AE Wealth Management’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

AE Wealth 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
2026 Q2	$7.96K	Sell	35 -275	-89%	-$61.2K	﹤0.01%	2417
2026 Q1	$58.3K	Hold	310	–	–	﹤0.01%	1929
2025 Q4	$47.5K	Buy	310 +53	+21%	+$7.87K	﹤0.01%	1859
2025 Q3	$36K	Buy	257 +1	+0.4%	+$128	﹤0.01%	1783
2025 Q2	$30K	Sell	256 -713	-74%	-$72.4K	﹤0.01%	1689
2025 Q1	$96.9K	Buy	969 +34	+4%	+$3.63K	﹤0.01%	1448
2024 Q4	$100K	Buy	+935	New	+$98.9K	﹤0.01%	1427

Other funds holding XTL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PWM

Parkway Wealth Management Plano, Texas $866M AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AE Wealth Management's XTL Position: Q2 2026 in Review

AE Wealth Management reduced its State Street SPDR S&P Telecom ETF (XTL) stake by 89% in Q2 2026, selling an estimated $61.2K and leaving 35 shares worth $7.96K. The position accounts for ﹤0.01% of the portfolio, ranked #2417.

AE Wealth Management first reported a position in XTL in Q4 2024 and has held it in 7 quarters since. The position peaked at $100K in Q4 2024. 125 funds tracked by Wall St. Rank hold XTL as of Q2 2026.

AE Wealth Management held 35 shares of State Street SPDR S&P Telecom ETF worth $7.96K as of Q2 2026.
AE Wealth Management sold 275 State Street SPDR S&P Telecom ETF shares in Q2 2026, an estimated $61.2K.
State Street SPDR S&P Telecom ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2417 holding.
AE Wealth Management first reported a position in State Street SPDR S&P Telecom ETF in Q4 2024 and has held it in 7 quarters since.
AE Wealth Management's State Street SPDR S&P Telecom ETF position peaked at $100K in Q4 2024.
125 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.