Larry Mathis Financial Planning’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Larry Mathis Financial Planning’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	$2.23M	Buy	9,787 +8,642	+755%	+$1.92M	1.7%	10
2026 Q1	$215K	Buy	+1,145	New	+$201K	0.19%	141

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 $659M AUM 41.82% 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

Larry Mathis Financial Planning's XTL Position: Q2 2026 in Review

Larry Mathis Financial Planning increased its State Street SPDR S&P Telecom ETF (XTL) stake by 755% in Q2 2026, buying an estimated $1.92M and bringing the position to 9,787 shares worth $2.23M. The position accounts for 1.7% of the portfolio, ranked #10.

Larry Mathis Financial Planning first reported a position in XTL in Q1 2026 and has held it in 2 quarters since. 126 funds tracked by Wall St. Rank hold XTL as of Q2 2026.

Larry Mathis Financial Planning held 9,787 shares of State Street SPDR S&P Telecom ETF worth $2.23M as of Q2 2026.
Larry Mathis Financial Planning bought 8,642 State Street SPDR S&P Telecom ETF shares in Q2 2026, an estimated $1.92M.
State Street SPDR S&P Telecom ETF made up 1.7% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #10 holding.
Larry Mathis Financial Planning first reported a position in State Street SPDR S&P Telecom ETF in Q1 2026 and has held it in 2 quarters since.
126 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.