UAG
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United Advisor Group’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

United Advisor Group’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
-2,707
Closed -$271K – 398
2025
Q1 		$271K Buy
+2,707
New +$289K 0.06% 290

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

United Advisor Group's XTL Position: Q2 2025 in Review

United Advisor Group sold out of State Street SPDR S&P Telecom ETF (XTL) in Q2 2025, closing a stake of 2,707 shares — an estimated $271K sold.

United Advisor Group first reported a position in XTL in Q1 2025 and held it in 1 quarter. The position peaked at $271K in Q1 2025. 47 funds tracked by Wall St. Rank hold XTL as of Q2 2025.

  • United Advisor Group reported no remaining State Street SPDR S&P Telecom ETF position as of Q2 2025 after selling out during the quarter.
  • United Advisor Group sold 2,707 State Street SPDR S&P Telecom ETF shares in Q2 2025, an estimated $271K.
  • United Advisor Group first reported a position in State Street SPDR S&P Telecom ETF in Q1 2025 and held it in 1 quarter.
  • United Advisor Group's State Street SPDR S&P Telecom ETF position peaked at $271K in Q1 2025.
  • 47 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q2 2025.

Based on United Advisor Group's 13F filing for Q2 2025, filed 11 Aug 2025.