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 46 institutions that hold shares in the stock, with a total of 832,157 shares, which have been reported (via 13F filing form) to have a value of $93.6 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
|
$14.1 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
|
$14.1 Million
3.98% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
101,478
shares
|
$11.3 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
75,359
shares
|
$8.42 Million
0.0% of portfolio
|
Q3 2024
Added 122.99%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Nov 13, 2024 Q3 2024 |
55,895
shares
|
$6.24 Million
4.03% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
37,625
shares
|
$4.2 Million
0.01% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
31,998
shares
|
$3.57 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,958
shares
|
$3.46 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.36%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
28,082
shares
|
$3.14 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
26,378
shares
|
$2.95 Million
0.0% of portfolio
|
Q3 2024
Added 750.35%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
22,302
shares
|
$2.49 Million
0.0% of portfolio
|
Q3 2024
Added 30.62%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
20,807
shares
|
$2.32 Million
0.0% of portfolio
|
Q3 2024
Added 18.72%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
19,136
shares
|
$2.14 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Liberty One Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
14,396
shares
|
$1.61 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
|
$1.35 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
|
$1.35 Million
0.0% of portfolio
|
Q3 2024
Added 198.35%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
11,615
shares
|
$1.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 52.24%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
10,891
shares
|
$1.22 Million
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
9,328
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Added 214.18%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
8,172
shares
|
$912,648
0.0% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
5,698
shares
|
$636,352
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
5,168
shares
|
$577,162
0.16% of portfolio
|
Q4 2024
Reduced 5.47%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
4,918
shares
|
$549,242
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
|
$548,460
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Spence Asset Management
|
Jan 07, 2025 Q4 2024 |
4,900
shares
|
$547,232
0.11% of portfolio
|
Q4 2024
New holding
|