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Disclosery

XTL SPDR SERIES TRUST

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ST STR SP TELCO (fund)

61 managers (61 13F filers) reported a position in XTL shares at 2025-09-30, 711,332 shares in all. 15 filers opened a position and 1 filer sold out during the quarter.

Managers
61
13F filers
61
New
15
Added
16
Reduced
17
Sold out
1
Shares held by filers
711,332

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY111,214$15.6M<0.01%-1313F-HR/ATimelineGroup
LPL Financial LLC89,853$12.6M<0.01%+74,64813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/64,804$9.07M<0.01%+21,24213F-HR/ATimelineGroup
CASTLEARK MANAGEMENT LLC59,740$8.36M0.23%new13F-HRTimeline
SFI Advisors, LLC50,746$7.1M4.52%-54713F-HRTimeline
Cetera Investment Advisers37,579$5.26M0.01%+59513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC33,212$4.65M<0.01%-27313F-HRTimelineGroup
Steward Partners Investment Advisory, L…30,617$4.28M0.02%+18,64713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC25,002$3.5M<0.01%-25,19313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC18,824$2.63M<0.01%+10413F-HRTimeline
UBS Group AGin group UBS Group AG18,327$2.56M<0.01%-11,17113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,057$2.39M<0.01%new13F-HRTimelineGroup
Quartz Partners, LLC15,555$2.18M0.79%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP14,985$2.1M<0.01%+42813F-HRTimelineGroup
Cambridge Investment Research Advisors,…11,912$1.67M<0.01%-4,60113F-HRTimeline
Blue Capital, Inc.11,537$1.61M1.2%+1,74913F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC11,437$1.6M0.09%-39113F-HRTimeline
Farmers & Merchants Trust Co of Chamber…10,524$1.47M0.42%-47013F-HRTimeline
Fulcrum Equity Management6,665$933K0.94%new13F-HRTimeline
FSA WEALTH PARTNERS, INC.6,558$918K0.35%new13F-HRTimeline
Kaizen Financial Strategies6,245$910K0.41%+12513F-HRTimeline
Gotham Asset Management, LLC5,672$794K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC5,375$752K<0.01%-37913F-HRTimelineGroup
ROMAN BUTLER FULLERTON & CO4,727$722K0.19%-27913F-HRTimeline
Arkadios Wealth Advisors4,441$621K0.02%new13F-HRTimeline
Financial Management Professionals, Inc.3,457$484K0.05%new13F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC3,440$481K0.01%-2813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC2,837$397K<0.01%-18,21513F-HRTimelineGroup
Pacific Sun Financial Corp2,740$383K0.19%013F-HRTimeline
Waldron Private Wealth LLC2,474$346K0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC2,310$323K<0.01%+19013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,300$315K<0.01%+55313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,961$274K<0.01%+25513F-HRTimelineGroup
RFP Financial Group LLC1,682$262K0.11%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,801$252K0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,648$231K<0.01%-1,00013F-HR/ATimelineGroup
HighTower Advisors, LLC1,644$230K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,608$225K<0.01%new13F-HRTimelineGroup
Cape Investment Advisory, Inc.1,590$222K0.22%-18513F-HRTimeline
Parkwoods Wealth Partners, LLC1,469$206K0.07%new13F-HRTimeline
Prestige Wealth Management Group LLC1,144$160K0.03%-2713F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,000$140K<0.01%-1113F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…827$116K0.01%013F-HRTimelineGroup
CITY HOLDING CO700$97.9K0.01%-20013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP423$58.7K<0.01%+23013F-HRTimelineGroup
FMR LLCin group FMR LLC340$47.6K<0.01%+20013F-HRTimelineGroup
SIGNATUREFD, LLC309$43.2K<0.01%013F-HRTimeline
AE Wealth Management LLC257$36K<0.01%+113F-HRTimeline
BLAIR WILLIAM & CO/IL206$28.8K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…138$19.4K<0.01%new13F-HRTimelineGroup
Glen Eagle Advisors, LLC125$17.5K<0.01%+10013F-HRTimeline
Global Retirement Partners, LLC97$13.6K<0.01%+9413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management57$7.97K<0.01%013F-HRTimelineGroup
Wagner Wealth Management, LLC46$6.38K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC31$4.34K<0.01%013F-HRTimelineGroup
Kiker Wealth Management, LLC17$2.38K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd16$2.24K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN11$1.54K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.9$1.26K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6$840<0.01%013F-HRTimelineGroup
Orion Capital Management LLC4$560<0.01%new13F-HRTimeline