Envestnet Asset Management’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Envestnet Asset 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	$2.8M	Sell	12,290 -208	-2%	-$46.3K	﹤0.01%	2908
2026 Q1	$2.35M	Buy	12,498 +10,422	+502%	+$1.83M	﹤0.01%	2893
2025 Q4	$318K	Buy	2,076 +115	+6%	+$17.1K	﹤0.01%	4002
2025 Q3	$274K	Buy	1,961 +255	+15%	+$32.7K	﹤0.01%	4139
2025 Q2	$200K	Buy	+1,706	New	+$173K	﹤0.01%	4239
2023 Q2	–	Sell	-2,667	Closed	-$216K	–	4097
2023 Q1	$216K	Buy	+2,667	New	+$221K	﹤0.01%	3619
2019 Q2	–	Sell	-45,626	Closed	-$3.23M	–	3092
2019 Q1	$3.23M	Buy	+45,626	New	+$3.17M	﹤0.01%	1233
2015 Q2	–	Sell	-197,017	Closed	-$11.5M	–	2272
2015 Q1	$11.5M	Sell	197,017 -91,848	-32%	-$5.34M	0.06%	315
2014 Q4	$16.7M	Buy	288,865 +62,072	+27%	+$3.46M	0.17%	113
2014 Q3	$12.5M	Buy	226,793 +39,924	+21%	+$2.25M	0.13%	144
2014 Q2	$10.6M	Buy	186,869 +165,327	+767%	+$9.18M	0.11%	152
2014 Q1	$1.23M	Buy	+21,542	New	+$1.21M	0.01%	404

Other funds holding XTL

PWM

Parkway Wealth Management Plano, Texas $866M AUM

MWM

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

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

GDP

Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $131M AUM

FMTCOCP

Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $394M AUM 18.41% 1-Year Est. Return

Envestnet Asset Management's XTL Position: Q2 2026 in Review

Envestnet Asset Management reduced its State Street SPDR S&P Telecom ETF (XTL) stake by 1.7% in Q2 2026, selling an estimated $46.3K and leaving 12,290 shares worth $2.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2908.

Envestnet Asset Management first reported a position in XTL in Q1 2014 and has held it in 12 quarters since. The position peaked at $16.7M in Q4 2014. 55 funds tracked by Wall St. Rank hold XTL as of Q2 2026.

Envestnet Asset Management held 12,290 shares of State Street SPDR S&P Telecom ETF worth $2.8M as of Q2 2026.
Envestnet Asset Management sold 208 State Street SPDR S&P Telecom ETF shares in Q2 2026, an estimated $46.3K.
State Street SPDR S&P Telecom ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2908 holding.
Envestnet Asset Management first reported a position in State Street SPDR S&P Telecom ETF in Q1 2014 and has held it in 12 quarters since.
Envestnet Asset Management's State Street SPDR S&P Telecom ETF position peaked at $16.7M in Q4 2014.
55 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.