Institutional & Family Asset Management’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Institutional & Family Asset 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
2021 Q4	–	Sell	-281	Closed	-$27K	–	949
2021 Q3	$27K	Sell	281 -257	-48%	-$25.5K	﹤0.01%	421
2021 Q2	$55K	Buy	538 +2	+0.4%	+$196	0.01%	322
2021 Q1	$50K	Buy	+536	New	+$50.3K	0.01%	357

Other funds holding XTL

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

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

FMTCOCP

Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $394M AUM 18.41% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LOIM

Liberty One Investment Management Libertyville, Illinois $970M AUM 12.15% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Institutional & Family Asset Management's XTL Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of State Street SPDR S&P Telecom ETF (XTL) in Q4 2021, closing a stake of 281 shares — an estimated $27K sold.

Institutional & Family Asset Management first reported a position in XTL in Q1 2021 and held it in 3 quarters. The position peaked at $55K in Q2 2021. 43 funds tracked by Wall St. Rank hold XTL as of Q4 2021.

Institutional & Family Asset Management reported no remaining State Street SPDR S&P Telecom ETF position as of Q4 2021 after selling out during the quarter.
Institutional & Family Asset Management sold 281 State Street SPDR S&P Telecom ETF shares in Q4 2021, an estimated $27K.
Institutional & Family Asset Management first reported a position in State Street SPDR S&P Telecom ETF in Q1 2021 and held it in 3 quarters.
Institutional & Family Asset Management's State Street SPDR S&P Telecom ETF position peaked at $55K in Q2 2021.
43 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.