CIA
XTL icon

Cape Investment Advisory’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Cape Investment Advisory’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
Q3 		$316K Buy
1,555
+1,142
+277% +$241K 0.08% 180
2026
Q2 		$94K Sell
413
-1,142
-73% -$254K 0.03% 358
2026
Q1 		$292K Sell
1,555
-10
-0.6% -$1.75K 0.1% 177
2025
Q4 		$240K Sell
1,565
-25
-2% -$3.71K 0.07% 191
2025
Q3 		$222K Sell
1,590
-185
-10% -$23.7K 0.22% 107
2025
Q2 		$208K Sell
1,775
-28
-2% -$2.85K 0.08% 182
2025
Q1 		$180K Sell
1,803
-21
-1% -$2.24K 0.07% 187
2024
Q4 		$195K Hold
1,824
– – 0.08% 172
2024
Q3 		$184K Sell
1,824
-145
-7% -$13K 0.07% 176
2024
Q2 		$152K Sell
1,969
-172
-8% -$12.5K 0.07% 181
2024
Q1 		$159K Buy
2,141
+487
+29% +$37.3K 0.07% 168
2023
Q4 		$132K Hold
1,654
– – 0.06% 186
2023
Q3 		$117K Buy
1,654
+162
+11% +$12K 0.07% 189
2023
Q2 		$116K Buy
1,492
+252
+20% +$18.8K 0.06% 190
2023
Q1 		$101K Buy
+1,240
New +$103K 0.06% 190

Other funds holding XTL

MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
WFP
Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Cape Investment Advisory's XTL Position: Q3 2026 in Review

Cape Investment Advisory increased its State Street SPDR S&P Telecom ETF (XTL) stake by 277% in Q3 2026, buying an estimated $241K and bringing the position to 1,555 shares worth $316K. The position accounts for 0.08% of the portfolio, ranked #180.

Cape Investment Advisory first reported a position in XTL in Q1 2023 and has held it in 15 quarters since. 13 funds tracked by Wall St. Rank hold XTL as of Q3 2026.

  • Cape Investment Advisory held 1,555 shares of State Street SPDR S&P Telecom ETF worth $316K as of Q3 2026.
  • Cape Investment Advisory bought 1,142 State Street SPDR S&P Telecom ETF shares in Q3 2026, an estimated $241K.
  • State Street SPDR S&P Telecom ETF made up 0.08% of Cape Investment Advisory's portfolio in Q3 2026, its #180 holding.
  • Cape Investment Advisory first reported a position in State Street SPDR S&P Telecom ETF in Q1 2023 and has held it in 15 quarters since.
  • 13 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.