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
2026 Q2	$84.2K	Buy	+370	New	+$82.3K	0.01%	733
2020 Q1	–	Sell	-370	Closed	-$26K	–	694
2019 Q4	$26K	Buy	+370	New	+$25.1K	0.01%	550

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

Institute for Wealth Management's XTL Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in State Street SPDR S&P Telecom ETF (XTL) in Q2 2026: 370 shares worth $84.2K. The stake represents 0.01% of the portfolio and ranks #733 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in XTL as recently as Q4 2019.

Institute for Wealth Management first reported a position in XTL in Q4 2019 and has held it in 2 quarters since. 126 funds tracked by Wall St. Rank hold XTL as of Q2 2026.

Institute for Wealth Management held 370 shares of State Street SPDR S&P Telecom ETF worth $84.2K as of Q2 2026.
State Street SPDR S&P Telecom ETF was a new Institute for Wealth Management position in Q2 2026.
State Street SPDR S&P Telecom ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #733 holding.
Institute for Wealth Management first reported a position in State Street SPDR S&P Telecom ETF in Q4 2019 and has held it in 2 quarters since.
126 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.