LPL Financial’s State Street SPDR S&P Telecom ETF XTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17.3M | Buy |
91,950
+47,998
| +109% | +$8.41M | ﹤0.01% | 1566 |
|
|
2025
Q4 | $6.73M | Sell |
43,952
-45,901
| -51% | -$6.81M | ﹤0.01% | 2278 |
|
|
2025
Q3 | $12.6M | Buy |
89,853
+74,648
| +491% | +$9.57M | ﹤0.01% | 1675 |
|
|
2025
Q2 | $1.78M | Sell |
15,205
-90,339
| -86% | -$9.18M | ﹤0.01% | 3232 |
|
|
2025
Q1 | $10.5M | Buy |
105,544
+8,293
| +9% | +$886K | ﹤0.01% | 1564 |
|
|
2024
Q4 | $10.4M | Buy |
97,251
+70,873
| +269% | +$7.5M | ﹤0.01% | 1520 |
|
|
2024
Q3 | $2.65M | Buy |
26,378
+23,276
| +750% | +$2.08M | ﹤0.01% | 2466 |
|
|
2024
Q2 | $239K | Buy |
3,102
+318
| +11% | +$23.2K | ﹤0.01% | 4429 |
|
|
2024
Q1 | $207K | Sell |
2,784
-35,898
| -93% | -$2.75M | ﹤0.01% | 4487 |
|
|
2023
Q4 | $3.09M | Sell |
38,682
-3,297
| -8% | -$233K | ﹤0.01% | 2055 |
|
|
2023
Q3 | $2.98M | Buy |
41,979
+5,421
| +15% | +$402K | ﹤0.01% | 1966 |
|
|
2023
Q2 | $2.84M | Buy |
36,558
+2,138
| +6% | +$160K | ﹤0.01% | 1961 |
|
|
2023
Q1 | $2.79M | Buy |
34,420
+4,199
| +14% | +$347K | ﹤0.01% | 1891 |
|
|
2022
Q4 | $2.47M | Buy |
30,221
+2,780
| +10% | +$230K | ﹤0.01% | 1926 |
|
|
2022
Q3 | $2.11M | Buy |
27,441
+593
| +2% | +$49.7K | ﹤0.01% | 1936 |
|
|
2022
Q2 | $2.09M | Sell |
26,848
-752
| -3% | -$62.8K | ﹤0.01% | 1998 |
|
|
2022
Q1 | $2.56M | Buy |
27,600
+3,817
| +16% | +$349K | ﹤0.01% | 1861 |
|
|
2021
Q4 | $2.42M | Sell |
23,783
-34,786
| -59% | -$3.43M | ﹤0.01% | 1946 |
|
|
2021
Q3 | $5.59M | Buy |
58,569
+32,504
| +125% | +$3.22M | 0.01% | 1323 |
|
|
2021
Q2 | $2.67M | Sell |
26,065
-30,493
| -54% | -$3M | ﹤0.01% | 1757 |
|
|
2021
Q1 | $5.31M | Buy |
56,558
+34,345
| +155% | +$3.22M | 0.01% | 1199 |
|
|
2020
Q4 | $1.88M | Sell |
22,213
-21,902
| -50% | -$1.67M | ﹤0.01% | 1710 |
|
|
2020
Q3 | $2.98M | Buy |
44,115
+19,924
| +82% | +$1.44M | ﹤0.01% | 1236 |
|
|
2020
Q2 | $1.69M | Buy |
24,191
+1,834
| +8% | +$123K | ﹤0.01% | 1462 |
|
|
2020
Q1 | $1.32M | Sell |
22,357
-1,896
| -8% | -$127K | ﹤0.01% | 1440 |
|
|
2019
Q4 | $1.7M | Buy |
24,253
+5,942
| +32% | +$403K | ﹤0.01% | 1467 |
|
|
2019
Q3 | $1.23M | Buy |
18,311
+174
| +1% | +$11.9K | ﹤0.01% | 1587 |
|
|
2019
Q2 | $1.23M | Buy |
18,137
+448
| +3% | +$31.4K | ﹤0.01% | 1591 |
|
|
2019
Q1 | $1.25M | Buy |
17,689
+12,993
| +277% | +$902K | ﹤0.01% | 1502 |
|
|
2018
Q4 | $295K | Sell |
4,696
-2,471
| -34% | -$171K | ﹤0.01% | 2479 |
|
|
2018
Q3 | $546K | Buy |
7,167
+3,043
| +74% | +$227K | ﹤0.01% | 2164 |
|
|
2018
Q2 | $298K | Buy |
+4,124
| New | +$294K | ﹤0.01% | 2654 |
|
|
2017
Q4 | – | Sell |
-11,451
| Closed | -$798K | – | 3080 |
|
|
2017
Q3 | $798K | Sell |
11,451
-437
| -4% | -$30.7K | ﹤0.01% | 1598 |
|
|
2017
Q2 | $840K | Sell |
11,888
-3,454
| -23% | -$245K | ﹤0.01% | 1486 |
|
|
2017
Q1 | $1.08M | Sell |
15,342
-1,444
| -9% | -$102K | 0.01% | 1209 |
|
|
2016
Q4 | $1.18M | Buy |
+16,786
| New | +$1.12M | 0.01% | 1106 |
|
Other funds holding XTL
UOIF
MWM
FGA
SPIA