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 36 institutions that hold shares in the stock, with a total of 541,545 shares, which have been reported (via 13F filing form) to have a value of $58.6 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
New Harbor Financial Group, LLC
Leominster, MA |
Oct 16, 2024 Q3 2024 |
128,951
shares
|
$14 Million
3.34% of portfolio
|
Q3 2024
New holding
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
75,359
shares
|
$8.16 Million
0.0% of portfolio
|
Q3 2024
Added 122.99%
|
|
Sfi Advisors, LLC
Montclair, NJ |
Nov 13, 2024 Q3 2024 |
55,895
shares
|
$6.05 Million
4.03% of portfolio
|
Q3 2024
Added 3.17%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
37,625
shares
|
$4.07 Million
0.01% of portfolio
|
Q3 2024
Added 0.28%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,958
shares
|
$3.35 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.36%
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
26,378
shares
|
$2.86 Million
0.0% of portfolio
|
Q3 2024
Added 750.35%
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
24,320
shares
|
$2.63 Million
0.02% of portfolio
|
Q3 2024
Added 13.26%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
22,302
shares
|
$2.41 Million
0.0% of portfolio
|
Q3 2024
Added 30.62%
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
20,807
shares
|
$2.25 Million
0.0% of portfolio
|
Q3 2024
Added 18.72%
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
19,136
shares
|
$2.07 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
Liberty One Investment Management, LLC
|
Oct 31, 2024 Q3 2024 |
14,660
shares
|
$1.59 Million
0.15% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
13,317
shares
|
$1.44 Million
0.52% of portfolio
|
Q3 2024
Reduced 12.83%
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
12,089
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2024
Added 198.35%
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
9,328
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Added 214.18%
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
8,172
shares
|
$884,700
0.0% of portfolio
|
Q3 2024
Added 0.54%
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
7,174
shares
|
$776,657
0.03% of portfolio
|
Q1 2023
Added 590.24%
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
5,698
shares
|
$616,865
0.0% of portfolio
|
Q3 2024
New holding
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
5,467
shares
|
$591,857
0.16% of portfolio
|
Q3 2024
New holding
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
4,918
shares
|
$532,422
0.0% of portfolio
|
Q3 2024
Reduced 35.45%
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
3,526
shares
|
$381,724
0.01% of portfolio
|
Q4 2022
New holding
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
3,525
shares
|
$381,616
0.01% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
3,000
shares
|
$324,780
0.18% of portfolio
|
Q3 2024
New holding
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
2,920
shares
|
$316,119
0.17% of portfolio
|
Q3 2024
Reduced 6.11%
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
1,824
shares
|
$197,466
0.07% of portfolio
|
Q3 2024
Reduced 7.36%
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
1,408
shares
|
$152,430
0.03% of portfolio
|
Q3 2023
Added 9.4%
|