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XITK Institutional Ownership

State Street SPDR FactSet Innovative Technology ETF
1W: +2.3% 1M: +5.9% 3M: +6.1% YTD: +16.0% 1Y: +8.2% 3Y: +69.8% 5Y: -9.7%
$205.17
+1.83 (+0.90%)
 
Weekly Expected Move ±3.0%
$193 $199 $205 $211 $217
ETF AMEX · AUM $58.4M

Institutional Ownership — XITK

46
Institutional Holders
-6 vs prior quarter
0.0%
Ownership
+0.00pp
23M
Total Invested
7
New Positions
7
Increased
17
Reduced
3
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (55 total)

# Holder Shares Value Change Change % Holding Period Filing
1 LPL Financial LLC 33,833 $7M +4,143 +14.0% 34Q SEC ↗
2 Sage Capital Management, LLC 19,776 $4M -303 -1.5% 11Q SEC ↗
3 ROYAL BANK OF CANADA 9,114 $2M +3,623 +66.0% 31Q SEC ↗
4 Smart Portfolios, LLC 9,112 $2M +678 +8.0% 8Q SEC ↗
5 MONEY CONCEPTS CAPITAL CORP 7,872 $2M -863 -9.9% 12Q SEC ↗
6 JANE STREET GROUP, LLC NEW 5,740 $1M — +0.0% 1Q SEC ↗
7 CITIGROUP INC 5,461 $1M +3,327 +155.9% 13Q SEC ↗
8 KWMG, LLC 4,872 $1000K -1,125 -18.8% 23Q SEC ↗
9 GOLDMAN SACHS GROUP INC 4,480 $919K -1,109 -19.8% 13Q SEC ↗
10 Kaizen Financial Strategies 3,314 $680K — +0.0% 6Q SEC ↗
11 SUSQUEHANNA INTERNATIONAL GROUP, LLP 3,275 $672K -9,199 -73.7% 12Q SEC ↗
12 COMMONWEALTH EQUITY SERVICES, LLC 2,766 $568K -64 -2.3% 33Q SEC ↗
13 CITADEL ADVISORS LLC NEW 2,478 $508K — +0.0% 1Q SEC ↗
14 BANK OF AMERICA CORP /DE NEW 2,393 $491K — +0.0% 1Q SEC ↗
15 Opulen Financial Group LLC 1,808 $371K -288 -13.7% 7Q SEC ↗
16 Kestra Advisory Services, LLC 1,737 $356K -555 -24.2% 7Q SEC ↗
17 Cambridge Investment Research Advisors 1,647 $338K -839 -33.7% 7Q SEC ↗
18 Perigon Wealth Management, LLC 1,597 $328K — +0.0% 22Q SEC ↗
19 OSAIC HOLDINGS, INC. 1,550 $318K -2,205 -58.7% 26Q SEC ↗
20 Cornerstone Wealth Management, LLC NEW 1,037 $213K — +0.0% 1Q SEC ↗
21 SALEM INVESTMENT COUNSELORS INC 935 $192K -20 -2.1% 2Q SEC ↗
22 FMR LLC 696 $143K -12 -1.7% 16Q SEC ↗
23 Arax Advisory Partners NEW 600 $123K — +0.0% 1Q SEC ↗
24 UBS Group AG 546 $112K +60 +12.3% 30Q SEC ↗
25 Millstone Evans Group, LLC 336 $69K — +0.0% 7Q SEC ↗
26 IFP Advisors, Inc 293 $60K +14 +5.0% 14Q SEC ↗
27 Key Financial Inc 230 $47K — +0.0% 10Q SEC ↗
28 Harbor Asset Planning, Inc. 188 $39K — +0.0% 5Q SEC ↗
29 HARBOUR INVESTMENTS, INC. 187 $38K — +0.0% 17Q SEC ↗
30 NFSG Corp 172 $35K — +0.0% 9Q SEC ↗
31 CWM, LLC 150 $31K — +0.0% 18Q SEC ↗
32 Qube Research & Technologies Ltd 135 $28K +2 +1.5% 8Q SEC ↗
33 Capital Investment Advisory Services, 113 $23K — +0.0% 21Q SEC ↗
34 Tidemark, LLC 108 $22K — +0.0% 5Q SEC ↗
35 MERCER GLOBAL ADVISORS INC /ADV NEW 95 $19K — +0.0% 1Q SEC ↗
36 Ameritas Advisory Services, LLC NEW 88 $18K — +0.0% 1Q SEC ↗
37 MORGAN STANLEY 66 $14K +43 +187.0% 30Q SEC ↗
38 Asset Dedication, LLC 62 $13K — +0.0% 21Q SEC ↗
39 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 56 $11K -91 -61.9% 22Q SEC ↗
40 Aventus Investment Advisors, Inc. 42 $9K — +0.0% 5Q SEC ↗
41 NewEdge Advisors, LLC 17 $3K — +0.0% 15Q SEC ↗
42 TSFG, LLC 11 $2K — +0.0% 24Q SEC ↗
43 Investors Research Corp 10 $2K — +0.0% 26Q SEC ↗
44 Dunhill Financial, LLC 4 $1K — +0.0% 2Q SEC ↗
45 WELLS FARGO & COMPANY/MN 1 $0K -1,694 -99.9% 19Q SEC ↗
46 TWO SIGMA INVESTMENTS, LP 0 $0K -2,000 -100.0% 1Q SEC ↗
47 FLAGSHIP HARBOR ADVISORS, LLC 0 $0K -300 -100.0% 1Q SEC ↗
48 DHJJ Financial Advisors, Ltd. 0 $0K -35 -100.0% 4Q SEC ↗
49 Harbour Wealth Management Group, Inc. 0 $0K -19,636 -100.0% 1Q SEC ↗
50 MAI Capital Management 0 $0K -75 -100.0% 6Q SEC ↗
Biggest Increases (8)
HolderAddedChange %Total Shares
LPL Financial LLC +4,143 +14.0% 33,833
ROYAL BANK OF CANADA +3,623 +66.0% 9,114
CITIGROUP INC +3,327 +155.9% 5,461
Smart Portfolios, LLC +678 +8.0% 9,112
UBS Group AG +60 +12.3% 546
MORGAN STANLEY +43 +187.0% 66
IFP Advisors, Inc +14 +5.0% 293
Qube Research & Technologies Ltd +2 +1.5% 135
Biggest Decreases (14)
HolderReducedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL -9,199 -73.7% 3,275
OSAIC HOLDINGS, INC. -2,205 -58.7% 1,550
WELLS FARGO & COMPANY/MN -1,694 -99.9% 1
KWMG, LLC -1,125 -18.8% 4,872
GOLDMAN SACHS GROUP INC -1,109 -19.8% 4,480
MONEY CONCEPTS CAPITAL CORP -863 -9.9% 7,872
Cambridge Investment Research Advis -839 -33.7% 1,647
Kestra Advisory Services, LLC -555 -24.2% 1,737
Sage Capital Management, LLC -303 -1.5% 19,776
Opulen Financial Group LLC -288 -13.7% 1,808
NORTHWESTERN MUTUAL WEALTH MANAGEME -91 -61.9% 56
COMMONWEALTH EQUITY SERVICES, LLC -64 -2.3% 2,766
SALEM INVESTMENT COUNSELORS INC -20 -2.1% 935
FMR LLC -12 -1.7% 696

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms