Citadel Advisors
XLG icon

Citadel Advisors’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Citadel Advisors’s Portfolio XLG Stock Details XLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5,700
Closed -$297K – 14293
2025
Q2 		$297K Buy
5,700
+700
+14% +$33.3K ﹤0.01% 9849
2025
Q1 		$230K Sell
5,000
-5,000
-50% -$247K ﹤0.01% 10172
2024
Q4 		$500K Sell
10,000
-16,100
-62% -$793K ﹤0.01% 8555
2024
Q3 		$1.24M Sell
26,100
-17,500
-40% -$804K ﹤0.01% 6423
2024
Q2 		$1.99M Buy
43,600
+41,700
+2,195% +$1.79M ﹤0.01% 5317
2024
Q1 		$80K Buy
1,900
+1,800
+1,800% +$72.4K ﹤0.01% 11657
2023
Q4 		$3.77K Buy
+100
New +$3.57K ﹤0.01% 13563

Other funds holding XLG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return