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

Spence Asset Management

$402 Million
Q1 2025

Shares

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

52

Shares Held

808K

Call Options Held

0

Put Options Held

0

New Harbor Financial Group, LLC Leominster, MA

125K
Shares

$14.7 Million
3.35% of portfolio
Lpl Financial LLC Fort Mill, SC

106K
Shares

$12.4 Million
0.0% of portfolio
Morgan Stanley New York, NY

97.8K
Shares

$11.5 Million
0.0% of portfolio
Goldman Sachs Group Inc New York, NY

57.8K
Shares

$6.78 Million
0.0% of portfolio
Sfi Advisors, LLC Montclair, NJ

56.5K
Shares

$6.63 Million
4.36% of portfolio

About SPDR SER TR S & P TELECOM ETF

Ticker XTL
Sector ETFs
Industry ETFs

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