Purchases and Sales Made in Q2 2025 in Spdr Ser Tr Factset Innovative (XITK)
This table provides information about the institutional ownership of Spdr Ser Tr Factset Innovative (XITK) during Q2 2025. The information is specifically focused on institutions that hold shares of SPDR SER TR FACTSET INNOVATIVE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
3.5KNew |
$492K - $664K
|
3.5K
$644K
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.12KNew |
$157K - $212K
|
1.12K
$206K
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
188New |
$26.4K - $35.6K
|
188
$34.5K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
96New |
$13.5K - $18.2K
|
96
$17.6K
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
40+ 21.05% |
$5.62K - $7.57K
|
230
$42.3K
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
10+ 29.41% |
$1.4K - $1.89K
|
44
$8.08K
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-40- 4.0% |
$5.62K - $7.57K
|
959
$176K
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
SELL
|
- |
-57- 1.85% |
$8K - $10.8K
|
3.02K
$554K
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-67- 3.1% |
$9.41K - $12.7K
|
2.1K
$385K
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-101- 3.08% |
$14.2K - $19.1K
|
3.18K
$584K
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-185- 4.83% |
$26K - $35K
|
3.65K
$670K
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-200- 0.73% |
$28.1K - $37.9K
|
27.3K
$5.02M
|
|
Jul 28, 2025
Q2 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-275- 2.69% |
$38.6K - $52.1K
|
9.95K
$1.83M
|
|
Jul 28, 2025
Q2 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-322- 14.15% |
$45.2K - $61K
|
1.95K
$359K
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-925- 39.01% |
$130K - $175K
|
1.45K
$266K
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
SELL
|
- |
-10.4K- 38.47% |
$1.46M - $1.96M
|
16.6K
$3.05M
|