Prestige Wealth Management Group’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Prestige Wealth Management 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
2026 Q2	$187K	Hold	822	–	–	0.03%	167
2026 Q1	$155K	Sell	822 -286	-26%	-$50.1K	0.03%	174
2025 Q4	$170K	Sell	1,108 -36	-3%	-$5.34K	0.03%	171
2025 Q3	$160K	Sell	1,144 -27	-2%	-$3.46K	0.03%	184
2025 Q2	$137K	Buy	1,171 +58	+5%	+$5.89K	0.03%	192
2025 Q1	$111K	Sell	1,113 -263	-19%	-$28.1K	0.02%	192
2024 Q4	$147K	Sell	1,376 -32	-2%	-$3.38K	0.03%	172
2024 Q3	$142K	Hold	1,408	–	–	0.03%	173
2024 Q2	$109K	Hold	1,408	–	–	0.02%	171
2024 Q1	$105K	Buy	1,408 +291	+26%	+$22.3K	0.02%	197
2023 Q4	$89.3K	Hold	1,117	–	–	0.02%	196
2023 Q3	$79.2K	Buy	1,117 +96	+9%	+$7.13K	0.02%	203
2023 Q2	$79.2K	Buy	1,021 +43	+4%	+$3.21K	0.02%	227
2023 Q1	$79.3K	Sell	978 -68	-7%	-$5.62K	0.02%	207
2022 Q4	$85.4K	Hold	1,046	–	–	0.02%	206
2022 Q3	$80K	Buy	+1,046	New	+$87.6K	0.02%	187
2019 Q3	–	Sell	-400	Closed	-$27K	–	649
2019 Q2	$27K	Hold	400	–	–	0.02%	239
2019 Q1	$28K	Hold	400	–	–	0.02%	235
2018 Q4	$25K	Buy	+400	New	+$27.7K	0.02%	276

Other funds holding XTL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PWM

Parkway Wealth Management Plano, Texas $866M AUM

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 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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Prestige Wealth Management Group's XTL Position: Q2 2026 in Review

Prestige Wealth Management Group held its State Street SPDR S&P Telecom ETF (XTL) position steady in Q2 2026 at 822 shares worth $187K. The position accounts for 0.03% of the portfolio, ranked #167.

Prestige Wealth Management Group first reported a position in XTL in Q4 2018 and has held it in 19 quarters since. 126 funds tracked by Wall St. Rank hold XTL as of Q2 2026.

Prestige Wealth Management Group held 822 shares of State Street SPDR S&P Telecom ETF worth $187K as of Q2 2026.
Prestige Wealth Management Group left its State Street SPDR S&P Telecom ETF share count unchanged in Q2 2026.
State Street SPDR S&P Telecom ETF made up 0.03% of Prestige Wealth Management Group's portfolio in Q2 2026, its #167 holding.
Prestige Wealth Management Group first reported a position in State Street SPDR S&P Telecom ETF in Q4 2018 and has held it in 19 quarters since.
126 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.