Shulman DeMeo Asset Management’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Shulman DeMeo Asset Management’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 Q1	–	Sell	-3,100	Closed	-$263K	–	147
2020 Q4	$263K	Buy	+3,100	New	+$237K	0.08%	114
2019 Q1	–	Sell	-4,005	Closed	-$251K	–	135
2018 Q4	$251K	Buy	+4,005	New	+$277K	0.14%	57

Other funds holding XTL

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

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

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

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

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

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

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

RJFSA

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

LOIM

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

Shulman DeMeo Asset Management's XTL Position: Q1 2021 in Review

Shulman DeMeo Asset Management sold out of State Street SPDR S&P Telecom ETF (XTL) in Q1 2021, closing a stake of 3,100 shares — an estimated $263K sold.

Shulman DeMeo Asset Management first reported a position in XTL in Q4 2018 and held it in 2 quarters. The position peaked at $263K in Q4 2020. 46 funds tracked by Wall St. Rank hold XTL as of Q1 2021.

Shulman DeMeo Asset Management reported no remaining State Street SPDR S&P Telecom ETF position as of Q1 2021 after selling out during the quarter.
Shulman DeMeo Asset Management sold 3,100 State Street SPDR S&P Telecom ETF shares in Q1 2021, an estimated $263K.
Shulman DeMeo Asset Management first reported a position in State Street SPDR S&P Telecom ETF in Q4 2018 and held it in 2 quarters.
Shulman DeMeo Asset Management's State Street SPDR S&P Telecom ETF position peaked at $263K in Q4 2020.
46 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q1 2021.

Based on Shulman DeMeo Asset Management's 13F filing for Q1 2021, filed 26 Apr 2021.