AWM
XTL icon

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

Avior 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
2026
Q2 		$823K Buy
3,616
+209
+6% +$46.5K 0.02% 405
2026
Q1 		$641K Buy
3,407
+135
+4% +$23.7K 0.02% 464
2025
Q4 		$501K Buy
+3,272
New +$486K 0.02% 457

Other funds holding XTL

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
WFP
Worthington Financial Partners Worthington, Ohio $121M AUM
MSWA
Marshall & Sterling Wealth Advisors Poughkeepsie, New York $169M AUM 17.92% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

Avior Wealth Management's XTL Position: Q2 2026 in Review

Avior Wealth Management increased its State Street SPDR S&P Telecom ETF (XTL) stake by 6.1% in Q2 2026, buying an estimated $46.5K and bringing the position to 3,616 shares worth $823K. The position accounts for 0.02% of the portfolio, ranked #405.

Avior Wealth Management first reported a position in XTL in Q4 2025 and has held it in 3 quarters since. 22 funds tracked by Wall St. Rank hold XTL as of Q2 2026.

  • Avior Wealth Management held 3,616 shares of State Street SPDR S&P Telecom ETF worth $823K as of Q2 2026.
  • Avior Wealth Management bought 209 State Street SPDR S&P Telecom ETF shares in Q2 2026, an estimated $46.5K.
  • State Street SPDR S&P Telecom ETF made up 0.02% of Avior Wealth Management's portfolio in Q2 2026, its #405 holding.
  • Avior Wealth Management first reported a position in State Street SPDR S&P Telecom ETF in Q4 2025 and has held it in 3 quarters since.
  • 22 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.