XTL Institutional Ownership & Shareholders
SPDR S&P TELECOM ETF (XTL) is currently held by 109 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $348.93M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Cwm, Llc is currently the largest disclosed institutional shareholder of XTL tracked by InsiderSet, reporting ownership valued at approximately $47.04M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $47.37M, representing an estimated gain of +0.70% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% of the total disclosed XTL value among the investors covered in this analysis. Major shareholders include Cwm, Llc, Morgan Stanley, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in SPDR S&P TELECOM ETF (XTL).
This page ranks the largest institutional XTL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
109
Total Reported Value
$348.93M
Largest Holder
Cwm, Llc
Largest Position
$47.04M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
149
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cwm, Llc | 0.12% | 250,143 | $47,041,908 | $47,373,482 | +$331,574 | +0.70% | |
| Morgan Stanley | 0.00% | 142,513 | $32,420,401 | $26,989,910 | -$5,430,491 | -16.75% | |
| Lpl Financial Llc | 0.01% | 135,137 | $30,742,275 | $25,593,002 | -$5,149,273 | -16.75% | |
| Parkway Wealth Management Group, Llc | 3.02% | 129,331 | $26,252,974 | $24,493,429 | -$1,759,545 | -6.70% | |
| Bank Of America Corp | 0.00% | 111,838 | $25,442,026 | $21,180,507 | -$4,261,519 | -16.75% | |
| Minichmacgregor Wealth Management, Llc | 2.63% | 80,468 | $16,334,260 | $15,239,480 | -$1,094,780 | -6.70% | |
| Goldman Sachs Group Inc | 0.00% | 65,387 | $14,874,889 | $12,383,356 | -$2,491,533 | -16.75% | |
| Destiny Wealth Partners, Llc | 2.04% | 69,454 | $14,457,609 | $13,153,587 | -$1,304,022 | -9.02% | |
| Susquehanna International Group, Llp | 0.01% | 51,611 | $11,740,987 | $9,774,380 | -$1,966,607 | -16.75% | |
| Raymond James Financial Inc | 0.00% | 46,573 | $10,594,972 | $8,820,256 | -$1,774,716 | -16.75% | |
| Steward Partners Investment Advisory, Llc | 0.04% | 34,049 | $7,745,822 | $6,448,390 | -$1,297,432 | -16.75% | |
| Royal Bank Of Canada | 0.00% | 32,501 | $7,393,000 | $6,155,221 | -$1,237,779 | -16.74% | |
| Cetera Investment Advisers | 0.01% | 30,014 | $6,827,792 | $5,684,219 | -$1,143,573 | -16.75% | |
| Hsbc Holdings Plc | 0.00% | 25,000 | $5,663,102 | $4,734,640 | -$928,462 | -16.39% | |
| Ubs Group Ag | 0.00% | 24,831 | $5,648,803 | $4,702,634 | -$946,169 | -16.75% | |
| Citadel Advisors Llc | 0.00% | 23,058 | $5,245,464 | $4,366,853 | -$878,611 | -16.75% | |
| Stifel Financial Corp | 0.00% | 21,258 | $4,835,950 | $4,025,959 | -$809,991 | -16.75% | |
| Commonwealth Equity Services, Llc | 0.01% | 21,027 | $4,783,530 | $3,982,211 | -$801,319 | -16.75% | |
| Hrt Financial Lp | 0.01% | 19,802 | $4,504,000 | $3,750,214 | -$753,786 | -16.74% | |
| Two Sigma Investments, Lp | 0.00% | 19,400 | $4,413,306 | $3,674,081 | -$739,225 | -16.75% | |
| Tower Research Capital Llc (Trc) | 0.11% | 18,856 | $4,289,551 | $3,571,055 | -$718,496 | -16.75% | |
| Teucrium Investment Advisors, Llc | 3.44% | 16,988 | $3,864,600 | $3,217,283 | -$647,317 | -16.75% | |
| Equitable Holdings, Inc. | 0.02% | 16,594 | $3,774,897 | $3,142,665 | -$632,232 | -16.75% | |
| D. E. Shaw & Co., Inc. | 0.00% | 14,150 | $3,218,984 | $2,679,806 | -$539,178 | -16.75% | |
| Sfi Advisors, Llc | 2.55% | 15,261 | $3,097,830 | $2,890,214 | -$207,616 | -6.70% | |
| Great Diamond Partners, Llc | 0.47% | 13,926 | $2,826,839 | $2,637,384 | -$189,455 | -6.70% | |
| Envestnet Asset Management Inc | 0.00% | 12,290 | $2,795,774 | $2,327,549 | -$468,225 | -16.75% | |
| Wells Fargo & Company/Mn | 0.00% | 11,622 | $2,643,888 | $2,201,039 | -$442,849 | -16.75% | |
| Newedge Advisors, Llc | 0.01% | 10,163 | $2,311,809 | $1,924,726 | -$387,083 | -16.74% | |
| Truist Financial Corp | 0.00% | 9,028 | $1,832,594 | $1,709,773 | -$122,821 | -6.70% | |
| Fortis Group Advisors, Llc | 0.25% | 6,988 | $1,589,762 | $1,323,427 | -$266,335 | -16.75% | |
| Financial Management Professionals, Inc. | 0.14% | 7,480 | $1,518,365 | $1,416,604 | -$101,761 | -6.70% | |
| Citigroup Inc | 0.00% | 6,249 | $1,421,596 | $1,183,471 | -$238,125 | -16.75% | |
| Kestra Advisory Services, Llc | 0.00% | 6,185 | $1,407,136 | $1,171,350 | -$235,786 | -16.76% | |
| Ciovacco Capital Management Llc | 0.59% | 5,861 | $1,333,351 | $1,109,989 | -$223,362 | -16.75% | |
| Quartz Partners, Llc | 0.43% | 5,756 | $1,309,432 | $1,090,104 | -$219,328 | -16.75% | |
| Gotham Asset Management, Llc | 0.00% | 5,672 | $1,290,323 | $1,074,195 | -$216,128 | -16.75% | |
| Osaic Holdings, Inc. | 0.00% | 5,653 | $1,286,275 | $1,070,597 | -$215,678 | -16.77% | |
| Simplex Trading, Llc | 0.03% | 5,279 | $1,200,919 | $999,767 | -$201,152 | -16.75% | |
| Two Sigma Securities, Llc | 0.10% | 5,126 | $1,166,114 | $970,791 | -$195,323 | -16.75% | |
| Regal Investment Advisors Llc | 0.06% | 5,095 | $1,159,058 | $964,920 | -$194,138 | -16.75% | |
| Brookstone Capital Management | 0.01% | 5,251 | $1,065,936 | $994,464 | -$71,472 | -6.71% | |
| Geowealth Management, Llc | 0.03% | 4,680 | $1,064,653 | $886,325 | -$178,328 | -16.75% | |
| Davenport & Co Llc | 0.00% | 4,691 | $952,144 | $888,408 | -$63,736 | -6.69% | |
| Jones Financial Companies Lllp | 0.00% | 4,185 | $906,722 | $792,579 | -$114,143 | -12.59% | |
| Mml Investors Services, Llc | 0.00% | 3,598 | $818,433 | $681,409 | -$137,024 | -16.74% | |
| Jane Street Group, Llc | 0.00% | 3,595 | $817,827 | $680,841 | -$136,986 | -16.75% | |
| Rps Advisory Solutions Llc | 0.52% | 3,452 | $785,295 | $653,759 | -$131,536 | -16.75% | |
| Worthington Financial Partners, Llc | 0.66% | 3,838 | $779,033 | $726,862 | -$52,171 | -6.70% | |
| Avior Wealth Management, Llc | 0.02% | 3,707 | $752,383 | $702,052 | -$50,331 | -6.69% |
Frequently asked questions about XTL
Who are the largest institutional holders of XTL?
The largest institutional holders of XTL reported in the latest SEC Form 13F filings include Cwm, Llc, Morgan Stanley, Lpl Financial Llc, Parkway Wealth Management Group, Llc, and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported XTL position.
What is XTL institutional ownership?
This page tracks XTL positions reported by institutional investment managers through SEC Form 13F. SPDR S&P TELECOM ETF (XTL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XTL?
InsiderSet currently tracks 109 institutional managers reporting XTL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of XTL shareholders.
How much XTL stock do institutions own?
Institutional investment managers disclosed approximately $348.93M in XTL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XTL institutional ownership last updated?
The latest XTL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional XTL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its XTL position after the reporting date.
Are institutions buying or selling XTL?
Institutional buying and selling can be analyzed by comparing XTL positions across consecutive 13F reporting periods. InsiderSet's XTL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XTL ownership changes.
How has XTL institutional ownership changed over time?
InsiderSet tracks XTL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.