SS SPDR S&P Telecom ETFXTLETF

13F holders, Q2 2026 (June 30)
125holders +30
47new positions
18sold out
3famous investors
$226.49avg. 13F price*

At the end of Q2 2026, 125 institutions reported holding SS SPDR S&P Telecom ETF (XTL) in their 13F filings, up 30 from Q1 2026. 47 opened new positions and 18 sold out. The largest holders were Morgan Stanley ($32.4M), LPL Financial LLC ($30.7M) and Parkway Wealth Management Group, LLC ($29.0M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
SS SPDR S&P Telecom ETF
Filed as
SPDR SERIES TRUST (Q2 2026)
CUSIP
78464A540
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 39Q1 2024Q2 2024: 36Q2 2024Q3 2024: 32Q3 2024Q4 2024: 48Q4 2024Q1 2025: 46Q1 2025Q2 2025: 47Q2 2025Q3 2025: 61Q3 2025Q4 2025: 67Q4 2025Q1 2026: 95Q1 2026Q2 2026: 125Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions47$84.3M
Exits18$47.0M

All 13F filers, Q1 2026 → Q2 2026: 654,258 shares bought and 314,471 shares sold, net +339,787 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 125 holders

Morgan Stanley 0.00% Add +7.0% 142,513 $32.4M
LPL Financial LLC 0.01% Add +47.0% 135,137 $30.7M
Parkway Wealth Management Group, LLC 3.35% New 127,443 $29.0M
Bank of America Corp. 0.00% Add +38.2% 111,838 $25.4M
MinichMacGregor Wealth Management, LLC 2.69% Add +24.5% 77,996 $17.7M
Goldman Sachs Group Inc. 0.00% Add +161.5% 65,387 $14.9M
Destiny Wealth Partners, LLC 2.04% New 69,454 $14.5M
Susquehanna International Group, LLP 0.01% Add +207.2% 51,611 $11.7M
Raymond James Financial Inc. 0.00% Add +17.7% 46,573 $10.6M
Cambridge Investment Research Advisors, Inc. 0.02% Add +9.5% 39,669 $9.0M
Steward Partners Investment Advisory, LLC 0.04% Reduce -0.4% 34,049 $7.7M
Royal Bank of Canada 0.00% Add +1267.3% 32,501 $7.4M
Cetera Investment Advisers 0.01% Add +1.8% 30,014 $6.8M
HSBC Holdings PLC 0.00% No change 25,000 $5.7M
UBS Group AG 0.00% Reduce -22.1% 24,831 $5.6M
Citadel Advisors 0.00% Add +69.6% 23,058 $5.2M
Brookstone Capital Management 0.05% New 21,772 $5.0M
Stifel Financial Corp. 0.00% Add +2.2% 21,258 $4.8M
Commonwealth Equity Services, LLC 0.01% Add +11.0% 21,027 $4.8M
HRT Financial LP 0.01% New 19,802 $4.5M
Two Sigma Investments, LP 0.00% New 19,400 $4.4M
Tower Research Capital LLC (TRC) 0.10% New 18,856 $4.3M
Teucrium Investment Advisors, LLC 3.44% New 16,988 $3.9M
Equitable Holdings, Inc. 0.02% Add +408.2% 16,594 $3.8M
SFI Advisors, LLC 3.16% Reduce -3.8% 16,118 $3.7M
D. E. Shaw & Co. 0.00% New 14,150 $3.2M
Founders Financial Securities LLC 0.16% New 13,537 $3.1M
Great Diamond Partners, LLC 0.52% Reduce -4.6% 13,418 $3.1M
Envestnet Asset Management Inc. 0.00% Reduce -1.7% 12,290 $2.8M
Wells Fargo & Company 0.00% New 11,622 $2.6M
NewEdge Advisors, LLC 0.01% Add +413.8% 10,163 $2.3M
Larry Mathis Financial Planning, LLC 1.70% Add +754.8% 9,787 $2.2M
Farmers & Merchants Trust Co of Chambersburg PA 0.55% Add +1.3% 9,459 $2.2M
Truist Financial Corp. 0.00% Reduce -17.6% 8,672 $2.0M
Financial Management Professionals, Inc. 0.17% Reduce -19.9% 7,977 $1.8M
Fortis Group Advisors, LLC 0.25% Reduce -75.6% 6,988 $1.6M
Citigroup Inc. 0.00% Add +15.4% 6,249 $1.4M
Kestra Advisory Services, LLC 0.00% Add +389.3% 6,185 $1.4M
Kaizen Financial Strategies 0.54% Reduce -8.9% 6,045 $1.4M
Ciovacco Capital Management LLC 0.59% New 5,861 $1.3M
Quartz Partners, LLC 0.43% Add +10.0% 5,756 $1.3M
Gotham Asset Management 0.00% No change 5,672 $1.3M
Osaic Holdings, Inc. 0.00% Add +47.8% 5,653 $1.3M
Comprehensive Financial Planning, Inc. 0.66% Reduce -11.7% 5,402 $1.2M
Blue Capital, Inc. 0.78% Reduce -46.3% 5,370 $1.2M
Simplex Trading, LLC 0.03% New 5,279 $1.2M
Two Sigma Securities, LLC 0.10% New 5,126 $1.2M
Regal Investment Advisors LLC 0.06% Reduce -3.8% 5,095 $1.2M
Compass Financial Management LLC 0.14% — 4,931 $1.1M
DAVENPORT & Co LLC 0.01% New 4,740 $1.1M
GeoWealth Management, LLC 0.03% Add +877.0% 4,680 $1.1M
Jones Financial Companies LLLP 0.00% Add +266.5% 4,185 $907K
Worthington Financial Partners, LLC 0.72% Add +0.4% 3,828 $871K
Avior Wealth Management, LLC 0.02% Add +6.1% 3,616 $823K
MML Investors Services, LLC 0.00% Add +11.6% 3,598 $818K
Jane Street Group, LLC 0.00% Reduce -74.6% 3,595 $818K
Roman Butler Fullerton & Co. 0.19% Add +63.6% 3,649 $789K
RPS Advisory Solutions LLC 0.52% Reduce -38.9% 3,452 $785K
PGIM Custom Harvest LLC 0.01% Reduce -0.7% 3,098 $705K
Pacific Sun Financial Corp 0.26% No change 2,790 $635K
Wakefield Asset Management LLLP 0.13% Add +61.4% 2,486 $566K
GTS Securities LLC 0.01% New 1,970 $448K
Great Valley Advisor Group, Inc. 0.01% Add +5.2% 1,960 $446K
US Bancorp \de 0.00% New 1,934 $440K
JPMorgan Chase & Co. 0.00% Add +8.3% 1,877 $422K
Marshall & Sterling Wealth Advisors Inc. 0.24% New 1,793 $408K
PFG Advisors 0.02% New 1,770 $403K
HighTower Advisors, LLC 0.00% Add +11.0% 1,720 $391K
RFP Financial Group LLC 0.16% Add +30.4% 1,540 $350K
IMC-Chicago, LLC 0.00% New 1,388 $316K
Fulcrum Equity Management 0.24% Reduce -2.3% 1,323 $301K
Higgins & Schmidt Wealth Strategies LLC 0.12% No change 1,297 $295K
Kingswood Wealth Advisors, LLC 0.01% New 1,297 $295K
Fiduciary Financial Group, LLC 0.03% No change 1,268 $288K
Kane Investment Management, Inc. 0.12% New 1,257 $286K
Parkwoods Wealth Partners, LLC 0.04% No change 1,220 $278K
Indivisible Partners 0.02% New 1,200 $273K
ExodusPoint Capital Management, LP 0.00% New 1,150 $262K
Stratos Wealth Advisors, LLC 0.01% New 1,142 $260K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.01% Reduce -26.3% 1,084 $247K
Rockefeller Capital Management L.P. 0.00% No change 1,080 $246K
Corient Private Wealth LP 0.00% New 1,050 $239K
Ameritas Advisory Services, LLC 0.00% New 957 $218K
Rhodes Investment Advisors Inc. 0.16% New 945 $215K
Private Advisor Group, LLC 0.00% New 938 $213K
Snowden Capital Advisors LLC 0.00% New 900 $205K
Investment Partners Asset Management, Inc. 0.11% New 895 $204K
Prestige Wealth Management Group LLC 0.03% No change 822 $187K
International Assets Investment Management, LLC 0.01% Reduce -34.5% 808 $181K
City Holding Co. 0.02% No change 700 $159K
Harbour Investments, Inc. 0.00% Reduce -35.8% 624 $142K
Private Trust Co. NA 0.01% Add +111.1% 570 $130K
Qube Research & Technologies Ltd 0.00% Add +3312.5% 546 $124K
Liberty One Investment Management, LLC 0.01% Reduce -94.8% 470 $107K
Integrity Financial Corp 0.05% New 439 $100K
Cape Investment Advisory, Inc. 0.03% Reduce -73.4% 413 $94K
Institute for Wealth Management, LLC. 0.01% New 370 $84K
FMR LLC 0.00% Reduce -9.1% 360 $82K
Farther Finance Advisors, LLC 0.00% Add +308.8% 278 $63K
Spire Wealth Management 0.00% Add +250.7% 263 $60K

"% of holder's portfolio" is XTL's weight in each manager's 13F, not the share of SS SPDR S&P Telecom ETF the manager owns.

Show all 125 holders