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SPDR S&P Telecom ETF (XTL) Institutional Ownership

$110.78 +2.51 (+2.32%)
As of 01/21/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for SPDR S&P Telecom ETF (NYSEARCA:XTL)

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$34.18M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$1.73M
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XTL Institutional Buying and Selling by Quarter

SPDR S&P Telecom ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Fiduciary Family Office LLC126,479$13.54M4.0%N/A16.320%
1/16/2025 City Holding Co.900$96K0.0%-12.2%0.116%
1/16/2025 Liberty One Investment Management LLC14,396$1.54M0.2%-1.8%1.858%
1/7/2025 Westwind Capital4,900$524K0.1%N/A0.632%
10/29/2024Roman Butler Fullerton & Co.5,467$553K0.2%N/A0.705%
10/18/2024Raymond James & Associates30,958$3.12M0.0%-14.4%3.995%
10/16/2024 New Harbor Financial Group LLC128,951$12.98M3.3%N/A16.639%
10/9/2024Pacific Sun Financial Corp2,920$294K0.2%-6.1%0.377%
8/22/2024Cetera Investment Advisers37,519$2.90M0.0%+16.1%4.841%
7/31/2024Commonwealth Equity Services LLC19,831$1.53M0.0%-1.2%2.559%
7/30/2024 International Assets Investment Management LLC405$31K0.0%N/A0.052%
7/22/2024 Liberty One Investment Management LLC14,967$1.16M0.1%+12.4%1.931%
7/19/2024Raymond James & Associates36,149$2.79M0.0%+3.9%4.664%
7/12/2024 City Holding Co.1,025$79K0.0%-21.2%0.132%
6/21/2024Cape Investment Advisory Inc.2,141$159K0.1%+29.4%0.276%
5/24/2024Cetera Investment Advisers32,330$2.40M0.0%N/A4.172%
4/29/2024Commonwealth Equity Services LLC20,082$1.49M0.0%-3.4%2.591%
4/26/2024Prestige Wealth Management Group LLC1,408$105K0.0%+26.1%0.182%
4/26/2024Farmers & Merchants Trust Co of Chambersburg PA15,279$1.14M0.5%-10.4%1.971%
4/11/2024 City Holding Co.1,300$97K0.0%-15.9%0.173%
2/12/2024Steward Partners Investment Advisory LLC22,344$1.79M0.0%+11.4%2.979%
1/30/2024SFI Advisors LLC41,088$3.29M2.8%N/A5.478%
1/26/2024 Liberty One Investment Management LLC13,513$1.08M0.1%-2.3%1.802%
1/23/2024Farmers & Merchants Trust Co of Chambersburg PA17,056$1.36M0.7%-39.2%2.274%
1/16/2024Raymond James & Associates34,731$2.78M0.0%+6.7%4.631%
11/7/2023Cape Investment Advisory Inc.1,654$117K0.1%+10.9%0.221%
11/3/2023 Liberty One Investment Management LLC13,838$982K0.1%-2.1%1.845%
10/24/2023Raymond James Financial Services Advisors Inc.29,489$2.09M0.0%N/A3.932%
10/24/2023Raymond James & Associates32,550$2.31M0.0%+48.3%4.340%
10/17/2023Farmers & Merchants Trust Co of Chambersburg PA28,066$1.99M1.3%+2.2%3.742%
10/17/2023Financial Services Advisory Inc10,909$774K0.4%N/A1.455%
10/13/2023 City Holding Co.1,545$110K0.0%-16.7%0.206%
8/10/2023Commonwealth Equity Services LLC20,827$1.62M0.0%-1.6%2.777%
8/10/2023Private Advisor Group LLC3,358$261K0.0%-17.0%0.448%
8/4/2023 Liberty One Investment Management LLC14,136$1.10M0.1%+3.9%1.885%
7/31/2023LPL Financial LLC36,558$2.84M0.0%+6.2%4.570%
7/31/2023Lindbrook Capital LLC772$60K0.0%N/A0.097%
7/25/2023Raymond James & Associates21,948$1.70M0.0%-1.5%2.744%
7/14/2023IMC Chicago LLC23,609$1.83M0.0%+94.5%2.951%
7/14/2023Farmers & Merchants Trust Co of Chambersburg PA27,472$2.13M1.4%-6.0%3.434%
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7/12/2023Pacific Sun Financial Corp3,455$280K0.2%N/A0.432%
6/14/2023Atria Wealth Solutions Inc.2,550$207K0.0%N/A0.311%
5/11/2023Cambridge Investment Research Advisors Inc.18,598$1.51M0.0%+292.9%2.268%
5/10/2023Private Advisor Group LLC4,046$328K0.0%N/A0.493%
5/10/2023LPL Financial LLC34,420$2.79M0.0%+13.9%4.198%
5/5/2023Assetmark Inc.531$43K0.0%-72.5%0.065%
5/1/2023Money Concepts Capital Corp287,918$10.54M0.6%+2,001.1%35.112%
4/28/2023 Ameritas Advisory Services LLC2,457$195K0.0%-48.3%0.300%
4/25/2023Geneos Wealth Management Inc.11,822$958K0.1%N/A1.442%
4/24/2023IMC Chicago LLC12,139$984K0.0%N/A1.480%
4/19/2023 Brookstone Capital Management3,017$236K0.0%N/A0.343%
4/14/2023Raymond James & Associates22,278$1.81M0.0%-1.1%2.532%
4/12/2023Farmers & Merchants Trust Co of Chambersburg PA29,233$2.37M1.6%+0.8%3.322%
2/10/2023 Ameritas Advisory Services LLC4,752$388K0.0%+50.0%0.540%
2/10/2023Assetmark Inc.1,933$158K0.0%+14.6%0.220%
2/8/2023Raymond James & Associates22,517$1.84M0.0%-8.1%2.559%
2/7/2023Commonwealth Equity Services LLC21,036$1.72M0.0%-2.4%2.390%
2/7/2023LPL Financial LLC30,221$2.47M0.0%+10.1%3.434%
2/1/2023Great Valley Advisor Group Inc.10,833$885K0.0%N/A1.231%
1/30/2023Welch Group LLC8,615$703K0.0%N/A0.979%
1/25/2023AJ Wealth Strategies LLC3,526$288K0.0%N/A0.401%
1/20/2023Farmers & Merchants Trust Co of Chambersburg PA28,993$2.37M1.6%+1.0%3.295%
11/16/2022 Liberty One Investment Management LLC13,360$1.03M0.2%-1.2%1.670%
11/10/2022Tower Research Capital LLC TRC5,784$444K0.0%-2.4%0.771%
11/1/2022Assetmark Inc.1,687$130K0.0%-27.9%0.225%
11/1/2022Prestige Wealth Management Group LLC1,046$80K0.0%N/A0.139%
10/27/2022Money Concepts Capital Corp13,438$1.03M0.1%+19,956.7%1.792%
10/25/2022Raymond James Financial Services Advisors Inc.24,002$1.84M0.0%N/A3.200%
10/17/2022Farmers & Merchants Trust Co of Chambersburg PA28,710$2.21M1.7%+1.7%3.828%
10/17/2022Cambridge Investment Research Advisors Inc.4,617$355K0.0%N/A0.616%
8/3/2022Assetmark Inc.2,339$182K0.0%N/A0.334%
8/1/2022 Liberty One Investment Management LLC13,528$1.38M0.2%+3.2%1.933%
7/19/2022Commonwealth Equity Services LLC21,661$1.68M0.0%-2.6%3.094%
7/18/2022Farmers & Merchants Trust Co of Chambersburg PA28,219$2.20M1.6%+5.9%4.031%
7/8/2022 City Holding Co.2,205$171K0.0%-9.4%0.315%
5/10/2022Advisors Capital Management LLC5,743$533K0.0%-93.1%0.605%
5/4/2022 Ameritas Advisory Services LLC3,203$297K0.0%-17.6%0.337%
5/4/2022Commonwealth Equity Services LLC22,239$2.06M0.0%-0.9%2.341%
4/19/2022IMC Chicago LLC26,904$2.50M0.0%N/A2.832%
4/14/2022Farmers & Merchants Trust Co of Chambersburg PA26,656$2.47M1.6%+3.2%2.806%
2/10/2022Private Advisor Group LLC2,490$253K0.0%+15.7%0.311%
2/8/2022Raymond James & Associates7,336$746K0.0%+66.6%0.917%
2/8/2022Blue Chip Partners Inc.1,477$150K0.0%N/A0.185%
2/7/2022 Ameritas Advisory Services LLC3,885$395K0.0%N/A0.486%
2/3/2022Advisor Group Holdings Inc.1,667$170K0.0%-33.1%0.208%
1/31/2022Commonwealth Equity Services LLC22,434$2.28M0.0%-6.2%2.804%
1/28/2022Arrow Financial Corp570$58K0.0%-26.0%0.071%
1/25/2022Farmers & Merchants Trust Co of Chambersburg PA25,820$2.63M1.7%+1.2%3.228%
1/20/2022Parallel Advisors LLC350$36K0.0%-50.0%0.044%
11/16/2021Cetera Advisors LLC2,654$253K0.0%N/A0.332%
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11/16/2021LPL Financial LLC58,569$5.59M0.0%+124.7%7.321%
11/15/2021Pacific Sun Financial Corp3,480$332K0.2%N/A0.435%
11/12/2021Ameritas Investment Company LLC4,112$392K0.0%+131.3%0.514%
11/12/2021Assetmark Inc.885$84K0.0%+631.4%0.111%
11/12/2021First Republic Investment Management Inc.4,318$412K0.0%-47.0%0.540%
11/10/2021Institutional & Family Asset Management LLC281$27K0.0%-47.8%0.035%
11/9/2021Geneos Wealth Management Inc.6,056$582K0.0%N/A0.757%
11/5/2021IMC Chicago LLC22,402$2.14M0.0%+110.9%2.800%
11/5/2021Sargent Bickham Lagudis LLC269$26K0.0%-31.0%0.034%
11/5/2021Advisor Group Holdings Inc.2,491$239K0.0%-41.4%0.311%
(Data available from 1/1/2016 forward)

XTL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XTL shares?

During the previous two years, 32 institutional investors and hedge funds held shares of SPDR S&P Telecom ETF. The most heavily invested institutionals were Fiduciary Family Office LLC ($13.54M), New Harbor Financial Group LLC ($12.98M), Money Concepts Capital Corp ($10.54M), SFI Advisors LLC ($3.29M), Raymond James & Associates ($3.12M), Cetera Investment Advisers ($2.90M), and LPL Financial LLC ($2.84M).Learn more on XTL's institutional investors.

Which institutional investors have been buying SPDR S&P Telecom ETF stock?

Of the 30 institutional investors that purchased SPDR S&P Telecom ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Money Concepts Capital Corp ($274.22K), New Harbor Financial Group LLC ($128.95K), Fiduciary Family Office LLC ($126.48K), SFI Advisors LLC ($41.09K), Cetera Investment Advisers ($37.52K), Raymond James Financial Services Advisors Inc. ($29.49K), and IMC Chicago LLC ($23.61K).

How much institutional buying is happening at SPDR S&P Telecom ETF?

Institutional investors have bought a total of 776,869 shares in the last 24 months. This purchase volume represents approximately $68.13M in transactions.

Which SPDR S&P Telecom ETF major shareholders have been selling company stock?

Of the 9 institutional investors that sold SPDR S&P Telecom ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Farmers & Merchants Trust Co of Chambersburg PA ($14.55K), Raymond James & Associates ($7.75K), Ameritas Advisory Services LLC ($2.30K), Commonwealth Equity Services LLC ($1.82K), Assetmark Inc. ($1.40K), City Holding Co. ($955.00), and Liberty One Investment Management LLC ($887.00).

How much institutional selling is happening at SPDR S&P Telecom ETF?

Institutional investors have sold a total of 30,528 shares in the last 24 months. This volume of shares sold represents approximately $2.54M in transactions.



This page (NYSEARCA:XTL) was last updated on 1/22/2025 by MarketBeat.com Staff
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