Cetera Investment Advisers
XTL icon

Cetera Investment Advisers’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Cetera Investment Advisers’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
Q1 		$5.55M Sell
29,488
-8,206
-22% -$1.44M 0.01% 1439
2025
Q4 		$5.78M Buy
37,694
+115
+0.3% +$17.1K 0.01% 1371
2025
Q3 		$5.26M Buy
37,579
+595
+2% +$76.3K 0.01% 1372
2025
Q2 		$4.34M Buy
36,984
+1,098
+3% +$112K 0.01% 1282
2025
Q1 		$3.59M Buy
35,886
+173
+0.5% +$18.5K 0.01% 1331
2024
Q4 		$3.82M Sell
35,713
-1,912
-5% -$202K 0.01% 1204
2024
Q3 		$3.79M Buy
37,625
+106
+0.3% +$9.48K 0.01% 1163
2024
Q2 		$2.89M Buy
37,519
+5,189
+16% +$378K 0.01% 1297
2024
Q1 		$2.4M Buy
+32,330
New +$2.47M 0.01% 1425

Other funds holding XTL

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UOIF
University of Illinois Foundation Champaign, Illinois $487M AUM 32.41% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $567M AUM 32.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 1-Year Est. Return