Certified Advisory Corp’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Certified Advisory Corp’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
2021 Q2	–	Sell	-11	Closed	-$1K	–	755
2021 Q1	$1K	Buy	+11	New	+$1.03K	﹤0.01%	767

Other funds holding XTL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LOIM

Liberty One Investment Management Libertyville, Illinois $970M AUM 12.15% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Certified Advisory Corp's XTL Position: Q2 2021 in Review

Certified Advisory Corp sold out of State Street SPDR S&P Telecom ETF (XTL) in Q2 2021, closing a stake of 11 shares — an estimated $1K sold.

Certified Advisory Corp first reported a position in XTL in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 46 funds tracked by Wall St. Rank hold XTL as of Q2 2021.

Certified Advisory Corp reported no remaining State Street SPDR S&P Telecom ETF position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 11 State Street SPDR S&P Telecom ETF shares in Q2 2021, an estimated $1K.
Certified Advisory Corp first reported a position in State Street SPDR S&P Telecom ETF in Q1 2021 and held it in 1 quarter.
Certified Advisory Corp's State Street SPDR S&P Telecom ETF position peaked at $1K in Q1 2021.
46 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.