Spence Asset Management Spdr Ser Tr S & P Telecom ETF Transaction History

Spence Asset Management

$460 Million
Q4 2024

A detailed history of Spence Asset Management transactions in Spdr Ser Tr S & P Telecom ETF stock. As of the latest transaction made, Spence Asset Management holds 4,900 shares of XTL stock, worth $530,523. This represents 0.11% of its overall portfolio holdings.

Number of Shares

4,900

Holding current value

$530,523

% of portfolio

0.11%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 07, 2025	BUY	$99.11 - $111.9 $485,639 - $548,310	4,900 New	4,900 $524,000

Others Institutions Holding XTL

# of Institutions

Shares Held

670K

Call Options Held

Put Options Held

Fiduciary Family Office, LLC Boca Raton, FL

126K
Shares

$13.7 Million
3.98% of portfolio
New Harbor Financial Group, LLC Leominster, MA

126K
Shares

$13.7 Million
4.01% of portfolio
Morgan Stanley New York, NY

75.4K
Shares

$8.16 Million
0.0% of portfolio
Sfi Advisors, LLC Montclair, NJ

55.9K
Shares

$6.05 Million
4.03% of portfolio
Cetera Investment Advisers Schaumburg, IL

37.6K
Shares

$4.07 Million
0.01% of portfolio

View Full List

About SPDR SER TR S & P TELECOM ETF

Ticker XTL
Sector ETFs
Industry ETFs

More about XTL

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Spence Asset Management Spdr Ser Tr S & P Telecom ETF Transaction History