SS SPDR S&P Telecom ETFXTLETF
13F holders, Q3 2025 (September 30)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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $17.1M |
| Exits | 1 | $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.