River Wealth Advisors’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

River Wealth 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
2019 Q1	–	Sell	-45	Closed	-$3K	–	526
2018 Q4	$3K	Hold	45	–	–	﹤0.01%	500
2018 Q3	$3K	Hold	45	–	–	﹤0.01%	531
2018 Q2	$3K	Buy	+45	New	+$3.21K	﹤0.01%	536

Other funds holding XTL

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

River Wealth Advisors's XTL Position: Q1 2019 in Review

River Wealth Advisors sold out of State Street SPDR S&P Telecom ETF (XTL) in Q1 2019, closing a stake of 45 shares — an estimated $3K sold.

River Wealth Advisors first reported a position in XTL in Q2 2018 and held it in 3 quarters. The position peaked at $3K in Q4 2018. 43 funds tracked by Wall St. Rank hold XTL as of Q1 2019.

River Wealth Advisors reported no remaining State Street SPDR S&P Telecom ETF position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 45 State Street SPDR S&P Telecom ETF shares in Q1 2019, an estimated $3K.
River Wealth Advisors first reported a position in State Street SPDR S&P Telecom ETF in Q2 2018 and held it in 3 quarters.
River Wealth Advisors's State Street SPDR S&P Telecom ETF position peaked at $3K in Q4 2018.
43 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.