SPDR S&P TELECOM ETF (XTL) Institutional Shareholders
SPDR S&P TELECOM ETF (XTL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $295.36M in XTL holdings during the latest filing period.
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 $55.62M, representing an estimated gain of +18.23% 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, Parkway Wealth Management Group, Llc, Morgan Stanley, 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
107
Total Reported Value
$295.36M
Largest Holder
Cwm, Llc
Largest Position
$47.04M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
121
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 | $55,619,296 | +$8,577,388 | +18.23% | |
| Parkway Wealth Management Group, Llc | 3.35% | 127,443 | $28,992,031 | $28,336,951 | -$655,080 | -2.26% | |
| Morgan Stanley | 0.00% | 133,158 | $25,041,694 | $29,607,681 | +$4,565,987 | +18.23% | |
| Bnp Paribas Financial Markets | 0.01% | 100,000 | $18,806,000 | $22,235,000 | +$3,429,000 | +18.23% | |
| Minichmacgregor Wealth Management, Llc | 2.69% | 77,996 | $17,743,319 | $17,342,411 | -$400,908 | -2.26% | |
| Lpl Financial Llc | 0.00% | 91,950 | $17,292,195 | $20,445,083 | +$3,152,888 | +18.23% | |
| Bank Of America Corp | 0.00% | 80,922 | $15,218,192 | $17,993,007 | +$2,774,815 | +18.23% | |
| University Of Illinois Foundation | 2.49% | 64,500 | $12,129,870 | $14,341,575 | +$2,211,705 | +18.23% | |
| Raymond James Financial Inc | 0.00% | 39,579 | $7,443,189 | $8,800,391 | +$1,357,202 | +18.23% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 34,176 | $6,427,167 | $7,599,034 | +$1,171,867 | +18.23% | |
| Foundations Investment Advisors, Llc | 0.08% | 33,134 | $6,231,180 | $7,367,345 | +$1,136,165 | +18.23% | |
| Ubs Group Ag | 0.00% | 31,884 | $5,996,105 | $7,089,407 | +$1,093,302 | +18.23% | |
| Cetera Investment Advisers | 0.01% | 29,488 | $5,545,465 | $6,556,657 | +$1,011,192 | +18.23% | |
| Brookstone Capital Management | 0.05% | 21,772 | $4,952,897 | $4,841,004 | -$111,893 | -2.26% | |
| Commonwealth Equity Services, Llc | 0.01% | 21,027 | $4,783,530 | $4,675,353 | -$108,177 | -2.26% | |
| Goldman Sachs Group Inc | 0.00% | 25,002 | $4,701,876 | $5,559,195 | +$857,319 | +18.23% | |
| Hsbc Holdings Plc | 0.00% | 25,000 | $4,627,551 | $5,558,750 | +$931,199 | +20.12% | |
| Stifel Financial Corp | 0.00% | 20,795 | $3,910,701 | $4,623,768 | +$713,067 | +18.23% | |
| Sfi Advisors, Llc | 3.16% | 16,118 | $3,666,684 | $3,583,837 | -$82,847 | -2.26% | |
| Susquehanna International Group, Llp | 0.00% | 16,798 | $3,159,032 | $3,735,035 | +$576,003 | +18.23% | |
| Founders Financial Securities Llc | 0.16% | 13,537 | $3,079,532 | $3,009,952 | -$69,580 | -2.26% | |
| Great Diamond Partners, Llc | 0.52% | 13,418 | $3,052,461 | $2,983,492 | -$68,969 | -2.26% | |
| Jane Street Group, Llc | 0.00% | 14,171 | $2,664,998 | $3,150,922 | +$485,924 | +18.23% | |
| Citadel Advisors Llc | 0.00% | 13,598 | $2,557,240 | $3,023,515 | +$466,275 | +18.23% | |
| Envestnet Asset Management Inc | 0.00% | 12,498 | $2,350,332 | $2,778,930 | +$428,598 | +18.24% | |
| Larry Mathis Financial Planning, Llc | 1.79% | 9,787 | $2,226,445 | $2,176,139 | -$50,306 | -2.26% | |
| Geneos Wealth Management Inc. | 0.05% | 10,985 | $2,065,839 | $2,442,515 | +$376,676 | +18.23% | |
| Truist Financial Corp | 0.00% | 8,672 | $1,972,793 | $1,928,219 | -$44,574 | -2.26% | |
| Blue Capital, Inc. | 1.23% | 10,004 | $1,881,352 | $2,224,389 | +$343,037 | +18.23% | |
| Financial Management Professionals, Inc. | 0.17% | 7,977 | $1,814,688 | $1,773,686 | -$41,002 | -2.26% | |
| Liberty One Investment Management, Llc | 0.17% | 9,023 | $1,696,931 | $2,006,264 | +$309,333 | +18.23% | |
| Fortis Group Advisors, Llc | 0.25% | 6,988 | $1,589,762 | $1,553,782 | -$35,980 | -2.26% | |
| Kestra Advisory Services, Llc | 0.00% | 6,185 | $1,407,136 | $1,375,235 | -$31,901 | -2.27% | |
| Kaizen Financial Strategies | 0.54% | 6,045 | $1,357,707 | $1,344,106 | -$13,601 | -1.00% | |
| Comprehensive Financial Planning, Inc./Pa | 0.80% | 6,119 | $1,150,739 | $1,360,560 | +$209,821 | +18.23% | |
| Davenport & Co Llc | 0.01% | 4,740 | $1,078,302 | $1,053,939 | -$24,363 | -2.26% | |
| Gotham Asset Management, Llc | 0.00% | 5,672 | $1,066,676 | $1,261,169 | +$194,493 | +18.23% | |
| Geowealth Management, Llc | 0.03% | 4,680 | $1,064,653 | $1,040,598 | -$24,055 | -2.26% | |
| Rps Advisory Solutions Llc | 0.60% | 5,645 | $1,061,599 | $1,255,166 | +$193,567 | +18.23% | |
| Citigroup Inc | 0.00% | 5,413 | $1,017,945 | $1,203,581 | +$185,636 | +18.24% | |
| Integrated Wealth Concepts Llc | 0.01% | 5,406 | $1,016,694 | $1,202,024 | +$185,330 | +18.23% | |
| Regal Investment Advisors Llc | 0.06% | 5,298 | $996,342 | $1,178,010 | +$181,668 | +18.23% | |
| Quartz Partners, Llc | 0.38% | 5,234 | $984,306 | $1,163,780 | +$179,474 | +18.23% | |
| Worthington Financial Partners, Llc | 0.72% | 3,828 | $870,771 | $851,156 | -$19,615 | -2.25% | |
| Avior Wealth Management, Llc | 0.02% | 3,616 | $822,675 | $804,018 | -$18,657 | -2.27% | |
| Osaic Holdings, Inc. | 0.00% | 3,824 | $719,270 | $850,266 | +$130,996 | +18.21% | |
| Mml Investors Services, Llc | 0.00% | 3,225 | $606,464 | $717,079 | +$110,615 | +18.24% | |
| Pgim Custom Harvest Llc | 0.01% | 3,120 | $586,747 | $693,732 | +$106,985 | +18.23% | |
| Pacific Sun Financial Corp | 0.25% | 2,790 | $524,687 | $620,357 | +$95,670 | +18.23% | |
| Equitable Holdings, Inc. | 0.00% | 3,265 | $500,263 | $725,973 | +$225,710 | +45.12% |
Frequently asked questions about XTL
Who owns the most XTL stock?
The largest holders of XTL are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPDR S&P TELECOM ETF (XTL).
Is XTL widely held by superinvestors?
Many widely followed stocks like XTL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XTL is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.