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 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UOIF

University of Illinois Foundation Champaign, Illinois $487M AUM 32.41% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FGA

Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

Howe & Rusling's XTL Position: Q1 2026 in Review

Howe & Rusling opened a new position in State Street SPDR S&P Telecom ETF (XTL) in Q1 2026: 15 shares worth $2.82K. The stake represents ﹤0.01% of the portfolio and ranks #456 among its holdings. This is a return to the name: Howe & Rusling previously reported a position in XTL as recently as Q3 2019.

Howe & Rusling first reported a position in XTL in Q2 2019 and has held it in 3 quarters since. The position peaked at $5K in Q3 2019. 95 funds tracked by Wall St. Rank hold XTL as of Q1 2026.

Howe & Rusling held 15 shares of State Street SPDR S&P Telecom ETF worth $2.82K as of Q1 2026.
State Street SPDR S&P Telecom ETF was a new Howe & Rusling position in Q1 2026.
State Street SPDR S&P Telecom ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q1 2026, its #456 holding.
Howe & Rusling first reported a position in State Street SPDR S&P Telecom ETF in Q2 2019 and has held it in 3 quarters since.
Howe & Rusling's State Street SPDR S&P Telecom ETF position peaked at $5K in Q3 2019.
95 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.