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 Q2	$7.75M	Sell	34,049 -127	-0.4%	-$28.3K	0.04%	418
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

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

Steward Partners Investment Advisory's XTL Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its State Street SPDR S&P Telecom ETF (XTL) stake by 0.37% in Q2 2026, selling an estimated $28.3K and leaving 34,049 shares worth $7.75M. The position accounts for 0.04% of the portfolio, ranked #418.

Steward Partners Investment Advisory first reported a position in XTL in Q2 2023 and has held it in 13 quarters since. 126 funds tracked by Wall St. Rank hold XTL as of Q2 2026.

Steward Partners Investment Advisory held 34,049 shares of State Street SPDR S&P Telecom ETF worth $7.75M as of Q2 2026.
Steward Partners Investment Advisory sold 127 State Street SPDR S&P Telecom ETF shares in Q2 2026, an estimated $28.3K.
State Street SPDR S&P Telecom ETF made up 0.04% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #418 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 13 quarters since.
126 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.