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 53 institutions that hold shares in the stock, with a total of 158,546 shares, which have been reported (via 13F filing form) to have a value of $28.2 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
|
$106,800
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
336
shares
|
$59,808
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
270
shares
|
$48,060
0.0% of portfolio
|
Q1 2025
Reduced 16.92%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
250
shares
|
$44,500
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
230
shares
|
$40,940
0.01% of portfolio
|
Q2 2025
Added 21.05%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
188
shares
|
$33,464
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
187
shares
|
$33,286
0.0% of portfolio
|
Q4 2024
Added 11.98%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
172
shares
|
$30,616
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
150
shares
|
$26,700
0.0% of portfolio
|
Q4 2021
Reduced 72.73%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
150
shares
|
$26,700
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
130
shares
|
$23,140
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
113
shares
|
$20,114
0.0% of portfolio
|
Q3 2024
Reduced 38.25%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
108
shares
|
$19,224
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
95
shares
|
$16,910
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
78
shares
|
$13,884
0.0% of portfolio
|
Q3 2025
Reduced 30.97%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
77
shares
|
$13,706
0.0% of portfolio
|
Q2 2025
Reduced 88.97%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
75
shares
|
$13,350
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
62
shares
|
$11,036
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
56
shares
|
$9,968
0.0% of portfolio
|
Q2 2024
Reduced 34.88%
|
|
|
Aventus Investment Advisors, Inc.
Naples, FL |
Oct 24, 2025 Q3 2025 |
42
shares
|
$7,476
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
37
shares
|
$6,586
0.0% of portfolio
|
Q3 2024
Reduced 21.28%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
35
shares
|
$6,230
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
17
shares
|
$3,026
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
10
shares
|
$1,780
0.0% of portfolio
|
Q2 2024
Reduced 41.18%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
2
shares
|
$356
0.0% of portfolio
|
Q4 2022
New holding
|
|