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

Atticus 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
2025
Q1 		– Sell
-200
Closed -$21.4K – 538
2024
Q4 		$21.4K Buy
+200
New +$21.2K 0.01% 323

Other funds holding XTL

NHFG
New Harbor Financial Group Worcester, Massachusetts $567M AUM 41.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Atticus Wealth Management's XTL Position: Q1 2025 in Review

Atticus Wealth Management sold out of State Street SPDR S&P Telecom ETF (XTL) in Q1 2025, closing a stake of 200 shares — an estimated $21.4K sold.

Atticus Wealth Management first reported a position in XTL in Q4 2024 and held it in 1 quarter. The position peaked at $21.4K in Q4 2024. 46 funds tracked by Wall St. Rank hold XTL as of Q1 2025.

  • Atticus Wealth Management reported no remaining State Street SPDR S&P Telecom ETF position as of Q1 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 200 State Street SPDR S&P Telecom ETF shares in Q1 2025, an estimated $21.4K.
  • Atticus Wealth Management first reported a position in State Street SPDR S&P Telecom ETF in Q4 2024 and held it in 1 quarter.
  • Atticus Wealth Management's State Street SPDR S&P Telecom ETF position peaked at $21.4K in Q4 2024.
  • 46 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q1 2025.

Based on Atticus Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.