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 46 institutions that hold shares in the stock, with a total of 832,157 shares, which have been reported (via 13F filing form) to have a value of $93.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
3,526
shares
|
$393,783
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
3,525
shares
|
$393,672
0.01% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
3,210
shares
|
$358,492
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
3,000
shares
|
$335,040
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
2,920
shares
|
$326,105
0.18% of portfolio
|
Q3 2024
Reduced 6.11%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
2,474
shares
|
$276,296
0.01% of portfolio
|
Q4 2024
Reduced 65.51%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
1,824
shares
|
$203,704
0.08% of portfolio
|
Q3 2024
Reduced 7.36%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
1,408
shares
|
$157,245
0.03% of portfolio
|
Q3 2023
Added 9.4%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
945
shares
|
$105,537
0.0% of portfolio
|
Q3 2024
Added 43.18%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
900
shares
|
$100,512
0.01% of portfolio
|
Q4 2024
Reduced 12.2%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
309
shares
|
$34,509
0.0% of portfolio
|
Q4 2023
Added 2.66%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
221
shares
|
$24,681
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
200
shares
|
$22,336
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
179
shares
|
$19,990
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
76
shares
|
$8,487
0.0% of portfolio
|
Q3 2024
Reduced 71.21%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
71
shares
|
$7,929
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
70
shares
|
$7,817
0.0% of portfolio
|
Q1 2022
Reduced 87.72%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
57
shares
|
$6,365
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
31
shares
|
$3,462
0.0% of portfolio
|
Q3 2022
Reduced 83.51%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
25
shares
|
$2,792
0.0% of portfolio
|
Q2 2024
Reduced 80.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|