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Disclosery

XTL SPDR SERIES TRUST

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ST STR SP TELCO (fund)

95 managers (95 13F filers) reported a position in XTL shares at 2026-03-31, 1,391,915 shares in all. 33 filers opened a position and 4 filers sold out during the quarter.

Managers
95
13F filers
95
New
33
Added
31
Reduced
20
Sold out
4
Shares held by filers
1,391,915

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
CWM, LLCin group CWM, LLC250,143$47M0.12%+28,50813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY133,158$25M<0.01%+27,17013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS100,000$18.8M0.01%new13F-HRTimelineGroup
LPL Financial LLC91,950$17.3M<0.01%+47,99813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/80,922$15.2M<0.01%+4,96013F-HRTimelineGroup
University of Illinois Foundation64,500$12.1M2.49%new13F-HRTimeline
MinichMacGregor Wealth Management, LLC62,669$11.8M2.08%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC39,579$7.44M<0.01%+5,22913F-HRTimelineGroup
Cambridge Investment Research Advisors,…36,214$6.81M0.02%+20,10313F-HRTimeline
Fortis Group Advisors, LLC28,614$6.46M1.07%new13F-HRTimeline
Steward Partners Investment Advisory, L…34,176$6.43M0.03%+2,57713F-HRTimeline
Foundations Investment Advisors, LLC33,134$6.23M0.08%new13F-HRTimeline
UBS Group AGin group UBS Group AG31,884$6M<0.01%-20,29413F-HRTimelineGroup
Cetera Investment Advisers29,488$5.55M0.01%-8,20613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC25,002$4.7M<0.01%-13713F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC25,000$4.63M<0.01%new13F-HRTimelineGroup
Maxi Investments CY Ltd22,000$4.14M0.9%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP20,795$3.91M<0.01%+5,44613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC18,938$3.56M<0.01%+29013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,798$3.16M<0.01%+4,19113F-HRTimelineGroup
SFI Advisors, LLC16,759$3.15M3.31%-32,32913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,171$2.66M<0.01%new13F-HRTimelineGroup
Great Diamond Partners, LLC14,068$2.65M0.51%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,598$2.56M<0.01%+11,91513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC12,498$2.35M<0.01%+10,42213F-HRTimelineGroup
Geneos Wealth Management Inc.10,985$2.07M0.05%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,519$1.98M<0.01%new13F-HRTimelineGroup
Blue Capital, Inc.10,004$1.88M1.23%-2,95413F-HRTimeline
Financial Management Professionals, Inc.9,959$1.87M0.21%-28713F-HRTimeline
Farmers & Merchants Trust Co of Chamber…9,339$1.76M0.48%-1,18513F-HR/ATimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC9,023$1.7M0.17%+26913F-HRTimeline
Kaizen Financial Strategies6,633$1.45M0.61%+63813F-HRTimeline
Comprehensive Financial Planning, Inc./…6,119$1.15M0.8%new13F-HRTimeline
Gotham Asset Management, LLC5,672$1.07M<0.01%013F-HRTimeline
RPS ADVISORY SOLUTIONS LLC5,645$1.06M0.6%+1,72513F-HRTimeline
B. Riley Wealth Advisors, Inc.5,701$1.03M0.07%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC5,413$1.02M<0.01%+6513F-HRTimelineGroup
Integrated Wealth Concepts LLC5,406$1.02M0.01%new13F-HRTimeline
Regal Investment Advisors LLC5,298$996K0.06%new13F-HRTimeline
Quartz Partners, LLC5,234$984K0.38%-11,63513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,824$719K<0.01%+1,98013F-HRTimelineGroup
Worthington Financial Partners, LLC3,812$717K0.62%-73313F-HRTimeline
Avior Wealth Management, LLC3,407$641K0.02%+13513F-HRTimeline
MML INVESTORS SERVICES, LLC3,225$606K<0.01%+67413F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC3,120$587K0.01%-29513F-HRTimelineGroup
Pacific Sun Financial Corp2,790$525K0.25%+5013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.3,265$500K<0.01%new13F-HRTimelineGroup
Waldron Private Wealth LLC2,474$465K0.02%013F-HRTimeline
ROMAN BUTLER FULLERTON & CO2,230$461K0.13%-2,41513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,377$447K<0.01%+2,02913F-HRTimelineGroup
NewEdge Advisors, LLC1,978$372K<0.01%+59613F-HR/ATimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,863$350K0.01%+5413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,734$315K<0.01%-713F-HR/ATimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …1,646$310K<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,559$293K<0.01%new13F-HRTimelineGroup
Cape Investment Advisory, Inc.1,555$292K0.1%-1013F-HRTimeline
HighTower Advisors, LLC1,549$291K<0.01%+413F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…1,540$290K0.08%new13F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …1,471$277K0.02%-17913F-HRTimeline
Fulcrum Equity Management1,354$255K0.25%new13F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.1,349$254K0.03%new13F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC1,297$244K0.11%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC1,289$242K0.01%new13F-HR/ATimeline
FIDUCIARY FINANCIAL GROUP, LLC1,268$238K0.03%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,264$238K<0.01%+74413F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,233$235K0.02%+38013F-HRTimeline
Parkwoods Wealth Partners, LLC1,220$229K0.06%-24913F-HRTimeline
RFP Financial Group LLC1,181$222K0.12%-20313F-HRTimeline
Larry Mathis Financial Planning, LLC1,145$215K0.19%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,142$214K<0.01%+2813F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,080$203K<0.01%-43813F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.972$183K<0.01%-713F-HRTimeline
Prestige Wealth Management Group LLC822$155K0.03%-28613F-HRTimeline
CITY HOLDING CO700$132K0.02%013F-HRTimeline
GeoWealth Management, LLC479$90.1K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC396$74.6K<0.01%+5613F-HRTimelineGroup
AE Wealth Management LLC310$58.3K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA270$50.8K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL206$38.7K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC100$18.8K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management75$14.1K<0.01%+1813F-HRTimelineGroup
Farther Finance Advisors, LLC68$12.9K<0.01%+2313F-HRTimeline
SIGNATUREFD, LLC64$12K<0.01%new13F-HRTimeline
Wagner Wealth Management, LLC46$8.61K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC31$5.83K<0.01%013F-HRTimelineGroup
Glen Eagle Advisors, LLC25$4.7K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…16$3.1K<0.01%-413F-HRTimelineGroup
Qube Research & Technologies Ltd16$3.01K<0.01%013F-HRTimeline
HOWE & RUSLING INC15$2.82K<0.01%new13F-HRTimeline
Cassaday & Co Wealth Management LLC14$2.56K<0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division11$2.07K<0.01%013F-HRTimeline
Orion Capital Management LLC10$1.88K<0.01%+613F-HRTimeline
LANARK FINANCIAL, INC.9$1.69K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP6$1.13K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5$940<0.01%new13F-HRTimeline