Skip to content
Disclosery

XTL SPDR SERIES TRUST

Follow

ST STR SP TELCO (fund)

47 managers (47 13F filers) reported a position in XTL shares at 2025-03-31, 751,098 shares in all. 6 filers opened a position and 7 filers sold out during the quarter.

Managers
47
13F filers
47
New
6
Added
18
Reduced
14
Sold out
7
Shares held by filers
751,098

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
New Harbor Financial Group, LLC124,936$12.5M3.32%-1,54313F-HRTimeline
LPL Financial LLC105,544$10.5M<0.01%+8,29313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY97,820$9.78M<0.01%+6,11413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC57,765$5.77M<0.01%+2,77113F-HR/ATimelineGroup
SFI Advisors, LLC56,451$5.64M4.17%+1,63613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/54,838$5.48M<0.01%+38,06713F-HRTimelineGroup
Cetera Investment Advisers35,886$3.59M0.01%+17313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC32,680$3.27M<0.01%+68213F-HRTimelineGroup
IMC-Chicago, LLC28,251$2.82M0.11%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC19,041$1.9M<0.01%-2413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,088$1.71M<0.01%+13,80513F-HRTimelineGroup
LIBERTY ONE INVESTMENT MANAGEMENT, LLC13,861$1.39M0.14%-53513F-HRTimeline
UBS Group AGin group UBS Group AG13,222$1.32M<0.01%+9,18513F-HRTimelineGroup
Steward Partners Investment Advisory, L…11,504$1.15M0.01%-11113F-HRTimeline
Farmers & Merchants Trust Co of Chamber…11,498$1.15M0.41%-62613F-HRTimeline
Fulcrum Equity Management10,900$1.09M1.19%+2,62813F-HRTimeline
Kaizen Financial Strategies6,150$615K0.35%+74013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …6,069$607K0.05%+1,15813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC5,787$578K<0.01%+4813F-HRTimelineGroup
RPS ADVISORY SOLUTIONS LLC5,688$569K0.4%-5,20313F-HRTimeline
Gotham Asset Management, LLC5,672$567K<0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…4,668$467K<0.01%-12,59213F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC3,525$352K0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,141$314K<0.01%-5,00413F-HRTimelineGroup
Pacific Sun Financial Corp2,720$272K0.15%-20013F-HRTimeline
United Advisor Group, LLC2,707$271K0.06%new13F-HRTimeline
Waldron Private Wealth LLC2,474$247K0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC2,064$206K<0.01%+6113F-HRTimeline
Cape Investment Advisory, Inc.1,803$180K0.07%-2113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,745$175K<0.01%+69713F-HRTimelineGroup
Prestige Wealth Management Group LLC1,113$111K0.02%-26313F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,052$105K<0.01%-1,82713F-HR/ATimelineGroup
AE Wealth Management LLC969$96.9K<0.01%+3413F-HRTimeline
CITY HOLDING CO900$89.9K0.01%013F-HRTimeline
SIGNATUREFD, LLC309$30.9K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP216$21.7K<0.01%-513F-HR/ATimelineGroup
Kiker Wealth Management, LLC217$21.7K0.01%+20013F-HRTimeline
BLAIR WILLIAM & CO/IL206$20.6K<0.01%013F-HRTimeline
Glassman Wealth Services144$14.4K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC140$14K<0.01%+13913F-HRTimelineGroup
SVB WEALTH LLC85$8.5K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC76$7.6K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…75$7.5K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management57$5.7K<0.01%013F-HRTimelineGroup
Glen Eagle Advisors, LLC25$2.5K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd16$1.6K<0.01%-23513F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.