Simplex Trading
XTL icon

Simplex Trading’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Simplex Trading’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 		– Sell
-98
Closed -$7K – 10624
2022
Q3 		$7K Buy
+98
New +$8.21K ﹤0.01% 8581

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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
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

Simplex Trading's XTL Position: Q4 2022 in Review

Simplex Trading sold out of State Street SPDR S&P Telecom ETF (XTL) in Q4 2022, closing a stake of 98 shares — an estimated $7K sold.

Simplex Trading first reported a position in XTL in Q3 2022 and held it in 1 quarter. The position peaked at $7K in Q3 2022. 40 funds tracked by Wall St. Rank hold XTL as of Q4 2022.

  • Simplex Trading reported no remaining State Street SPDR S&P Telecom ETF position as of Q4 2022 after selling out during the quarter.
  • Simplex Trading sold 98 State Street SPDR S&P Telecom ETF shares in Q4 2022, an estimated $7K.
  • Simplex Trading first reported a position in State Street SPDR S&P Telecom ETF in Q3 2022 and held it in 1 quarter.
  • Simplex Trading's State Street SPDR S&P Telecom ETF position peaked at $7K in Q3 2022.
  • 40 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q4 2022.

Based on Simplex Trading's 13F filing for Q4 2022, filed 2 Feb 2023.