Advisors Capital Management’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Advisors Capital Management’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
2022 Q2	–	Sell	-5,743	Closed	-$533K	–	468
2022 Q1	$533K	Sell	5,743 -77,206	-93%	-$7.06M	0.01%	305
2021 Q4	$8.44M	Buy	+82,949	New	+$8.18M	0.23%	114

Other funds holding XTL

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

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

FMTCOCP

Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $367M AUM 17.86% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LOIM

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

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

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

Advisors Capital Management's XTL Position: Q2 2022 in Review

Advisors Capital Management sold out of State Street SPDR S&P Telecom ETF (XTL) in Q2 2022, closing a stake of 5,743 shares — an estimated $533K sold.

Advisors Capital Management first reported a position in XTL in Q4 2021 and held it in 2 quarters. The position peaked at $8.44M in Q4 2021. 32 funds tracked by Wall St. Rank hold XTL as of Q2 2022.

Advisors Capital Management reported no remaining State Street SPDR S&P Telecom ETF position as of Q2 2022 after selling out during the quarter.
Advisors Capital Management sold 5,743 State Street SPDR S&P Telecom ETF shares in Q2 2022, an estimated $533K.
Advisors Capital Management first reported a position in State Street SPDR S&P Telecom ETF in Q4 2021 and held it in 2 quarters.
Advisors Capital Management's State Street SPDR S&P Telecom ETF position peaked at $8.44M in Q4 2021.
32 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q2 2022.

Based on Advisors Capital Management's 13F filing for Q2 2022, filed 12 Aug 2022.