SS SPDR S&P Telecom ETFXTLETF
13F holders, Q1 2026 (March 31)95holders +28
33new positions
4sold out
2famous investors
$188.84avg. 13F price*
At the end of Q1 2026, 95 institutions reported holding SS SPDR S&P Telecom ETF (XTL) in their 13F filings, up 28 from Q4 2025. 33 opened new positions and 4 sold out. The largest holders were Cwm, LLC ($47.0M), Morgan Stanley ($25.0M) and BNP Paribas Financial Markets ($18.8M). 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 (Q1 2026)
- CUSIP
- 78464A540
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $80.7M |
| Exits | 4 | $1.8M |
All 13F filers, Q4 2025 → Q1 2026: 603,132 shares bought and 93,914 shares sold, net +509,218 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 95 holders
| Cwm, LLC | 0.12% | Add +12.9% | 250,143 | $47.0M |
| Morgan Stanley | 0.00% | Add +25.6% | 133,158 | $25.0M |
| BNP Paribas Financial Markets | 0.01% | New | 100,000 | $18.8M |
| LPL Financial LLC | 0.00% | Add +109.2% | 91,950 | $17.3M |
| Bank of America Corp. | 0.00% | Add +6.5% | 80,922 | $15.2M |
| University of Illinois Foundation | 2.49% | New | 64,500 | $12.1M |
| MinichMacGregor Wealth Management, LLC | 2.08% | New | 62,669 | $11.8M |
| Raymond James Financial Inc. | 0.00% | Add +15.2% | 39,579 | $7.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +124.8% | 36,214 | $6.8M |
| Fortis Group Advisors, LLC | 1.07% | New | 28,614 | $6.5M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +8.2% | 34,176 | $6.4M |
| Foundations Investment Advisors, LLC | 0.08% | New | 33,134 | $6.2M |
| UBS Group AG | 0.00% | Reduce -38.9% | 31,884 | $6.0M |
| Cetera Investment Advisers | 0.01% | Reduce -21.8% | 29,488 | $5.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.5% | 25,002 | $4.7M |
| HSBC Holdings PLC | 0.00% | New | 25,000 | $4.6M |
| Maxi Investments CY Ltd | 0.90% | New | 22,000 | $4.1M |
| Stifel Financial Corp. | 0.00% | Add +35.5% | 20,795 | $3.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.6% | 18,938 | $3.6M |
| Susquehanna International Group, LLP | 0.00% | Add +33.2% | 16,798 | $3.2M |
| SFI Advisors, LLC | 3.31% | Reduce -65.9% | 16,759 | $3.2M |
| Jane Street Group, LLC | 0.00% | New | 14,171 | $2.7M |
| Great Diamond Partners, LLC | 0.51% | New | 14,068 | $2.6M |
| Citadel Advisors | 0.00% | Add +708.0% | 13,598 | $2.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +502.0% | 12,498 | $2.4M |
| Geneos Wealth Management Inc. | 0.05% | New | 10,985 | $2.1M |
| Truist Financial Corp. | 0.00% | New | 10,519 | $2.0M |
| Blue Capital, Inc. | 1.23% | Reduce -22.8% | 10,004 | $1.9M |
| Financial Management Professionals, Inc. | 0.21% | Reduce -2.8% | 9,959 | $1.9M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.48% | Reduce -11.3% | 9,339 | $1.8M |
| Liberty One Investment Management, LLC | 0.17% | Add +3.1% | 9,023 | $1.7M |
| Kaizen Financial Strategies | 0.61% | Add +10.6% | 6,633 | $1.5M |
| Comprehensive Financial Planning, Inc. | 0.80% | New | 6,119 | $1.2M |
| Gotham Asset Management | 0.00% | No change | 5,672 | $1.1M |
| RPS Advisory Solutions LLC | 0.60% | Add +44.0% | 5,645 | $1.1M |
| B. Riley Wealth Advisors, Inc. | 0.07% | New | 5,701 | $1.0M |
| Citigroup Inc. | 0.00% | Add +1.2% | 5,413 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | New | 5,406 | $1.0M |
| Regal Investment Advisors LLC | 0.06% | New | 5,298 | $996K |
| Quartz Partners, LLC | 0.38% | Reduce -69.0% | 5,234 | $984K |
| Osaic Holdings, Inc. | 0.00% | Add +107.4% | 3,824 | $719K |
| Worthington Financial Partners, LLC | 0.62% | Reduce -16.1% | 3,812 | $717K |
| Avior Wealth Management, LLC | 0.02% | Add +4.1% | 3,407 | $641K |
| MML Investors Services, LLC | 0.00% | Add +26.4% | 3,225 | $606K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -8.6% | 3,120 | $587K |
| Pacific Sun Financial Corp | 0.25% | Add +1.8% | 2,790 | $525K |
| Equitable Holdings, Inc. | 0.00% | New | 3,265 | $500K |
| Waldron Private Wealth LLC | 0.02% | No change | 2,474 | $465K |
| Roman Butler Fullerton & Co. | 0.13% | Reduce -52.0% | 2,230 | $461K |
| Royal Bank of Canada | 0.00% | Add +583.0% | 2,377 | $447K |
| NewEdge Advisors, LLC | 0.00% | Add +43.1% | 1,978 | $372K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +3.0% | 1,863 | $350K |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.4% | 1,734 | $315K |
| Oppenheimer & Co. Inc. | 0.00% | New | 1,646 | $310K |
| Bank of Montreal | 0.00% | New | 1,559 | $293K |
| Cape Investment Advisory, Inc. | 0.10% | Reduce -0.6% | 1,555 | $292K |
| HighTower Advisors, LLC | 0.00% | Add +0.3% | 1,549 | $291K |
| Wakefield Asset Management LLLP | 0.08% | New | 1,540 | $290K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -10.8% | 1,471 | $277K |
| Fulcrum Equity Management | 0.25% | New | 1,354 | $255K |
| Griffin Asset Management, Inc. | 0.03% | New | 1,349 | $254K |
| Higgins & Schmidt Wealth Strategies LLC | 0.11% | New | 1,297 | $244K |
| Independent Financial Group, LLC | 0.01% | New | 1,289 | $242K |
| Fiduciary Financial Group, LLC | 0.03% | New | 1,268 | $238K |
| Kestra Advisory Services, LLC | 0.00% | Add +143.1% | 1,264 | $238K |
| International Assets Investment Management, LLC | 0.02% | Add +44.5% | 1,233 | $235K |
| Parkwoods Wealth Partners, LLC | 0.06% | Reduce -16.9% | 1,220 | $229K |
| RFP Financial Group LLC | 0.12% | Reduce -14.7% | 1,181 | $222K |
| Larry Mathis Financial Planning, LLC | 0.19% | New | 1,145 | $215K |
| Jones Financial Companies LLLP | 0.00% | Add +2.5% | 1,142 | $214K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -28.9% | 1,080 | $203K |
| Harbour Investments, Inc. | 0.00% | Reduce -0.7% | 972 | $183K |
| Prestige Wealth Management Group LLC | 0.03% | Reduce -25.8% | 822 | $155K |
| City Holding Co. | 0.02% | No change | 700 | $132K |
| GeoWealth Management, LLC | 0.00% | New | 479 | $90K |
| FMR LLC | 0.00% | Add +16.5% | 396 | $75K |
| AE Wealth Management LLC | 0.00% | No change | 310 | $58K |
| Private Trust Co. NA | 0.00% | New | 270 | $51K |
| Blair William & Co. | 0.00% | No change | 206 | $39K |
| Highline Wealth Partners LLC | 0.00% | New | 100 | $19K |
| Spire Wealth Management | 0.00% | Add +31.6% | 75 | $14K |
| Farther Finance Advisors, LLC | 0.00% | Add +51.1% | 68 | $13K |
| Signaturefd, LLC | 0.00% | New | 64 | $12K |
| Wagner Wealth Management, LLC | 0.00% | No change | 46 | $9K |
| Assetmark, Inc. | 0.00% | No change | 31 | $6K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 25 | $5K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -20.0% | 16 | $3K |
| Qube Research & Technologies Ltd | 0.00% | No change | 16 | $3K |
| Howe & Rusling Inc. | 0.00% | New | 15 | $3K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 14 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 11 | $2K |
| Orion Capital Management LLC | 0.00% | Add +150.0% | 10 | $2K |
| Lanark Financial, Inc. | 0.00% | No change | 9 | $2K |
| Toth Financial Advisory Corp. | 0.00% | New | 6 | $1K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 5 | $940 |
"% 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.