SS SPDR S&P Telecom ETFXTLETF
13F holders, Q1 2025 (March 31)46holders −2
6new positions
7sold out
1famous investor
$99.95avg. 13F price*
At the end of Q1 2025, 46 institutions reported holding SS SPDR S&P Telecom ETF (XTL) in their 13F filings, down 2 from Q4 2024. 6 opened new positions and 7 sold out. The largest holders were New Harbor Financial Group, LLC ($12.5M), LPL Financial LLC ($10.5M) and Morgan Stanley ($9.8M). One famous investor held it Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- SS SPDR S&P Telecom ETF
- Filed as
- SPDR SER TR (Q1 2025)
- CUSIP
- 78464A540
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $3.7M |
| Exits | 7 | $27.4M |
All 13F filers, Q4 2024 → Q1 2025: 123,365 shares bought and 284,338 shares sold, net −160,973 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 46 holders
| New Harbor Financial Group, LLC | 3.32% | Reduce -1.2% | 124,936 | $12.5M |
| LPL Financial LLC | 0.00% | Add +8.5% | 105,544 | $10.5M |
| Morgan Stanley | 0.00% | Add +6.7% | 97,820 | $9.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +5.0% | 57,765 | $5.8M |
| SFI Advisors, LLC | 4.17% | Add +3.0% | 56,451 | $5.6M |
| Bank of America Corp. | 0.00% | Add +227.0% | 54,838 | $5.5M |
| Cetera Investment Advisers | 0.01% | Add +0.5% | 35,886 | $3.6M |
| Raymond James Financial Inc. | 0.00% | Add +2.1% | 32,680 | $3.3M |
| IMC-Chicago, LLC | 0.11% | New | 28,251 | $2.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.1% | 19,041 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Add +420.5% | 17,088 | $1.7M |
| Liberty One Investment Management, LLC | 0.14% | Reduce -3.7% | 13,861 | $1.4M |
| UBS Group AG | 0.00% | Add +227.5% | 13,222 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -1.0% | 11,504 | $1.1M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.41% | Reduce -5.2% | 11,498 | $1.1M |
| Fulcrum Equity Management | 1.19% | Add +31.8% | 10,900 | $1.1M |
| Kaizen Financial Strategies | 0.36% | Add +13.7% | 6,150 | $615K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | Add +23.6% | 6,069 | $607K |
| Citigroup Inc. | 0.00% | Add +0.8% | 5,787 | $578K |
| RPS Advisory Solutions LLC | 0.40% | Reduce -47.8% | 5,688 | $569K |
| Gotham Asset Management | 0.00% | New | 5,672 | $567K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -73.0% | 4,668 | $467K |
| PGIM Custom Harvest LLC | 0.01% | No change | 3,525 | $352K |
| JPMorgan Chase & Co. | 0.00% | Reduce -61.4% | 3,141 | $314K |
| Pacific Sun Financial Corp | 0.15% | Reduce -6.8% | 2,720 | $272K |
| United Advisor Group, LLC | 0.06% | New | 2,707 | $271K |
| Waldron Private Wealth LLC | 0.01% | No change | 2,474 | $247K |
| MML Investors Services, LLC | 0.00% | Add +3.0% | 2,064 | $206K |
| Cape Investment Advisory, Inc. | 0.07% | Reduce -1.1% | 1,803 | $180K |
| Osaic Holdings, Inc. | 0.00% | Add +66.5% | 1,745 | $175K |
| Prestige Wealth Management Group LLC | 0.02% | Reduce -19.1% | 1,113 | $111K |
| Royal Bank of Canada | 0.00% | Reduce -63.5% | 1,052 | $105K |
| AE Wealth Management LLC | 0.00% | Add +3.6% | 969 | $97K |
| City Holding Co. | 0.01% | No change | 900 | $90K |
| Signaturefd, LLC | 0.00% | No change | 309 | $31K |
| Jones Financial Companies LLLP | 0.00% | Reduce -2.3% | 216 | $22K |
| Kiker Wealth Management, LLC | 0.01% | Add +1176.5% | 217 | $22K |
| Blair William & Co. | 0.00% | No change | 206 | $21K |
| Glassman Wealth Services | 0.00% | New | 144 | $14K |
| FMR LLC | 0.00% | Add +13900.0% | 140 | $14K |
| SVB Wealth LLC | 0.00% | New | 85 | $8K |
| Assetmark, Inc. | 0.00% | No change | 76 | $8K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 75 | $7K |
| Spire Wealth Management | 0.00% | No change | 57 | $6K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 25 | $2K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -93.6% | 16 | $2K |
"% 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.