Arkadios Wealth Advisors’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Arkadios Wealth 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 Q1	–	Sell	-5,044	Closed	-$773K	–	1802
2025 Q4	$773K	Buy	5,044 +603	+14%	+$89.5K	0.02%	818
2025 Q3	$621K	Buy	+4,441	New	+$570K	0.01%	844
2021 Q4	–	Sell	-93	Closed	-$8K	–	1816
2021 Q3	$8K	Sell	93 -228	-71%	-$22.6K	﹤0.01%	1509
2021 Q2	$32K	Buy	+321	New	+$31.5K	﹤0.01%	1103

Other funds holding XTL

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UOIF

University of Illinois Foundation Champaign, Illinois $560M AUM 40.13% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 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

FGA

Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

Arkadios Wealth Advisors's XTL Position: Q1 2026 in Review

Arkadios Wealth Advisors sold out of State Street SPDR S&P Telecom ETF (XTL) in Q1 2026, closing a stake of 5,044 shares — an estimated $773K sold.

Arkadios Wealth Advisors first reported a position in XTL in Q2 2021 and held it in 4 quarters. The position peaked at $773K in Q4 2025. 95 funds tracked by Wall St. Rank hold XTL as of Q1 2026.

Arkadios Wealth Advisors reported no remaining State Street SPDR S&P Telecom ETF position as of Q1 2026 after selling out during the quarter.
Arkadios Wealth Advisors sold 5,044 State Street SPDR S&P Telecom ETF shares in Q1 2026, an estimated $773K.
Arkadios Wealth Advisors first reported a position in State Street SPDR S&P Telecom ETF in Q2 2021 and held it in 4 quarters.
Arkadios Wealth Advisors's State Street SPDR S&P Telecom ETF position peaked at $773K in Q4 2025.
95 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.