Ameritas Advisory Services’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Ameritas Advisory Services’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	$218K	Buy	+957	New	+$213K	﹤0.01%	1064
2025 Q4	–	Sell	-827	Closed	-$116K	–	2144
2025 Q3	$116K	Hold	827	–	–	0.01%	789
2025 Q2	$97K	Buy	+827	New	+$84K	0.01%	1005
2023 Q2	–	Sell	-2,457	Closed	-$195K	–	2574
2023 Q1	$195K	Sell	2,457 -2,295	-48%	-$190K	0.01%	780
2022 Q4	$388K	Buy	4,752 +1,583	+50%	+$131K	0.02%	619
2022 Q3	$243K	Sell	3,169 -38	-1%	-$3.18K	0.01%	650
2022 Q2	$249K	Buy	3,207 +4	+0.1%	+$334	0.01%	685
2022 Q1	$297K	Sell	3,203 -682	-18%	-$62.4K	0.01%	664
2021 Q4	$395K	Buy	+3,885	New	+$383K	0.01%	567

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 $659M AUM 41.82% 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

Ameritas Advisory Services's XTL Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in State Street SPDR S&P Telecom ETF (XTL) in Q2 2026: 957 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #1064 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in XTL as recently as Q3 2025.

Ameritas Advisory Services first reported a position in XTL in Q4 2021 and has held it in 9 quarters since. The position peaked at $395K in Q4 2021. 125 funds tracked by Wall St. Rank hold XTL as of Q2 2026.

Ameritas Advisory Services held 957 shares of State Street SPDR S&P Telecom ETF worth $218K as of Q2 2026.
State Street SPDR S&P Telecom ETF was a new Ameritas Advisory Services position in Q2 2026.
State Street SPDR S&P Telecom ETF made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1064 holding.
Ameritas Advisory Services first reported a position in State Street SPDR S&P Telecom ETF in Q4 2021 and has held it in 9 quarters since.
Ameritas Advisory Services's State Street SPDR S&P Telecom ETF position peaked at $395K in Q4 2021.
125 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.