SS SPDR S&P Telecom ETFXTLETF

13F holders, Q4 2025 (December 31)
67holders +6
11new positions
6sold out
2famous investors
$153.28avg. 13F price*

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

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions11$36.1M
Exits6$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.