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

Compass Financial 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
2026 Q2	$1.12M	Buy	+4,931	New	+$1.1M	0.14%	173

Other funds holding XTL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PWM

Parkway Wealth Management Plano, Texas $866M AUM

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Compass Financial Management's XTL Position: Q2 2026 in Review

Compass Financial Management opened a new position in State Street SPDR S&P Telecom ETF (XTL) in Q2 2026: 4,931 shares worth $1.12M. The stake represents 0.14% of the portfolio and ranks #173 among its holdings.

120 funds tracked by Wall St. Rank hold XTL as of Q2 2026.

Compass Financial Management held 4,931 shares of State Street SPDR S&P Telecom ETF worth $1.12M as of Q2 2026.
State Street SPDR S&P Telecom ETF was a new Compass Financial Management position in Q2 2026.
State Street SPDR S&P Telecom ETF made up 0.14% of Compass Financial Management's portfolio in Q2 2026, its #173 holding.
120 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.