Global Retirement Partners’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Global Retirement Partners’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	$22.1K	Buy	+97	New	+$21.6K	﹤0.01%	3000
2025 Q4	$14.9K	Hold	97	–	–	﹤0.01%	3003
2025 Q3	$13.6K	Buy	97 +94	+3,133%	+$12.1K	﹤0.01%	2567
2025 Q2	$297	Buy	+3	New	+$305	﹤0.01%	3631
2024 Q1	–	Sell	-300	Closed	-$23.5K	–	3490
2023 Q4	$23.5K	Hold	300	–	–	﹤0.01%	1686
2023 Q3	$20.4K	Hold	300	–	–	﹤0.01%	1642
2023 Q2	$23.3K	Hold	300	–	–	﹤0.01%	1616
2023 Q1	$21.8K	Hold	300	–	–	﹤0.01%	1603
2022 Q4	$24.5K	Hold	300	–	–	﹤0.01%	1401
2022 Q3	$26K	Hold	300	–	–	﹤0.01%	1280
2022 Q2	$23K	Hold	300	–	–	﹤0.01%	1309
2022 Q1	$24K	Buy	+300	New	+$27.4K	﹤0.01%	1295
2021 Q4	–	Sell	-300	Closed	-$29K	–	1861
2021 Q3	$29K	Hold	300	–	–	﹤0.01%	1078
2021 Q2	$31K	Hold	300	–	–	﹤0.01%	1044
2021 Q1	$28K	Sell	300 -125	-29%	-$11.7K	﹤0.01%	1000
2020 Q4	$36K	Hold	425	–	–	﹤0.01%	843
2020 Q3	$29K	Hold	425	–	–	﹤0.01%	807
2020 Q2	$30K	Hold	425	–	–	﹤0.01%	775
2020 Q1	$25K	Hold	425	–	–	﹤0.01%	742
2019 Q4	$30K	Hold	425	–	–	﹤0.01%	803
2019 Q3	$29K	Buy	425 +300	+240%	+$20.5K	﹤0.01%	772
2019 Q2	$8K	Hold	125	–	–	﹤0.01%	1186
2019 Q1	$9K	Hold	125	–	–	﹤0.01%	1096
2018 Q4	$8K	Buy	+125	New	+$8.66K	﹤0.01%	1045

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

Global Retirement Partners's XTL Position: Q2 2026 in Review

Global Retirement Partners opened a new position in State Street SPDR S&P Telecom ETF (XTL) in Q2 2026: 97 shares worth $22.1K. The stake represents ﹤0.01% of the portfolio and ranks #3000 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in XTL as recently as Q4 2025.

Global Retirement Partners first reported a position in XTL in Q4 2018 and has held it in 24 quarters since. The position peaked at $36K in Q4 2020. 126 funds tracked by Wall St. Rank hold XTL as of Q2 2026.

Global Retirement Partners held 97 shares of State Street SPDR S&P Telecom ETF worth $22.1K as of Q2 2026.
State Street SPDR S&P Telecom ETF was a new Global Retirement Partners position in Q2 2026.
State Street SPDR S&P Telecom ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3000 holding.
Global Retirement Partners first reported a position in State Street SPDR S&P Telecom ETF in Q4 2018 and has held it in 24 quarters since.
Global Retirement Partners's State Street SPDR S&P Telecom ETF position peaked at $36K in Q4 2020.
126 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.