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 53 institutions that hold shares in the stock, with a total of 807,045 shares, which have been reported (via 13F filing form) to have a value of $94.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Harbor Financial Group, LLC
Leominster, MA |
May 14, 2025 Q1 2025 |
124,936
shares
|
$14.7 Million
3.35% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
105,544
shares
|
$12.4 Million
0.0% of portfolio
|
Q1 2025
Added 8.53%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
97,820
shares
|
$11.5 Million
0.0% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
57,765
shares
|
$6.78 Million
0.0% of portfolio
|
Q1 2025
Added 5.04%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
May 13, 2025 Q1 2025 |
56,451
shares
|
$6.63 Million
4.36% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
54,838
shares
|
$6.44 Million
0.0% of portfolio
|
Q1 2025
Added 226.98%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
35,886
shares
|
$4.21 Million
0.01% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
32,680
shares
|
$3.84 Million
0.0% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,958
shares
|
$3.64 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.36%
|
|
|
Imc Chicago, LLC
|
Apr 14, 2025 Q1 2025 |
28,251
shares
|
$3.32 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Capital, Inc.
Omaha, NE |
Feb 14, 2025 Q4 2024 |
21,446
shares
|
$2.52 Million
1.62% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
19,041
shares
|
$2.24 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
17,088
shares
|
$2.01 Million
0.0% of portfolio
|
Q1 2025
Added 420.5%
|
|
|
Liberty One Investment Management, LLC
|
Apr 30, 2025 Q1 2025 |
13,861
shares
|
$1.63 Million
0.14% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
13,222
shares
|
$1.55 Million
0.0% of portfolio
|
Q1 2025
Added 227.52%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
11,504
shares
|
$1.35 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
10,994
shares
|
$1.29 Million
0.4% of portfolio
|
Q2 2025
Reduced 4.38%
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
10,900
shares
|
$1.28 Million
1.23% of portfolio
|
Q1 2025
Added 31.77%
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
6,150
shares
|
$722,133
0.38% of portfolio
|
Q1 2025
Added 13.68%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
6,069
shares
|
$712,621
0.05% of portfolio
|
Q1 2025
Added 23.58%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
5,787
shares
|
$679,509
0.0% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
May 09, 2025 Q1 2025 |
5,688
shares
|
$667,884
0.4% of portfolio
|
Q1 2025
Reduced 47.77%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
5,672
shares
|
$666,006
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
4,668
shares
|
$548,116
0.0% of portfolio
|
Q1 2025
Reduced 72.95%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
3,526
shares
|
$414,022
0.01% of portfolio
|
Q4 2022
New holding
|