Kaizen Financial Strategies’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Kaizen Financial Strategies’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	$1.36M	Sell	6,045 -588	-9%	-$131K	0.44%	39
2026 Q1	$1.45M	Buy	6,633 +638	+11%	+$112K	0.61%	33
2025 Q4	$919K	Sell	5,995 -250	-4%	-$37.1K	0.41%	45
2025 Q3	$910K	Buy	6,245 +125	+2%	+$16K	0.41%	46
2025 Q2	$718K	Sell	6,120 -30	-0.5%	-$3.05K	0.36%	47
2025 Q1	$615K	Buy	6,150 +740	+14%	+$79.1K	0.35%	51
2024 Q4	$579K	Buy	5,410 +2,410	+80%	+$255K	0.33%	52
2024 Q3	$302K	Buy	+3,000	New	+$268K	0.18%	99

Other funds holding XTL

PWM

Parkway Wealth Management Plano, Texas $866M AUM

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return

GDP

Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $131M AUM

FMTCOCP

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Kaizen Financial Strategies's XTL Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its State Street SPDR S&P Telecom ETF (XTL) stake by 8.9% in Q2 2026, selling an estimated $131K and leaving 6,045 shares worth $1.36M. The position accounts for 0.44% of the portfolio, ranked #39.

Kaizen Financial Strategies first reported a position in XTL in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.45M in Q1 2026. 47 funds tracked by Wall St. Rank hold XTL as of Q2 2026.

Kaizen Financial Strategies held 6,045 shares of State Street SPDR S&P Telecom ETF worth $1.36M as of Q2 2026.
Kaizen Financial Strategies sold 588 State Street SPDR S&P Telecom ETF shares in Q2 2026, an estimated $131K.
State Street SPDR S&P Telecom ETF made up 0.44% of Kaizen Financial Strategies's portfolio in Q2 2026, its #39 holding.
Kaizen Financial Strategies first reported a position in State Street SPDR S&P Telecom ETF in Q3 2024 and has held it in 8 quarters since.
Kaizen Financial Strategies's State Street SPDR S&P Telecom ETF position peaked at $1.45M in Q1 2026.
47 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.