SW
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SVB Wealth’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-85
Closed -$8.5K – 1656
2025
Q1 		$8.5K Buy
+85
New +$9.08K ﹤0.01% 923

Other funds holding XTL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

SVB Wealth's XTL Position: Q2 2025 in Review

SVB Wealth sold out of State Street SPDR S&P Telecom ETF (XTL) in Q2 2025, closing a stake of 85 shares — an estimated $8.5K sold.

SVB Wealth first reported a position in XTL in Q1 2025 and held it in 1 quarter. The position peaked at $8.5K in Q1 2025. 47 funds tracked by Wall St. Rank hold XTL as of Q2 2025.

  • SVB Wealth reported no remaining State Street SPDR S&P Telecom ETF position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 85 State Street SPDR S&P Telecom ETF shares in Q2 2025, an estimated $8.5K.
  • SVB Wealth first reported a position in State Street SPDR S&P Telecom ETF in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's State Street SPDR S&P Telecom ETF position peaked at $8.5K in Q1 2025.
  • 47 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.