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Maia Wealth’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Maia Wealth’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
2025
Q1 		– Sell
-3,210
Closed -$336K – 359
2024
Q4 		$336K Buy
+3,210
New +$339K 0.07% 214

Other funds holding XTL

NHFG
New Harbor Financial Group Worcester, Massachusetts $567M AUM 41.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Maia Wealth's XTL Position: Q1 2025 in Review

Maia Wealth sold out of State Street SPDR S&P Telecom ETF (XTL) in Q1 2025, closing a stake of 3,210 shares — an estimated $336K sold.

Maia Wealth first reported a position in XTL in Q4 2024 and held it in 1 quarter. The position peaked at $336K in Q4 2024. 46 funds tracked by Wall St. Rank hold XTL as of Q1 2025.

  • Maia Wealth reported no remaining State Street SPDR S&P Telecom ETF position as of Q1 2025 after selling out during the quarter.
  • Maia Wealth sold 3,210 State Street SPDR S&P Telecom ETF shares in Q1 2025, an estimated $336K.
  • Maia Wealth first reported a position in State Street SPDR S&P Telecom ETF in Q4 2024 and held it in 1 quarter.
  • Maia Wealth's State Street SPDR S&P Telecom ETF position peaked at $336K in Q4 2024.
  • 46 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q1 2025.

Based on Maia Wealth's 13F filing for Q1 2025, filed 12 May 2025.