SS SPDR S&P Telecom ETFXTLETF

13F holders, Q1 2024 (March 31)
39holders
1famous investor
$74.26avg. 13F price*

At the end of Q1 2024, 39 institutions reported holding SS SPDR S&P Telecom ETF (XTL) in their 13F filings. The largest holders were SFI Advisors, LLC ($3.6M), Raymond James & Associates ($2.6M) and Morgan Stanley ($2.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
SS SPDR S&P Telecom ETF
Filed as
SPDR SER TR (Q1 2024)
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 2024

InstitutionsTotal Value
New Positions7$3.0M
Exits2$88K

Ownership 39 holders

SFI Advisors, LLC 2.81% Add +17.5% 48,261 $3.6M
Raymond James & Associates 0.00% Add +0.2% 34,788 $2.6M
Morgan Stanley 0.00% Reduce -10.9% 34,478 $2.6M
Cetera Investment Advisers 0.01% New 32,330 $2.4M
Commonwealth Equity Services, LLC 0.00% Reduce -3.4% 20,082 $1.5M
Steward Partners Investment Advisory, LLC 0.02% Reduce -14.3% 19,154 $1.4M
Bank of America Corp. 0.00% Add +4.0% 18,180 $1.4M
Farmers & Merchants Trust Co of Chambersburg PA 0.47% Reduce -10.4% 15,279 $1.1M
Susquehanna International Group, LLP 0.00% Add +33.8% 13,746 $1.0M
Liberty One Investment Management, LLC 0.11% Reduce -1.5% 13,315 $989K
Royal Bank of Canada 0.00% Add +1.5% 8,128 $603K
UBS Group AG 0.00% Add +1.7% 8,000 $594K
Citadel Advisors 0.00% Reduce -17.3% 7,186 $534K
Waldron Private Wealth LLC 0.02% New 7,174 $533K
JPMorgan Chase & Co. 0.00% Reduce -16.5% 6,651 $494K
PGIM Custom Harvest LLC 0.01% Add +4.6% 5,932 $441K
Osaic Holdings, Inc. 0.00% Add +30.9% 5,916 $439K
Pacific Sun Financial Corp 0.13% Reduce -0.3% 3,076 $228K
LPL Financial LLC 0.00% Reduce -92.8% 2,784 $207K
Cape Investment Advisory, Inc. 0.07% Add +29.4% 2,141 $159K
Prestige Wealth Management Group LLC 0.02% Add +26.1% 1,408 $105K
City Holding Co. 0.01% Reduce -15.9% 1,300 $97K
Financial Freedom, LLC 0.03% Add +0.3% 765 $57K
Parallel Advisors, LLC 0.00% Add +42.9% 500 $37K
Assetmark, Inc. 0.00% No change 355 $26K
Signaturefd, LLC 0.00% No change 309 $23K
Comerica Bank 0.00% No change 185 $14K
Blair William & Co. 0.00% No change 179 $13K
Glen Eagle Advisors, LLC 0.00% No change 125 $9K
Northwestern Mutual Wealth Management Co. 0.00% New 108 $8K
NFSG Corp 0.00% No change 78 $6K
Arrow Financial Corp 0.00% No change 70 $5K
Realta Investment Advisors 0.00% New 68 $5K
Benjamin F. Edwards & Company, Inc. 0.00% No change 71 $5K
Spire Wealth Management 0.00% No change 57 $4K
Hexagon Capital Partners LLC 0.00% No change 33 $2K
Guardian Wealth Advisors, LLC / NC 0.00% New 28 $2K
Aptus Capital Advisors, LLC 0.00% New 28 $2K
Lanark Financial, Inc. 0.00% New 9 $1K

"% 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.