AJ Wealth Strategies’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

AJ Wealth Strategies’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
2023 Q2	$274K	Hold	3,526	–	–	0.01%	250
2023 Q1	$286K	Hold	3,526	–	–	0.01%	234
2022 Q4	$288K	Buy	+3,526	New	+$292K	0.02%	240

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

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

FMTCOCP

Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $394M AUM 18.41% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

RJA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LOIM

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

AJ Wealth Strategies's XTL Position: Q2 2023 in Review

AJ Wealth Strategies held its State Street SPDR S&P Telecom ETF (XTL) position steady in Q2 2023 at 3,526 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #250.

AJ Wealth Strategies first reported a position in XTL in Q4 2022 and has held it in 3 quarters since. The position peaked at $288K in Q4 2022. 41 funds tracked by Wall St. Rank hold XTL as of Q2 2023.

AJ Wealth Strategies held 3,526 shares of State Street SPDR S&P Telecom ETF worth $274K as of Q2 2023.
AJ Wealth Strategies left its State Street SPDR S&P Telecom ETF share count unchanged in Q2 2023.
State Street SPDR S&P Telecom ETF made up 0.01% of AJ Wealth Strategies's portfolio in Q2 2023, its #250 holding.
AJ Wealth Strategies first reported a position in State Street SPDR S&P Telecom ETF in Q4 2022 and has held it in 3 quarters since.
AJ Wealth Strategies's State Street SPDR S&P Telecom ETF position peaked at $288K in Q4 2022.
41 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.