BRWA
XTL icon

B. Riley Wealth Advisors’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

B. Riley Wealth 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
2026
Q2 		– Sell
-5,701
Closed -$1.03M – 1015
2026
Q1 		$1.03M Buy
+5,701
New +$999K 0.07% 283
2016
Q4 		– Sell
-6,846
Closed -$450K – 649
2016
Q3 		$450K Sell
6,846
-69
-1% -$4.33K 0.09% 291
2016
Q2 		$401K Sell
6,915
-70
-1% -$4K 0.08% 311
2016
Q1 		$399K Buy
6,985
+120
+2% +$6.33K 0.09% 273
2015
Q4 		$386K Buy
6,865
+325
+5% +$18.4K 0.08% 297
2015
Q3 		$347K Buy
6,540
+290
+5% +$16.2K 0.08% 310
2015
Q2 		$360K Hold
6,250
– – 0.09% 281
2015
Q1 		$365K Buy
6,250
+110
+2% +$6.4K 0.09% 298
2014
Q4 		$355 Sell
6,140
-110
-2% -$6.13K 0.01% 1040
2014
Q3 		$346K Sell
6,250
-4,350
-41% -$245K 0.09% 306
2014
Q2 		$299K Buy
10,600
+6,410
+153% +$356K 0.07% 317
2014
Q1 		$239K Buy
4,190
+1,540
+58% +$86.8K 0.07% 322
2013
Q4 		$147K Buy
+2,650
New +$140K 0.05% 441

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
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
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

B. Riley Wealth Advisors's XTL Position: Q2 2026 in Review

B. Riley Wealth Advisors sold out of State Street SPDR S&P Telecom ETF (XTL) in Q2 2026, closing a stake of 5,701 shares — an estimated $1.03M sold.

B. Riley Wealth Advisors first reported a position in XTL in Q4 2013 and held it in 13 quarters. The position peaked at $1.03M in Q1 2026. 22 funds tracked by Wall St. Rank hold XTL as of Q2 2026.

  • B. Riley Wealth Advisors reported no remaining State Street SPDR S&P Telecom ETF position as of Q2 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 5,701 State Street SPDR S&P Telecom ETF shares in Q2 2026, an estimated $1.03M.
  • B. Riley Wealth Advisors first reported a position in State Street SPDR S&P Telecom ETF in Q4 2013 and held it in 13 quarters.
  • B. Riley Wealth Advisors's State Street SPDR S&P Telecom ETF position peaked at $1.03M in Q1 2026.
  • 22 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.