Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Cambridge Investment Research 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
Q1 		$6.81M Buy
36,214
+20,103
+125% +$3.52M 0.02% 794
2025
Q4 		$2.47M Buy
16,111
+4,199
+35% +$623K 0.01% 1364
2025
Q3 		$1.67M Sell
11,912
-4,601
-28% -$590K ﹤0.01% 1637
2025
Q2 		$1.94M Buy
16,513
+11,845
+254% +$1.2M 0.01% 1457
2025
Q1 		$467K Sell
4,668
-12,592
-73% -$1.35M ﹤0.01% 2514
2024
Q4 		$1.85M Buy
+17,260
New +$1.83M 0.01% 1414
2023
Q2 		– Sell
-18,598
Closed -$1.51M – 3309
2023
Q1 		$1.51M Buy
18,598
+13,865
+293% +$1.15M 0.01% 1306
2022
Q4 		$386K Buy
4,733
+116
+3% +$9.6K ﹤0.01% 2235
2022
Q3 		$355K Buy
+4,617
New +$387K ﹤0.01% 2234
2022
Q1 		– Sell
-2,782
Closed -$283K – 3332
2021
Q4 		$283K Buy
2,782
+111
+4% +$10.9K ﹤0.01% 2574
2021
Q3 		$255K Sell
2,671
-1,830
-41% -$181K ﹤0.01% 2602
2021
Q2 		$460K Buy
4,501
+906
+25% +$89K ﹤0.01% 2125
2021
Q1 		$338K Buy
+3,595
New +$337K ﹤0.01% 2198
2017
Q4 		– Sell
-3,044
Closed -$212K – 2164
2017
Q3 		$212K Sell
3,044
-930
-23% -$65.3K ﹤0.01% 1786
2017
Q2 		$281K Sell
3,974
-1,264
-24% -$89.8K ﹤0.01% 1547
2017
Q1 		$372K Buy
5,238
+1,261
+32% +$89.4K 0.01% 1234
2016
Q4 		$276K Buy
3,977
+197
+5% +$13.1K 0.01% 1322
2016
Q3 		$248K Hold
3,780
– – ﹤0.01% 1415
2016
Q2 		$219K Hold
3,780
– – ﹤0.01% 1339
2016
Q1 		$216K Buy
3,780
+115
+3% +$6.07K ﹤0.01% 1359
2015
Q4 		$206K Buy
+3,665
New +$207K ﹤0.01% 1355
2015
Q3 		– Sell
-3,665
Closed -$211K – 1599
2015
Q2 		$211K Buy
3,665
+160
+5% +$9.54K 0.01% 1262
2015
Q1 		$205K Buy
+3,505
New +$204K 0.01% 1241

Other funds holding XTL

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Cambridge Investment Research Advisors's XTL Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its State Street SPDR S&P Telecom ETF (XTL) stake by 125% in Q1 2026, buying an estimated $3.52M and bringing the position to 36,214 shares worth $6.81M. The position accounts for 0.02% of the portfolio, ranked #794.

Cambridge Investment Research Advisors first reported a position in XTL in Q1 2015 and has held it in 23 quarters since. 95 funds tracked by Wall St. Rank hold XTL as of Q1 2026.

  • Cambridge Investment Research Advisors held 36,214 shares of State Street SPDR S&P Telecom ETF worth $6.81M as of Q1 2026.
  • Cambridge Investment Research Advisors bought 20,103 State Street SPDR S&P Telecom ETF shares in Q1 2026, an estimated $3.52M.
  • State Street SPDR S&P Telecom ETF made up 0.02% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #794 holding.
  • Cambridge Investment Research Advisors first reported a position in State Street SPDR S&P Telecom ETF in Q1 2015 and has held it in 23 quarters since.
  • 95 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.