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Disclosery

XTL SPDR SERIES TRUST

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ST STR SP TELCO (fund)

48 managers (48 13F filers) reported a position in XTL shares at 2025-06-30, 547,152 shares in all. 8 filers opened a position and 9 filers sold out during the quarter.

Managers
48
13F filers
48
New
8
Added
10
Reduced
18
Sold out
9
Shares held by filers
547,152

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
MORGAN STANLEYin group MORGAN STANLEY111,227$13M<0.01%+13,40713F-HRTimelineGroup
SFI Advisors, LLC51,293$6.02M4.16%-5,15813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC50,195$5.89M<0.01%-7,57013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/43,562$5.11M<0.01%-11,27613F-HRTimelineGroup
Cetera Investment Advisers36,984$4.34M0.01%+1,09813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC33,485$3.93M<0.01%+80513F-HRTimelineGroup
UBS Group AGin group UBS Group AG29,498$3.46M<0.01%+16,27613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,052$2.47M<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC18,720$2.2M<0.01%-32113F-HRTimeline
Cambridge Investment Research Advisors,…16,513$1.94M0.01%+11,84513F-HRTimeline
LPL Financial LLC15,205$1.78M<0.01%-90,33913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP14,557$1.71M<0.01%new13F-HRTimelineGroup
IMC-Chicago, LLC13,863$1.63M0.04%-14,38813F-HRTimeline
Steward Partners Investment Advisory, L…11,970$1.4M0.01%+46613F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC11,828$1.39M0.14%-2,03313F-HRTimeline
Farmers & Merchants Trust Co of Chamber…10,994$1.29M0.4%-50413F-HRTimeline
Blue Capital, Inc.9,788$1.15M0.81%13F-HRTimeline
Kaizen Financial Strategies6,120$718K0.36%-3013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC5,754$675K<0.01%-3313F-HRTimelineGroup
Gotham Asset Management, LLC5,672$665K<0.01%013F-HRTimeline
ROMAN BUTLER FULLERTON & CO5,006$603K0.18%new13F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC3,468$407K0.01%-5713F-HRTimelineGroup
Pacific Sun Financial Corp2,740$321K0.17%+2013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,648$311K<0.01%-49313F-HRTimelineGroup
Waldron Private Wealth LLC2,474$290K0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC2,120$249K<0.01%+5613F-HRTimeline
Cape Investment Advisory, Inc.1,775$208K0.08%-2813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,747$205K<0.01%+213F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,706$200K<0.01%new13F-HRTimelineGroup
Prestige Wealth Management Group LLC1,171$137K0.03%+5813F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,011$119K<0.01%-4113F-HR/ATimelineGroup
CITY HOLDING CO900$106K0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…827$97K0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC309$36.2K<0.01%013F-HRTimeline
AE Wealth Management LLC256$30K<0.01%-71313F-HRTimeline
BLAIR WILLIAM & CO/IL206$24.2K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP193$22.4K<0.01%-2313F-HRTimelineGroup
FMR LLCin group FMR LLC140$16.4K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management57$6.69K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC31$3.64K<0.01%-4513F-HRTimelineGroup
Glen Eagle Advisors, LLC25$2.93K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC17$1.99K<0.01%-20013F-HRTimeline
Qube Research & Technologies Ltd16$1.88K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN11$1.29K<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.9$1K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6$704<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC3$297<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.