Exchange Capital Management’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Exchange Capital 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
2018 Q4	–	Sell	-467	Closed	-$36K	–	281
2018 Q3	$36K	Sell	467 -34	-7%	-$2.54K	0.01%	176
2018 Q2	$36K	Sell	501 -38	-7%	-$2.71K	0.01%	177
2018 Q1	$37K	Sell	539 -123	-19%	-$8.62K	0.01%	156
2017 Q4	$45K	Sell	662 -273	-29%	-$18.8K	0.01%	149
2017 Q3	$65K	Sell	935 -501	-35%	-$35.2K	0.02%	139
2017 Q2	$102K	Buy	1,436 +284	+25%	+$20.2K	0.03%	117
2017 Q1	$82K	Buy	1,152 +569	+98%	+$40.3K	0.03%	107
2016 Q4	$40K	Buy	583 +354	+155%	+$23.6K	0.02%	104
2016 Q3	$15K	Buy	229 +114	+99%	+$7.15K	0.01%	152
2016 Q2	$7K	Buy	+115	New	+$6.56K	﹤0.01%	193

Other funds holding XTL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCM

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

FFG

Frisch Financial Group Melville, New York $478M AUM 16.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Exchange Capital Management's XTL Position: Q4 2018 in Review

Exchange Capital Management sold out of State Street SPDR S&P Telecom ETF (XTL) in Q4 2018, closing a stake of 467 shares — an estimated $36K sold.

Exchange Capital Management first reported a position in XTL in Q2 2016 and held it in 10 quarters. The position peaked at $102K in Q2 2017. 40 funds tracked by Wall St. Rank hold XTL as of Q4 2018.

Exchange Capital Management reported no remaining State Street SPDR S&P Telecom ETF position as of Q4 2018 after selling out during the quarter.
Exchange Capital Management sold 467 State Street SPDR S&P Telecom ETF shares in Q4 2018, an estimated $36K.
Exchange Capital Management first reported a position in State Street SPDR S&P Telecom ETF in Q2 2016 and held it in 10 quarters.
Exchange Capital Management's State Street SPDR S&P Telecom ETF position peaked at $102K in Q2 2017.
40 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q4 2018.

Based on Exchange Capital Management's 13F filing for Q4 2018, filed 1 Feb 2019.