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

Cary Street Partners 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
2020
Q4 		– Sell
-115
Closed -$8K – 898
2020
Q3 		$8K Buy
+115
New +$8.33K ﹤0.01% 796

Other funds holding XTL

WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LOIM
Liberty One Investment Management Libertyville, Illinois $970M AUM 12.15% 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 $394M AUM 18.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cary Street Partners Investment Advisory's XTL Position: Q4 2020 in Review

Cary Street Partners Investment Advisory sold out of State Street SPDR S&P Telecom ETF (XTL) in Q4 2020, closing a stake of 115 shares — an estimated $8K sold.

Cary Street Partners Investment Advisory first reported a position in XTL in Q3 2020 and held it in 1 quarter. The position peaked at $8K in Q3 2020. 36 funds tracked by Wall St. Rank hold XTL as of Q4 2020.

  • Cary Street Partners Investment Advisory reported no remaining State Street SPDR S&P Telecom ETF position as of Q4 2020 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 115 State Street SPDR S&P Telecom ETF shares in Q4 2020, an estimated $8K.
  • Cary Street Partners Investment Advisory first reported a position in State Street SPDR S&P Telecom ETF in Q3 2020 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's State Street SPDR S&P Telecom ETF position peaked at $8K in Q3 2020.
  • 36 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q4 2020.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.