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Higgins & Schmidt Wealth Strategies’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Higgins & Schmidt Wealth Strategies’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 		$295K Hold
1,297
– – 0.12% 54
2026
Q1 		$244K Buy
+1,297
New +$227K 0.11% 58

Other funds holding XTL

PWM
Parkway Wealth Management Plano, Texas $866M AUM
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $131M AUM

Higgins & Schmidt Wealth Strategies's XTL Position: Q2 2026 in Review

Higgins & Schmidt Wealth Strategies held its State Street SPDR S&P Telecom ETF (XTL) position steady in Q2 2026 at 1,297 shares worth $295K. The position accounts for 0.12% of the portfolio, ranked #54.

Higgins & Schmidt Wealth Strategies first reported a position in XTL in Q1 2026 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold XTL as of Q2 2026.

  • Higgins & Schmidt Wealth Strategies held 1,297 shares of State Street SPDR S&P Telecom ETF worth $295K as of Q2 2026.
  • Higgins & Schmidt Wealth Strategies left its State Street SPDR S&P Telecom ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P Telecom ETF made up 0.12% of Higgins & Schmidt Wealth Strategies's portfolio in Q2 2026, its #54 holding.
  • Higgins & Schmidt Wealth Strategies first reported a position in State Street SPDR S&P Telecom ETF in Q1 2026 and has held it in 2 quarters since.
  • 51 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q2 2026.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.