Newbridge Financial Services Group’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Newbridge Financial Services Group’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
2024 Q3	–	Sell	-78	Closed	-$6.02K	–	1129
2024 Q2	$6.02K	Hold	78	–	–	﹤0.01%	803
2024 Q1	$5.79K	Hold	78	–	–	﹤0.01%	864
2023 Q4	$6.24K	Hold	78	–	–	﹤0.01%	824
2023 Q3	$5.53K	Hold	78	–	–	﹤0.01%	933
2023 Q2	$6.05K	Hold	78	–	–	﹤0.01%	978
2023 Q1	$6.32K	Hold	78	–	–	﹤0.01%	1010
2022 Q4	$6.37K	Hold	78	–	–	﹤0.01%	1016
2022 Q3	$6K	Hold	78	–	–	﹤0.01%	1024
2022 Q2	$6K	Hold	78	–	–	﹤0.01%	993
2022 Q1	$7K	Hold	78	–	–	﹤0.01%	1034
2021 Q4	$8K	Hold	78	–	–	﹤0.01%	980
2021 Q3	$7K	Hold	78	–	–	﹤0.01%	960
2021 Q2	$8K	Hold	78	–	–	﹤0.01%	1039
2021 Q1	$7K	Hold	78	–	–	0.01%	988
2020 Q4	$7K	Hold	78	–	–	0.01%	799
2020 Q3	$5K	Buy	+78	New	+$5.65K	﹤0.01%	820

Other funds holding XTL

NHFG

New Harbor Financial Group Worcester, Massachusetts $567M AUM 41.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Newbridge Financial Services Group's XTL Position: Q3 2024 in Review

Newbridge Financial Services Group sold out of State Street SPDR S&P Telecom ETF (XTL) in Q3 2024, closing a stake of 78 shares — an estimated $6.02K sold.

Newbridge Financial Services Group first reported a position in XTL in Q3 2020 and held it in 16 quarters. The position peaked at $8K in Q4 2021. 32 funds tracked by Wall St. Rank hold XTL as of Q3 2024.

Newbridge Financial Services Group reported no remaining State Street SPDR S&P Telecom ETF position as of Q3 2024 after selling out during the quarter.
Newbridge Financial Services Group sold 78 State Street SPDR S&P Telecom ETF shares in Q3 2024, an estimated $6.02K.
Newbridge Financial Services Group first reported a position in State Street SPDR S&P Telecom ETF in Q3 2020 and held it in 16 quarters.
Newbridge Financial Services Group's State Street SPDR S&P Telecom ETF position peaked at $8K in Q4 2021.
32 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q3 2024.

Based on Newbridge Financial Services Group's 13F filing for Q3 2024, filed 12 Nov 2024.