SS SPDR S&P Telecom ETFXTLETF

13F holders, Q2 2025 (June 30)
47holders +1
8new positions
9sold out
2famous investors
$117.34avg. 13F price*

At the end of Q2 2025, 47 institutions reported holding SS SPDR S&P Telecom ETF (XTL) in their 13F filings, up 1 from Q1 2025. 8 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($13.0M), SFI Advisors, LLC ($6.0M) and Goldman Sachs Group Inc. ($5.9M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
SS SPDR S&P Telecom ETF
Filed as
SPDR SERIES TRUST (Q2 2025)
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 2025 → Q2 2025

InstitutionsTotal Value
New Positions8$5.1M
Exits9$16.8M

All 13F filers, Q1 2025 → Q2 2025: 87,207 shares bought and 300,944 shares sold, net −213,737 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 47 holders

Morgan Stanley 0.00% Add +13.7% 111,227 $13.0M
SFI Advisors, LLC 4.16% Reduce -9.1% 51,293 $6.0M
Goldman Sachs Group Inc. 0.00% Reduce -13.1% 50,195 $5.9M
Bank of America Corp. 0.00% Reduce -20.6% 43,562 $5.1M
Cetera Investment Advisers 0.01% Add +3.1% 36,984 $4.3M
Raymond James Financial Inc. 0.00% Add +2.5% 33,485 $3.9M
UBS Group AG 0.00% Add +123.1% 29,498 $3.5M
Citadel Advisors 0.00% New 21,052 $2.5M
Commonwealth Equity Services, LLC 0.00% Reduce -1.7% 18,720 $2.2M
Cambridge Investment Research Advisors, Inc. 0.01% Add +253.8% 16,513 $1.9M
LPL Financial LLC 0.00% Reduce -85.6% 15,205 $1.8M
Stifel Financial Corp. 0.00% New 14,557 $1.7M
IMC-Chicago, LLC 0.04% Reduce -50.9% 13,863 $1.6M
Steward Partners Investment Advisory, LLC 0.01% Add +4.0% 11,970 $1.4M
Liberty One Investment Management, LLC 0.14% Reduce -14.7% 11,828 $1.4M
Farmers & Merchants Trust Co of Chambersburg PA 0.40% Reduce -4.4% 10,994 $1.3M
Blue Capital, Inc. 0.81% — 9,788 $1.1M
Kaizen Financial Strategies 0.37% Reduce -0.5% 6,120 $718K
Citigroup Inc. 0.00% Reduce -0.6% 5,754 $675K
Gotham Asset Management 0.00% No change 5,672 $665K
Roman Butler Fullerton & Co. 0.18% New 5,006 $603K
PGIM Custom Harvest LLC 0.01% Reduce -1.6% 3,468 $407K
Pacific Sun Financial Corp 0.17% Add +0.7% 2,740 $321K
JPMorgan Chase & Co. 0.00% Reduce -15.7% 2,648 $311K
Waldron Private Wealth LLC 0.01% No change 2,474 $290K
MML Investors Services, LLC 0.00% Add +2.7% 2,120 $249K
Cape Investment Advisory, Inc. 0.08% Reduce -1.6% 1,775 $208K
Osaic Holdings, Inc. 0.00% Add +0.1% 1,747 $205K
Envestnet Asset Management Inc. 0.00% New 1,706 $200K
Prestige Wealth Management Group LLC 0.03% Add +5.2% 1,171 $137K
Royal Bank of Canada 0.00% Reduce -3.9% 1,011 $119K
City Holding Co. 0.01% No change 900 $106K
Ameritas Advisory Services, LLC 0.01% New 827 $97K
Signaturefd, LLC 0.00% No change 309 $36K
AE Wealth Management LLC 0.00% Reduce -73.6% 256 $30K
Blair William & Co. 0.00% No change 206 $24K
Jones Financial Companies LLLP 0.00% Reduce -10.7% 193 $22K
FMR LLC 0.00% No change 140 $16K
Spire Wealth Management 0.00% No change 57 $7K
Assetmark, Inc. 0.00% Reduce -59.2% 31 $4K
Glen Eagle Advisors, LLC 0.00% No change 25 $3K
Kiker Wealth Management, LLC 0.00% Reduce -92.2% 17 $2K
Qube Research & Technologies Ltd 0.00% No change 16 $2K
Wells Fargo & Company 0.00% New 11 $1K
Lanark Financial, Inc. 0.00% New 9 $1K
Principal Securities, Inc. 0.00% New 6 $704
Global Retirement Partners, LLC 0.00% — 3 $297

"% 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.