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Get Institutions for : 
Real Estate Select Sector Spdr Fund (XLRE)  
$38.16 0.33 (0.86%) as of 4:30 Wed 5/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 632    34
Total shares held : 
 102,754,047  
% of shares held : 
 16.75%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   53  
Amount of shares held : 
 23,385,230  
% of shares held change : 
   3.81%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $33.45  
Last Quarter's Ending Price : 
 $40.06  
Last Quarter's Average Price : 
 $35.91  
Change from last quarter's     
avg. price to the last closing  : 
2.25 (6.27%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
93
 11,762,704
 11.45%
 
Increased Positions :
224
 17,801,947
 17.32%
 
Unchanged Positions :
110
 3,092,953
 3.01%
 
Decreased Positions :
205
-4,488,438
-4.37%
 
Closed Positions :
59
-1,690,983
-1.65%
 
Guru Positions :
2
47,932
 0.05%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   CREATIVE PLANNING 23 - 2024-03-31 24,443,897 $966,267,000 4,553,523
   BANK OF AMERICA CORP /DE/ 265 - 2024-03-31 18,830,280 $744,361,000 8,501,748
   MORGAN STANLEY 775 - 2024-03-31 5,189,454 $205,139,000 151,782
   LPL FINANCIAL CORP 230 - 2024-03-31 3,654,926 $144,479,000 85,465
   Cassaday & Co Wealth Management LLC 7 - 2024-03-31 2,860,116 $113,060,000 208,762
   Phoenix Holdings Ltd. 21 - 2024-03-31 2,487,738 $98,367,000 903,358
   WELLS FARGO & CO/MN 552 - 2024-03-31 1,985,101 $78,471,000 778,015
   BNP PARIBAS ARBITRAGE SA 237 - 2024-03-31 1,897,653 $75,014,000 1,002,706
   ENVESTNET ASSET MANAGEMENT INC 725 - 2024-03-31 1,088,204 $43,017,000 465,161
   Baird Financial Group Inc. 225 - 2024-03-31 1,006,382 $39,782,000 34,142
   Advisory Alpha LLC 21 - 2024-03-31 800,258 $31,634,000 608,942
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 378 - 2024-03-31 761,659 $30,108,000 14,652
   MARINER WEALTH ADVISORS, LLC 283 - 2024-03-31 649,730 $25,684,000 6,290
   PMFM INC. 12 - 2024-03-31 623,697 $24,655,000 21,300
   MEITAV DASH INVESTMENTS LTD 59 - 2024-03-31 593,291 $23,453,000 14
   Green Harvest Asset Management LLC 29 - 2024-03-31 533,957 $21,107,000 115,110
   FINANCIAL NETWORK 211 - 2024-03-31 524,116 $20,718,000 97,540
   Dean Jacobson Financial Services LLC 4 - 2024-03-31 497,880 $19,681,000 3,511
   FLAGSHIP HARBOR ADVISORS LLC 15 - 2024-03-31 478,928 $18,932,000 443,067
   BLACKROCK INC. 2965 - 2024-03-31 449,971 $17,787,000 97
   Oakmont Partners LLC 51 - 2024-03-31 400,435 $15,829,000 38,043
   RAYMOND JAMES & ASSOCIATES 909 - 2024-03-31 389,455 $15,395,000 81,715
   MEIJI YASUDA LIFE INSURANCE CO 30 - 2024-03-31 374,586 $14,807,000 78,687
   COUNTRY TRUST BANK 71 - 2024-03-31 370,724 $14,655,000 22,452
   STIFEL FINANCIAL CORP 664 - 2024-03-31 367,570 $14,530,000 60,676
   ALBION FINANCIAL GROUP /UT 27 - 2024-03-31 341,264 $13,490,000 2,752
   MILLENNIUM MANAGEMENT LLC 1255 - 2024-03-31 325,702 $12,875,000 289,022
   Ameritas Advisory Services LLC 39 - 2024-03-31 325,306 $12,851,000 17,536
   American Financial Advisors LLC 21 - 2024-03-31 296,254 $11,711,000 1,304
   Stonebridge Capital Advisors LLC 33 - 2024-03-31 289,816 $11,456,000 141,063
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 424 - 2024-03-31 278,217 $10,998,000 4,898
   CITIGROUP INC 909 - 2024-03-31 238,023 $9,409,000 15,791
   CWM LLC 309 - 2024-03-31 223,435 $8,832,000 19,511
   Warwick Investment Management Inc. 9 - 2024-03-31 218,644 $8,643,000 312
   Full Sail Capital LLC 46 - 2024-03-31 217,055 $8,580,000 7,888
   PROFFITT & GOODSON INC 18 - 2024-03-31 211,723 $8,369,000 52,094
   FREESTONE CAPITAL HOLDINGS, LLC 63 - 2024-03-31 203,289 $8,036,000 18,998
   FIRST INTERSTATE BANK 28 - 2024-03-31 191,343 $7,564,000 55,139
   Brio Consultants LLC 18 - 2024-03-31 187,057 $7,394,000 6,872
   COMMONWEALTH EQUITY SERVICES LLC. 959 - 2024-03-31 175,718 $6,946,000 6,758
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 268 - 2024-03-31 173,947 $6,876,000 4,222
   CAPITAL WEALTH MANAGEMENT LLC 13 - 2024-03-31 171,337 $6,773,000 10,862
   Symmetry Investments LP 32 - 2024-03-31 164,272 $6,494,000 164,272
   RFG Advisory Group LLC 79 - 2024-03-31 162,727 $6,433,000 15,531
   Pathstone Holdings LLC 433 - 2024-03-31 162,569 $6,426,000 18,923
   JNB Advisors LLC 46 - 2024-03-31 161,694 $6,392,000 29,218
   Banco BTG Pactual S.A. 18 - 2024-03-31 160,988 $6,364,000 78,373
   JANE STREET GROUP LLC 1093 - 2024-03-31 159,723 $6,314,000 142,186
   GeoWealth Management LLC 76 - 2024-03-31 158,927 $6,282,000 9,369
   CHEMUNG CANAL TRUST CO 29 - 2024-03-31 150,107 $5,934,000 2,847
   BALYASNY ASSET MANAGEMENT LLC 782 - 2024-03-31 149,927 $5,927,000 149,927
   Foundations Investment Advisors LLC 124 - 2024-03-31 145,982 $5,771,000 15,133
   FIRST MERCHANTS CORP 81 - 2024-03-31 143,315 $5,664,000 123,177
   GTS SECURITIES LLC 136 - 2024-03-31 141,572 $5,597,000 87,952
   Beacon Pointe Advisors LLC 277 - 2024-03-31 134,635 $5,322,000 4,923
   ATRIA INVESTMENTS LLC 297 - 2023-12-31 123,289 $4,939,000 22,350
   PATHSTONE FAMILY OFFICE, LLC 274 - 2023-09-30 141,919 $4,835,000 63,910
   Aspect Partners LLC 7 - 2024-03-31 118,378 $4,679,000 5,250
   LEGACY PRIVATE TRUST CO. 63 - 2024-03-31 116,941 $4,623,000 5,490
   BARCLAYS PLC 1436 - 2024-03-31 109,954 $4,346,000 106,198
   MULTIFINANCIAL SECURITIES CORP 516 - 2024-03-31 105,424 $4,167,000 51,672
   CAPITAL INSIGHT PARTNERS LLC 41 - 2024-03-31 104,340 $4,125,000 14
   Gladstone Institutional Advisory LLC 126 - 2024-03-31 101,249 $4,002,000 57,283
   NELSON ROBERTS INVESTMENT ADVISORS, LLC 38 - 2024-03-31 96,280 $3,806,000 14,759
   Centiva Capital LP 45 - 2024-03-31 96,162 $3,801,000 86,822
   KCM INVESTMENT ADVISORS LLC 113 - 2024-03-31 95,485 $3,775,000 13,249
   CITADEL ADVISORS LLC 1915 - 2024-03-31 93,355 $3,690,000 27,607
   SG AMERICAS SECURITIES LLC 597 - 2024-03-31 92,445 $3,654,000 52,841
   AXXCESS WEALTH MANAGEMENT LLC 166 - 2024-03-31 89,422 $3,535,000 9,293
   New England Capital Financial Advisors LLC 11 - 2024-03-31 88,118 $3,483,000 12,936
   Financial Advocates Investment Management 117 - 2024-03-31 68,200 $3,439,000 43,573
   Orion Portfolio Solutions LLC 433 - 2024-03-31 85,787 $3,391,000 1,051
   BAKER AVENUE ASSET MANAGEMENT, LP 121 - 2024-03-31 85,662 $3,386,000 33,661
   CHESLEY TAFT & ASSOCIATES LLC/IL 104 - 2024-03-31 85,310 $3,372,000 2,959
   NORTHERN TRUST CORP 2710 - 2024-03-31 84,146 $3,326,000 3,493
   IHT Wealth Management LLC 158 - 2024-03-31 79,916 $3,159,000 20,694
   Qube Research & Technologies Ltd 1281 - 2024-03-31 78,675 $3,110,000 69,835
   Paladin Advisory Group LLC 12 - 2024-03-31 78,877 $3,064,000 7
   Vickerman Investment Advisors Inc. 36 - 2024-03-31 77,415 $3,060,000 320
   Wealth Advisors of Tampa Bay LLC 31 - 2024-03-31 77,331 $3,057,000 285
   Zurich Insurance Group Ltd/FI 147 - 2024-03-31 76,910 $2,977,000 31,890
   CoreCap Advisors LLC 109 - 2023-12-31 73,930 $2,962,000 62,888
   INNEALTA CAPITAL LLC 27 - 2024-03-31 73,296 $2,897,000 37
   CHARTER TRUST CO 116 - 2024-03-31 70,705 $2,795,000 2,393
   Farmers & Merchants Trust Co of Chambersburg PA 31 - 2024-03-31 69,580 $2,750,000 69,580
   CAP Partners LLC 12 - 2024-03-31 68,546 $2,710,000 1,100
   MONTAG A & ASSOCIATES INC 146 - 2024-03-31 68,518 $2,709,000 500
   Integrated Wealth Concepts LLC 416 - 2024-03-31 67,733 $2,677,000 19,068
   Gratus Wealth Advisors LLC 28 - 2024-03-31 73,106 $2,613,000 258
   OLYMPUS WEALTH MANAGEMENT LLC 12 - 2024-03-31 63,850 $2,524,000 399
   IMZ Advisory Inc 15 - 2024-03-31 62,341 $2,464,000 2,173
   NBT BANK N A /NY 121 - 2024-03-31 62,105 $2,455,000 700
   CREATIVE FINANCIAL DESIGNS INC /ADV 91 - 2024-03-31 61,361 $2,426,000 4,018
   Bridgeworth LLC - 2023-12-31 60,013 $2,404,000 12,079
   ARKANSAS FINANCIAL GROUP INC. 33 - 2024-03-31 59,151 $2,338,000 7,356
   Prentice Wealth Management LLC 20 - 2024-03-31 59,118 $2,337,000 3,717
   WAGNER CAPITAL MANAGEMENT CORP 80 - 2024-03-31 56,883 $2,249,000 1,090
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 701 - 2023-09-30 65,859 $2,244,000 13,644
   HORIZON FINANCIAL SERVICES LLC 24 - 2024-03-31 56,020 $2,214,000 49,613
   Atria Wealth Solutions Inc. 604 - 2024-03-31 54,512 $2,155,000 1,370
  100 Records found
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