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Get Institutions for : 
SPDR Technology Sector (XLK)  
$210.16 0.33 (0.16%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1790    56
Total shares held : 
 169,084,758  
% of shares held : 
 56.14%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   187  
Amount of shares held : 
 5,163,771  
% of shares held change : 
   1.71%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $165.69  
Last Quarter's Ending Price : 
 $192.48  
Last Quarter's Average Price : 
 $178.05  
Change from last quarter's     
avg. price to the last closing  : 
32.11 (18.03%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
119
 1,049,359
 0.62%
 
Increased Positions :
710
 13,019,792
 7.7%
 
Unchanged Positions :
382
 5,556,788
 3.29%
 
Decreased Positions :
579
-7,996,237
-4.73%
 
Closed Positions :
63
-909,143
-0.54%
 
Guru Positions :
2
44,762
 0.03%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   GR FINANCIAL GROUP LLC 3 *New 2024-03-31 311,203 $64,814,000 311,203
   TAIYO LIFE INSURANCE CO *New 2024-03-31 175,200 $36,489,000 175,200
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 107 *New 2024-03-31 42,313 $8,813,000 42,313
   BW Gestao de Investimentos Ltda. 30 *New 2024-03-31 39,440 $8,214,000 39,440
   Polianta Ltd 12 *New 2024-03-31 32,500 $6,768,000 32,500
   Parkside Investments LLC 40 *New 2024-03-31 31,185 $6,495,000 31,185
   CONTINUUM WEALTH ADVISORS LLC 10 *New 2024-03-31 25,183 $5,245,000 25,183
   SpiderRock Advisors LLC 116 *New 2024-03-31 22,425 $4,626,000 22,425
   FIRST TRUST ADVISORS LP 1479 *New 2024-03-31 16,788 $3,496,000 16,788
   Select Asset Management & Trust 17 *New 2024-03-31 14,000 $2,916,000 14,000
   HARTLINE INVESTMENT CORP/ 41 *New 2024-03-31 13,900 $2,895,000 13,900
   RENAISSANCE TECHNOLOGIES LLC 1868 *New 2024-03-31 12,200 $2,541,000 12,200
   CCM PARTNERS 235 *New 2024-03-31 11,528 $2,401,000 11,528
   INTEGRAL INVESTMENT ADVISORS INC. 25 *New 2024-03-31 10,884 $2,272,000 10,884
   Berger Financial Group Inc 115 *New 2024-03-31 10,089 $2,101,000 10,089
   PITCAIRN CO 150 *New 2024-03-31 9,534 $1,986,000 9,534
   Lionsbridge Wealth Management LLC 28 *New 2024-03-31 7,643 $1,592,000 7,643
   BLB&B ADVISORS LLC 106 *New 2024-03-31 6,723 $1,400,000 6,723
   Idaho Trust Bank 26 *New 2024-03-31 6,678 $1,391,000 6,678
   Braun-Bostich & Associates Inc. 28 *New 2024-03-31 5,668 $1,180,000 5,668
   Selective Wealth Management 32 *New 2024-03-31 5,566 $1,139,000 5,566
   Coulter & Justus Financial Services LLC 45 *New 2024-03-31 5,150 $1,073,000 5,150
   OLD MISSION CAPITAL LLC 404 *New 2024-03-31 4,400 $916,000 4,400
   Portfolio Strategies Inc. 49 *New 2024-03-31 4,312 $898,000 4,312
   BRIDGECREEK INVESTMENT MANAGEMENT LLC 58 *New 2023-12-31 4,567 $879,000 4,567
   3EDGE Asset Management LP 42 *New 2024-03-31 4,054 $844,000 4,054
   Catalytic Wealth RIA LLC 110 *New 2024-03-31 4,027 $839,000 4,027
   Whitaker-Myers Wealth Managers LTD. 48 *New 2024-03-31 3,979 $829,000 3,979
   DOPKINS WEALTH MANAGEMENT LLC 27 *New 2024-03-31 3,900 $812,000 3,900
   PETRA FINANCIAL ADVISORS INC 51 *New 2024-03-31 3,849 $802,000 3,849
   WorthPointe LLC 29 *New 2024-03-31 3,718 $774,000 3,718
   17 CAPITAL PARTNERS LLC 66 *New 2024-03-31 3,383 $705,000 3,383
   Standard Family Office LLC 4 *New 2024-03-31 3,049 $635,000 3,049
   Socha Financial Group LLC 17 *New 2024-03-31 2,655 $553,000 2,655
   HRC WEALTH MANAGEMENT LLC 20 *New 2024-03-31 2,530 $527,000 2,530
   Firestone Capital Management 82 *New 2024-03-31 2,511 $523,000 2,511
   United Advisor Group LLC 119 *New 2024-03-31 2,362 $492,000 2,362
   Wambolt & Associates LLC 150 *New 2024-03-31 2,134 $446,000 2,134
   Wealthquest Corp 78 *New 2024-03-31 2,077 $433,000 2,077
   THOMPSON DAVIS & CO. INC. 45 *New 2024-03-31 2,059 $429,000 2,059
   PARKSIDE FINANCIAL BANK & TRUST 212 *New 2024-03-31 2,020 $421,000 2,020
   WIN ADVISORS INC 41 *New 2024-03-31 2,018 $420,000 2,018
   ESG Planning 27 *New 2024-03-31 1,938 $404,000 1,938
   Capital Square LLC 92 *New 2024-03-31 1,915 $399,000 1,915
   MONTCHANIN ASSET MANAGEMENT LLC 47 *New 2024-03-31 1,900 $396,000 1,900
   JUNCTURE WEALTH STRATEGIES LLC 76 *New 2024-03-31 1,848 $385,000 1,848
   Legacy Capital Group California Inc. 199 *New 2024-03-31 1,745 $364,000 1,745
   Acorns Advisers LLC 34 *New 2024-03-31 1,680 $350,000 1,680
   Clayton Financial Group LLC 72 *New 2024-03-31 1,595 $332,000 1,595
   VERITY Wealth Advisors 62 *New 2024-03-31 1,575 $328,000 1,575
   FCG Investment Co 88 *New 2024-03-31 1,557 $324,000 1,557
   Pegasus Partners Ltd. 117 *New 2024-03-31 1,529 $318,000 1,529
   Aprio Wealth Management LLC 149 *New 2024-03-31 1,514 $315,000 1,514
   XTX Topco Ltd 813 *New 2024-03-31 1,510 $314,000 1,510
   HOLDERNESS INVESTMENTS CO 201 *New 2024-03-31 1,485 $309,000 1,485
   NORDEN GROUP LLC 323 *New 2024-03-31 1,475 $307,000 1,475
   IMS CAPITAL MANAGEMENT 113 *New 2023-12-31 1,584 $305,000 1,584
   Root Financial Partners LLC 78 *New 2024-03-31 1,439 $300,000 1,439
   THEORY FINANCIAL LLC 63 *New 2024-03-31 1,423 $296,000 1,423
   Steele Capital Management Inc. 133 *New 2024-03-31 1,414 $294,000 1,414
   KING WEALTH MANAGEMENT GROUP, LLC 115 *New 2024-03-31 1,406 $293,000 1,406
   Darden Wealth Group Inc 87 *New 2024-03-31 1,338 $279,000 1,338
   FIDUCIARY FAMILY OFFICE LLC 172 *New 2024-03-31 1,332 $277,000 1,332
   MOGY JOEL R INVESTMENT COUNSEL INC 92 *New 2024-03-31 1,309 $273,000 1,309
   BSW WEALTH PARTNERS 233 *New 2024-03-31 1,308 $272,000 1,308
   BBR PARTNERS, LLC 210 *New 2024-03-31 1,256 $262,000 1,256
   QUANTITATIVE ADVANTAGE LLC 108 *New 2023-03-31 1,732 $262,000 1,732
   Vise Technologies Inc. 314 *New 2024-03-31 1,253 $261,000 1,253
   TFB Advisors LLC 224 *New 2024-03-31 1,339 $260,000 1,339
   Bremer Bank National Association 164 *New 2024-03-31 1,242 $259,000 1,242
   Centric Wealth Management 131 *New 2024-03-31 1,304 $256,000 1,304
   Bell Investment Advisors Inc 88 *New 2024-03-31 1,219 $254,000 1,219
   Tradewinds LLC. 71 *New 2024-03-31 1,304 $251,000 1,304
   Kuntz Lesher Capital LLC 137 *New 2024-03-31 1,161 $242,000 1,161
   Legacy Financial Strategies LLC 85 *New 2024-03-31 1,094 $228,000 1,094
   WRAPMANAGER INC 243 *New 2024-03-31 1,074 $224,000 1,074
   Traynor Capital Management Inc. 195 *New 2024-03-31 1,063 $221,000 1,063
   CLARK CAPITAL MANAGEMENT GROUP INC 378 *New 2024-03-31 1,048 $218,000 1,048
   Benedetti & Gucer Inc. 127 *New 2024-03-31 1,045 $218,000 1,045
   Revolve Wealth Partners LLC 165 *New 2024-03-31 1,044 $217,000 1,044
   WILLNER & HELLER LLC 124 *New 2023-12-31 1,125 $217,000 1,125
   Schechter Investment Advisors LLC 569 *New 2024-03-31 1,017 $212,000 1,017
   Boomfish Wealth Group LLC 84 *New 2024-03-31 1,011 $211,000 1,011
   Steigerwald Gordon & Koch Inc. 120 *New 2024-03-31 1,015 $211,000 1,015
   Fox Hill Wealth Management 88 *New 2024-03-31 1,011 $211,000 1,011
   Castle Rock Wealth Management LLC 227 *New 2024-03-31 1,080 $210,000 1,080
   Harbor Group Inc. 78 *New 2024-03-31 1,009 $210,000 1,009
   DOUGLASS WINTHROP ADVISORS LLC 269 *New 2024-03-31 1,009 $210,000 1,009
   Vienna Asset Management LLC 42 *New 2024-03-31 1,096 $210,000 1,096
   GRUSS & CO INC 19 *New 2024-03-31 1,000 $208,000 1,000
   Schrum Private Wealth Management LLC 129 *New 2024-03-31 999 $208,000 999
   NICOLET BANKSHARES INC 210 *New 2024-03-31 1,000 $208,000 1,000
   Wealth Dimensions Group Ltd. 137 *New 2024-03-31 998 $208,000 998
   GLOBAL ENDOWMENT MANAGEMENT, LP 125 *New 2024-03-31 1,000 $208,000 1,000
   SILVERLAKE WEALTH MANAGEMENT LLC 224 *New 2024-03-31 993 $207,000 993
   Facet Wealth Inc. 117 *New 2024-03-31 1,012 $207,000 1,012
   CHAPIN DAVIS INC. 213 *New 2024-03-31 988 $206,000 988
   INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /AD 145 *New 2024-03-31 985 $205,000 985
   WHITE PINE INVESTMENT CO 63 *New 2024-03-31 983 $205,000 983
   W.H. Cornerstone Investments Inc. 129 *New 2024-03-31 985 $205,000 985
  100 Records found
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