RJFSA
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Raymond James Financial Services Advisors’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Raymond James Financial Services 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
2023
Q4 		– Sell
-29,489
Closed -$2.09M – 3441
2023
Q3 		$2.09M Buy
+29,489
New +$2.19M ﹤0.01% 1484
2022
Q4 		– Sell
-24,002
Closed -$1.84M – 3398
2022
Q3 		$1.84M Buy
+24,002
New +$2.01M ﹤0.01% 1462
2022
Q2 		– Sell
-2,238
Closed -$207K – 3445
2022
Q1 		$207K Sell
2,238
-44
-2% -$4.02K ﹤0.01% 2949
2021
Q4 		$232K Buy
2,282
+12
+0.5% +$1.18K ﹤0.01% 2885
2021
Q3 		$217K Sell
2,270
-10,019
-82% -$993K ﹤0.01% 2921
2021
Q2 		$1.26M Sell
12,289
-6,881
-36% -$676K ﹤0.01% 1787
2021
Q1 		$1.8M Buy
19,170
+16,406
+594% +$1.54M ﹤0.01% 1463
2020
Q4 		$234K Buy
+2,764
New +$211K ﹤0.01% 2604
2020
Q3 		– Sell
-12,159
Closed -$848K – 3006
2020
Q2 		$848K Buy
12,159
+5,041
+71% +$338K ﹤0.01% 1585
2020
Q1 		$421K Sell
7,118
-32,401
-82% -$2.17M ﹤0.01% 1652
2019
Q4 		$2.77M Sell
39,519
-63,823
-62% -$4.33M 0.01% 1007
2019
Q3 		$6.94M Buy
103,342
+16,621
+19% +$1.14M 0.03% 577
2019
Q2 		$5.87M Buy
86,721
+69,704
+410% +$4.89M 0.02% 619
2019
Q1 		$1.2M Buy
17,017
+7,728
+83% +$536K 0.01% 1353
2018
Q4 		$583K Buy
9,289
+4,017
+76% +$278K ﹤0.01% 1572
2018
Q3 		$402K Buy
+5,272
New +$394K ﹤0.01% 2086
2017
Q3 		– Sell
-5,788
Closed -$409K – 2636
2017
Q2 		$409K Buy
+5,788
New +$411K ﹤0.01% 1794

Other funds holding XTL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Raymond James Financial Services Advisors's XTL Position: Q4 2023 in Review

Raymond James Financial Services Advisors sold out of State Street SPDR S&P Telecom ETF (XTL) in Q4 2023, closing a stake of 29,489 shares — an estimated $2.09M sold.

Raymond James Financial Services Advisors first reported a position in XTL in Q2 2017 and held it in 17 quarters. The position peaked at $6.94M in Q3 2019. 35 funds tracked by Wall St. Rank hold XTL as of Q4 2023.

  • Raymond James Financial Services Advisors reported no remaining State Street SPDR S&P Telecom ETF position as of Q4 2023 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 29,489 State Street SPDR S&P Telecom ETF shares in Q4 2023, an estimated $2.09M.
  • Raymond James Financial Services Advisors first reported a position in State Street SPDR S&P Telecom ETF in Q2 2017 and held it in 17 quarters.
  • Raymond James Financial Services Advisors's State Street SPDR S&P Telecom ETF position peaked at $6.94M in Q3 2019.
  • 35 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q4 2023.

Based on Raymond James Financial Services Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.