Institutional Ownership Spdr Ser Tr S & P Telecom ETF (XTL)
This table provides information about the institutional ownership of Spdr Ser Tr S & P Telecom ETF (XTL). We have compiled data on the 53 institutions that hold shares in the stock, with a total of 988,359 shares, which have been reported (via 13F filing form) to have a value of $108 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Harbor Financial Group, LLC
Leominster, MA |
Jan 17, 2025 Q4 2024 |
126,479
shares
|
$13.8 Million
4.01% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jan 17, 2025 Q4 2024 |
126,479
shares
|
$13.8 Million
3.98% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
101,478
shares
|
$11.1 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
97,251
shares
|
$10.6 Million
0.0% of portfolio
|
Q4 2024
Added 268.68%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
91,706
shares
|
$10 Million
0.0% of portfolio
|
Q4 2024
Added 21.69%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
54,994
shares
|
$6 Million
0.0% of portfolio
|
Q4 2024
Added 354.91%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Feb 14, 2025 Q4 2024 |
54,815
shares
|
$5.98 Million
4.16% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
35,713
shares
|
$3.9 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.08%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
31,998
shares
|
$3.49 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,958
shares
|
$3.38 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.36%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
28,082
shares
|
$3.07 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Capital, Inc.
Omaha, NE |
Feb 14, 2025 Q4 2024 |
21,446
shares
|
$2.34 Million
1.62% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
19,065
shares
|
$2.08 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
17,260
shares
|
$1.88 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
16,771
shares
|
$1.83 Million
0.0% of portfolio
|
Q4 2024
Reduced 19.4%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
14,714
shares
|
$1.61 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Liberty One Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
14,396
shares
|
$1.57 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
12,124
shares
|
$1.32 Million
0.49% of portfolio
|
Q4 2024
Reduced 8.96%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
11,615
shares
|
$1.27 Million
0.01% of portfolio
|
Q4 2024
Reduced 52.24%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
10,891
shares
|
$1.19 Million
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
8,145
shares
|
$889,189
0.0% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
5,739
shares
|
$626,526
0.0% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Kaizen Financial Strategies
|
Feb 14, 2025 Q4 2024 |
5,410
shares
|
$590,609
0.35% of portfolio
|
Q4 2024
Added 80.33%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
5,168
shares
|
$564,190
0.16% of portfolio
|
Q4 2024
Reduced 5.47%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
4,911
shares
|
$536,133
0.04% of portfolio
|
Q4 2024
New holding
|