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Castleark Management’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Castleark 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
2025
Q4 		– Sell
-59,740
Closed -$8.36M – 345
2025
Q3 		$8.36M Buy
+59,740
New +$7.66M 0.23% 83

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Castleark Management's XTL Position: Q4 2025 in Review

Castleark Management sold out of State Street SPDR S&P Telecom ETF (XTL) in Q4 2025, closing a stake of 59,740 shares — an estimated $8.36M sold.

Castleark Management first reported a position in XTL in Q3 2025 and held it in 1 quarter. The position peaked at $8.36M in Q3 2025. 67 funds tracked by Wall St. Rank hold XTL as of Q4 2025.

  • Castleark Management reported no remaining State Street SPDR S&P Telecom ETF position as of Q4 2025 after selling out during the quarter.
  • Castleark Management sold 59,740 State Street SPDR S&P Telecom ETF shares in Q4 2025, an estimated $8.36M.
  • Castleark Management first reported a position in State Street SPDR S&P Telecom ETF in Q3 2025 and held it in 1 quarter.
  • Castleark Management's State Street SPDR S&P Telecom ETF position peaked at $8.36M in Q3 2025.
  • 67 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q4 2025.

Based on Castleark Management's 13F filing for Q4 2025, filed 13 Feb 2026.