BFEC
XTL icon

Benjamin F. Edwards & Company’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$6K Hold
71
– – ﹤0.01% 1854
2024
Q1 		$5K Hold
71
– – ﹤0.01% 1890
2023
Q4 		$6K Buy
+71
New +$5.01K ﹤0.01% 1823
2022
Q4 		– Sell
-64
Closed -$5K – 1915
2022
Q3 		$5K Sell
64
-40
-38% -$3.35K ﹤0.01% 1574
2022
Q2 		$8K Sell
104
-112
-52% -$9.36K ﹤0.01% 1450
2022
Q1 		$20K Hold
216
– – ﹤0.01% 1235
2021
Q4 		$22K Sell
216
-75
-26% -$7.39K ﹤0.01% 1227
2021
Q3 		$28K Sell
291
-111
-28% -$11K ﹤0.01% 1167
2021
Q2 		$41K Sell
402
-3,657
-90% -$359K ﹤0.01% 1074
2021
Q1 		$381K Sell
4,059
-9
-0.2% -$844 0.02% 517
2020
Q4 		$345K Sell
4,068
-498
-11% -$38.1K 0.02% 510
2020
Q3 		$308K Buy
4,566
+1,293
+40% +$93.7K 0.02% 498
2020
Q2 		$228K Buy
3,273
+1,910
+140% +$128K 0.02% 542
2020
Q1 		$81K Sell
1,363
-422
-24% -$28.2K 0.01% 747
2019
Q4 		$125K Sell
1,785
-98
-5% -$6.64K 0.01% 728
2019
Q3 		$126K Buy
1,883
+654
+53% +$44.7K 0.01% 682
2019
Q2 		$83K Buy
1,229
+10
+0.8% +$702 0.01% 758
2019
Q1 		$86K Sell
1,219
-41
-3% -$2.85K 0.01% 724
2018
Q4 		$79K Sell
1,260
-6,908
-85% -$478K 0.01% 728
2018
Q3 		$623K Sell
8,168
-159
-2% -$11.9K 0.06% 294
2018
Q2 		$602K Buy
8,327
+612
+8% +$43.6K 0.06% 293
2018
Q1 		$531K Buy
7,715
+143
+2% +$10K 0.05% 320
2017
Q4 		$517K Buy
7,572
+5,833
+335% +$402K 0.05% 308
2017
Q3 		$121K Buy
1,739
+31
+2% +$2.18K 0.01% 566
2017
Q2 		$121K Buy
1,708
+334
+24% +$23.7K 0.02% 533
2017
Q1 		$97K Buy
1,374
+10
+0.7% +$709 0.01% 557
2016
Q4 		$95K Buy
1,364
+189
+16% +$12.6K 0.02% 512
2016
Q3 		$77K Buy
1,175
+300
+34% +$18.8K 0.01% 470
2016
Q2 		$51K Buy
875
+132
+18% +$7.53K 0.01% 511
2016
Q1 		$42K Buy
743
+2
+0.3% +$106 0.01% 545
2015
Q4 		$42K Buy
741
+48
+7% +$2.72K 0.01% 553
2015
Q3 		$37K Sell
693
-201
-22% -$11.2K 0.01% 588
2015
Q2 		$51K Sell
894
-302
-25% -$18K 0.01% 594
2015
Q1 		$70K Sell
1,196
-337
-22% -$19.6K 0.01% 505
2014
Q4 		$89K Sell
1,533
-52
-3% -$2.9K 0.02% 416
2014
Q3 		$88K Buy
1,585
+700
+79% +$39.4K 0.02% 416
2014
Q2 		$50K Buy
885
+150
+20% +$8.33K 0.01% 476
2014
Q1 		$42K Sell
735
-287
-28% -$16.2K 0.01% 471
2013
Q4 		$57K Buy
1,022
+435
+74% +$23K 0.02% 421
2013
Q3 		$31K Buy
587
+418
+247% +$21.4K 0.01% 458
2013
Q2 		$8K Buy
+169
New +$7.99K ﹤0.01% 616

Other funds holding XTL

SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $394M AUM 18.41% 1-Year Est. Return
LOIM
Liberty One Investment Management Libertyville, Illinois $1B AUM 16.53% 1-Year Est. Return

Benjamin F. Edwards & Company's XTL Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its State Street SPDR S&P Telecom ETF (XTL) position steady in Q2 2024 at 71 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1854.

Benjamin F. Edwards & Company first reported a position in XTL in Q2 2013 and has held it in 41 quarters since. The position peaked at $623K in Q3 2018. 36 funds tracked by Wall St. Rank hold XTL as of Q2 2024.

  • Benjamin F. Edwards & Company held 71 shares of State Street SPDR S&P Telecom ETF worth $6K as of Q2 2024.
  • Benjamin F. Edwards & Company left its State Street SPDR S&P Telecom ETF share count unchanged in Q2 2024.
  • State Street SPDR S&P Telecom ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1854 holding.
  • Benjamin F. Edwards & Company first reported a position in State Street SPDR S&P Telecom ETF in Q2 2013 and has held it in 41 quarters since.
  • Benjamin F. Edwards & Company's State Street SPDR S&P Telecom ETF position peaked at $623K in Q3 2018.
  • 36 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.