SS SPDR S&P Telecom ETFXTLETF
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 67 institutions reported holding SS SPDR S&P Telecom ETF (XTL) in their 13F filings, up 6 from Q3 2025. 11 opened new positions and 6 sold out. The largest holders were Cwm, LLC ($34.0M), Morgan Stanley ($16.2M) and Bank of America Corp. ($11.6M). 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 (Q4 2025)
- CUSIP
- 78464A540
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $36.1M |
| Exits | 6 | $9.5M |
All 13F filers, Q3 2025 → Q4 2025: 299,000 shares bought and 132,083 shares sold, net +166,917 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 67 holders
| Cwm, LLC | 0.09% | New | 221,635 | $34.0M |
| Morgan Stanley | 0.00% | Reduce -4.7% | 105,988 | $16.2M |
| Bank of America Corp. | 0.00% | Add +17.2% | 75,962 | $11.6M |
| UBS Group AG | 0.00% | Add +184.7% | 52,178 | $8.0M |
| SFI Advisors, LLC | 4.82% | Reduce -3.3% | 49,088 | $7.5M |
| LPL Financial LLC | 0.00% | Reduce -51.1% | 43,952 | $6.7M |
| Cetera Investment Advisers | 0.01% | Add +0.3% | 37,694 | $5.8M |
| Raymond James Financial Inc. | 0.00% | Add +3.4% | 34,350 | $5.3M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +3.2% | 31,599 | $4.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.6% | 25,139 | $3.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.9% | 18,648 | $2.9M |
| Quartz Partners, LLC | 0.96% | Add +8.4% | 16,869 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +35.3% | 16,111 | $2.5M |
| Stifel Financial Corp. | 0.00% | Add +2.4% | 15,349 | $2.4M |
| Blue Capital, Inc. | 1.42% | Add +12.3% | 12,958 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -26.1% | 12,607 | $1.9M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.45% | No change | 10,524 | $1.6M |
| Financial Management Professionals, Inc. | 0.16% | Add +196.4% | 10,246 | $1.6M |
| Liberty One Investment Management, LLC | 0.17% | Reduce -23.5% | 8,754 | $1.3M |
| Kaizen Financial Strategies | 0.41% | Reduce -4.0% | 5,995 | $919K |
| Gotham Asset Management | 0.00% | No change | 5,672 | $869K |
| Fsa Wealth Partners, Inc. | 0.31% | Reduce -15.4% | 5,545 | $850K |
| Citigroup Inc. | 0.00% | Reduce -0.5% | 5,348 | $819K |
| Arkadios Wealth Advisors | 0.02% | Add +13.6% | 5,044 | $773K |
| Roman Butler Fullerton & Co. | 0.20% | Reduce -1.7% | 4,645 | $763K |
| Worthington Financial Partners, LLC | 0.62% | — | 4,545 | $696K |
| RPS Advisory Solutions LLC | 0.28% | New | 3,920 | $601K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -0.7% | 3,415 | $523K |
| Avior Wealth Management, LLC | 0.02% | New | 3,272 | $501K |
| Pacific Sun Financial Corp | 0.20% | No change | 2,740 | $420K |
| MML Investors Services, LLC | 0.00% | Add +10.4% | 2,551 | $391K |
| Waldron Private Wealth LLC | 0.01% | No change | 2,474 | $379K |
| Envestnet Asset Management Inc. | 0.00% | Add +5.9% | 2,076 | $318K |
| Osaic Holdings, Inc. | 0.00% | Reduce -19.8% | 1,844 | $283K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.4% | 1,809 | $277K |
| JPMorgan Chase & Co. | 0.00% | Add +5.6% | 1,741 | $267K |
| Citadel Advisors | 0.00% | Reduce -40.7% | 1,683 | $258K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | New | 1,650 | $253K |
| Cape Investment Advisory, Inc. | 0.07% | Reduce -1.6% | 1,565 | $240K |
| HighTower Advisors, LLC | 0.00% | Reduce -6.0% | 1,545 | $237K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -5.6% | 1,518 | $233K |
| Parkwoods Wealth Partners, LLC | 0.07% | No change | 1,469 | $225K |
| Hancock Whitney Corp. | 0.00% | New | 1,461 | $224K |
| RFP Financial Group LLC | 0.10% | Reduce -17.7% | 1,384 | $212K |
| NewEdge Advisors, LLC | 0.00% | New | 1,382 | $212K |
| Jones Financial Companies LLLP | 0.00% | Add +163.4% | 1,114 | $171K |
| Prestige Wealth Management Group LLC | 0.03% | Reduce -3.1% | 1,108 | $170K |
| Harbour Investments, Inc. | 0.00% | New | 979 | $150K |
| International Assets Investment Management, LLC | 0.01% | New | 853 | $131K |
| City Holding Co. | 0.01% | No change | 700 | $107K |
| Kestra Advisory Services, LLC | 0.00% | New | 520 | $80K |
| Royal Bank of Canada | 0.00% | Reduce -65.2% | 348 | $53K |
| FMR LLC | 0.00% | No change | 340 | $52K |
| AE Wealth Management LLC | 0.00% | Add +20.6% | 310 | $47K |
| Blair William & Co. | 0.00% | No change | 206 | $32K |
| Global Retirement Partners, LLC | 0.00% | No change | 97 | $15K |
| Spire Wealth Management | 0.00% | No change | 57 | $9K |
| Wagner Wealth Management, LLC | 0.00% | No change | 46 | $7K |
| Farther Finance Advisors, LLC | 0.00% | New | 45 | $7K |
| Assetmark, Inc. | 0.00% | No change | 31 | $5K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -80.0% | 25 | $4K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -85.5% | 20 | $3K |
| Qube Research & Technologies Ltd | 0.00% | No change | 16 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | New | 11 | $2K |
| Wells Fargo & Company | 0.00% | No change | 11 | $2K |
| Lanark Financial, Inc. | 0.00% | No change | 9 | $1K |
| Orion Capital Management LLC | 0.00% | No change | 4 | $613 |
"% 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.