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Guardian Wealth Advisors (North Carolina)’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
2024
Q2 		– Sell
-28
Closed -$2.08K – 472
2024
Q1 		$2.08K Buy
+28
New +$2.14K ﹤0.01% 428

Other funds holding XTL

SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $394M AUM 18.41% 1-Year Est. Return
LOIM
Liberty One Investment Management Libertyville, Illinois $970M AUM 12.15% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s XTL Position: Q2 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of State Street SPDR S&P Telecom ETF (XTL) in Q2 2024, closing a stake of 28 shares — an estimated $2.08K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in XTL in Q1 2024 and held it in 1 quarter. The position peaked at $2.08K in Q1 2024. 36 funds tracked by Wall St. Rank hold XTL as of Q2 2024.

  • Guardian Wealth Advisors (North Carolina) reported no remaining State Street SPDR S&P Telecom ETF position as of Q2 2024 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 28 State Street SPDR S&P Telecom ETF shares in Q2 2024, an estimated $2.08K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in State Street SPDR S&P Telecom ETF in Q1 2024 and held it in 1 quarter.
  • Guardian Wealth Advisors (North Carolina)'s State Street SPDR S&P Telecom ETF position peaked at $2.08K in Q1 2024.
  • 36 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q2 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2024, filed 14 Aug 2024.