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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PWM

Parkway Wealth Management Plano, Texas $866M AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

MinichMacGregor Wealth Management's XTL Position: Q2 2026 in Review

MinichMacGregor Wealth Management increased its State Street SPDR S&P Telecom ETF (XTL) stake by 24% in Q2 2026, buying an estimated $3.41M and bringing the position to 77,996 shares worth $17.7M. The position accounts for 2.69% of the portfolio, ranked #8.

MinichMacGregor Wealth Management first reported a position in XTL in Q1 2026 and has held it in 2 quarters since. 126 funds tracked by Wall St. Rank hold XTL as of Q2 2026.

MinichMacGregor Wealth Management held 77,996 shares of State Street SPDR S&P Telecom ETF worth $17.7M as of Q2 2026.
MinichMacGregor Wealth Management bought 15,327 State Street SPDR S&P Telecom ETF shares in Q2 2026, an estimated $3.41M.
State Street SPDR S&P Telecom ETF made up 2.69% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #8 holding.
MinichMacGregor Wealth Management first reported a position in State Street SPDR S&P Telecom ETF in Q1 2026 and has held it in 2 quarters since.
126 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.