Free Trial

SPDR S&P Telecom ETF (XTL) Institutional Ownership

$119.21 +1.14 (+0.97%)
As of 07/16/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for SPDR S&P Telecom ETF (NYSEARCA:XTL)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$66.45M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$4.87M
Get XTL Insider Trade Alerts

Want to know when executives and insiders are buying or selling SPDR S&P Telecom ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

XTL Institutional Buying and Selling by Quarter

SPDR S&P Telecom ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2025 Farmers & Merchants Trust Co of Chambersburg PA10,994$1.29M0.4%-4.4%1.047%
6/27/2025Goldman Sachs Group Inc.57,765$5.77M0.0%+5.0%5.777%
5/16/2025Goldman Sachs Group Inc.57,765$5.77M0.0%+5.0%5.608%
5/16/2025Jones Financial Companies Lllp20,872$2.09M0.0%+9,344.3%2.026%
5/14/2025New Harbor Financial Group LLC124,936$12.49M3.3%-1.2%12.130%
5/13/2025SFI Advisors LLC56,451$5.64M4.2%+3.0%5.481%
5/13/2025Raymond James Financial Inc.32,680$3.27M0.0%+2.1%3.173%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors6,069$607K0.0%+23.6%0.589%
5/7/2025LPL Financial LLC105,544$10.55M0.0%+8.5%9.773%
5/6/2025Cetera Investment Advisers35,886$3.59M0.0%+0.5%3.323%
5/1/2025Fulcrum Equity Management10,900$1.09M1.2%+31.8%1.009%
4/30/2025Liberty One Investment Management LLC13,861$1.39M0.1%-3.7%1.283%
4/25/2025 Farmers & Merchants Trust Co of Chambersburg PA11,498$1.15M0.4%-5.2%1.065%
4/22/2025Cambridge Investment Research Advisors Inc.4,668$467K0.0%-73.0%0.432%
4/21/2025United Advisor Group LLC2,707$271K0.1%N/A0.251%
4/17/2025Pacific Sun Financial Corp2,720$272K0.2%-6.8%0.209%
4/9/2025Kaizen Financial Strategies6,150$615K0.4%+13.7%0.473%
3/24/2025Fulcrum Equity Management8,272$885K0.9%N/A0.599%
2/17/2025Kaizen Financial Strategies5,410$579K0.3%+80.3%0.698%
2/17/2025Cetera Investment Advisers35,713$3.82M0.0%-5.1%4.608%
2/17/2025Blue Capital Inc.21,446$2.30M1.6%N/A2.767%
2/17/2025Bank of America Corp DE16,771$1.80M0.0%-19.4%2.164%
2/13/2025Raymond James Financial Inc.31,998$3.43M0.0%N/A4.129%
2/11/2025LPL Financial LLC97,251$10.41M0.0%+268.7%12.549%
2/7/2025Wealthfront Advisers LLC28,082$3.01M0.0%N/A3.623%
2/6/2025Raymond James Financial Inc.31,998$3.43M0.0%N/A4.129%
2/6/2025Steward Partners Investment Advisory LLC11,615$1.24M0.0%-52.2%1.499%
2/5/2025Maia Wealth LLC3,210$336K0.1%N/A0.414%
2/3/2025RPS Advisory Solutions LLC10,891$1.17M0.7%N/A1.405%
2/3/2025Private Advisor Group LLC101,478$10.86M0.1%N/A13.094%
1/31/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors4,911$526K0.0%N/A0.634%
1/30/2025Roman Butler Fullerton & Co.5,168$541K0.2%-5.5%0.667%
1/30/2025 Farmers & Merchants Trust Co of Chambersburg PA12,124$1.30M0.5%-9.0%1.564%
1/24/2025Waldron Private Wealth LLC2,474$265K0.0%-65.5%0.319%
1/17/2025Fiduciary Family Office LLC126,479$13.54M4.0%N/A16.320%
1/16/2025City Holding Co.900$96K0.0%-12.2%0.116%
1/16/2025Liberty One Investment Management LLC14,396$1.54M0.2%-1.8%1.858%
1/7/2025 Westwind Capital4,900$524K0.1%N/A0.632%
10/29/2024Roman Butler Fullerton & Co.5,467$553K0.2%N/A0.705%
10/18/2024Raymond James & Associates30,958$3.12M0.0%-14.4%3.995%
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)

Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape.

For the moment, you can watch this interview free of charge – just click here.
10/16/2024New Harbor Financial Group LLC128,951$12.98M3.3%N/A16.639%
10/9/2024Pacific Sun Financial Corp2,920$294K0.2%-6.1%0.377%
8/22/2024Cetera Investment Advisers37,519$2.90M0.0%+16.1%4.841%
7/31/2024Commonwealth Equity Services LLC19,831$1.53M0.0%-1.2%2.559%
7/30/2024International Assets Investment Management LLC405$31K0.0%N/A0.052%
7/22/2024Liberty One Investment Management LLC14,967$1.16M0.1%+12.4%1.931%
7/19/2024Raymond James & Associates36,149$2.79M0.0%+3.9%4.664%
7/12/2024City Holding Co.1,025$79K0.0%-21.2%0.132%
6/21/2024Cape Investment Advisory Inc.2,141$159K0.1%+29.4%0.276%
5/24/2024Cetera Investment Advisers32,330$2.40M0.0%N/A4.172%
4/29/2024Commonwealth Equity Services LLC20,082$1.49M0.0%-3.4%2.591%
4/26/2024Prestige Wealth Management Group LLC1,408$105K0.0%+26.1%0.182%
4/26/2024 Farmers & Merchants Trust Co of Chambersburg PA15,279$1.14M0.5%-10.4%1.971%
4/11/2024City Holding Co.1,300$97K0.0%-15.9%0.173%
2/12/2024Steward Partners Investment Advisory LLC22,344$1.79M0.0%+11.4%2.979%
1/30/2024SFI Advisors LLC41,088$3.29M2.8%N/A5.478%
1/26/2024Liberty One Investment Management LLC13,513$1.08M0.1%-2.3%1.802%
1/23/2024 Farmers & Merchants Trust Co of Chambersburg PA17,056$1.36M0.7%-39.2%2.274%
1/16/2024Raymond James & Associates34,731$2.78M0.0%+6.7%4.631%
11/7/2023Cape Investment Advisory Inc.1,654$117K0.1%+10.9%0.221%
11/3/2023Liberty One Investment Management LLC13,838$982K0.1%-2.1%1.845%
10/24/2023Raymond James Financial Services Advisors Inc.29,489$2.09M0.0%N/A3.932%
10/24/2023Raymond James & Associates32,550$2.31M0.0%+48.3%4.340%
10/17/2023 Farmers & Merchants Trust Co of Chambersburg PA28,066$1.99M1.3%+2.2%3.742%
10/17/2023Financial Services Advisory Inc10,909$774K0.4%N/A1.455%
10/13/2023City Holding Co.1,545$110K0.0%-16.7%0.206%
8/10/2023Commonwealth Equity Services LLC20,827$1.62M0.0%-1.6%2.777%
8/10/2023Private Advisor Group LLC3,358$261K0.0%-17.0%0.448%
8/4/2023Liberty One Investment Management LLC14,136$1.10M0.1%+3.9%1.885%
7/31/2023LPL Financial LLC36,558$2.84M0.0%+6.2%4.570%
7/31/2023Lindbrook Capital LLC772$60K0.0%N/A0.097%
7/25/2023Raymond James & Associates21,948$1.70M0.0%-1.5%2.744%
7/14/2023IMC Chicago LLC23,609$1.83M0.0%+94.5%2.951%
7/14/2023 Farmers & Merchants Trust Co of Chambersburg PA27,472$2.13M1.4%-6.0%3.434%
7/12/2023Pacific Sun Financial Corp3,455$280K0.2%N/A0.432%
6/14/2023Atria Wealth Solutions Inc.2,550$207K0.0%N/A0.311%
5/11/2023Cambridge Investment Research Advisors Inc.18,598$1.51M0.0%+292.9%2.268%
5/10/2023Private Advisor Group LLC4,046$328K0.0%N/A0.493%
5/10/2023LPL Financial LLC34,420$2.79M0.0%+13.9%4.198%
5/5/2023Assetmark Inc.531$43K0.0%-72.5%0.065%
5/1/2023Money Concepts Capital Corp287,918$10.54M0.6%+2,001.1%35.112%
4/28/2023Ameritas Advisory Services LLC2,457$195K0.0%-48.3%0.300%
4/25/2023Geneos Wealth Management Inc.11,822$958K0.1%N/A1.442%
4/24/2023IMC Chicago LLC12,139$984K0.0%N/A1.480%
4/19/2023Brookstone Capital Management3,017$236K0.0%N/A0.343%
4/14/2023Raymond James & Associates22,278$1.81M0.0%-1.1%2.532%
4/12/2023 Farmers & Merchants Trust Co of Chambersburg PA29,233$2.37M1.6%+0.8%3.322%
2/10/2023Ameritas Advisory Services LLC4,752$388K0.0%+50.0%0.540%
2/10/2023Assetmark Inc.1,933$158K0.0%+14.6%0.220%
2/8/2023Raymond James & Associates22,517$1.84M0.0%-8.1%2.559%
A new rule goes live in July — and the banks are quietly cashing in (Ad)

A little-known regulation quietly goes into effect this July. And it's already being exploited by Wall Street and the Big Banks… It gives them the green light to treat a certain tangible asset as equivalent to cold, hard cash. Not stocks. Not real estate. And definitely not the U.S. dollar. We're talking about something they don't want you to notice — because the fewer people who act on this, the better it is for them.

To help you get started, we're giving away a FREE Wealth Protection Guide that shows you exactly how
2/7/2023Commonwealth Equity Services LLC21,036$1.72M0.0%-2.4%2.390%
2/7/2023LPL Financial LLC30,221$2.47M0.0%+10.1%3.434%
2/1/2023Great Valley Advisor Group Inc.10,833$885K0.0%N/A1.231%
1/30/2023Welch Group LLC8,615$703K0.0%N/A0.979%
1/25/2023AJ Wealth Strategies LLC3,526$288K0.0%N/A0.401%
1/20/2023 Farmers & Merchants Trust Co of Chambersburg PA28,993$2.37M1.6%+1.0%3.295%
11/16/2022Liberty One Investment Management LLC13,360$1.03M0.2%-1.2%1.670%
11/10/2022Tower Research Capital LLC TRC5,784$444K0.0%-2.4%0.771%
11/1/2022Assetmark Inc.1,687$130K0.0%-27.9%0.225%
11/1/2022Prestige Wealth Management Group LLC1,046$80K0.0%N/A0.139%
(Data available from 1/1/2016 forward)

XTL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XTL shares?

During the previous two years, 35 institutional investors and hedge funds held shares of SPDR S&P Telecom ETF. The most heavily invested institutionals were Fiduciary Family Office LLC ($13.54M), New Harbor Financial Group LLC ($12.49M), Private Advisor Group LLC ($10.86M), LPL Financial LLC ($10.55M), Goldman Sachs Group Inc. ($5.77M), SFI Advisors LLC ($5.64M), and Cetera Investment Advisers ($3.59M).Learn more on SPDR S&P Telecom ETF's institutional investors.

Which institutional investors have been buying SPDR S&P Telecom ETF's stock?

Of the 29 institutional investors that purchased SPDR S&P Telecom ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: New Harbor Financial Group LLC ($128.95K), Fiduciary Family Office LLC ($126.48K), Private Advisor Group LLC ($101.48K), LPL Financial LLC ($81.30K), Raymond James Financial Inc. ($64.68K), SFI Advisors LLC ($42.72K), and Cetera Investment Advisers ($37.69K).

How much institutional buying is happening at SPDR S&P Telecom ETF?

Institutional investors have bought a total of 634,183 shares in the last 24 months. This purchase volume represents approximately $66.45M in transactions.

Which of SPDR S&P Telecom ETF's major shareholders have been selling company stock?

Of the 13 institutional investors that sold SPDR S&P Telecom ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Steward Partners Investment Advisory LLC ($12.71K), Cambridge Investment Research Advisors Inc. ($12.59K), Raymond James & Associates ($5.19K), Waldron Private Wealth LLC ($4.70K), Bank of America Corp DE ($4.04K), Farmers & Merchants Trust Co of Chambersburg PA ($2.32K), and Cetera Investment Advisers ($1.91K).

How much institutional selling is happening at SPDR S&P Telecom ETF?

Institutional investors have sold a total of 46,866 shares in the last 24 months. This volume of shares sold represents approximately $4.87M in transactions.



This page (NYSEARCA:XTL) was last updated on 7/17/2025 by MarketBeat.com Staff
From Our Partners