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 40 institutions that hold shares in the stock, with a total of 668,982 shares, which have been reported (via 13F filing form) to have a value of $71.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Harbor Financial Group, LLC
Leominster, MA |
Jan 17, 2025 Q4 2024 |
126,479
shares
|
$13.6 Million
4.01% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jan 17, 2025 Q4 2024 |
126,479
shares
|
$13.6 Million
3.98% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
75,359
shares
|
$8.11 Million
0.0% of portfolio
|
Q3 2024
Added 122.99%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Nov 13, 2024 Q3 2024 |
55,895
shares
|
$6.02 Million
4.03% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
37,625
shares
|
$4.05 Million
0.01% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,958
shares
|
$3.33 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.36%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
26,378
shares
|
$2.84 Million
0.0% of portfolio
|
Q3 2024
Added 750.35%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
24,320
shares
|
$2.62 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
|
$2.4 Million
0.0% of portfolio
|
Q3 2024
Added 30.62%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
20,807
shares
|
$2.24 Million
0.0% of portfolio
|
Q3 2024
Added 18.72%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
19,136
shares
|
$2.06 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Liberty One Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
14,396
shares
|
$1.55 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
12,124
shares
|
$1.31 Million
0.49% of portfolio
|
Q4 2024
Reduced 8.96%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
12,089
shares
|
$1.3 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 Million
0.0% of portfolio
|
Q3 2024
Added 214.18%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
8,172
shares
|
$879,960
0.0% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
5,698
shares
|
$613,560
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
5,168
shares
|
$556,490
0.16% of portfolio
|
Q4 2024
Reduced 5.47%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
4,918
shares
|
$529,570
0.0% of portfolio
|
Q3 2024
Reduced 35.45%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
4,911
shares
|
$528,816
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Spence Asset Management
|
Jan 07, 2025 Q4 2024 |
4,900
shares
|
$527,632
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
3,526
shares
|
$379,679
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
3,525
shares
|
$379,572
0.01% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
3,000
shares
|
$323,040
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
2,920
shares
|
$314,425
0.17% of portfolio
|
Q3 2024
Reduced 6.11%
|