Osaic Holdings
XTL icon

Osaic Holdings’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Osaic Holdings’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 		$1.29M Buy
5,653
+1,829
+48% +$407K ﹤0.01% 2748
2026
Q1 		$719K Buy
3,824
+1,980
+107% +$347K ﹤0.01% 3006
2025
Q4 		$283K Sell
1,844
-456
-20% -$67.7K ﹤0.01% 3870
2025
Q3 		$315K Buy
2,300
+553
+32% +$70.9K ﹤0.01% 3821
2025
Q2 		$205K Buy
1,747
+2
+0.1% +$203 ﹤0.01% 3919
2025
Q1 		$175K Buy
1,745
+697
+67% +$74.5K ﹤0.01% 3743
2024
Q4 		$112K Buy
1,048
+103
+11% +$10.9K ﹤0.01% 4086
2024
Q3 		$95.2K Buy
945
+285
+43% +$25.5K ﹤0.01% 4260
2024
Q2 		$51K Sell
660
-5,256
-89% -$383K ﹤0.01% 4662
2024
Q1 		$439K Buy
5,916
+1,397
+31% +$107K ﹤0.01% 3042
2023
Q4 		$361K Sell
4,519
-1,139
-20% -$80.4K ﹤0.01% 3432
2023
Q3 		$401K Buy
5,658
+1,936
+52% +$144K ﹤0.01% 3434
2023
Q2 		$289K Buy
3,722
+326
+10% +$24.4K ﹤0.01% 3607
2023
Q1 		$275K Sell
3,396
-256
-7% -$21.2K ﹤0.01% 3611
2022
Q4 		$298K Buy
3,652
+886
+32% +$73.3K ﹤0.01% 3518
2022
Q3 		$213K Buy
2,766
+310
+13% +$26K ﹤0.01% 3683
2022
Q2 		$191K Buy
2,456
+73
+3% +$6.1K ﹤0.01% 3844
2022
Q1 		$221K Buy
2,383
+716
+43% +$65.5K ﹤0.01% 3953
2021
Q4 		$170K Sell
1,667
-824
-33% -$81.2K ﹤0.01% 4103
2021
Q3 		$239K Sell
2,491
-1,760
-41% -$174K ﹤0.01% 3742
2021
Q2 		$435K Sell
4,251
-4,501
-51% -$442K ﹤0.01% 3167
2021
Q1 		$821K Buy
8,752
+6,934
+381% +$651K ﹤0.01% 2407
2020
Q4 		$154K Sell
1,818
-898
-33% -$68.6K ﹤0.01% 3718
2020
Q3 		$183K Buy
2,716
+486
+22% +$35.2K ﹤0.01% 3336
2020
Q2 		$155K Buy
2,230
+230
+12% +$15.4K ﹤0.01% 3357
2020
Q1 		$119K Buy
+2,000
New +$134K ﹤0.01% 3334

Other funds holding XTL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM
Bank of America
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
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings's XTL Position: Q2 2026 in Review

Osaic Holdings increased its State Street SPDR S&P Telecom ETF (XTL) stake by 48% in Q2 2026, buying an estimated $407K and bringing the position to 5,653 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #2748.

Osaic Holdings first reported a position in XTL in Q1 2020 and has held it in 26 quarters since. 126 funds tracked by Wall St. Rank hold XTL as of Q2 2026.

  • Osaic Holdings held 5,653 shares of State Street SPDR S&P Telecom ETF worth $1.29M as of Q2 2026.
  • Osaic Holdings bought 1,829 State Street SPDR S&P Telecom ETF shares in Q2 2026, an estimated $407K.
  • State Street SPDR S&P Telecom ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2748 holding.
  • Osaic Holdings first reported a position in State Street SPDR S&P Telecom ETF in Q1 2020 and has held it in 26 quarters since.
  • 126 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.