Free Trial
→ My next big call (under $1) (From Crypto 101 Media) (Ad)tc pixel Free XTL Stock Alerts

SPDR S&P Telecom ETF (XTL) Institutional Ownership

SPDR S&P Telecom ETF logo
$196.29 -4.38 (-2.18%)
As of 10:47 AM Eastern
This is a fair market value price provided by Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$86.21M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$20.33M
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
10/13/2026Avior Wealth Management LLC3,707$752K0.0%N/A0.145%
10/9/2026Kaizen Financial Strategies3,010$611K0.2%-50.2%0.116%
9/23/2026Envestnet Asset Management Inc.12,290$2.80M0.0%-1.7%0.464%
9/9/2026Integrated Wealth Concepts LLC416$95K0.0%-92.3%0.015%
9/9/2026NewEdge Advisors LLC10,163$2.31M0.0%+413.8%0.374%
8/27/2026Corient Private Wealth LP1,050$239K0.0%N/A0.039%
8/23/2026Ameritas Advisory Services LLC957$218K0.0%N/A0.035%
8/22/2026Compass Financial Management LLC4,931$1.12M0.1%N/A0.181%
8/22/2026Comprehensive Financial Planning Inc. PA5,402$1.23M0.7%-11.7%0.199%
8/21/2026Integrity Financial Corp WA439$100K0.0%N/A0.016%
8/12/2026Compass Financial Management LLC4,931$1.12M0.1%N/A0.181%
7/9/2026Financial Management Professionals Inc.7,977$1.82M0.2%-19.9%0.266%
7/7/2026Avior 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%
5/6/2026Independent 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%
5/2/2026International 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%
4/30/2026Griffin 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%
4/22/2026Larry Mathis Financial Planning LLC1,145$215K0.2%N/A0.039%
4/20/2026Higgins & Schmidt Wealth Strategies LLC1,297$244K0.1%N/A0.044%
4/20/2026MinichMacGregor 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%
3/5/2026Worthington 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%
How one AI fund pays investors every Thursday (Ad)

One small fund tied to artificial intelligence stocks delivered $1,051 in a single month, not through selling shares or trading options, but simply by holding the fund and letting it pay out cash every Thursday. That works out to a 34% annualized distribution rate, even though the underlying AI stocks pay no dividends themselves. Tim Plaehn, Chief Income Strategist at Investors Alley, breaks down exactly how the fund generates these weekly payouts.tc pixel

Watch the free presentation to see how the payouts work
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%
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%
2/3/2026International 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%
1/27/2026Financial 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%
1/20/2026C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors1,650$253K0.0%N/A0.114%
1/6/2026Avior Wealth Management LLC3,272$501K0.0%N/A0.242%
1/1/2026JPMorgan Chase & Co.1,648$231K0.0%-37.8%0.127%
12/29/2025Cape 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%
10/22/2025City Holding Co.700$98K0.0%-22.2%0.061%
10/15/2025Financial 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%
Wall Street legend reveals his top AI stock before Oct. 20 (Ad)

Marc Chaikin, the 60-year Wall Street veteran behind the Power Gauge rating system, has flagged a new AI stock ahead of October 20. His system has spotted at least seven of the top 10 performers every year since 2016, including all ten in the 2022 bear market and every member of the Magnificent Seven before their run higher. Now Chaikin's Power Gauge is turning bullish on an under-the-radar company tied to next-generation AI data centers built under Executive Order 14363, technology he says uses 99 percent less electricity and space while offering far greater computing power.tc pixel

Watch the free interview now to see Chaikin's top AI stock pick
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%


XTL Institutional Ownership - Frequently Asked Questions

During the previous two years, 70 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 53 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 535,442 shares in the last 24 months. This purchase volume represents approximately $86.21M in transactions.

Of the 27 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), UBS Group AG ($11.17K), Cetera Investment Advisers ($8.21K), Integrated Wealth Concepts LLC ($4.99K), and Kaizen Financial Strategies ($3.29K).

Institutional investors have sold a total of 124,702 shares in the last 24 months. This volume of shares sold represents approximately $20.33M 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 10/13/2026. New 13F filings are added each quarter as they're published.
From Our Partners
The AI Infrastructure Play Kevin O'Leary Is Backing
Kevin O'Leary became a strategic investor in a NASDAQ-listed AI infrastructure company, calling it essentially...
The Tomorrow Investor | Sponsoredtc pixel
Wall Street legend reveals his top AI stock before Oct. 20
Marc Chaikin, the 60-year Wall Street veteran behind the Power Gauge rating system, has flagged a new AI stock...
Chaikin Analytics | Sponsoredtc pixel
Trump's about to unleash his Midterm Weapon
Trump is turning the midterms into a referendum on American energy, pushing for more oil, more gas, and lower ...
Monument Traders Alliance | Sponsoredtc pixel
Elon Musk’s One Stock Retirement Plan
Jeff Brown picked Nvidia in 2016, before it surged 37,000 percent. Now he's tracking a small AI company he say...
Brownstone Research | Sponsoredtc pixel
How one AI fund pays investors every Thursday
One small fund tied to artificial intelligence stocks delivered $1,051 in a single month, not through selling ...
Investors Alley | Sponsoredtc pixel
AI Microcap Teams With Gentex on Next-Gen Military Helmets
Morgan Stanley projects the humanoid robotics market could reach $5 trillion by 2050, with more than 1 billion...
Capital Trends | Sponsoredtc pixel
Federal Reserve Reveals Disturbing New Plan To Control Your Money
Docket No. OP-1670 is drawing attention for what it reveals about the Federal Reserve's next move. Buried on p...
Weiss Ratings | Sponsoredtc pixel
The Iran War Isn’t Chaos. It’s Strategy.
Two thousand missiles struck Iran. Three days later, Dylan Jovine sat in two private meetings with U.S. Congre...
Behind the Markets | Sponsoredtc pixel