CHA
XTL icon

Carmichael Hill & Associates’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Carmichael Hill & Associates’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
2023
Q4 		– Sell
-170
Closed -$12.1K – 820
2023
Q3 		$12.1K Sell
170
-79
-32% -$5.87K 0.01% 539
2023
Q2 		$19.3K Hold
249
– – 0.01% 475
2023
Q1 		$20.2K Hold
249
– – 0.01% 454
2022
Q4 		$20.3K Hold
249
– – 0.01% 464
2022
Q3 		$19K Buy
+249
New +$20.9K 0.01% 484

Other funds holding XTL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $367M AUM 17.86% 1-Year Est. Return
LOIM
Liberty One Investment Management Libertyville, Illinois $970M AUM 12.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Carmichael Hill & Associates's XTL Position: Q4 2023 in Review

Carmichael Hill & Associates sold out of State Street SPDR S&P Telecom ETF (XTL) in Q4 2023, closing a stake of 170 shares — an estimated $12.1K sold.

Carmichael Hill & Associates first reported a position in XTL in Q3 2022 and held it in 5 quarters. The position peaked at $20.3K in Q4 2022. 35 funds tracked by Wall St. Rank hold XTL as of Q4 2023.

  • Carmichael Hill & Associates reported no remaining State Street SPDR S&P Telecom ETF position as of Q4 2023 after selling out during the quarter.
  • Carmichael Hill & Associates sold 170 State Street SPDR S&P Telecom ETF shares in Q4 2023, an estimated $12.1K.
  • Carmichael Hill & Associates first reported a position in State Street SPDR S&P Telecom ETF in Q3 2022 and held it in 5 quarters.
  • Carmichael Hill & Associates's State Street SPDR S&P Telecom ETF position peaked at $20.3K in Q4 2022.
  • 35 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q4 2023.

Based on Carmichael Hill & Associates's 13F filing for Q4 2023, filed 23 Jan 2024.