SS SPDR S&P Telecom ETFXTLETF
13F holders, Q4 2024 (December 31)48holders +16
15new positions
1sold out
$107.02avg. 13F price*
At the end of Q4 2024, 48 institutions reported holding SS SPDR S&P Telecom ETF (XTL) in their 13F filings, up 16 from Q3 2024. 15 opened new positions and 1 sold out. The largest holders were New Harbor Financial Group, LLC ($13.5M), Fiduciary Family Office, LLC ($13.5M) and Private Advisor Group, LLC ($10.9M).
- Company
- SS SPDR S&P Telecom ETF
- Filed as
- SPDR SER TR (Q4 2024)
- CUSIP
- 78464A540
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $31.6M |
| Exits | 1 | $7K |
All 13F filers, Q3 2024 → Q4 2024: 428,432 shares bought and 55,335 shares sold, net +373,097 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| New Harbor Financial Group, LLC | 4.04% | Reduce -1.9% | 126,479 | $13.5M |
| Fiduciary Family Office, LLC | 4.04% | New | 126,479 | $13.5M |
| Private Advisor Group, LLC | 0.06% | New | 101,478 | $10.9M |
| LPL Financial LLC | 0.00% | Add +268.7% | 97,251 | $10.4M |
| Morgan Stanley | 0.00% | Add +21.7% | 91,706 | $9.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +354.9% | 54,994 | $5.9M |
| SFI Advisors, LLC | 4.12% | Reduce -1.9% | 54,815 | $5.9M |
| Cetera Investment Advisers | 0.01% | Reduce -5.1% | 35,713 | $3.8M |
| Raymond James Financial Inc. | 0.00% | — | 31,998 | $3.4M |
| Blue Capital, Inc. | 1.62% | — | 21,446 | $2.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.4% | 19,065 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | New | 17,260 | $1.8M |
| Bank of America Corp. | 0.00% | Reduce -19.4% | 16,771 | $1.8M |
| Equitable Holdings, Inc. | 0.01% | New | 14,714 | $1.6M |
| Liberty One Investment Management, LLC | 0.17% | Reduce -1.8% | 14,396 | $1.5M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.49% | Reduce -9.0% | 12,124 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -52.2% | 11,615 | $1.2M |
| RPS Advisory Solutions LLC | 0.73% | New | 10,891 | $1.2M |
| Fulcrum Equity Management | 0.88% | New | 8,272 | $885K |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.3% | 8,145 | $872K |
| Citigroup Inc. | 0.00% | Add +0.7% | 5,739 | $614K |
| Kaizen Financial Strategies | 0.33% | Add +80.3% | 5,410 | $579K |
| Roman Butler Fullerton & Co. | 0.17% | Reduce -5.5% | 5,168 | $541K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | New | 4,911 | $526K |
| Westwind Capital | 0.11% | New | 4,900 | $524K |
| UBS Group AG | 0.00% | Reduce -17.9% | 4,037 | $432K |
| PGIM Custom Harvest LLC | 0.01% | No change | 3,525 | $377K |
| Susquehanna International Group, LLP | 0.00% | Reduce -85.3% | 3,283 | $351K |
| Maia Wealth LLC | 0.07% | New | 3,210 | $336K |
| Pacific Sun Financial Corp | 0.17% | No change | 2,920 | $313K |
| Royal Bank of Canada | 0.00% | Reduce -69.1% | 2,879 | $308K |
| Waldron Private Wealth LLC | 0.01% | Reduce -65.5% | 2,474 | $265K |
| MML Investors Services, LLC | 0.00% | New | 2,003 | $214K |
| Cape Investment Advisory, Inc. | 0.08% | No change | 1,824 | $195K |
| Prestige Wealth Management Group LLC | 0.03% | Reduce -2.3% | 1,376 | $147K |
| Osaic Holdings, Inc. | 0.00% | Add +10.9% | 1,048 | $112K |
| AE Wealth Management LLC | 0.00% | New | 935 | $100K |
| City Holding Co. | 0.01% | Reduce -12.2% | 900 | $96K |
| Signaturefd, LLC | 0.00% | No change | 309 | $33K |
| Qube Research & Technologies Ltd | 0.00% | New | 251 | $27K |
| Jones Financial Companies LLLP | 0.00% | New | 221 | $24K |
| Blair William & Co. | 0.00% | Add +15.1% | 206 | $22K |
| Atticus Wealth Management, LLC | 0.01% | New | 200 | $21K |
| Assetmark, Inc. | 0.00% | No change | 76 | $8K |
| Spire Wealth Management | 0.00% | No change | 57 | $6K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 25 | $3K |
| Kiker Wealth Management, LLC | 0.00% | — | 17 | $2K |
| FMR LLC | 0.00% | New | 1 | $135 |
"% 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.