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

Investment Partners 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
2026
Q3 		– Sell
-895
Closed -$204K – 178
2026
Q2 		$204K Buy
+895
New +$199K 0.11% 164

Other funds holding XTL

MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
WFP
Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Investment Partners Asset Management's XTL Position: Q3 2026 in Review

Investment Partners Asset Management sold out of State Street SPDR S&P Telecom ETF (XTL) in Q3 2026, closing a stake of 895 shares — an estimated $204K sold.

Investment Partners Asset Management first reported a position in XTL in Q2 2026 and held it in 1 quarter. The position peaked at $204K in Q2 2026. 14 funds tracked by Wall St. Rank hold XTL as of Q3 2026.

  • Investment Partners Asset Management reported no remaining State Street SPDR S&P Telecom ETF position as of Q3 2026 after selling out during the quarter.
  • Investment Partners Asset Management sold 895 State Street SPDR S&P Telecom ETF shares in Q3 2026, an estimated $204K.
  • Investment Partners Asset Management first reported a position in State Street SPDR S&P Telecom ETF in Q2 2026 and held it in 1 quarter.
  • Investment Partners Asset Management's State Street SPDR S&P Telecom ETF position peaked at $204K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q3 2026.

Based on Investment Partners Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.