Aptus Capital Advisors’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Aptus Capital Advisors’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	$2.5K	Buy	+11	New	+$2.45K	﹤0.01%	1710
2024 Q2	–	Sell	-28	Closed	-$2.08K	–	1241
2024 Q1	$2.08K	Buy	+28	New	+$2.14K	﹤0.01%	1128
2021 Q3	–	Sell	-124	Closed	-$13K	–	621
2021 Q2	$13K	Hold	124	–	–	﹤0.01%	488
2021 Q1	$12K	Hold	124	–	–	﹤0.01%	458
2020 Q4	$10K	Hold	124	–	–	﹤0.01%	421
2020 Q3	$8K	Hold	124	–	–	﹤0.01%	426
2020 Q2	$8K	Hold	124	–	–	﹤0.01%	377
2020 Q1	$7K	Hold	124	–	–	﹤0.01%	370
2019 Q4	$8K	Hold	124	–	–	﹤0.01%	463
2019 Q3	$8K	Buy	+124	New	+$8.48K	﹤0.01%	445

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

Aptus Capital Advisors's XTL Position: Q2 2026 in Review

Aptus Capital Advisors opened a new position in State Street SPDR S&P Telecom ETF (XTL) in Q2 2026: 11 shares worth $2.5K. The stake represents ﹤0.01% of the portfolio and ranks #1710 among its holdings. This is a return to the name: Aptus Capital Advisors previously reported a position in XTL as recently as Q1 2024.

Aptus Capital Advisors first reported a position in XTL in Q3 2019 and has held it in 10 quarters since. The position peaked at $13K in Q2 2021. 126 funds tracked by Wall St. Rank hold XTL as of Q2 2026.

Aptus Capital Advisors held 11 shares of State Street SPDR S&P Telecom ETF worth $2.5K as of Q2 2026.
State Street SPDR S&P Telecom ETF was a new Aptus Capital Advisors position in Q2 2026.
State Street SPDR S&P Telecom ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1710 holding.
Aptus Capital Advisors first reported a position in State Street SPDR S&P Telecom ETF in Q3 2019 and has held it in 10 quarters since.
Aptus Capital Advisors's State Street SPDR S&P Telecom ETF position peaked at $13K in Q2 2021.
126 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.