Sargent Bickham Lagudis’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$2.53K	Hold	31	–	–	﹤0.01%	883
2022 Q3	$2K	Sell	31 -157	-84%	-$13.2K	﹤0.01%	908
2022 Q2	$14K	Sell	188 -27	-13%	-$2.25K	﹤0.01%	653
2022 Q1	$20K	Sell	215 -28	-12%	-$2.56K	﹤0.01%	609
2021 Q4	$25K	Sell	243 -26	-10%	-$2.56K	﹤0.01%	567
2021 Q3	$26K	Sell	269 -121	-31%	-$12K	﹤0.01%	566
2021 Q2	$40K	Sell	390 -4,037	-91%	-$397K	﹤0.01%	490
2021 Q1	$416K	Buy	4,427 +4,417	+44,170%	+$414K	0.04%	175
2020 Q4	$1K	Hold	10	–	–	﹤0.01%	852
2020 Q3	$1K	Hold	10	–	–	﹤0.01%	774
2020 Q2	$1K	Buy	+10	New	+$671	﹤0.01%	757

Other funds holding XTL

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

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

FMTCOCP

Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $367M AUM 17.86% 1-Year Est. Return

RJA

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

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

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

LOIM

Liberty One Investment Management Libertyville, Illinois $970M AUM 12.15% 1-Year Est. Return

Sargent Bickham Lagudis's XTL Position: Q4 2022 in Review

Sargent Bickham Lagudis held its State Street SPDR S&P Telecom ETF (XTL) position steady in Q4 2022 at 31 shares worth $2.53K. The position accounts for ﹤0.01% of the portfolio, ranked #883.

Sargent Bickham Lagudis first reported a position in XTL in Q2 2020 and has held it in 11 quarters since. The position peaked at $416K in Q1 2021. 40 funds tracked by Wall St. Rank hold XTL as of Q4 2022.

Sargent Bickham Lagudis held 31 shares of State Street SPDR S&P Telecom ETF worth $2.53K as of Q4 2022.
Sargent Bickham Lagudis left its State Street SPDR S&P Telecom ETF share count unchanged in Q4 2022.
State Street SPDR S&P Telecom ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #883 holding.
Sargent Bickham Lagudis first reported a position in State Street SPDR S&P Telecom ETF in Q2 2020 and has held it in 11 quarters since.
Sargent Bickham Lagudis's State Street SPDR S&P Telecom ETF position peaked at $416K in Q1 2021.
40 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.