Great Diamond Partners’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Great Diamond 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 Q3	$2.83M	Buy	13,926 +508	+4%	+$107K	0.47%	60
2026 Q2	$3.05M	Sell	13,418 -650	-5%	-$145K	0.52%	55
2026 Q1	$2.65M	Buy	+14,068	New	+$2.47M	0.51%	59

Other funds holding XTL

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

FMTCOCP

Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

WFP

Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

KFS

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Great Diamond Partners's XTL Position: Q3 2026 in Review

Great Diamond Partners increased its State Street SPDR S&P Telecom ETF (XTL) stake by 3.8% in Q3 2026, buying an estimated $107K and bringing the position to 13,926 shares worth $2.83M. The position accounts for 0.47% of the portfolio, ranked #60.

Great Diamond Partners first reported a position in XTL in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.05M in Q2 2026. 13 funds tracked by Wall St. Rank hold XTL as of Q3 2026.

Great Diamond Partners held 13,926 shares of State Street SPDR S&P Telecom ETF worth $2.83M as of Q3 2026.
Great Diamond Partners bought 508 State Street SPDR S&P Telecom ETF shares in Q3 2026, an estimated $107K.
State Street SPDR S&P Telecom ETF made up 0.47% of Great Diamond Partners's portfolio in Q3 2026, its #60 holding.
Great Diamond Partners first reported a position in State Street SPDR S&P Telecom ETF in Q1 2026 and has held it in 3 quarters since.
Great Diamond Partners's State Street SPDR S&P Telecom ETF position peaked at $3.05M in Q2 2026.
13 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q3 2026.

Based on Great Diamond Partners's 13F filing for Q3 2026, filed 13 Oct 2026.