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 54 institutions that hold shares in the stock, with a total of 165,093 shares, which have been reported (via 13F filing form) to have a value of $29.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
999
shares
|
$179,400
0.01% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
725
shares
|
$130,195
0.0% of portfolio
|
Q1 2025
Added 24.78%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
698
shares
|
$125,346
0.0% of portfolio
|
Q1 2025
Added 458.4%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
600
shares
|
$107,748
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
336
shares
|
$60,338
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
270
shares
|
$48,486
0.0% of portfolio
|
Q1 2025
Reduced 16.92%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
250
shares
|
$44,895
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
190
shares
|
$34,120
0.01% of portfolio
|
Q2 2024
Added 5.56%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
187
shares
|
$33,581
0.0% of portfolio
|
Q4 2024
Added 11.98%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
172
shares
|
$30,887
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
150
shares
|
$26,937
0.0% of portfolio
|
Q4 2021
Reduced 72.73%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
150
shares
|
$26,937
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
130
shares
|
$23,345
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
113
shares
|
$20,292
0.0% of portfolio
|
Q3 2024
Reduced 38.25%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
113
shares
|
$20,292
0.0% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
75
shares
|
$13,468
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
68
shares
|
$12,211
0.0% of portfolio
|
Q1 2025
Added 580.0%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
62
shares
|
$11,133
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
60
shares
|
$10,774
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
56
shares
|
$10,056
0.0% of portfolio
|
Q2 2024
Reduced 34.88%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
37
shares
|
$6,644
0.0% of portfolio
|
Q3 2024
Reduced 21.28%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
35
shares
|
$6,285
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
34
shares
|
$6,105
0.0% of portfolio
|
Q4 2024
Reduced 66.34%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
17
shares
|
$3,052
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
13
shares
|
$2,334
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|