Ameritas Investment Partners’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Ameritas Investment Partners’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 Q3	–	Sell	-160	Closed	-$12.4K	–	3127
2023 Q2	$12.4K	Hold	160	–	–	﹤0.01%	2826
2023 Q1	$13K	Buy	160 +1	+0.6%	+$83	﹤0.01%	2627
2022 Q4	$13K	Hold	159	–	–	﹤0.01%	2730
2022 Q3	$12K	Hold	159	–	–	﹤0.01%	2759
2022 Q2	$12K	Hold	159	–	–	﹤0.01%	2794
2022 Q1	$14K	Buy	159 +1	+0.6%	+$91	﹤0.01%	2695
2021 Q4	$16K	Buy	+158	New	+$15.6K	﹤0.01%	2746

Other funds holding XTL

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FMTCOCP

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

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 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

Ameritas Investment Partners's XTL Position: Q3 2023 in Review

Ameritas Investment Partners sold out of State Street SPDR S&P Telecom ETF (XTL) in Q3 2023, closing a stake of 160 shares — an estimated $12.4K sold.

Ameritas Investment Partners first reported a position in XTL in Q4 2021 and held it in 7 quarters. The position peaked at $16K in Q4 2021. 41 funds tracked by Wall St. Rank hold XTL as of Q3 2023.

Ameritas Investment Partners reported no remaining State Street SPDR S&P Telecom ETF position as of Q3 2023 after selling out during the quarter.
Ameritas Investment Partners sold 160 State Street SPDR S&P Telecom ETF shares in Q3 2023, an estimated $12.4K.
Ameritas Investment Partners first reported a position in State Street SPDR S&P Telecom ETF in Q4 2021 and held it in 7 quarters.
Ameritas Investment Partners's State Street SPDR S&P Telecom ETF position peaked at $16K in Q4 2021.
41 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q3 2023.

Based on Ameritas Investment Partners's 13F filing for Q3 2023, filed 13 Nov 2023.