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Independent Financial Group’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Independent Financial Group’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
-1,289
Closed -$242K – 1634
2026
Q1 		$242K Buy
+1,289
New +$226K 0.01% 1280

Other funds holding XTL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM
Bank of America
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
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Independent Financial Group's XTL Position: Q2 2026 in Review

Independent Financial Group sold out of State Street SPDR S&P Telecom ETF (XTL) in Q2 2026, closing a stake of 1,289 shares — an estimated $242K sold.

Independent Financial Group first reported a position in XTL in Q1 2026 and held it in 1 quarter. The position peaked at $242K in Q1 2026. 126 funds tracked by Wall St. Rank hold XTL as of Q2 2026.

  • Independent Financial Group reported no remaining State Street SPDR S&P Telecom ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Financial Group sold 1,289 State Street SPDR S&P Telecom ETF shares in Q2 2026, an estimated $242K.
  • Independent Financial Group first reported a position in State Street SPDR S&P Telecom ETF in Q1 2026 and held it in 1 quarter.
  • Independent Financial Group's State Street SPDR S&P Telecom ETF position peaked at $242K in Q1 2026.
  • 126 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.