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

Atlas 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
2022 Q4	–	Sell	-16	Closed	-$1.23K	–	959
2022 Q3	$1.23K	Buy	+16	New	+$1.34K	﹤0.01%	853
2022 Q2	–	Sell	-15	Closed	-$1.39K	–	1031
2022 Q1	$1.39K	Sell	15 -33	-69%	-$3.02K	﹤0.01%	858
2021 Q4	$4.88K	Sell	48 -9	-16%	-$887	﹤0.01%	796
2021 Q3	$5.44K	Sell	57 -17	-23%	-$1.69K	﹤0.01%	801
2021 Q2	$7.57K	Sell	74 -4	-5%	-$393	﹤0.01%	783
2021 Q1	$7.32K	Sell	78 -5	-6%	-$469	﹤0.01%	713
2020 Q4	$7.03K	Buy	+83	New	+$6.34K	﹤0.01%	612
2020 Q3	–	Sell	-237	Closed	-$16.5K	–	611
2020 Q2	$16.5K	Hold	237	–	–	﹤0.01%	568
2020 Q1	$14K	Buy	237 +236	+23,600%	+$15.8K	﹤0.01%	557
2019 Q4	$69	Hold	1	–	–	﹤0.01%	627
2019 Q3	$67	Buy	+1	New	+$68	﹤0.01%	633
2018 Q4	–	Sell	-829	Closed	-$62.8K	–	604
2018 Q3	$62.8K	Sell	829 -1,312	-61%	-$98K	0.02%	404
2018 Q2	$160K	Sell	2,141 -2,260	-51%	-$161K	0.06%	295
2018 Q1	$303K	Buy	+4,401	New	+$308K	0.09%	248

Other funds holding XTL

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

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FMTCOCP

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

LOIM

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

Atlas Capital Advisors's XTL Position: Q4 2022 in Review

Atlas Capital Advisors sold out of State Street SPDR S&P Telecom ETF (XTL) in Q4 2022, closing a stake of 16 shares — an estimated $1.23K sold.

Atlas Capital Advisors first reported a position in XTL in Q1 2018 and held it in 14 quarters. The position peaked at $303K in Q1 2018. 40 funds tracked by Wall St. Rank hold XTL as of Q4 2022.

Atlas Capital Advisors reported no remaining State Street SPDR S&P Telecom ETF position as of Q4 2022 after selling out during the quarter.
Atlas Capital Advisors sold 16 State Street SPDR S&P Telecom ETF shares in Q4 2022, an estimated $1.23K.
Atlas Capital Advisors first reported a position in State Street SPDR S&P Telecom ETF in Q1 2018 and held it in 14 quarters.
Atlas Capital Advisors's State Street SPDR S&P Telecom ETF position peaked at $303K in Q1 2018.
40 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q4 2022.

Based on Atlas Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.