NBC Securities’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

NBC Securities’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	$13K	Buy	57 +48	+533%	+$10.7K	﹤0.01%	1802
2026 Q1	$1.69K	Hold	9	–	–	﹤0.01%	2349
2025 Q4	$1.38K	Hold	9	–	–	﹤0.01%	2485
2025 Q3	$1.26K	Hold	9	–	–	﹤0.01%	2499
2025 Q2	$1K	Buy	+9	New	+$914	﹤0.01%	2432
2024 Q2	–	Sell	-9	Closed	-$1K	–	2220
2024 Q1	$1K	Buy	+9	New	+$689	﹤0.01%	2155
2023 Q4	–	Sell	-276	Closed	-$19K	–	2240
2023 Q3	$19K	Buy	+276	New	+$20.5K	﹤0.01%	1479

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

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 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

NBC Securities's XTL Position: Q2 2026 in Review

NBC Securities increased its State Street SPDR S&P Telecom ETF (XTL) stake by 533% in Q2 2026, buying an estimated $10.7K and bringing the position to 57 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1802.

NBC Securities first reported a position in XTL in Q3 2023 and has held it in 7 quarters since. The position peaked at $19K in Q3 2023. 126 funds tracked by Wall St. Rank hold XTL as of Q2 2026.

NBC Securities held 57 shares of State Street SPDR S&P Telecom ETF worth $13K as of Q2 2026.
NBC Securities bought 48 State Street SPDR S&P Telecom ETF shares in Q2 2026, an estimated $10.7K.
State Street SPDR S&P Telecom ETF made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #1802 holding.
NBC Securities first reported a position in State Street SPDR S&P Telecom ETF in Q3 2023 and has held it in 7 quarters since.
NBC Securities's State Street SPDR S&P Telecom ETF position peaked at $19K in Q3 2023.
126 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.