Great Valley Advisor Group’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Great Valley Advisor Group’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	$446K	Buy	1,960 +97	+5%	+$21.6K	0.01%	756
2026 Q1	$350K	Buy	1,863 +54	+3%	+$9.47K	0.01%	775
2025 Q4	$277K	Buy	1,809 +8	+0.4%	+$1.19K	0.01%	803
2025 Q3	$252K	Buy	+1,801	New	+$231K	0.01%	822
2023 Q1	–	Sell	-10,833	Closed	-$885K	–	764
2022 Q4	$885K	Buy	+10,833	New	+$897K	0.05%	341

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

Great Valley Advisor Group's XTL Position: Q2 2026 in Review

Great Valley Advisor Group increased its State Street SPDR S&P Telecom ETF (XTL) stake by 5.2% in Q2 2026, buying an estimated $21.6K and bringing the position to 1,960 shares worth $446K. The position accounts for 0.01% of the portfolio, ranked #756.

Great Valley Advisor Group first reported a position in XTL in Q4 2022 and has held it in 5 quarters since. The position peaked at $885K in Q4 2022. 126 funds tracked by Wall St. Rank hold XTL as of Q2 2026.

Great Valley Advisor Group held 1,960 shares of State Street SPDR S&P Telecom ETF worth $446K as of Q2 2026.
Great Valley Advisor Group bought 97 State Street SPDR S&P Telecom ETF shares in Q2 2026, an estimated $21.6K.
State Street SPDR S&P Telecom ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #756 holding.
Great Valley Advisor Group first reported a position in State Street SPDR S&P Telecom ETF in Q4 2022 and has held it in 5 quarters since.
Great Valley Advisor Group's State Street SPDR S&P Telecom ETF position peaked at $885K in Q4 2022.
126 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.