SS SPDR S&P Telecom ETFXTLETF

13F holders, Q3 2025 (September 30)
61holders +14
15new positions
1sold out
2famous investors
$140.08avg. 13F price*

At the end of Q3 2025, 61 institutions reported holding SS SPDR S&P Telecom ETF (XTL) in their 13F filings, up 14 from Q2 2025. 15 opened new positions and 1 sold out. The largest holders were Morgan Stanley ($15.6M), LPL Financial LLC ($12.6M) and Bank of America Corp. ($9.1M). 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 (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions15$17.1M
Exits1$1.6M

All 13F filers, Q2 2025 → Q3 2025: 241,026 shares bought and 76,846 shares sold, net +164,180 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 61 holders

Morgan Stanley 0.00% Reduce -0.0% 111,214 $15.6M
LPL Financial LLC 0.00% Add +490.9% 89,853 $12.6M
Bank of America Corp. 0.00% Add +48.8% 64,804 $9.1M
Castleark Management LLC 0.23% New 59,740 $8.4M
SFI Advisors, LLC 4.52% Reduce -1.1% 50,746 $7.1M
Cetera Investment Advisers 0.01% Add +1.6% 37,579 $5.3M
Raymond James Financial Inc. 0.00% Reduce -0.8% 33,212 $4.6M
Steward Partners Investment Advisory, LLC 0.02% Add +155.8% 30,617 $4.3M
Goldman Sachs Group Inc. 0.00% Reduce -50.2% 25,002 $3.5M
Commonwealth Equity Services, LLC 0.00% Add +0.6% 18,824 $2.6M
UBS Group AG 0.00% Reduce -37.9% 18,327 $2.6M
Susquehanna International Group, LLP 0.00% New 17,057 $2.4M
Quartz Partners, LLC 0.79% New 15,555 $2.2M
Stifel Financial Corp. 0.00% Add +2.9% 14,985 $2.1M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -27.9% 11,912 $1.7M
Blue Capital, Inc. 1.20% Add +17.9% 11,537 $1.6M
Liberty One Investment Management, LLC 0.09% Reduce -3.3% 11,437 $1.6M
Farmers & Merchants Trust Co of Chambersburg PA 0.42% Reduce -4.3% 10,524 $1.5M
Fulcrum Equity Management 0.94% New 6,665 $933K
Fsa Wealth Partners, Inc. 0.35% New 6,558 $918K
Kaizen Financial Strategies 0.41% Add +2.0% 6,245 $910K
Gotham Asset Management 0.00% No change 5,672 $794K
Citigroup Inc. 0.00% Reduce -6.6% 5,375 $752K
Roman Butler Fullerton & Co. 0.19% Reduce -5.6% 4,727 $722K
Arkadios Wealth Advisors 0.02% New 4,441 $621K
Financial Management Professionals, Inc. 0.05% New 3,457 $484K
PGIM Custom Harvest LLC 0.01% Reduce -0.8% 3,440 $481K
Citadel Advisors 0.00% Reduce -86.5% 2,837 $397K
Pacific Sun Financial Corp 0.19% No change 2,740 $383K
Waldron Private Wealth LLC 0.01% No change 2,474 $346K
MML Investors Services, LLC 0.00% Add +9.0% 2,310 $323K
Osaic Holdings, Inc. 0.00% Add +31.6% 2,300 $315K
Envestnet Asset Management Inc. 0.00% Add +14.9% 1,961 $274K
RFP Financial Group LLC 0.11% New 1,682 $262K
Great Valley Advisor Group, Inc. 0.01% New 1,801 $252K
JPMorgan Chase & Co. 0.00% Reduce -37.8% 1,648 $231K
HighTower Advisors, LLC 0.00% New 1,644 $230K
Rockefeller Capital Management L.P. 0.00% New 1,608 $225K
Cape Investment Advisory, Inc. 0.22% Reduce -10.4% 1,590 $222K
Parkwoods Wealth Partners, LLC 0.07% New 1,469 $206K
Prestige Wealth Management Group LLC 0.03% Reduce -2.3% 1,144 $160K
Royal Bank of Canada 0.00% Reduce -1.1% 1,000 $140K
Ameritas Advisory Services, LLC 0.01% No change 827 $116K
City Holding Co. 0.01% Reduce -22.2% 700 $98K
Jones Financial Companies LLLP 0.00% Add +119.2% 423 $59K
FMR LLC 0.00% Add +142.9% 340 $48K
Signaturefd, LLC 0.00% No change 309 $43K
AE Wealth Management LLC 0.00% Add +0.4% 257 $36K
Blair William & Co. 0.00% No change 206 $29K
Russell Investments Group, Ltd. 0.00% New 138 $19K
Glen Eagle Advisors, LLC 0.00% Add +400.0% 125 $17K
Global Retirement Partners, LLC 0.00% Add +3133.3% 97 $14K
Spire Wealth Management 0.00% No change 57 $8K
Wagner Wealth Management, LLC 0.00% New 46 $6K
Assetmark, Inc. 0.00% No change 31 $4K
Kiker Wealth Management, LLC 0.00% No change 17 $2K
Qube Research & Technologies Ltd 0.00% No change 16 $2K
Wells Fargo & Company 0.00% No change 11 $2K
Lanark Financial, Inc. 0.00% No change 9 $1K
Principal Securities, Inc. 0.00% No change 6 $840
Orion Capital Management LLC 0.00% New 4 $560

"% 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.