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

MinichMacGregor Wealth 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 Q3	$16.3M	Buy	80,468 +2,472	+3%	+$523K	2.63%	12
2026 Q2	$17.7M	Buy	77,996 +15,327	+24%	+$3.41M	2.69%	8
2026 Q1	$11.8M	Buy	+62,669	New	+$11M	2.08%	18

Other funds holding XTL

GDP

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

FMTCOCP

Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

WFP

Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

KFS

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

MinichMacGregor Wealth Management's XTL Position: Q3 2026 in Review

MinichMacGregor Wealth Management increased its State Street SPDR S&P Telecom ETF (XTL) stake by 3.2% in Q3 2026, buying an estimated $523K and bringing the position to 80,468 shares worth $16.3M. The position accounts for 2.63% of the portfolio, ranked #12.

MinichMacGregor Wealth Management first reported a position in XTL in Q1 2026 and has held it in 3 quarters since. The position peaked at $17.7M in Q2 2026. 13 funds tracked by Wall St. Rank hold XTL as of Q3 2026.

MinichMacGregor Wealth Management held 80,468 shares of State Street SPDR S&P Telecom ETF worth $16.3M as of Q3 2026.
MinichMacGregor Wealth Management bought 2,472 State Street SPDR S&P Telecom ETF shares in Q3 2026, an estimated $523K.
State Street SPDR S&P Telecom ETF made up 2.63% of MinichMacGregor Wealth Management's portfolio in Q3 2026, its #12 holding.
MinichMacGregor Wealth Management first reported a position in State Street SPDR S&P Telecom ETF in Q1 2026 and has held it in 3 quarters since.
MinichMacGregor Wealth Management's State Street SPDR S&P Telecom ETF position peaked at $17.7M in Q2 2026.
13 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q3 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.