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Westwind Capital’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Westwind Capital’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
Q1 		– Sell
-4,900
Closed -$524K – 46
2024
Q4 		$524K Buy
+4,900
New +$518K 0.11% 32

Other funds holding XTL

NHFG
New Harbor Financial Group Worcester, Massachusetts $567M AUM 41.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 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
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Westwind Capital's XTL Position: Q1 2025 in Review

Westwind Capital sold out of State Street SPDR S&P Telecom ETF (XTL) in Q1 2025, closing a stake of 4,900 shares — an estimated $524K sold.

Westwind Capital first reported a position in XTL in Q4 2024 and held it in 1 quarter. The position peaked at $524K in Q4 2024. 46 funds tracked by Wall St. Rank hold XTL as of Q1 2025.

  • Westwind Capital reported no remaining State Street SPDR S&P Telecom ETF position as of Q1 2025 after selling out during the quarter.
  • Westwind Capital sold 4,900 State Street SPDR S&P Telecom ETF shares in Q1 2025, an estimated $524K.
  • Westwind Capital first reported a position in State Street SPDR S&P Telecom ETF in Q4 2024 and held it in 1 quarter.
  • Westwind Capital's State Street SPDR S&P Telecom ETF position peaked at $524K in Q4 2024.
  • 46 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q1 2025.

Based on Westwind Capital's 13F filing for Q1 2025, filed 24 Apr 2025.