JP Morgan Private Wealth Advisors’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

JP Morgan Private Wealth Advisors’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
2022 Q2	–	Sell	-3,086	Closed	-$286K	–	2035
2022 Q1	$286K	Sell	3,086 -1,200	-28%	-$110K	﹤0.01%	1769
2021 Q4	$436K	Sell	4,286 -32	-0.7%	-$3.15K	﹤0.01%	1606
2021 Q3	$412K	Sell	4,318 -3,835	-47%	-$380K	﹤0.01%	1579
2021 Q2	$834K	Sell	8,153 -7,900	-49%	-$776K	﹤0.01%	1277
2021 Q1	$1.51M	Buy	+16,053	New	+$1.51M	﹤0.01%	873

Other funds holding XTL

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 $367M AUM 17.86% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Private Wealth Advisors's XTL Position: Q2 2022 in Review

JP Morgan Private Wealth Advisors sold out of State Street SPDR S&P Telecom ETF (XTL) in Q2 2022, closing a stake of 3,086 shares — an estimated $286K sold.

JP Morgan Private Wealth Advisors first reported a position in XTL in Q1 2021 and held it in 5 quarters. The position peaked at $1.51M in Q1 2021. 32 funds tracked by Wall St. Rank hold XTL as of Q2 2022.

JP Morgan Private Wealth Advisors reported no remaining State Street SPDR S&P Telecom ETF position as of Q2 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 3,086 State Street SPDR S&P Telecom ETF shares in Q2 2022, an estimated $286K.
JP Morgan Private Wealth Advisors first reported a position in State Street SPDR S&P Telecom ETF in Q1 2021 and held it in 5 quarters.
JP Morgan Private Wealth Advisors's State Street SPDR S&P Telecom ETF position peaked at $1.51M in Q1 2021.
32 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q2 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.