Fiduciary Family Office’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Fiduciary Family Office’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
2025 Q1	–	Sell	-126,479	Closed	-$13.5M	–	249
2024 Q4	$13.5M	Buy	+126,479	New	+$13.4M	3.98%	10

Other funds holding XTL

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Fiduciary Family Office's XTL Position: Q1 2025 in Review

Fiduciary Family Office sold out of State Street SPDR S&P Telecom ETF (XTL) in Q1 2025, closing a stake of 126,479 shares — an estimated $13.5M sold.

Fiduciary Family Office first reported a position in XTL in Q4 2024 and held it in 1 quarter. The position peaked at $13.5M in Q4 2024. 46 funds tracked by Wall St. Rank hold XTL as of Q1 2025.

Fiduciary Family Office reported no remaining State Street SPDR S&P Telecom ETF position as of Q1 2025 after selling out during the quarter.
Fiduciary Family Office sold 126,479 State Street SPDR S&P Telecom ETF shares in Q1 2025, an estimated $13.5M.
Fiduciary Family Office first reported a position in State Street SPDR S&P Telecom ETF in Q4 2024 and held it in 1 quarter.
Fiduciary Family Office's State Street SPDR S&P Telecom ETF position peaked at $13.5M in Q4 2024.
46 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q1 2025.

Based on Fiduciary Family Office's 13F filing for Q1 2025, filed 12 May 2025.