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 52 institutions that hold shares in the stock, with a total of 807,540 shares, which have been reported (via 13F filing form) to have a value of $82.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
3,525
shares
|
$360,078
0.01% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
3,141
shares
|
$320,853
0.0% of portfolio
|
Q1 2025
Reduced 61.44%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
2,720
shares
|
$277,848
0.17% of portfolio
|
Q1 2025
Reduced 6.85%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
2,707
shares
|
$276,520
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
2,474
shares
|
$252,719
0.01% of portfolio
|
Q4 2024
Reduced 65.51%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
2,064
shares
|
$210,837
0.0% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
1,803
shares
|
$184,176
0.07% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,745
shares
|
$178,251
0.0% of portfolio
|
Q4 2024
Reduced 39.94%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
1,113
shares
|
$113,692
0.02% of portfolio
|
Q1 2025
Reduced 19.11%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,052
shares
|
$107,461
0.0% of portfolio
|
Q1 2025
Reduced 63.46%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
969
shares
|
$98,983
0.0% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
900
shares
|
$91,935
0.01% of portfolio
|
Q4 2024
Reduced 12.2%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
550
shares
|
$56,182
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
309
shares
|
$31,564
0.0% of portfolio
|
Q4 2023
Added 2.66%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
217
shares
|
$22,166
0.01% of portfolio
|
Q1 2025
Added 1176.47%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
216
shares
|
$22,064
0.0% of portfolio
|
Q1 2025
Reduced 98.97%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
206
shares
|
$21,042
0.0% of portfolio
|
Q4 2024
Added 15.08%
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
144
shares
|
$14,709
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
85
shares
|
$8,682
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
76
shares
|
$7,763
0.0% of portfolio
|
Q3 2024
Reduced 71.21%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
75
shares
|
$7,661
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
71
shares
|
$7,252
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
57
shares
|
$5,822
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
31
shares
|
$3,166
0.0% of portfolio
|
Q3 2022
Reduced 83.51%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
25
shares
|
$2,553
0.0% of portfolio
|
Q2 2024
Reduced 80.0%
|