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

Prosperity Capital 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
2026 Q3	–	Sell	-1,084	Closed	-$247K	–	450
2026 Q2	$247K	Sell	1,084 -387	-26%	-$86.1K	0.01%	378
2026 Q1	$277K	Sell	1,471 -179	-11%	-$31.4K	0.02%	339
2025 Q4	$253K	Buy	+1,650	New	+$245K	0.02%	340
2025 Q2	–	Sell	-6,069	Closed	-$607K	–	401
2025 Q1	$607K	Buy	6,069 +1,158	+24%	+$124K	0.05%	213
2024 Q4	$526K	Buy	+4,911	New	+$519K	0.04%	217

Other funds holding XTL

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

GDP

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

FMTCOCP

Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

WFP

Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

KFS

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prosperity Capital Advisors's XTL Position: Q3 2026 in Review

Prosperity Capital Advisors sold out of State Street SPDR S&P Telecom ETF (XTL) in Q3 2026, closing a stake of 1,084 shares — an estimated $247K sold.

Prosperity Capital Advisors first reported a position in XTL in Q4 2024 and held it in 5 quarters. The position peaked at $607K in Q1 2025. 13 funds tracked by Wall St. Rank hold XTL as of Q3 2026.

Prosperity Capital Advisors reported no remaining State Street SPDR S&P Telecom ETF position as of Q3 2026 after selling out during the quarter.
Prosperity Capital Advisors sold 1,084 State Street SPDR S&P Telecom ETF shares in Q3 2026, an estimated $247K.
Prosperity Capital Advisors first reported a position in State Street SPDR S&P Telecom ETF in Q4 2024 and held it in 5 quarters.
Prosperity Capital Advisors's State Street SPDR S&P Telecom ETF position peaked at $607K in Q1 2025.
13 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q3 2026.

Based on Prosperity Capital Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.