Go Pro
→ Iran War Shock: What I Was Told In That Private Meeting (From Banyan Hill Publishing) (Ad)tc pixel Free XTL Stock Alerts

SPDR S&P Telecom ETF (XTL) Institutional Ownership

SPDR S&P Telecom ETF logo
$207.54 -2.37 (-1.13%)
As of 07/24/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$83.21M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$20.67M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

XTL Institutional Buying and Selling by Quarter

SPDR S&P Telecom ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 Financial Management Professionals Inc.7,977$1.82M0.2%-19.9%0.266%
7/7/2026 Avior Wealth Management LLC3,616$823K0.0%+6.1%0.119%
6/3/2026NewEdge Advisors LLC1,978$372K0.0%+43.1%0.057%
5/19/2026Bank of America Corp DE80,922$15.22M0.0%+6.5%2.332%
5/18/2026Royal Bank of Canada2,377$447K0.0%+583.0%0.069%
5/14/2026Liberty One Investment Management LLC9,023$1.70M0.2%+3.1%0.260%
5/13/2026Cetera Investment Advisers29,488$5.55M0.0%-21.8%0.850%
5/13/2026Prestige Wealth Management Group LLC822$155K0.0%-25.8%0.024%
5/8/2026Pacific Sun Financial Corp2,790$525K0.3%+1.8%0.080%
5/6/2026 Independent Financial Group LLC1,244$234K0.0%N/A0.036%
5/5/2026Quartz Partners LLC5,234$984K0.4%-69.0%0.151%
5/5/2026Geneos Wealth Management Inc.10,985$2.07M0.0%N/A0.317%
5/2/2026 International Assets Investment Management LLC1,233$235K0.0%+44.5%0.036%
5/1/2026Kaizen Financial Strategies6,633$1.25M0.5%+10.6%0.191%
4/30/2026Hsbc Holdings PLC25,000$4.63M0.0%N/A0.725%
4/30/2026Roman Butler Fullerton & Co.2,230$461K0.1%-52.0%0.065%
4/30/2026 Griffin Asset Management Inc.1,349$254K0.0%N/A0.039%
4/30/2026Kestra Advisory Services LLC1,264$238K0.0%+143.1%0.037%
4/30/2026Farmers & Merchants Trust Co of Chambersburg PA9,339$1.76M0.5%-11.3%0.271%
4/25/2026Blue Capital Inc.10,004$1.88M1.2%-22.8%0.318%
4/22/2026 Larry Mathis Financial Planning LLC1,145$215K0.2%N/A0.039%
4/20/2026 Higgins & Schmidt Wealth Strategies LLC1,297$244K0.1%N/A0.044%
4/20/2026 MinichMacGregor Wealth Management LLC62,669$11.79M2.1%N/A2.110%
3/17/2026Rockefeller Capital Management L.P.1,518$233K0.0%-5.6%0.101%
3/5/2026 Worthington Financial Partners LLC4,545$696K0.6%N/A0.303%
2/23/2026Blue Capital Inc.12,958$1.99M1.4%+12.3%0.864%
2/18/2026NewEdge Advisors LLC1,382$212K0.0%N/A0.092%
2/17/2026Cetera Investment Advisers37,694$5.78M0.0%+0.3%2.513%
2/17/2026Osaic Holdings Inc.1,844$283K0.0%-19.8%0.123%
2/17/2026Royal Bank of Canada348$53K0.0%-65.2%0.023%
2/16/2026RFP Financial Group LLC1,384$212K0.1%-17.7%0.092%
2/16/2026MML Investors Services LLC2,551$391K0.0%+10.4%0.170%
2/13/2026Kestra Advisory Services LLC520$80K0.0%N/A0.035%
2/13/2026Liberty One Investment Management LLC8,754$1.34M0.2%-23.5%0.584%
2/13/2026Quartz Partners LLC16,869$2.59M1.0%+8.4%1.125%
2/13/2026Stifel Financial Corp15,349$2.35M0.0%+2.4%1.023%
2/13/2026Arkadios Wealth Advisors5,044$773K0.0%+13.6%0.336%
2/12/2026Commonwealth Equity Services LLC18,648$2.86M0.0%-0.9%1.243%
2/12/2026Steward Partners Investment Advisory LLC31,599$4.84M0.0%+3.2%2.107%
2/11/2026LPL Financial LLC43,952$6.73M0.0%-51.1%2.930%
CODE RED: AI Meltdown Imminent? (Ad)

After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to trigger the next crash. The research firm Bernstein Research said this AI company has the power to crash the global economy for a decade, the CEO just issued a CODE RED in an internal memo warning employees they're dealing with a critical situation, and another company executive even implied they might need a government bailout. The last time I saw something like this was in 2008 when I predicted a stock market meltdown just three weeks before Lehman went under.tc pixel

See the five simple steps to prepare before it's too late
2/11/2026SFI Advisors LLC49,088$7.52M4.8%-3.3%3.273%
2/10/2026Goldman Sachs Group Inc.25,139$3.85M0.0%+0.5%1.676%
2/9/2026Harbour Investments Inc.979$150K0.0%N/A0.065%
2/6/2026RPS Advisory Solutions LLC3,920$601K0.3%N/A0.261%
2/6/2026HighTower Advisors LLC1,545$237K0.0%-6.0%0.103%
2/3/2026 International Assets Investment Management LLC853$131K0.0%N/A0.057%
1/30/2026FSA Wealth Partners Inc.5,545$850K0.3%-15.4%0.370%
1/29/2026UBS Group AG52,178$8.00M0.0%+184.7%3.479%
1/27/2026 Financial Management Professionals Inc.10,246$1.57M0.2%+196.4%0.683%
1/26/2026CWM LLC221,635$33.96M0.1%N/A14.776%
1/26/2026Roman Butler Fullerton & Co.4,645$763K0.2%-1.7%0.310%
1/21/2026Kaizen Financial Strategies5,995$919K0.4%-4.0%0.400%
1/20/2026 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors1,650$253K0.0%N/A0.114%
1/6/2026 Avior Wealth Management LLC3,272$501K0.0%N/A0.242%
1/1/2026JPMorgan Chase & Co.1,648$231K0.0%-37.8%0.127%
12/29/2025 Cape Investment Advisory Inc.1,590$222K0.2%-10.4%0.122%
11/17/2025Castleark Management LLC59,740$8.36M0.2%N/A4.595%
11/17/2025Susquehanna International Group LLP17,057$2.39M0.0%N/A1.312%
11/17/2025Citadel Advisors LLC2,837$397K0.0%-86.5%0.218%
11/17/2025Bank of America Corp DE64,804$9.07M0.0%+48.8%4.985%
11/14/2025Raymond James Financial Inc.33,212$4.65M0.0%-0.8%2.555%
11/13/2025UBS Group AG18,327$2.56M0.0%-37.9%1.410%
11/12/2025Kaizen Financial Strategies6,245$910K0.4%+2.0%0.480%
11/7/2025JPMorgan Chase & Co.1,648$231K0.0%-37.8%0.127%
11/6/2025Roman Butler Fullerton & Co.4,727$722K0.2%-5.6%0.364%
11/5/2025Envestnet Asset Management Inc.1,961$274K0.0%+14.9%0.151%
11/4/2025Jones Financial Companies Lllp423$59K0.0%+119.2%0.033%
11/4/2025FSA Wealth Partners Inc.6,558$918K0.4%N/A0.504%
10/29/2025Arkadios Wealth Advisors4,441$621K0.0%N/A0.397%
10/29/2025SFI Advisors LLC50,746$7.10M4.5%-1.1%4.531%
10/27/2025Liberty One Investment Management LLC11,437$1.60M0.1%-3.3%1.021%
10/27/2025Farmers & Merchants Trust Co of Chambersburg PA10,524$1.47M0.4%-4.3%0.931%
10/22/2025 City Holding Co.700$98K0.0%-22.2%0.061%
10/15/2025 Financial Management Professionals Inc.3,457$484K0.1%N/A0.314%
10/14/2025Parkwoods Wealth Partners LLC1,469$206K0.1%N/A0.134%
8/15/2025Blue Capital Inc.9,788$1.15M0.8%N/A0.866%
8/15/2025Bank of America Corp DE43,562$5.11M0.0%-20.6%3.855%
8/14/2025Raymond James Financial Inc.33,485$3.93M0.0%+2.5%2.963%
8/12/2025Steward Partners Investment Advisory LLC11,970$1.40M0.0%+4.1%1.059%
8/12/2025JPMorgan Chase & Co.2,648$311K0.0%-15.7%0.234%
8/11/2025SFI Advisors LLC51,293$6.02M4.2%-9.1%4.663%
8/8/2025Cetera Investment Advisers36,984$4.34M0.0%+3.1%3.362%
8/6/2025AE Wealth Management LLC256$30K0.0%-73.6%0.023%
8/1/2025Envestnet Asset Management Inc.1,706$200K0.0%N/A0.155%
7/30/2025Roman Butler Fullerton & Co.5,006$603K0.2%N/A0.455%
7/30/2025Liberty One Investment Management LLC11,828$1.39M0.1%-14.7%1.075%
7/21/2025Ameritas Advisory Services LLC827$97K0.0%N/A0.075%
7/10/2025Farmers & 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%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
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%
4/25/2025Farmers & Merchants Trust Co of Chambersburg PA11,498$1.15M0.4%-5.2%1.065%


XTL Institutional Ownership - Frequently Asked Questions

During the previous two years, 65 institutional investors and hedge funds held shares of SPDR S&P Telecom ETF. The most heavily invested institutionals were CWM LLC ($33.96M), Bank of America Corp DE ($15.22M), Fiduciary Family Office LLC ($13.54M), New Harbor Financial Group LLC ($12.49M), MinichMacGregor Wealth Management LLC ($11.79M), Private Advisor Group LLC ($10.86M), and Castleark Management LLC ($8.36M).Learn more on SPDR S&P Telecom ETF's institutional investors.

Of the 50 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: CWM LLC ($221.64K), New Harbor Financial Group LLC ($128.95K), Fiduciary Family Office LLC ($126.48K), Private Advisor Group LLC ($101.48K), LPL Financial LLC ($79.17K), Raymond James Financial Inc. ($65.48K), and MinichMacGregor Wealth Management LLC ($62.67K).

Institutional investors have bought a total of 531,580 shares in the last 24 months. This purchase volume represents approximately $83.21M in transactions.

Of the 26 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: LPL Financial LLC ($45.90K), Citadel Advisors LLC ($18.22K), Quartz Partners LLC ($11.64K), Bank of America Corp DE ($11.28K), UBS Group AG ($11.17K), Cetera Investment Advisers ($8.21K), and SFI Advisors LLC ($7.36K).

Institutional investors have sold a total of 135,425 shares in the last 24 months. This volume of shares sold represents approximately $20.67M in transactions.


Related Companies

This page (NYSEARCA:XTL) was last updated on 7/25/2026 by MarketBeat.com Staff.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
BofA: Digital Dollar Coming 2025-2030
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel
Elon's new "super startup"
Adam O'Dell - the analyst who recommended Palantir before it became the top S&P 500 performer - has identified...
Banyan Hill Publishing | Sponsoredtc pixel