AAS
XTL icon

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
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

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return