Realta Investment Advisors’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Realta Investment 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
2024 Q3	–	Sell	-68	Closed	-$5.25K	–	785
2024 Q2	$5.25K	Hold	68	–	–	﹤0.01%	718
2024 Q1	$5.05K	Buy	+68	New	+$5.2K	﹤0.01%	740
2023 Q4	–	Sell	-68	Closed	-$5.28K	–	817
2023 Q3	$5.28K	Hold	68	–	–	﹤0.01%	715
2023 Q2	$5.28K	Buy	+68	New	+$5.08K	﹤0.01%	766
2023 Q1	–	Sell	-68	Closed	-$5.55K	–	849
2022 Q4	$5.55K	Hold	68	–	–	﹤0.01%	767
2022 Q3	$5K	Buy	+68	New	+$5.7K	﹤0.01%	751
2020 Q1	–	Sell	-68	Closed	-$5K	–	1439
2019 Q4	$5K	Hold	68	–	–	﹤0.01%	1354
2019 Q3	$5K	Hold	68	–	–	﹤0.01%	1345
2019 Q2	$5K	Hold	68	–	–	﹤0.01%	1395
2019 Q1	$5K	Buy	+68	New	+$4.72K	﹤0.01%	1085

Other funds holding XTL

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Realta Investment Advisors's XTL Position: Q3 2024 in Review

Realta Investment Advisors sold out of State Street SPDR S&P Telecom ETF (XTL) in Q3 2024, closing a stake of 68 shares — an estimated $5.25K sold.

Realta Investment Advisors first reported a position in XTL in Q1 2019 and held it in 10 quarters. The position peaked at $5.55K in Q4 2022. 32 funds tracked by Wall St. Rank hold XTL as of Q3 2024.

Realta Investment Advisors reported no remaining State Street SPDR S&P Telecom ETF position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 68 State Street SPDR S&P Telecom ETF shares in Q3 2024, an estimated $5.25K.
Realta Investment Advisors first reported a position in State Street SPDR S&P Telecom ETF in Q1 2019 and held it in 10 quarters.
Realta Investment Advisors's State Street SPDR S&P Telecom ETF position peaked at $5.55K in Q4 2022.
32 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.