Spire Wealth Management’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Spire Wealth 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
2026 Q2	$59.8K	Buy	263 +188	+251%	+$41.8K	﹤0.01%	1131
2026 Q1	$14.1K	Buy	75 +18	+32%	+$3.15K	﹤0.01%	1525
2025 Q4	$8.73K	Hold	57	–	–	﹤0.01%	1756
2025 Q3	$7.97K	Hold	57	–	–	﹤0.01%	1835
2025 Q2	$6.69K	Hold	57	–	–	﹤0.01%	1866
2025 Q1	$5.7K	Hold	57	–	–	﹤0.01%	2023
2024 Q4	$6.1K	Hold	57	–	–	﹤0.01%	1992
2024 Q3	$5.74K	Hold	57	–	–	﹤0.01%	1786
2024 Q2	$4.4K	Hold	57	–	–	﹤0.01%	1859
2024 Q1	$4.23K	Hold	57	–	–	﹤0.01%	1970
2023 Q4	$4.44K	Hold	57	–	–	﹤0.01%	1983
2023 Q3	$4.04K	Hold	57	–	–	﹤0.01%	1988
2023 Q2	$4.42K	Hold	57	–	–	﹤0.01%	2033
2023 Q1	$4.62K	Buy	+57	New	+$4.71K	﹤0.01%	2049

Other funds holding XTL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PWM

Parkway Wealth Management Plano, Texas $866M AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Spire Wealth Management's XTL Position: Q2 2026 in Review

Spire Wealth Management increased its State Street SPDR S&P Telecom ETF (XTL) stake by 251% in Q2 2026, buying an estimated $41.8K and bringing the position to 263 shares worth $59.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1131.

Spire Wealth Management first reported a position in XTL in Q1 2023 and has held it in 14 quarters since. 125 funds tracked by Wall St. Rank hold XTL as of Q2 2026.

Spire Wealth Management held 263 shares of State Street SPDR S&P Telecom ETF worth $59.8K as of Q2 2026.
Spire Wealth Management bought 188 State Street SPDR S&P Telecom ETF shares in Q2 2026, an estimated $41.8K.
State Street SPDR S&P Telecom ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1131 holding.
Spire Wealth Management first reported a position in State Street SPDR S&P Telecom ETF in Q1 2023 and has held it in 14 quarters since.
125 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.