Advisor Group’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Advisor Group’s Portfolio XTL Stock Details XTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$21K	Buy	300 +287	+2,208%	+$19.5K	﹤0.01%	3938
2019 Q3	$1K	Sell	13 -74	-85%	-$5.06K	﹤0.01%	5184
2019 Q2	$6K	Sell	87 -18,559	-100%	-$1.3M	﹤0.01%	4622
2019 Q1	$1.32M	Buy	+18,646	New	+$1.29M	0.01%	936
2016 Q4	–	Sell	-460	Closed	-$30K	–	4633
2016 Q3	$30K	Buy	460 +160	+53%	+$10K	﹤0.01%	2895
2016 Q2	$17K	Buy	+300	New	+$17.1K	﹤0.01%	3174

Other funds holding XTL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LOIM

Liberty One Investment Management Libertyville, Illinois $970M AUM 12.15% 1-Year Est. Return

Advisor Group's XTL Position: Q4 2019 in Review

Advisor Group increased its State Street SPDR S&P Telecom ETF (XTL) stake by 2,208% in Q4 2019, buying an estimated $19.5K and bringing the position to 300 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #3938.

Advisor Group first reported a position in XTL in Q2 2016 and has held it in 6 quarters since. The position peaked at $1.32M in Q1 2019. 40 funds tracked by Wall St. Rank hold XTL as of Q4 2019.

Advisor Group held 300 shares of State Street SPDR S&P Telecom ETF worth $21K as of Q4 2019.
Advisor Group bought 287 State Street SPDR S&P Telecom ETF shares in Q4 2019, an estimated $19.5K.
State Street SPDR S&P Telecom ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3938 holding.
Advisor Group first reported a position in State Street SPDR S&P Telecom ETF in Q2 2016 and has held it in 6 quarters since.
Advisor Group's State Street SPDR S&P Telecom ETF position peaked at $1.32M in Q1 2019.
40 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.