GWMI
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Guardian Wealth Management (Illinois)’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Guardian Wealth Management (Illinois)’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
2023
Q1 		– Sell
-49
Closed -$4K – 258
2022
Q4 		$4K Buy
+49
New +$4.06K ﹤0.01% 202

Other funds holding XTL

MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $367M AUM 17.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LOIM
Liberty One Investment Management Libertyville, Illinois $970M AUM 12.15% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s XTL Position: Q1 2023 in Review

Guardian Wealth Management (Illinois) sold out of State Street SPDR S&P Telecom ETF (XTL) in Q1 2023, closing a stake of 49 shares — an estimated $4K sold.

Guardian Wealth Management (Illinois) first reported a position in XTL in Q4 2022 and held it in 1 quarter. The position peaked at $4K in Q4 2022. 44 funds tracked by Wall St. Rank hold XTL as of Q1 2023.

  • Guardian Wealth Management (Illinois) reported no remaining State Street SPDR S&P Telecom ETF position as of Q1 2023 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 49 State Street SPDR S&P Telecom ETF shares in Q1 2023, an estimated $4K.
  • Guardian Wealth Management (Illinois) first reported a position in State Street SPDR S&P Telecom ETF in Q4 2022 and held it in 1 quarter.
  • Guardian Wealth Management (Illinois)'s State Street SPDR S&P Telecom ETF position peaked at $4K in Q4 2022.
  • 44 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q1 2023.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q1 2023, filed 9 May 2023.