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
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

SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

FMTCOCP

Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $367M AUM 17.86% 1-Year Est. Return

LOIM

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

Aptus Capital Advisors's XTL Position: Q2 2024 in Review

Aptus Capital Advisors sold out of State Street SPDR S&P Telecom ETF (XTL) in Q2 2024, closing a stake of 28 shares — an estimated $2.08K sold.

Aptus Capital Advisors first reported a position in XTL in Q3 2019 and held it in 9 quarters. The position peaked at $13K in Q2 2021. 36 funds tracked by Wall St. Rank hold XTL as of Q2 2024.

Aptus Capital Advisors reported no remaining State Street SPDR S&P Telecom ETF position as of Q2 2024 after selling out during the quarter.
Aptus Capital Advisors sold 28 State Street SPDR S&P Telecom ETF shares in Q2 2024, an estimated $2.08K.
Aptus Capital Advisors first reported a position in State Street SPDR S&P Telecom ETF in Q3 2019 and held it in 9 quarters.
Aptus Capital Advisors's State Street SPDR S&P Telecom ETF position peaked at $13K in Q2 2021.
36 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q2 2024.

Based on Aptus Capital Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.