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

SFI 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
2026 Q3	$3.1M	Sell	15,261 -857	-5%	-$181K	2.55%	17
2026 Q2	$3.67M	Sell	16,118 -641	-4%	-$143K	3.16%	10
2026 Q1	$3.15M	Sell	16,759 -32,329	-66%	-$5.67M	3.31%	9
2025 Q4	$7.52M	Sell	49,088 -1,658	-3%	-$246K	4.82%	2
2025 Q3	$7.1M	Sell	50,746 -547	-1%	-$70.2K	4.52%	2
2025 Q2	$6.02M	Sell	51,293 -5,158	-9%	-$524K	4.16%	8
2025 Q1	$5.64M	Buy	56,451 +1,636	+3%	+$175K	4.17%	6
2024 Q4	$5.87M	Sell	54,815 -1,080	-2%	-$114K	4.12%	7
2024 Q3	$5.62M	Buy	55,895 +1,718	+3%	+$154K	4.01%	6
2024 Q2	$4.18M	Buy	54,177 +5,916	+12%	+$431K	3.22%	12
2024 Q1	$3.58M	Buy	48,261 +7,173	+17%	+$549K	2.81%	17
2023 Q4	$3.29M	Buy	+41,088	New	+$2.9M	2.81%	12

Other funds holding XTL

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return

Verus Capital Partners Scottsdale, Arizona $1.91B AUM 49.49% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

SFI Advisors's XTL Position: Q3 2026 in Review

SFI Advisors reduced its State Street SPDR S&P Telecom ETF (XTL) stake by 5.3% in Q3 2026, selling an estimated $181K and leaving 15,261 shares worth $3.1M. The position accounts for 2.55% of the portfolio, ranked #17.

SFI Advisors first reported a position in XTL in Q4 2023 and has held it in 12 quarters since. The position peaked at $7.52M in Q4 2025. 43 funds tracked by Wall St. Rank hold XTL as of Q3 2026.

SFI Advisors held 15,261 shares of State Street SPDR S&P Telecom ETF worth $3.1M as of Q3 2026.
SFI Advisors sold 857 State Street SPDR S&P Telecom ETF shares in Q3 2026, an estimated $181K.
State Street SPDR S&P Telecom ETF made up 2.55% of SFI Advisors's portfolio in Q3 2026, its #17 holding.
SFI Advisors first reported a position in State Street SPDR S&P Telecom ETF in Q4 2023 and has held it in 12 quarters since.
SFI Advisors's State Street SPDR S&P Telecom ETF position peaked at $7.52M in Q4 2025.
43 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q3 2026.

Based on SFI Advisors's 13F filing for Q3 2026, filed 30 Oct 2026.