Atria Wealth Solutions’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Atria Wealth Solutions’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
2023 Q2	–	Sell	-2,550	Closed	-$207K	–	2001
2023 Q1	$207K	Buy	+2,550	New	+$211K	﹤0.01%	1659

Other funds holding XTL

WPW

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

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

FMTCOCP

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

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

RJA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LOIM

Liberty One Investment Management Libertyville, Illinois $1B AUM 16.53% 1-Year Est. Return

Atria Wealth Solutions's XTL Position: Q2 2023 in Review

Atria Wealth Solutions sold out of State Street SPDR S&P Telecom ETF (XTL) in Q2 2023, closing a stake of 2,550 shares — an estimated $207K sold.

Atria Wealth Solutions first reported a position in XTL in Q1 2023 and held it in 1 quarter. The position peaked at $207K in Q1 2023. 41 funds tracked by Wall St. Rank hold XTL as of Q2 2023.

Atria Wealth Solutions reported no remaining State Street SPDR S&P Telecom ETF position as of Q2 2023 after selling out during the quarter.
Atria Wealth Solutions sold 2,550 State Street SPDR S&P Telecom ETF shares in Q2 2023, an estimated $207K.
Atria Wealth Solutions first reported a position in State Street SPDR S&P Telecom ETF in Q1 2023 and held it in 1 quarter.
Atria Wealth Solutions's State Street SPDR S&P Telecom ETF position peaked at $207K in Q1 2023.
41 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q2 2023.

Based on Atria Wealth Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.