Gladstone Institutional Advisory’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Gladstone Institutional 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
2022 Q1	–	Sell	-3,122	Closed	-$318K	–	763
2021 Q4	$318K	Buy	+3,122	New	+$308K	0.02%	464

Other funds holding XTL

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

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

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

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

FMTCOCP

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

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

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

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

RJA

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

LOIM

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

Gladstone Institutional Advisory's XTL Position: Q1 2022 in Review

Gladstone Institutional Advisory sold out of State Street SPDR S&P Telecom ETF (XTL) in Q1 2022, closing a stake of 3,122 shares — an estimated $318K sold.

Gladstone Institutional Advisory first reported a position in XTL in Q4 2021 and held it in 1 quarter. The position peaked at $318K in Q4 2021. 40 funds tracked by Wall St. Rank hold XTL as of Q1 2022.

Gladstone Institutional Advisory reported no remaining State Street SPDR S&P Telecom ETF position as of Q1 2022 after selling out during the quarter.
Gladstone Institutional Advisory sold 3,122 State Street SPDR S&P Telecom ETF shares in Q1 2022, an estimated $318K.
Gladstone Institutional Advisory first reported a position in State Street SPDR S&P Telecom ETF in Q4 2021 and held it in 1 quarter.
Gladstone Institutional Advisory's State Street SPDR S&P Telecom ETF position peaked at $318K in Q4 2021.
40 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q1 2022.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2022, filed 4 May 2022.