Integrated Wealth Concepts’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Integrated Wealth Concepts’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	-5,406	Closed	-$1.02M	–	2548
2026 Q1	$1.02M	Buy	+5,406	New	+$948K	0.01%	1102

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 $620M AUM 32.35% 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

Integrated Wealth Concepts's XTL Position: Q2 2026 in Review

Integrated Wealth Concepts sold out of State Street SPDR S&P Telecom ETF (XTL) in Q2 2026, closing a stake of 5,406 shares — an estimated $1.02M sold.

Integrated Wealth Concepts first reported a position in XTL in Q1 2026 and held it in 1 quarter. The position peaked at $1.02M in Q1 2026. 125 funds tracked by Wall St. Rank hold XTL as of Q2 2026.

Integrated Wealth Concepts reported no remaining State Street SPDR S&P Telecom ETF position as of Q2 2026 after selling out during the quarter.
Integrated Wealth Concepts sold 5,406 State Street SPDR S&P Telecom ETF shares in Q2 2026, an estimated $1.02M.
Integrated Wealth Concepts first reported a position in State Street SPDR S&P Telecom ETF in Q1 2026 and held it in 1 quarter.
Integrated Wealth Concepts's State Street SPDR S&P Telecom ETF position peaked at $1.02M in Q1 2026.
125 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.