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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UOIF

University of Illinois Foundation Champaign, Illinois $560M AUM 40.13% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 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

FGA

Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

Financial Services Advisory's XTL Position: Q1 2026 in Review

Financial Services Advisory sold out of State Street SPDR S&P Telecom ETF (XTL) in Q1 2026, closing a stake of 5,545 shares — an estimated $850K sold.

Financial Services Advisory first reported a position in XTL in Q3 2018 and held it in 4 quarters. The position peaked at $3.79M in Q3 2018. 95 funds tracked by Wall St. Rank hold XTL as of Q1 2026.

Financial Services Advisory reported no remaining State Street SPDR S&P Telecom ETF position as of Q1 2026 after selling out during the quarter.
Financial Services Advisory sold 5,545 State Street SPDR S&P Telecom ETF shares in Q1 2026, an estimated $850K.
Financial Services Advisory first reported a position in State Street SPDR S&P Telecom ETF in Q3 2018 and held it in 4 quarters.
Financial Services Advisory's State Street SPDR S&P Telecom ETF position peaked at $3.79M in Q3 2018.
95 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q1 2026.

Based on Financial Services Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.