Cerity Partners
XTL icon

Cerity Partners’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Cerity Partners’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
-3,526
Closed -$250K – 1899
2023
Q3 		$250K Buy
+3,526
New +$262K ﹤0.01% 1208

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

Cerity Partners's XTL Position: Q4 2023 in Review

Cerity Partners sold out of State Street SPDR S&P Telecom ETF (XTL) in Q4 2023, closing a stake of 3,526 shares — an estimated $250K sold.

Cerity Partners first reported a position in XTL in Q3 2023 and held it in 1 quarter. The position peaked at $250K in Q3 2023. 35 funds tracked by Wall St. Rank hold XTL as of Q4 2023.

  • Cerity Partners reported no remaining State Street SPDR S&P Telecom ETF position as of Q4 2023 after selling out during the quarter.
  • Cerity Partners sold 3,526 State Street SPDR S&P Telecom ETF shares in Q4 2023, an estimated $250K.
  • Cerity Partners first reported a position in State Street SPDR S&P Telecom ETF in Q3 2023 and held it in 1 quarter.
  • Cerity Partners's State Street SPDR S&P Telecom ETF position peaked at $250K in Q3 2023.
  • 35 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q4 2023.

Based on Cerity Partners's 13F filing for Q4 2023, filed 26 Jan 2024.