XTL — SS SPDR S&P TELECOM ETF
As of Q2 2026, 12 SEC-registered investment managers reported holding XTL (SS SPDR S&P TELECOM ETF) in their latest 13F filings, with a combined reported value of $98.56M across 433.29K shares. That is +40.7% by share count (+125.41K shares) versus the previous quarter, while reported value moved +70.2%. Ownership is concentrated: the five largest holders account for 87.6% of reported value and the top ten for 99.9%.
Compared with the prior quarter, 5 opened new positions, 5 added to existing stakes, 2 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 12 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 142.51K | $32.42M | 0.00% | Add |
| Bank of America Corp history | 111.84K | $25.44M | 0.00% | Add |
| Goldman Sachs Group history | 65.39K | $14.87M | 0.00% | Add |
| Citadel Advisors history | 34.96K | $7.95M | 0.00% | Add |
| UBS Group AG history | 24.83K | $5.65M | 0.00% | Reduce |
| Two Sigma Investments history | 19.40K | $4.41M | 0.00% | New |
| D. E. Shaw & Co history | 14.15K | $3.22M | 0.00% | New |
| Wells Fargo & Co history | 11.62K | $2.64M | 0.00% | New |
| Citigroup Inc history | 6.25K | $1.42M | 0.00% | Add |
| JPMorgan Chase & Co history | 1.88K | $422.16K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 360 | $81.85K | 0.00% | Reduce |
| PNC Financial Services history | 100 | $22.75K | 0.00% | New |
Q1 2026 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 133.16K | $25.04M | 0.00% | Add |
| Bank of America Corp history | 80.92K | $15.22M | 0.00% | Add |
| UBS Group AG history | 31.88K | $6.00M | 0.00% | Reduce |
| Citadel Advisors history | 31.10K | $5.85M | 0.00% | Add |
| Goldman Sachs Group history | 25.00K | $4.70M | 0.00% | Reduce |
| Citigroup Inc history | 5.41K | $1.02M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 396 | $74.56K | 0.00% | Add |
Q4 2025 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 105.99K | $16.24M | 0.00% | Reduce |
| Bank of America Corp history | 75.96K | $11.64M | 0.00% | Add |
| UBS Group AG history | 52.18K | $7.99M | 0.00% | Add |
| Goldman Sachs Group history | 25.14K | $3.85M | 0.00% | Add |
| Citadel Advisors history | 5.68K | $870.75K | 0.00% | Add |
| Citigroup Inc history | 5.35K | $819.38K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 1.74K | $266.76K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 340 | $52.15K | 0.00% | Hold |
| Wells Fargo & Co history | 11 | $1.69K | 0.00% | Hold |
Q3 2025 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 111.21K | $15.56M | 0.00% | Hold |
| Bank of America Corp history | 64.80K | $9.07M | 0.00% | Add |
| Goldman Sachs Group history | 25.00K | $3.50M | 0.00% | Reduce |
| UBS Group AG history | 18.33K | $2.56M | 0.00% | Reduce |
| Citigroup Inc history | 5.38K | $752.03K | 0.00% | Reduce |
| Citadel Advisors history | 2.84K | $396.95K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 1.65K | $230.59K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 340 | $47.63K | 0.00% | Add |
| Wells Fargo & Co history | 11 | $1.54K | 0.00% | Hold |
Q2 2025 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 111.23K | $13.05M | 0.00% | Add |
| Goldman Sachs Group history | 50.20K | $5.89M | 0.00% | Reduce |
| Bank of America Corp history | 43.56K | $5.11M | 0.00% | Reduce |
| UBS Group AG history | 29.50K | $3.46M | 0.00% | Add |
| Citadel Advisors history | 21.05K | $2.47M | 0.00% | New |
| Citigroup Inc history | 5.75K | $675.06K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 2.65K | $310.64K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 140 | $16.39K | 0.00% | Hold |
| Wells Fargo & Co history | 11 | $1.29K | 0.00% | New |
Q1 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 97.82K | $9.78M | 0.00% | Add |
| Goldman Sachs Group history | 57.77K | $5.77M | 0.00% | Add |
| Bank of America Corp history | 54.84K | $5.48M | 0.00% | Add |
| UBS Group AG history | 13.22K | $1.32M | 0.00% | Add |
| Citigroup Inc history | 5.79K | $578.44K | 0.00% | Add |
| JPMorgan Chase & Co history | 3.14K | $313.94K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 140 | $13.96K | 0.00% | Add |
New Positions (Q2 2026)
- Two Sigma Investments 19.40K sh · $4.41M
- D. E. Shaw & Co 14.15K sh · $3.22M
- Wells Fargo & Co 11.62K sh · $2.64M
- JPMorgan Chase & Co 1.88K sh · $422.16K
- PNC Financial Services 100 sh · $22.75K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 12 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 142.51K | 133.16K | 105.99K | 111.21K | 111.23K | 97.82K | 91.71K | 75.36K | 33.80K | 34.48K | 38.71K | 32.32K | 46.62K | 46.70K | 64.12K | 31.92K | 31.00K | 34.63K | 42.24K | 80.42K |
| Bank of America Corp | 111.84K | 80.92K | 75.96K | 64.80K | 43.56K | 54.84K | 16.77K | 20.81K | 17.53K | 18.18K | 17.49K | 19.43K | 18.35K | 13.72K | 32.86K | 5.90K | 5.32K | 7.01K | 11.53K | 11.78K |
| Goldman Sachs Group | 65.39K | 25.00K | 25.14K | 25.00K | 50.20K | 57.77K | 54.99K | 12.09K | 4.05K | — | — | — | 7.47K | 7.64K | 7.64K | 17.35K | 22.97K | 22.97K | 22.97K | 22.97K |
| Citadel Advisors | 34.96K | 31.10K | 5.68K | 2.84K | 21.05K | — | — | — | 8.43K | 7.19K | 8.69K | 8.29K | 2.85K | — | — | 20.49K | 11.44K | 4.80K | 12.73K | 9.74K |
| UBS Group AG | 24.83K | 31.88K | 52.18K | 18.33K | 29.50K | 13.22K | 4.04K | 4.92K | 7.62K | 8.00K | 7.87K | 8.54K | 8.81K | 11.34K | 12.49K | 8.25K | 10.06K | 7.81K | 7.72K | 6.27K |
| Two Sigma Investments | 19.40K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| D. E. Shaw & Co | 14.15K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Wells Fargo & Co | 11.62K | — | 11 | 11 | 11 | — | — | — | — | — | — | — | 88 | 88 | 88 | 88 | 88 | 88 | 88 | 63 |
| Citigroup Inc | 6.25K | 5.41K | 5.35K | 5.38K | 5.75K | 5.79K | 5.74K | 5.70K | — | — | — | — | 441 | 244 | 234 | — | — | — | — | 100 |
| JPMorgan Chase & Co | 1.88K | — | 1.74K | 1.65K | 2.65K | 3.14K | 8.14K | 8.17K | 8.13K | 6.65K | 7.97K | 7.19K | 6.76K | 6.23K | 6.13K | 5.33K | 5.08K | 5.08K | 3.77K | 3.77K |
| Fidelity Management & Research (FMR) | 360 | 396 | 340 | 340 | 140 | 140 | 1 | — | — | — | — | 1 | — | — | — | — | — | — | — | — |
| PNC Financial Services | 100 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details