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SPDR S&P Telecom ETF (XTL) Institutional Ownership

SPDR S&P Telecom ETF logo
$221.48 +1.54 (+0.70%)
As of 04:10 PM Eastern
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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)
$83.27M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$19.69M
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XTL Institutional Buying and Selling by Quarter

SPDR S&P Telecom ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/12/2026 Compass Financial Management LLC4,931$1.12M0.1%N/A0.181%
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%
6/3/2026 NewEdge 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%
5/13/2026 Cetera Investment Advisers29,488$5.55M0.0%-21.8%0.850%
5/13/2026Prestige Wealth Management Group LLC822$155K0.0%-25.8%0.024%
5/8/2026 Pacific Sun Financial Corp2,790$525K0.3%+1.8%0.080%
5/6/2026 Independent Financial Group LLC1,244$234K0.0%N/A0.036%
5/5/2026 Quartz Partners LLC5,234$984K0.4%-69.0%0.151%
5/5/2026 Geneos 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%
5/1/2026 Kaizen Financial Strategies6,633$1.25M0.5%+10.6%0.191%
4/30/2026Hsbc Holdings PLC25,000$4.63M0.0%N/A0.725%
4/30/2026 Roman 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%
4/30/2026 Kestra Advisory Services LLC1,264$238K0.0%+143.1%0.037%
4/30/2026 Farmers & Merchants Trust Co of Chambersburg PA9,339$1.76M0.5%-11.3%0.271%
4/25/2026 Blue 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%
2/23/2026 Blue Capital Inc.12,958$1.99M1.4%+12.3%0.864%
2/18/2026 NewEdge Advisors LLC1,382$212K0.0%N/A0.092%
2/17/2026 Cetera 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%
2/16/2026 MML Investors Services LLC2,551$391K0.0%+10.4%0.170%
2/13/2026 Kestra Advisory Services LLC520$80K0.0%N/A0.035%
2/13/2026Liberty One Investment Management LLC8,754$1.34M0.2%-23.5%0.584%
2/13/2026 Quartz Partners LLC16,869$2.59M1.0%+8.4%1.125%
2/13/2026 Stifel Financial Corp15,349$2.35M0.0%+2.4%1.023%
2/13/2026 Arkadios Wealth Advisors5,044$773K0.0%+13.6%0.336%
2/12/2026 Commonwealth 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%
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2/11/2026 LPL Financial LLC43,952$6.73M0.0%-51.1%2.930%
2/11/2026 SFI 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%
2/9/2026 Harbour Investments Inc.979$150K0.0%N/A0.065%
2/6/2026 RPS Advisory Solutions LLC3,920$601K0.3%N/A0.261%
2/6/2026 HighTower Advisors LLC1,545$237K0.0%-6.0%0.103%
2/3/2026 International Assets Investment Management LLC853$131K0.0%N/A0.057%
1/30/2026 FSA 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%
1/26/2026 Roman Butler Fullerton & Co.4,645$763K0.2%-1.7%0.310%
1/21/2026 Kaizen 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%
1/1/2026 JPMorgan 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%
11/12/2025 Kaizen Financial Strategies6,245$910K0.4%+2.0%0.480%
11/7/2025 JPMorgan Chase & Co.1,648$231K0.0%-37.8%0.127%
11/6/2025 Roman Butler Fullerton & Co.4,727$722K0.2%-5.6%0.364%
11/5/2025 Envestnet Asset Management Inc.1,961$274K0.0%+14.9%0.151%
11/4/2025Jones Financial Companies Lllp423$59K0.0%+119.2%0.033%
11/4/2025 FSA Wealth Partners Inc.6,558$918K0.4%N/A0.504%
10/29/2025 Arkadios Wealth Advisors4,441$621K0.0%N/A0.397%
10/29/2025 SFI 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%
10/27/2025 Farmers & 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%
10/14/2025 Parkwoods Wealth Partners LLC1,469$206K0.1%N/A0.134%
8/15/2025 Blue 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%
8/12/2025 JPMorgan Chase & Co.2,648$311K0.0%-15.7%0.234%
8/11/2025 SFI Advisors LLC51,293$6.02M4.2%-9.1%4.663%
8/8/2025 Cetera Investment Advisers36,984$4.34M0.0%+3.1%3.362%
8/6/2025 AE Wealth Management LLC256$30K0.0%-73.6%0.023%
8/1/2025 Envestnet Asset Management Inc.1,706$200K0.0%N/A0.155%
7/30/2025 Roman 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%
7/10/2025 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%
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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%


XTL Institutional Ownership - Frequently Asked Questions

During the previous two years, 66 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 51 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 527,430 shares in the last 24 months. This purchase volume represents approximately $83.27M in transactions.

Of the 25 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 Liberty One Investment Management LLC ($3.07K).

Institutional investors have sold a total of 127,028 shares in the last 24 months. This volume of shares sold represents approximately $19.69M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:XTL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/12/2026. New 13F filings are added each quarter as they're published.
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