Financial Management Professionals’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Financial Management Professionals’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	$1.81M	Sell	7,977 -1,982	-20%	-$441K	0.17%	47
2026 Q1	$1.87M	Sell	9,959 -287	-3%	-$50.3K	0.21%	41
2025 Q4	$1.57M	Buy	10,246 +6,789	+196%	+$1.01M	0.16%	52
2025 Q3	$484K	Buy	+3,457	New	+$443K	0.05%	100

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

Financial Management Professionals's XTL Position: Q2 2026 in Review

Financial Management Professionals reduced its State Street SPDR S&P Telecom ETF (XTL) stake by 20% in Q2 2026, selling an estimated $441K and leaving 7,977 shares worth $1.81M. The position accounts for 0.17% of the portfolio, ranked #47.

Financial Management Professionals first reported a position in XTL in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.87M in Q1 2026. 126 funds tracked by Wall St. Rank hold XTL as of Q2 2026.

Financial Management Professionals held 7,977 shares of State Street SPDR S&P Telecom ETF worth $1.81M as of Q2 2026.
Financial Management Professionals sold 1,982 State Street SPDR S&P Telecom ETF shares in Q2 2026, an estimated $441K.
State Street SPDR S&P Telecom ETF made up 0.17% of Financial Management Professionals's portfolio in Q2 2026, its #47 holding.
Financial Management Professionals first reported a position in State Street SPDR S&P Telecom ETF in Q3 2025 and has held it in 4 quarters since.
Financial Management Professionals's State Street SPDR S&P Telecom ETF position peaked at $1.87M in Q1 2026.
126 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.