Institutional Ownership Spdr Ser Tr Factset Innovative (XITK)
This table provides information about the institutional ownership of Spdr Ser Tr Factset Innovative (XITK). We have compiled data on the 52 institutions that hold shares in the stock, with a total of 236,671 shares, which have been reported (via 13F filing form) to have a value of $45.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
600
shares
|
$114,246
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
325
shares
|
$61,883
0.0% of portfolio
|
Q4 2024
Added 14.84%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
292
shares
|
$55,599
0.0% of portfolio
|
Q3 2024
Reduced 89.6%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
250
shares
|
$47,602
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
190
shares
|
$36,177
0.01% of portfolio
|
Q2 2024
Added 5.56%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
187
shares
|
$35,606
0.0% of portfolio
|
Q4 2024
Added 11.98%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
172
shares
|
$32,750
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
150
shares
|
$28,561
0.0% of portfolio
|
Q4 2021
Reduced 72.73%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
150
shares
|
$28,561
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
130
shares
|
$24,753
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
117
shares
|
$22,277
0.0% of portfolio
|
Q3 2024
Reduced 57.76%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
113
shares
|
$21,516
0.0% of portfolio
|
Q3 2024
Reduced 38.25%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
108
shares
|
$20,564
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
84
shares
|
$15,994
0.0% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
62
shares
|
$11,805
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
56
shares
|
$10,662
0.0% of portfolio
|
Q2 2024
Reduced 34.88%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
37
shares
|
$7,045
0.0% of portfolio
|
Q3 2024
Reduced 21.28%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
34
shares
|
$6,473
0.0% of portfolio
|
Q4 2024
Reduced 66.34%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
17
shares
|
$3,236
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
13
shares
|
$2,475
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
10
shares
|
$1,904
0.0% of portfolio
|
Q2 2024
Reduced 41.18%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
5
shares
|
$952
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
2
shares
|
$380
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Belvedere Trading LLC
|
Jan 30, 2025 Q4 2024 |
1
shares
|
$190
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|