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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.4M Buy
11,970
+466
+4% +$54.7K 0.01% 844
2025
Q1
$1.15M Sell
11,504
-111
-1% -$11.1K 0.01% 866
2024
Q4
$1.24M Sell
11,615
-12,705
-52% -$1.36M 0.01% 802
2024
Q3
$2.45M Buy
24,320
+2,847
+13% +$286K 0.02% 564
2024
Q2
$1.66M Buy
21,473
+2,319
+12% +$179K 0.02% 645
2024
Q1
$1.42M Sell
19,154
-3,190
-14% -$237K 0.02% 683
2023
Q4
$1.79M Buy
22,344
+2,290
+11% +$183K 0.02% 532
2023
Q3
$1.42M Buy
20,054
+17,106
+580% +$1.21M 0.02% 558
2023
Q2
$229K Buy
+2,948
New +$229K ﹤0.01% 1219