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 54 institutions that hold shares in the stock, with a total of 587,061 shares, which have been reported (via 13F filing form) to have a value of $89.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
3,141
shares
|
$479,881
0.0% of portfolio
|
Q1 2025
Reduced 61.44%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
2,740
shares
|
$418,617
0.18% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
2,474
shares
|
$377,977
0.01% of portfolio
|
Q4 2024
Reduced 65.51%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
2,120
shares
|
$323,893
0.0% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
1,775
shares
|
$271,184
0.08% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,747
shares
|
$266,906
0.0% of portfolio
|
Q2 2025
Added 66.7%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,706
shares
|
$260,642
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Oct 14, 2025 Q3 2025 |
1,469
shares
|
$224,433
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
1,171
shares
|
$178,905
0.03% of portfolio
|
Q2 2025
Added 5.21%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,011
shares
|
$154,460
0.0% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
827
shares
|
$126,349
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
700
shares
|
$106,946
0.01% of portfolio
|
Q3 2025
Reduced 22.22%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
309
shares
|
$47,209
0.0% of portfolio
|
Q4 2023
Added 2.66%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
256
shares
|
$39,111
0.0% of portfolio
|
Q2 2025
Reduced 73.58%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
206
shares
|
$31,472
0.0% of portfolio
|
Q4 2024
Added 15.08%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
193
shares
|
$29,486
0.0% of portfolio
|
Q2 2025
Reduced 10.65%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
97
shares
|
$14,819
0.0% of portfolio
|
Q3 2025
Added 3133.33%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
71
shares
|
$10,847
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
57
shares
|
$8,708
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
46
shares
|
$7,027
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
31
shares
|
$4,736
0.0% of portfolio
|
Q3 2022
Reduced 83.51%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
31
shares
|
$4,736
0.0% of portfolio
|
Q2 2025
Reduced 59.21%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
25
shares
|
$3,819
0.0% of portfolio
|
Q2 2024
Reduced 80.0%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
17
shares
|
$2,597
0.0% of portfolio
|
Q2 2025
Reduced 92.17%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
16
shares
|
$2,444
0.0% of portfolio
|
Q1 2025
Reduced 93.63%
|