IFWM
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Institute for Wealth Management’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Institute for Wealth Management’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
2020
Q1 		– Sell
-370
Closed -$26K – 694
2019
Q4 		$26K Buy
+370
New +$25.1K 0.01% 550

Other funds holding XTL

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LOIM
Liberty One Investment Management Libertyville, Illinois $970M AUM 12.15% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $367M AUM 17.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Institute for Wealth Management's XTL Position: Q1 2020 in Review

Institute for Wealth Management sold out of State Street SPDR S&P Telecom ETF (XTL) in Q1 2020, closing a stake of 370 shares — an estimated $26K sold.

Institute for Wealth Management first reported a position in XTL in Q4 2019 and held it in 1 quarter. The position peaked at $26K in Q4 2019. 33 funds tracked by Wall St. Rank hold XTL as of Q1 2020.

  • Institute for Wealth Management reported no remaining State Street SPDR S&P Telecom ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 370 State Street SPDR S&P Telecom ETF shares in Q1 2020, an estimated $26K.
  • Institute for Wealth Management first reported a position in State Street SPDR S&P Telecom ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's State Street SPDR S&P Telecom ETF position peaked at $26K in Q4 2019.
  • 33 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.