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 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	-$671	–	4329
2022 Q3	$671	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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UOIF

University of Illinois Foundation Champaign, Illinois $487M AUM 32.41% 1-Year Est. Return

MWM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

FGA

Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

Bank of Montreal's XTL Position: Q1 2026 in Review

Bank of Montreal opened a new position in State Street SPDR S&P Telecom ETF (XTL) in Q1 2026: 1,559 shares worth $293K. The stake represents ﹤0.01% of the portfolio and ranks #2695 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in XTL as recently as Q3 2023.

Bank of Montreal first reported a position in XTL in Q4 2018 and has held it in 4 quarters since. The position peaked at $981K in Q4 2018. 95 funds tracked by Wall St. Rank hold XTL as of Q1 2026.

Bank of Montreal held 1,559 shares of State Street SPDR S&P Telecom ETF worth $293K as of Q1 2026.
State Street SPDR S&P Telecom ETF was a new Bank of Montreal position in Q1 2026.
State Street SPDR S&P Telecom ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2695 holding.
Bank of Montreal first reported a position in State Street SPDR S&P Telecom ETF in Q4 2018 and has held it in 4 quarters since.
Bank of Montreal's State Street SPDR S&P Telecom ETF position peaked at $981K in Q4 2018.
95 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.