Cassaday & Co Wealth Management’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Cassaday & Co Wealth Management’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 Q2	–	Sell	-14	Closed	-$2.56K	–	1442
2026 Q1	$2.56K	Buy	+14	New	+$2.45K	﹤0.01%	1043

Other funds holding XTL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PWM

Parkway Wealth Management Plano, Texas $866M AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cassaday & Co Wealth Management's XTL Position: Q2 2026 in Review

Cassaday & Co Wealth Management sold out of State Street SPDR S&P Telecom ETF (XTL) in Q2 2026, closing a stake of 14 shares — an estimated $2.56K sold.

Cassaday & Co Wealth Management first reported a position in XTL in Q1 2026 and held it in 1 quarter. The position peaked at $2.56K in Q1 2026. 126 funds tracked by Wall St. Rank hold XTL as of Q2 2026.

Cassaday & Co Wealth Management reported no remaining State Street SPDR S&P Telecom ETF position as of Q2 2026 after selling out during the quarter.
Cassaday & Co Wealth Management sold 14 State Street SPDR S&P Telecom ETF shares in Q2 2026, an estimated $2.56K.
Cassaday & Co Wealth Management first reported a position in State Street SPDR S&P Telecom ETF in Q1 2026 and held it in 1 quarter.
Cassaday & Co Wealth Management's State Street SPDR S&P Telecom ETF position peaked at $2.56K in Q1 2026.
126 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.