Atlas Private Wealth Management’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Atlas Private Wealth Management’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
2021 Q2	–	Sell	-113	Closed	-$11K	–	397
2021 Q1	$11K	Sell	113 -3,853	-97%	-$361K	0.01%	309
2020 Q4	$336K	Buy	3,966 +263	+7%	+$20.1K	0.24%	88
2020 Q3	$250K	Buy	3,703 +55	+2%	+$3.98K	0.2%	97
2020 Q2	$254K	Sell	3,648 -653	-15%	-$43.8K	0.2%	97
2020 Q1	$255K	Buy	4,301 +105	+3%	+$7.02K	0.24%	92
2019 Q4	$294K	Buy	+4,196	New	+$284K	0.23%	103

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

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

FMTCOCP

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LOIM

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

RJFSA

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

Atlas Private Wealth Management's XTL Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of State Street SPDR S&P Telecom ETF (XTL) in Q2 2021, closing a stake of 113 shares — an estimated $11K sold.

Atlas Private Wealth Management first reported a position in XTL in Q4 2019 and held it in 6 quarters. The position peaked at $336K in Q4 2020. 46 funds tracked by Wall St. Rank hold XTL as of Q2 2021.

Atlas Private Wealth Management reported no remaining State Street SPDR S&P Telecom ETF position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 113 State Street SPDR S&P Telecom ETF shares in Q2 2021, an estimated $11K.
Atlas Private Wealth Management first reported a position in State Street SPDR S&P Telecom ETF in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's State Street SPDR S&P Telecom ETF position peaked at $336K in Q4 2020.
46 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.