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Get Institutions for : 
Spdr S&P Telecom Etf (XTL)  
$77.64 0.04 (0.05%) as of 4:30 Thu 6/6


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 33    8
Total shares held : 
294,087  
% of shares held : 
45.24%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -9  
Amount of shares held : 
-77,612  
% of shares held change : 
  -11.94%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$79.80  
Last Quarter's Ending Price : 
$74.26  
Last Quarter's Average Price
$76.50  
Change from last quarter's     
avg. price to the last closing  : 
1.14 (1.49%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 49,674
 16.89%
 
Increased Positions :
8
 12,120
 4.12%
 
Unchanged Positions :
12
 6,304
 2.14%
 
Decreased Positions :
9
-14,199
-4.83%
 
Closed Positions :
12
-125,207
-42.57%
 
Guru Positions :
0
 0%
 
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 period: 
12-31-2023 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
   MORGAN STANLEY 4300 - 2024-03-31 34,478 $2,560,000 -4,234
   COMMONWEALTH EQUITY SERVICES LLC. 1950 - 2024-03-31 20,082 $1,491,000 -714
   Steward Partners Investment Advisory LLC 680 - 2024-03-31 19,154 $1,422,000 -3,190
   LIBERTY ONE INVESTMENT MANAGEMENT LLC 86 - 2024-03-31 13,315 $989,000 -198
   CITADEL ADVISORS LLC 3665 - 2024-03-31 7,186 $534,000 -1,507
   J P MORGAN CHASE & CO 3736 - 2024-03-31 6,651 $494,000 -1,318
   PACIFIC SUN FINANCIAL CORP 169 - 2024-03-31 3,076 $228,000 -10
   LPL FINANCIAL CORP 4382 - 2024-03-31 2,784 $207,000 -35,898
   CITY HOLDING CO 273 - 2024-03-31 1,300 $97,000 -245

  9 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results