Howe & Rusling’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Howe & Rusling’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	–	Sell	-15	Closed	-$2.82K	–	529
2026 Q1	$2.82K	Buy	+15	New	+$2.63K	﹤0.01%	456
2019 Q4	–	Sell	-75	Closed	-$5K	–	892
2019 Q3	$5K	Hold	75	–	–	﹤0.01%	571
2019 Q2	$5K	Buy	+75	New	+$5.26K	﹤0.01%	547

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

Howe & Rusling's XTL Position: Q2 2026 in Review

Howe & Rusling sold out of State Street SPDR S&P Telecom ETF (XTL) in Q2 2026, closing a stake of 15 shares — an estimated $2.82K sold.

Howe & Rusling first reported a position in XTL in Q2 2019 and held it in 3 quarters. The position peaked at $5K in Q3 2019. 125 funds tracked by Wall St. Rank hold XTL as of Q2 2026.

Howe & Rusling reported no remaining State Street SPDR S&P Telecom ETF position as of Q2 2026 after selling out during the quarter.
Howe & Rusling sold 15 State Street SPDR S&P Telecom ETF shares in Q2 2026, an estimated $2.82K.
Howe & Rusling first reported a position in State Street SPDR S&P Telecom ETF in Q2 2019 and held it in 3 quarters.
Howe & Rusling's State Street SPDR S&P Telecom ETF position peaked at $5K in Q3 2019.
125 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.