LOIM
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Liberty One Investment Management’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Liberty One Investment 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
Q1 		$1.7M Buy
9,023
+269
+3% +$47.2K 0.17% 84
2025
Q4 		$1.34M Sell
8,754
-2,683
-23% -$398K 0.17% 83
2025
Q3 		$1.6M Sell
11,437
-391
-3% -$50.2K 0.09% 87
2025
Q2 		$1.39M Sell
11,828
-2,033
-15% -$207K 0.14% 83
2025
Q1 		$1.39M Sell
13,861
-535
-4% -$57.2K 0.14% 82
2024
Q4 		$1.54M Sell
14,396
-264
-2% -$27.9K 0.17% 79
2024
Q3 		$1.48M Sell
14,660
-307
-2% -$27.4K 0.15% 80
2024
Q2 		$1.16M Buy
14,967
+1,652
+12% +$120K 0.13% 86
2024
Q1 		$989K Sell
13,315
-198
-1% -$15.1K 0.11% 86
2023
Q4 		$1.08M Sell
13,513
-325
-2% -$22.9K 0.13% 81
2023
Q3 		$982K Sell
13,838
-298
-2% -$22.1K 0.14% 75
2023
Q2 		$1.1M Buy
14,136
+531
+4% +$39.7K 0.14% 74
2023
Q1 		$1.1M Buy
13,605
+78
+0.6% +$6.45K 0.15% 77
2022
Q4 		$1.1M Buy
13,527
+167
+1% +$13.8K 0.16% 75
2022
Q3 		$1.03M Sell
13,360
-168
-1% -$14.1K 0.17% 77
2022
Q2 		$1.38M Buy
13,528
+418
+3% +$34.9K 0.24% 74
2022
Q1 		$1.22M Buy
13,110
+93
+0.7% +$8.5K 0.18% 79
2021
Q4 		$1.32M Sell
13,017
-81
-0.6% -$7.98K 0.2% 74
2021
Q3 		$1.25M Sell
13,098
-430
-3% -$42.6K 0.21% 77
2021
Q2 		$1.38M Sell
13,528
-603
-4% -$59.2K 0.23% 74
2021
Q1 		$1.33M Sell
14,131
-837
-6% -$78.5K 0.24% 74
2020
Q4 		$1.27M Sell
14,968
-822
-5% -$62.8K 0.24% 67
2020
Q3 		$1.07M Sell
15,790
-94
-0.6% -$6.81K 0.22% 68
2020
Q2 		$1.11M Sell
15,884
-248
-2% -$16.6K 0.25% 57
2020
Q1 		$955K Buy
16,132
+397
+3% +$26.5K 0.25% 59
2019
Q4 		$1.1M Buy
+15,735
New +$1.07M 0.24% 70

Other funds holding XTL

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UOIF
University of Illinois Foundation Champaign, Illinois $487M AUM 32.41% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 1-Year Est. Return

Liberty One Investment Management's XTL Position: Q1 2026 in Review

Liberty One Investment Management increased its State Street SPDR S&P Telecom ETF (XTL) stake by 3.1% in Q1 2026, buying an estimated $47.2K and bringing the position to 9,023 shares worth $1.7M. The position accounts for 0.17% of the portfolio, ranked #84.

Liberty One Investment Management first reported a position in XTL in Q4 2019 and has held it in 26 quarters since. 95 funds tracked by Wall St. Rank hold XTL as of Q1 2026.

  • Liberty One Investment Management held 9,023 shares of State Street SPDR S&P Telecom ETF worth $1.7M as of Q1 2026.
  • Liberty One Investment Management bought 269 State Street SPDR S&P Telecom ETF shares in Q1 2026, an estimated $47.2K.
  • State Street SPDR S&P Telecom ETF made up 0.17% of Liberty One Investment Management's portfolio in Q1 2026, its #84 holding.
  • Liberty One Investment Management first reported a position in State Street SPDR S&P Telecom ETF in Q4 2019 and has held it in 26 quarters since.
  • 95 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.