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

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Fulcrum Equity Management Plano, Texas $124M AUM 42.95% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return