FSA
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Financial Services Advisory’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Financial Services Advisory’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
Q1 		– Sell
-5,545
Closed -$850K – 79
2025
Q4 		$850K Sell
5,545
-1,013
-15% -$150K 0.31% 42
2025
Q3 		$918K Buy
+6,558
New +$841K 0.35% 39
2023
Q4 		– Sell
-10,909
Closed -$774K – 71
2023
Q3 		$774K Buy
+10,909
New +$810K 0.38% 33
2018
Q4 		– Sell
-49,717
Closed -$3.79M – 21
2018
Q3 		$3.79M Buy
+49,717
New +$3.71M 2.53% 12

Other funds holding XTL

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UOIF
University of Illinois Foundation Champaign, Illinois $487M AUM 32.41% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $567M AUM 32.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 1-Year Est. Return