Parallel Advisors’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Parallel Advisors’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 Q2	–	Sell	-500	Closed	-$37.1K	–	3436
2024 Q1	$37.1K	Buy	500 +150	+43%	+$11.5K	﹤0.01%	1644
2023 Q4	$28K	Hold	350	–	–	﹤0.01%	1739
2023 Q3	$24.8K	Hold	350	–	–	﹤0.01%	1727
2023 Q2	$27.2K	Hold	350	–	–	﹤0.01%	1704
2023 Q1	$28.4K	Hold	350	–	–	﹤0.01%	1656
2022 Q4	$28.6K	Hold	350	–	–	﹤0.01%	1548
2022 Q3	$27K	Hold	350	–	–	﹤0.01%	1553
2022 Q2	$27K	Hold	350	–	–	﹤0.01%	1538
2022 Q1	$33K	Hold	350	–	–	﹤0.01%	1490
2021 Q4	$36K	Hold	350	–	–	﹤0.01%	1518
2021 Q3	$33K	Hold	350	–	–	﹤0.01%	1495
2021 Q2	$36K	Hold	350	–	–	﹤0.01%	1403
2021 Q1	$33K	Hold	350	–	–	﹤0.01%	1373
2020 Q4	$30K	Hold	350	–	–	﹤0.01%	1325
2020 Q3	$24K	Hold	350	–	–	﹤0.01%	1376
2020 Q2	$24K	Hold	350	–	–	﹤0.01%	1344
2020 Q1	$20K	Hold	350	–	–	﹤0.01%	1319
2019 Q4	$24K	Hold	350	–	–	﹤0.01%	1329
2019 Q3	$23K	Hold	350	–	–	﹤0.01%	1302
2019 Q2	$24K	Hold	350	–	–	﹤0.01%	1206
2019 Q1	$25K	Hold	350	–	–	﹤0.01%	1124
2018 Q4	$21K	Hold	350	–	–	﹤0.01%	1031
2018 Q3	$27K	Hold	350	–	–	﹤0.01%	1040
2018 Q2	$25K	Hold	350	–	–	﹤0.01%	974
2018 Q1	$24K	Hold	350	–	–	﹤0.01%	945
2017 Q4	$24K	Hold	350	–	–	﹤0.01%	956
2017 Q3	$23K	Hold	350	–	–	﹤0.01%	954
2017 Q2	$25K	Hold	350	–	–	﹤0.01%	932
2017 Q1	$24K	Hold	350	–	–	﹤0.01%	904
2016 Q4	$24K	Buy	+350	New	+$23.4K	0.01%	814

Other funds holding XTL

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

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

SPIA

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

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

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

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

FMTCOCP

Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $367M AUM 17.86% 1-Year Est. Return

LOIM

Liberty One Investment Management Libertyville, Illinois $970M AUM 12.15% 1-Year Est. Return

Parallel Advisors's XTL Position: Q2 2024 in Review

Parallel Advisors sold out of State Street SPDR S&P Telecom ETF (XTL) in Q2 2024, closing a stake of 500 shares — an estimated $37.1K sold.

Parallel Advisors first reported a position in XTL in Q4 2016 and held it in 30 quarters. The position peaked at $37.1K in Q1 2024. 36 funds tracked by Wall St. Rank hold XTL as of Q2 2024.

Parallel Advisors reported no remaining State Street SPDR S&P Telecom ETF position as of Q2 2024 after selling out during the quarter.
Parallel Advisors sold 500 State Street SPDR S&P Telecom ETF shares in Q2 2024, an estimated $37.1K.
Parallel Advisors first reported a position in State Street SPDR S&P Telecom ETF in Q4 2016 and held it in 30 quarters.
Parallel Advisors's State Street SPDR S&P Telecom ETF position peaked at $37.1K in Q1 2024.
36 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q2 2024.

Based on Parallel Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.