NFG
XTL icon

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

Next Financial 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
2019
Q2 		– Sell
-12,188
Closed -$862K – 2403
2019
Q1 		$862K Buy
+12,188
New +$846K 0.22% 57

Other funds holding XTL

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
PSF
Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return

Next Financial Group's XTL Position: Q2 2019 in Review

Next Financial Group sold out of State Street SPDR S&P Telecom ETF (XTL) in Q2 2019, closing a stake of 12,188 shares — an estimated $862K sold.

Next Financial Group first reported a position in XTL in Q1 2019 and held it in 1 quarter. The position peaked at $862K in Q1 2019. 39 funds tracked by Wall St. Rank hold XTL as of Q2 2019.

  • Next Financial Group reported no remaining State Street SPDR S&P Telecom ETF position as of Q2 2019 after selling out during the quarter.
  • Next Financial Group sold 12,188 State Street SPDR S&P Telecom ETF shares in Q2 2019, an estimated $862K.
  • Next Financial Group first reported a position in State Street SPDR S&P Telecom ETF in Q1 2019 and held it in 1 quarter.
  • Next Financial Group's State Street SPDR S&P Telecom ETF position peaked at $862K in Q1 2019.
  • 39 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q2 2019.

Based on Next Financial Group's 13F filing for Q2 2019, filed 16 Jul 2019.