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Retirement Group’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Retirement Group’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
2021
Q2 		– Sell
-251
Closed -$24K – 785
2021
Q1 		$24K Buy
+251
New +$23.5K 0.01% 360

Other funds holding XTL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LOIM
Liberty One Investment Management Libertyville, Illinois $970M AUM 12.15% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Retirement Group's XTL Position: Q2 2021 in Review

Retirement Group sold out of State Street SPDR S&P Telecom ETF (XTL) in Q2 2021, closing a stake of 251 shares — an estimated $24K sold.

Retirement Group first reported a position in XTL in Q1 2021 and held it in 1 quarter. The position peaked at $24K in Q1 2021. 46 funds tracked by Wall St. Rank hold XTL as of Q2 2021.

  • Retirement Group reported no remaining State Street SPDR S&P Telecom ETF position as of Q2 2021 after selling out during the quarter.
  • Retirement Group sold 251 State Street SPDR S&P Telecom ETF shares in Q2 2021, an estimated $24K.
  • Retirement Group first reported a position in State Street SPDR S&P Telecom ETF in Q1 2021 and held it in 1 quarter.
  • Retirement Group's State Street SPDR S&P Telecom ETF position peaked at $24K in Q1 2021.
  • 46 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q2 2021.

Based on Retirement Group's 13F filing for Q2 2021, filed 17 Aug 2021.