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 988,359 shares, which have been reported (via 13F filing form) to have a value of $108 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spence Asset Management
|
Jan 07, 2025 Q4 2024 |
4,900
shares
|
$534,933
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
4,037
shares
|
$440,719
0.0% of portfolio
|
Q4 2024
Reduced 17.91%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
3,526
shares
|
$384,933
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
3,525
shares
|
$384,824
0.01% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
3,283
shares
|
$358,405
0.0% of portfolio
|
Q4 2024
Reduced 85.28%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
3,210
shares
|
$350,435
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
2,920
shares
|
$318,776
0.18% of portfolio
|
Q3 2024
Reduced 6.11%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
2,879
shares
|
$314,300
0.0% of portfolio
|
Q4 2024
Reduced 69.14%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
2,474
shares
|
$270,086
0.01% of portfolio
|
Q4 2024
Reduced 65.51%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
2,003
shares
|
$218,667
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
1,824
shares
|
$199,126
0.08% of portfolio
|
Q3 2024
Reduced 7.36%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
1,376
shares
|
$150,217
0.03% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
945
shares
|
$103,165
0.0% of portfolio
|
Q3 2024
Added 43.18%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
935
shares
|
$102,073
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
900
shares
|
$98,253
0.01% of portfolio
|
Q4 2024
Reduced 12.2%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
550
shares
|
$60,043
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
309
shares
|
$33,733
0.0% of portfolio
|
Q4 2023
Added 2.66%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
251
shares
|
$27,401
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
221
shares
|
$24,126
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
206
shares
|
$22,489
0.0% of portfolio
|
Q4 2024
Added 15.08%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
200
shares
|
$21,834
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
76
shares
|
$8,296
0.0% of portfolio
|
Q3 2024
Reduced 71.21%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
71
shares
|
$7,751
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
57
shares
|
$6,222
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
31
shares
|
$3,384
0.0% of portfolio
|
Q3 2022
Reduced 83.51%
|