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Disclosery

XTL SPDR SERIES TRUST

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ST STR SP TELCO (fund)

67 managers (67 13F filers) reported a position in XTL shares at 2025-12-31, 882,794 shares in all. 11 filers opened a position and 6 filers sold out during the quarter.

Managers
67
13F filers
67
New
11
Added
18
Reduced
21
Sold out
6
Shares held by filers
882,794

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
CWM, LLCin group CWM, LLC221,635$34M0.09%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY105,988$16.2M<0.01%-5,22613F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/75,962$11.6M<0.01%+11,15813F-HRTimelineGroup
UBS Group AGin group UBS Group AG52,178$7.99M<0.01%+33,85113F-HRTimelineGroup
SFI Advisors, LLC49,088$7.52M4.82%-1,65813F-HRTimeline
LPL Financial LLC43,952$6.73M<0.01%-45,90113F-HRTimeline
Cetera Investment Advisers37,694$5.78M0.01%+11513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC34,350$5.26M<0.01%+1,13813F-HRTimelineGroup
Steward Partners Investment Advisory, L…31,599$4.84M0.03%+98213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC25,139$3.85M<0.01%+13713F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC18,648$2.86M<0.01%-17613F-HRTimeline
Quartz Partners, LLC16,869$2.58M0.96%+1,31413F-HRTimeline
Cambridge Investment Research Advisors,…16,111$2.47M0.01%+4,19913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP15,349$2.35M<0.01%+36413F-HRTimelineGroup
Blue Capital, Inc.12,958$1.99M1.42%+1,42113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,607$1.93M<0.01%-4,45013F-HRTimelineGroup
Farmers & Merchants Trust Co of Chamber…10,524$1.61M0.45%013F-HRTimeline
Financial Management Professionals, Inc.10,246$1.57M0.16%+6,78913F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC8,754$1.34M0.17%-2,68313F-HRTimeline
Kaizen Financial Strategies5,995$919K0.41%-25013F-HRTimeline
Gotham Asset Management, LLC5,672$869K<0.01%013F-HRTimeline
FSA WEALTH PARTNERS, INC.5,545$850K0.31%-1,01313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC5,348$819K<0.01%-2713F-HRTimelineGroup
Arkadios Wealth Advisors5,044$773K0.02%+60313F-HRTimeline
ROMAN BUTLER FULLERTON & CO4,645$763K0.2%-8213F-HRTimeline
Worthington Financial Partners, LLC4,545$696K0.62%13F-HRTimeline
RPS ADVISORY SOLUTIONS LLC3,920$601K0.28%new13F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC3,415$523K0.01%-2513F-HRTimelineGroup
Avior Wealth Management, LLC3,272$501K0.02%new13F-HRTimeline
Pacific Sun Financial Corp2,740$420K0.2%013F-HRTimeline
MML INVESTORS SERVICES, LLC2,551$391K<0.01%+24113F-HRTimeline
Waldron Private Wealth LLC2,474$379K0.01%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,076$318K<0.01%+11513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,844$283K<0.01%-45613F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,809$277K0.01%+813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,741$267K<0.01%+9313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC1,683$258K<0.01%-1,15413F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …1,650$253K0.02%new13F-HRTimeline
Cape Investment Advisory, Inc.1,565$240K0.07%-2513F-HRTimeline
HighTower Advisors, LLC1,545$237K<0.01%-9913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,518$233K<0.01%-9013F-HR/ATimelineGroup
Parkwoods Wealth Partners, LLC1,469$225K0.07%013F-HRTimeline
HANCOCK WHITNEY CORP1,461$224K<0.01%new13F-HRTimeline
RFP Financial Group LLC1,384$212K0.1%-29813F-HRTimeline
NewEdge Advisors, LLC1,382$212K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,114$171K<0.01%+69113F-HRTimelineGroup
Prestige Wealth Management Group LLC1,108$170K0.03%-3613F-HRTimeline
HARBOUR INVESTMENTS, INC.979$150K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…853$131K0.01%new13F-HRTimeline
CITY HOLDING CO700$107K0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC520$79.7K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA348$53K<0.01%-65213F-HRTimelineGroup
FMR LLCin group FMR LLC340$52.2K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC310$47.5K<0.01%+5313F-HRTimeline
BLAIR WILLIAM & CO/IL206$31.6K<0.01%013F-HRTimeline
Global Retirement Partners, LLC97$14.9K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management57$8.73K<0.01%013F-HRTimelineGroup
Wagner Wealth Management, LLC46$6.99K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC45$6.89K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC31$4.75K<0.01%013F-HRTimelineGroup
Glen Eagle Advisors, LLC25$3.83K<0.01%-10013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…20$3.14K<0.01%-11813F-HRTimelineGroup
Qube Research & Technologies Ltd16$2.45K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN11$1.69K<0.01%013F-HRTimelineGroup
Central Pacific Bank - Trust Division11$1.69K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.9$1.38K<0.01%013F-HRTimeline
Orion Capital Management LLC4$613<0.01%013F-HRTimeline