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Lindbrook Capital’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Lindbrook Capital’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
2023
Q4 		– Sell
-10
Closed -$709 – 2834
2023
Q3 		$709 Sell
10
-762
-99% -$56.6K ﹤0.01% 2448
2023
Q2 		$59.9K Buy
+772
New +$57.7K 0.01% 646

Other funds holding XTL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
LPL Financial
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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $367M AUM 17.86% 1-Year Est. Return
LOIM
Liberty One Investment Management Libertyville, Illinois $970M AUM 12.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Lindbrook Capital's XTL Position: Q4 2023 in Review

Lindbrook Capital sold out of State Street SPDR S&P Telecom ETF (XTL) in Q4 2023, closing a stake of 10 shares — an estimated $709 sold.

Lindbrook Capital first reported a position in XTL in Q2 2023 and held it in 2 quarters. The position peaked at $59.9K in Q2 2023. 35 funds tracked by Wall St. Rank hold XTL as of Q4 2023.

  • Lindbrook Capital reported no remaining State Street SPDR S&P Telecom ETF position as of Q4 2023 after selling out during the quarter.
  • Lindbrook Capital sold 10 State Street SPDR S&P Telecom ETF shares in Q4 2023, an estimated $709.
  • Lindbrook Capital first reported a position in State Street SPDR S&P Telecom ETF in Q2 2023 and held it in 2 quarters.
  • Lindbrook Capital's State Street SPDR S&P Telecom ETF position peaked at $59.9K in Q2 2023.
  • 35 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q4 2023.

Based on Lindbrook Capital's 13F filing for Q4 2023, filed 1 Feb 2024.