XTL — State Street Spdr S&P Telecom ETF Institutional Holders · Q3 2026
Who owns State Street Spdr S&P Telecom ETF (XTL)? 8 institutions reported holding $651,813 in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Kaizen Financial Strategies ($611,000), Farther Finance Advisors, LLC ($18,875), Bullock Wealth Management Group ($15,239).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Kaizen Financial Strategies | $611,000 | 3,010 | Trimmed |
| 2 | Farther Finance Advisors, LLC | $18,875 | 93 | Trimmed |
| 3 | Bullock Wealth Management Group | $15,239 | 74 | Trimmed |
| 4 | CoreCap Advisors, LLC | $4,466 | 22 | Hold |
| 5 | Central Pacific Bank - Trust Division | $2,233 | 11 | Hold |
| 6 | RHODES INVESTMENT ADVISORS INC /ADV | $0 | 0 | Exited |
| 7 | Investment Partners Asset Management, Inc. | $0 | 0 | Exited |
| 8 | Trust Co | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30