Bank of Montreal’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Bank of Montreal’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	-1,559	Closed	-$293K	–	4087
2026 Q1	$293K	Buy	+1,559	New	+$273K	﹤0.01%	2695
2023 Q4	–	Sell	-3	Closed	-$233	–	4342
2023 Q3	$233	Buy	+3	New	+$223	﹤0.01%	3747
2022 Q4	–	Sell	-7,962	Closed	-$671K	–	4329
2022 Q3	$671K	Buy	+7,962	New	+$667K	﹤0.01%	2403
2019 Q1	–	Sell	-15,635	Closed	-$981K	–	4803
2018 Q4	$981K	Buy	+15,635	New	+$1.08M	﹤0.01%	1899

Other funds holding XTL

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

PWM

Parkway Wealth Management Plano, Texas $866M AUM

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

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Bank of Montreal's XTL Position: Q2 2026 in Review

Bank of Montreal sold out of State Street SPDR S&P Telecom ETF (XTL) in Q2 2026, closing a stake of 1,559 shares — an estimated $293K sold.

Bank of Montreal first reported a position in XTL in Q4 2018 and held it in 4 quarters. The position peaked at $981K in Q4 2018. 125 funds tracked by Wall St. Rank hold XTL as of Q2 2026.

Bank of Montreal reported no remaining State Street SPDR S&P Telecom ETF position as of Q2 2026 after selling out during the quarter.
Bank of Montreal sold 1,559 State Street SPDR S&P Telecom ETF shares in Q2 2026, an estimated $293K.
Bank of Montreal first reported a position in State Street SPDR S&P Telecom ETF in Q4 2018 and held it in 4 quarters.
Bank of Montreal's State Street SPDR S&P Telecom ETF position peaked at $981K in Q4 2018.
125 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.