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 39 institutions that hold shares in the stock, with a total of 449,531 shares, which have been reported (via 13F filing form) to have a value of $46.9 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
New Harbor Financial Group, LLC
Leominster, MA |
Oct 16, 2024 Q3 2024 |
128,951
shares
|
$13.5 Million
3.34% of portfolio
|
Q3 2024
New holding
|
|
Sfi Advisors, LLC
Montclair, NJ |
Aug 14, 2024 Q2 2024 |
54,177
shares
|
$5.66 Million
3.22% of portfolio
|
Q2 2024
Added 12.26%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
37,519
shares
|
$3.92 Million
0.01% of portfolio
|
Q2 2024
Added 16.05%
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
33,795
shares
|
$3.53 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.98%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,958
shares
|
$3.23 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.36%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
21,473
shares
|
$2.24 Million
0.02% of portfolio
|
Q2 2024
Added 12.11%
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
19,136
shares
|
$2 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
17,526
shares
|
$1.83 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.6%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
17,074
shares
|
$1.78 Million
0.0% of portfolio
|
Q2 2024
Added 24.21%
|
|
Liberty One Investment Management, LLC
|
Jul 22, 2024 Q2 2024 |
14,967
shares
|
$1.56 Million
0.13% of portfolio
|
Q2 2024
Added 12.41%
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
13,317
shares
|
$1.39 Million
0.52% of portfolio
|
Q3 2024
Reduced 12.83%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
8,428
shares
|
$879,883
0.0% of portfolio
|
Q2 2024
Added 17.28%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
8,128
shares
|
$848,563
0.0% of portfolio
|
Q2 2024
Added 22.21%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
7,619
shares
|
$795,423
0.0% of portfolio
|
Q2 2024
Reduced 4.76%
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
7,174
shares
|
$748,965
0.03% of portfolio
|
Q1 2023
Added 590.24%
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
4,052
shares
|
$423,028
0.0% of portfolio
|
Q2 2024
New holding
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 14, 2024 Q2 2024 |
3,545
shares
|
$370,098
0.01% of portfolio
|
Q2 2024
Reduced 40.24%
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
3,526
shares
|
$368,114
0.01% of portfolio
|
Q4 2022
New holding
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
3,102
shares
|
$323,848
0.0% of portfolio
|
Q2 2024
Added 11.42%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
2,969
shares
|
$309,963
0.0% of portfolio
|
Q2 2024
Reduced 63.47%
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
2,920
shares
|
$304,848
0.17% of portfolio
|
Q3 2024
Reduced 6.11%
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
2,373
shares
|
$247,741
0.0% of portfolio
|
Q2 2024
New holding
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 14, 2024 Q2 2024 |
1,969
shares
|
$205,563
0.07% of portfolio
|
Q2 2024
Reduced 8.03%
|
|
Prestige Wealth Management Group LLC
|
Aug 06, 2024 Q2 2024 |
1,408
shares
|
$146,995
0.02% of portfolio
|
Q3 2023
Added 9.4%
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
1,025
shares
|
$107,010
0.01% of portfolio
|
Q2 2024
Reduced 21.15%
|