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
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

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UOIF
University of Illinois Foundation Champaign, Illinois $487M AUM 32.41% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Raymond James Financial's XTL Position: Q1 2026 in Review

Raymond James Financial increased its State Street SPDR S&P Telecom ETF (XTL) stake by 15% in Q1 2026, buying an estimated $917K and bringing the position to 39,579 shares worth $7.44M. The position accounts for ﹤0.01% of the portfolio, ranked #2261.

Raymond James Financial first reported a position in XTL in Q4 2024 and has held it in 6 quarters since. 95 funds tracked by Wall St. Rank hold XTL as of Q1 2026.

  • Raymond James Financial held 39,579 shares of State Street SPDR S&P Telecom ETF worth $7.44M as of Q1 2026.
  • Raymond James Financial bought 5,229 State Street SPDR S&P Telecom ETF shares in Q1 2026, an estimated $917K.
  • State Street SPDR S&P Telecom ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2261 holding.
  • Raymond James Financial first reported a position in State Street SPDR S&P Telecom ETF in Q4 2024 and has held it in 6 quarters since.
  • 95 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.