Raymond James Financial
XTL icon

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

Raymond James 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
Q3 		$8.59M Sell
42,306
-4,267
-9% -$902K ﹤0.01% 2285
2026
Q2 		$10.6M Buy
46,573
+6,994
+18% +$1.56M ﹤0.01% 2100
2026
Q1 		$7.44M Buy
39,579
+5,229
+15% +$917K ﹤0.01% 2261
2025
Q4 		$5.26M Buy
34,350
+1,138
+3% +$169K ﹤0.01% 2471
2025
Q3 		$4.65M Sell
33,212
-273
-0.8% -$35K ﹤0.01% 2504
2025
Q2 		$3.93M Buy
33,485
+805
+2% +$81.8K ﹤0.01% 2542
2025
Q1 		$3.27M Buy
32,680
+682
+2% +$72.9K ﹤0.01% 2634
2024
Q4 		$3.43M Buy
+31,998
New +$3.38M ﹤0.01% 2580

Other funds holding XTL

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Destiny Wealth Partners
Destiny Wealth Partners Tavares, Florida $978M AUM 13.01% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Raymond James Financial's XTL Position: Q3 2026 in Review

Raymond James Financial reduced its State Street SPDR S&P Telecom ETF (XTL) stake by 9.2% in Q3 2026, selling an estimated $902K and leaving 42,306 shares worth $8.59M. The position accounts for ﹤0.01% of the portfolio, ranked #2285.

Raymond James Financial first reported a position in XTL in Q4 2024 and has held it in 8 quarters since. The position peaked at $10.6M in Q2 2026. 86 funds tracked by Wall St. Rank hold XTL as of Q3 2026.

  • Raymond James Financial held 42,306 shares of State Street SPDR S&P Telecom ETF worth $8.59M as of Q3 2026.
  • Raymond James Financial sold 4,267 State Street SPDR S&P Telecom ETF shares in Q3 2026, an estimated $902K.
  • State Street SPDR S&P Telecom ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q3 2026, its #2285 holding.
  • Raymond James Financial first reported a position in State Street SPDR S&P Telecom ETF in Q4 2024 and has held it in 8 quarters since.
  • Raymond James Financial's State Street SPDR S&P Telecom ETF position peaked at $10.6M in Q2 2026.
  • 86 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.