Financial Freedom LLC’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Financial Freedom LLC’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
2024 Q2	–	Sell	-765	Closed	-$56.8K	–	377
2024 Q1	$56.8K	Buy	765 +2	+0.3%	+$153	0.03%	156
2023 Q4	$61K	Buy	763 +1	+0.1%	+$71	0.04%	146
2023 Q3	$54.1K	Buy	762 +2	+0.3%	+$148	0.04%	148
2023 Q2	$59K	Buy	760 +2	+0.3%	+$150	0.04%	142
2023 Q1	$61.5K	Buy	758 +1	+0.1%	+$83	0.04%	139
2022 Q4	$61.7K	Buy	+757	New	+$62.7K	0.04%	137

Other funds holding XTL

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FMTCOCP

Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $367M AUM 17.86% 1-Year Est. Return

LOIM

Liberty One Investment Management Libertyville, Illinois $970M AUM 12.15% 1-Year Est. Return

Financial Freedom LLC's XTL Position: Q2 2024 in Review

Financial Freedom LLC sold out of State Street SPDR S&P Telecom ETF (XTL) in Q2 2024, closing a stake of 765 shares — an estimated $56.8K sold.

Financial Freedom LLC first reported a position in XTL in Q4 2022 and held it in 6 quarters. The position peaked at $61.7K in Q4 2022. 36 funds tracked by Wall St. Rank hold XTL as of Q2 2024.

Financial Freedom LLC reported no remaining State Street SPDR S&P Telecom ETF position as of Q2 2024 after selling out during the quarter.
Financial Freedom LLC sold 765 State Street SPDR S&P Telecom ETF shares in Q2 2024, an estimated $56.8K.
Financial Freedom LLC first reported a position in State Street SPDR S&P Telecom ETF in Q4 2022 and held it in 6 quarters.
Financial Freedom LLC's State Street SPDR S&P Telecom ETF position peaked at $61.7K in Q4 2022.
36 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q2 2024.

Based on Financial Freedom LLC's 13F filing for Q2 2024, filed 23 Jul 2024.