 +29,347 New
KL
3
KWMG LLC
Kansas
$3.92M 26,809 -32 -0.1%
MCC
4
Money Concepts Capital
Florida
$1.48M 10,160 -60 -0.6%
FIA
5
Foundations Investment Advisors
Arizona
$1.16M 7,943 -6,445 -45%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$1.01M 6,885 +6,885 New
Osaic Holdings
7
Osaic Holdings
Arizona
$807K 5,523 -19,617 -78%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$692K 4,738 -474 -9%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$630K 4,315 -549 -11%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$578K 3,957 -6,392 -62%
Bank of America
11
Bank of America
North Carolina
$518K 3,546 -388 -10%
Goldman Sachs
12
Goldman Sachs
New York
$425K 2,911 – –
CWM
13
Cornerstone Wealth Management
Missouri
$413K 2,828 +908 +47%
GLA
14
Good Life Advisors
Pennsylvania
$397K 2,719 +105 +4%
MSAM
15
Moloney Securities Asset Management
Missouri
$388K 2,659 -81 -3%
PWM
16
Perigon Wealth Management
California
$374K 2,562 -10 -0.4%
KFS
17
Kaizen Financial Strategies
California
$352K 2,411 -326 -12%
KNFPWM
18
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$234K 1,601 +1,601 New
Pathstone Holdings
19
Pathstone Holdings
New Jersey
$205K 1,400 +1,400 New
SIC
20
Salem Investment Counselors
North Carolina
$183K 1,252 – –
TFGT
21
TS Financial Group (TSFG)
Illinois
$95K 648 -346 -35%
NMM
22
Naples Money Management
Florida
$87.6K 600 +600 New
UBS Group
23
UBS Group
Switzerland
$47.5K 325 +91 +39%
IA
24
IFP Advisors
Florida
$41.3K 283 -80 -22%
HI
25
Harbour Investments
Wisconsin
$33.9K 232 +167 +257%
1
2 3