Marshall & Sterling Wealth Advisors’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Marshall & Sterling Wealth Advisors’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	$408K	Buy	+1,793	New	+$399K	0.24%	72

Other funds holding XTL

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Worthington Financial Partners Worthington, Ohio $121M AUM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's XTL Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors opened a new position in State Street SPDR S&P Telecom ETF (XTL) in Q2 2026: 1,793 shares worth $408K. The stake represents 0.24% of the portfolio and ranks #72 among its holdings.

22 funds tracked by Wall St. Rank hold XTL as of Q2 2026.

Marshall & Sterling Wealth Advisors held 1,793 shares of State Street SPDR S&P Telecom ETF worth $408K as of Q2 2026.
State Street SPDR S&P Telecom ETF was a new Marshall & Sterling Wealth Advisors position in Q2 2026.
State Street SPDR S&P Telecom ETF made up 0.24% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #72 holding.
22 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.