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Comprehensive Financial Planning’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Comprehensive Financial Planning’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 		$1.23M Sell
5,402
-717
-12% -$159K 0.66% 43
2026
Q1 		$1.15M Buy
+6,119
New +$1.07M 0.8% 40

Other funds holding XTL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Goldman Sachs
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Comprehensive Financial Planning's XTL Position: Q2 2026 in Review

Comprehensive Financial Planning reduced its State Street SPDR S&P Telecom ETF (XTL) stake by 12% in Q2 2026, selling an estimated $159K and leaving 5,402 shares worth $1.23M. The position accounts for 0.66% of the portfolio, ranked #43.

Comprehensive Financial Planning first reported a position in XTL in Q1 2026 and has held it in 2 quarters since. 126 funds tracked by Wall St. Rank hold XTL as of Q2 2026.

  • Comprehensive Financial Planning held 5,402 shares of State Street SPDR S&P Telecom ETF worth $1.23M as of Q2 2026.
  • Comprehensive Financial Planning sold 717 State Street SPDR S&P Telecom ETF shares in Q2 2026, an estimated $159K.
  • State Street SPDR S&P Telecom ETF made up 0.66% of Comprehensive Financial Planning's portfolio in Q2 2026, its #43 holding.
  • Comprehensive Financial Planning first reported a position in State Street SPDR S&P Telecom ETF in Q1 2026 and has held it in 2 quarters since.
  • 126 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.