Corient Private Wealth’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Corient Private Wealth’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	$239K	Buy	+1,050	New	+$234K	﹤0.01%	2703

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

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 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

Corient Private Wealth's XTL Position: Q2 2026 in Review

Corient Private Wealth opened a new position in State Street SPDR S&P Telecom ETF (XTL) in Q2 2026: 1,050 shares worth $239K. The stake represents ﹤0.01% of the portfolio and ranks #2703 among its holdings.

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

Corient Private Wealth held 1,050 shares of State Street SPDR S&P Telecom ETF worth $239K as of Q2 2026.
State Street SPDR S&P Telecom ETF was a new Corient Private Wealth position in Q2 2026.
State Street SPDR S&P Telecom ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2703 holding.
126 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.