Steward Partners Investment Advisory’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Steward Partners Investment Advisory’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 Q1	$6.43M	Buy	34,176 +2,577	+8%	+$452K	0.03%	432
2025 Q4	$4.84M	Buy	31,599 +982	+3%	+$146K	0.03%	480
2025 Q3	$4.28M	Buy	30,617 +18,647	+156%	+$2.39M	0.02%	512
2025 Q2	$1.4M	Buy	11,970 +466	+4%	+$47.3K	0.01%	844
2025 Q1	$1.15M	Sell	11,504 -111	-1%	-$11.9K	0.01%	866
2024 Q4	$1.24M	Sell	11,615 -12,705	-52%	-$1.34M	0.01%	802
2024 Q3	$2.45M	Buy	24,320 +2,847	+13%	+$255K	0.02%	564
2024 Q2	$1.66M	Buy	21,473 +2,319	+12%	+$169K	0.02%	645
2024 Q1	$1.42M	Sell	19,154 -3,190	-14%	-$244K	0.02%	683
2023 Q4	$1.79M	Buy	22,344 +2,290	+11%	+$162K	0.02%	532
2023 Q3	$1.42M	Buy	20,054 +17,106	+580%	+$1.27M	0.02%	558
2023 Q2	$229K	Buy	+2,948	New	+$220K	﹤0.01%	1219

Other funds holding XTL

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

UOIF

University of Illinois Foundation Champaign, Illinois $487M AUM 32.41% 1-Year Est. Return

MWM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

FGA

Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 1-Year Est. Return

Steward Partners Investment Advisory's XTL Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its State Street SPDR S&P Telecom ETF (XTL) stake by 8.2% in Q1 2026, buying an estimated $452K and bringing the position to 34,176 shares worth $6.43M. The position accounts for 0.03% of the portfolio, ranked #432.

Steward Partners Investment Advisory first reported a position in XTL in Q2 2023 and has held it in 12 quarters since. 95 funds tracked by Wall St. Rank hold XTL as of Q1 2026.

Steward Partners Investment Advisory held 34,176 shares of State Street SPDR S&P Telecom ETF worth $6.43M as of Q1 2026.
Steward Partners Investment Advisory bought 2,577 State Street SPDR S&P Telecom ETF shares in Q1 2026, an estimated $452K.
State Street SPDR S&P Telecom ETF made up 0.03% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #432 holding.
Steward Partners Investment Advisory first reported a position in State Street SPDR S&P Telecom ETF in Q2 2023 and has held it in 12 quarters since.
95 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.