Waldron Private Wealth’s State Street SPDR S&P Telecom ETF XTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $346K | Hold |
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|
2025
Q2 | $290K | Hold |
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|
2025
Q1 | $247K | Hold |
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|
2024
Q4 | $265K | Sell |
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|
2024
Q3 | $722K | Hold |
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|
2024
Q2 | $554K | Hold |
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|
2024
Q1 | $533K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $3.51M | Hold |
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|
2023
Q2 | $3.84M | Hold |
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|
2023
Q1 | $4.01M | Hold |
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|
2022
Q4 | $3.8M | Hold |
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|
2022
Q3 | $3.8M | Hold |
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|
2022
Q2 | $3.85M | Hold |
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|
2022
Q1 | $4.59M | Hold |
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|
2021
Q4 | $5.04M | Hold |
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|
2021
Q3 | $4.72M | Hold |
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|
2021
Q2 | $5.07M | Hold |
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|
2021
Q1 | $4.65M | Hold |
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|
2020
Q4 | $4.2M | Hold |
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|
2020
Q3 | $3.34M | Hold |
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|
2020
Q2 | $3.45M | Hold |
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|
2020
Q1 | $2.93M | Buy |
|