PSF
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Pacific Sun Financial’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Pacific Sun Financial’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 		$635K Hold
2,790
– – 0.26% 115
2026
Q1 		$525K Buy
2,790
+50
+2% +$8.77K 0.25% 125
2025
Q4 		$420K Hold
2,740
– – 0.2% 132
2025
Q3 		$383K Hold
2,740
– – 0.19% 141
2025
Q2 		$321K Buy
2,740
+20
+0.7% +$2.03K 0.17% 152
2025
Q1 		$272K Sell
2,720
-200
-7% -$21.4K 0.15% 154
2024
Q4 		$313K Hold
2,920
– – 0.17% 145
2024
Q3 		$294K Sell
2,920
-190
-6% -$17K 0.16% 147
2024
Q2 		$240K Buy
3,110
+34
+1% +$2.48K 0.14% 156
2024
Q1 		$228K Sell
3,076
-10
-0.3% -$765 0.13% 168
2023
Q4 		$247K Sell
3,086
-95
-3% -$6.71K 0.16% 153
2023
Q3 		$226K Sell
3,181
-274
-8% -$20.3K 0.16% 152
2023
Q2 		$280K Buy
+3,455
New +$258K 0.19% 141
2022
Q4 		$283K Sell
3,472
-70
-2% -$5.79K 0.2% 134
2022
Q3 		$272K Hold
3,542
– – 0.19% 140
2022
Q2 		$275K Buy
3,542
+62
+2% +$5.18K 0.18% 145
2022
Q1 		$323K Buy
3,480
+100
+3% +$9.14K 0.18% 142
2021
Q4 		$344K Sell
3,380
-100
-3% -$9.86K 0.18% 136
2021
Q3 		$332K Buy
+3,480
New +$345K 0.19% 127
2020
Q3 		$297K Hold
4,395
– – 0.25% 112
2020
Q2 		$307K Sell
4,395
-640
-13% -$42.9K 0.28% 107
2020
Q1 		$298K Sell
5,035
-160
-3% -$10.7K 0.34% 96
2019
Q4 		$363K Sell
5,195
-755
-13% -$51.2K 0.32% 99
2019
Q3 		$399K Sell
5,950
-660
-10% -$45.2K 0.38% 90
2019
Q2 		$447K Buy
+6,610
New +$464K 0.43% 83
2018
Q2 		$510K Sell
6,890
-70
-1% -$4.99K 0.53% 63
2018
Q1 		$479K Buy
+6,960
New +$488K 0.63% 53

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

Pacific Sun Financial's XTL Position: Q2 2026 in Review

Pacific Sun Financial held its State Street SPDR S&P Telecom ETF (XTL) position steady in Q2 2026 at 2,790 shares worth $635K. The position accounts for 0.26% of the portfolio, ranked #115.

Pacific Sun Financial first reported a position in XTL in Q1 2018 and has held it in 27 quarters since. 126 funds tracked by Wall St. Rank hold XTL as of Q2 2026.

  • Pacific Sun Financial held 2,790 shares of State Street SPDR S&P Telecom ETF worth $635K as of Q2 2026.
  • Pacific Sun Financial left its State Street SPDR S&P Telecom ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P Telecom ETF made up 0.26% of Pacific Sun Financial's portfolio in Q2 2026, its #115 holding.
  • Pacific Sun Financial first reported a position in State Street SPDR S&P Telecom ETF in Q1 2018 and has held it in 27 quarters since.
  • 126 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.