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My Recent Searches
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Real Estate Select Sector Spdr Fund (XLRE) |
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$37.35 0.00 (0.00%) as of 4:30 Thu 5/23
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Download |
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Institutional
Holders
Total
Institutions:
 |
632  34 |
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|
Total
shares held :
|
102,754,047 |
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% of shares
held :
|
16.75% |
|
| Changes In:
|
|
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|
New/increased
positions vs
old/decreased
positions :
|
53 |
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|
Amount
of shares held :
|
23,385,230 |
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|
% of shares
held change :
|
3.81% |
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| Quarter
Price vs. Current Price:
|
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Quarter Price vs.
Current Price:
|
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Last
Quarter's Starting
Price :
|
$33.45 |
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Last
Quarter's Ending
Price :
|
$40.06 |
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Last
Quarter's Average
Price :
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$35.91 |
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Change
from last quarter's
avg. price
to the last closing :
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1.44 (4.01%) |
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| All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
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New
Positions : |
93
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11,762,704
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11.45%
|
|
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Increased
Positions : |
224
|
17,801,947
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17.32%
|
|
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Unchanged
Positions : |
110
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3,092,953
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3.01%
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Decreased
Positions : |
205
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-4,488,438
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-4.37%
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Closed
Positions : |
59
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-1,690,983
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-1.65%
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Guru
Positions : |
2
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47,932
|
0.05%
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Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Money Matters Financial Group Inc |
25 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,507 |
|
| Lunt Capital Management Inc. |
91 |
*Closed |
2024-03-31 |
0 |
$0 |
-26,533 |
|
| Tradition Wealth Management LLC |
561 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,344 |
|
| Asset Dedication LLC |
985 |
*Closed |
2024-03-31 |
0 |
$0 |
-193 |
|
| Waterloo Capital L.P. |
360 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,498 |
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| FDX ADVISORS, INC. |
|
*Closed |
2024-03-31 |
0 |
$0 |
-19,944 |
|
| HALL LAURIE J TRUSTEE |
249 |
*Closed |
2024-03-31 |
0 |
$0 |
-502 |
|
| BKM Wealth Management LLC |
230 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,006 |
|
| Per Stirling Capital Management LLC. |
228 |
*Closed |
2024-03-31 |
0 |
$0 |
-26,183 |
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| QUANTBOT TECHNOLOGIES LLC |
1540 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,650 |
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| Bay Colony Advisory Group Inc d/b/a Bay Colony Adv |
412 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,404 |
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| Ten Capital Wealth Advisors LLC |
227 |
*Closed |
2023-06-30 |
0 |
$0 |
-15 |
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| EVERCORE WEALTH MANAGEMENT, LLC |
432 |
*Closed |
2024-03-31 |
0 |
$0 |
-44,530 |
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| BANCO BILBAO VIZCAYA ARGENTARIA S.A. |
696 |
*Closed |
2024-03-31 |
0 |
$0 |
-588,875 |
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| Bridge Advisory LLC |
104 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,173 |
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| OPPENHEIMER ASSET MANAGEMENT INC |
1079 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,757 |
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| Capital CS Group LLC |
83 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,489 |
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| AMERIVEST INVESTMENT MANAGEMENT LLC |
547 |
*Closed |
2023-06-30 |
0 |
$0 |
-44 |
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| 3D/L Capital Management LLC |
33 |
*Closed |
2023-12-31 |
0 |
$0 |
-13,082 |
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| EdgeRock Capital LLC |
81 |
*Closed |
2024-03-31 |
0 |
$0 |
-11 |
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| FIDUCIARY TRUST CO |
646 |
*Closed |
2024-03-31 |
0 |
$0 |
-14,742 |
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| AVALON ADVISORS L P |
320 |
*Closed |
2023-03-31 |
0 |
$0 |
-7,376 |
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| TUDOR INVESTMENT CORP ET AL |
1574 |
*Closed |
2024-03-31 |
0 |
$0 |
-13,140 |
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| Glassman Wealth Services |
892 |
*Closed |
2024-03-31 |
0 |
$0 |
-115 |
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| Ritter Daniher Financial Advisory LLC / DE |
315 |
*Closed |
2024-03-31 |
0 |
$0 |
-60 |
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| Absolute Capital Management LLC |
105 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,700 |
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| CAROLINAS WEALTH CONSULTING LLC |
1025 |
*Closed |
2024-03-31 |
0 |
$0 |
-399 |
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| New Millennium Group LLC |
170 |
*Closed |
2024-03-31 |
0 |
$0 |
-100,100 |
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| HILLTOP HOLDINGS INC. |
626 |
*Closed |
2024-03-31 |
0 |
$0 |
-11,043 |
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| Perkins Coie Trust Co |
265 |
*Closed |
2024-03-31 |
0 |
$0 |
-653 |
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| GRADIENT INVESTMENTS LLC |
1312 |
*Closed |
2024-03-31 |
0 |
$0 |
-11 |
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| B & T CAPITAL MANAGEMENT DBA ALPHA CAPITAL MANAGEM |
122 |
*Closed |
2024-03-31 |
0 |
$0 |
-48,900 |
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| Financial Enhancement Group LLC |
115 |
*Closed |
2024-03-31 |
0 |
$0 |
-132,359 |
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| MONEY CONCEPTS CAPITAL CORP |
395 |
*Closed |
2024-03-31 |
0 |
$0 |
-24,938 |
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| Focused Wealth Management Inc |
582 |
*Closed |
2024-03-31 |
0 |
$0 |
-134 |
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| Schonfeld Strategic Advisors LLC |
2132 |
*Closed |
2024-03-31 |
0 |
$0 |
-56,155 |
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| PALISADE ASSET MANAGEMENT, LLC |
406 |
*Closed |
2024-03-31 |
0 |
$0 |
-9,950 |
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| Csenge Advisory Group |
728 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,757 |
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| AlphaStar Capital Management LLC |
298 |
*Closed |
2024-03-31 |
0 |
$0 |
-8,820 |
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| SageView Advisory Group LLC |
618 |
*Closed |
2024-03-31 |
0 |
$0 |
-13,585 |
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| KWMG LLC |
130 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,445 |
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| AlphaCore Capital LLC |
245 |
*Closed |
2024-03-31 |
0 |
$0 |
-9 |
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| SIMPLEX TRADING LLC |
2686 |
*Closed |
2024-03-31 |
0 |
$0 |
-19,178 |
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| GREAT VALLEY ADVISOR GROUP INC. |
772 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,232 |
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| BESSEMER GROUP INC |
2101 |
*Closed |
2024-03-31 |
0 |
$0 |
-86 |
|
| Berkeley Capital Partners LLC |
169 |
*Closed |
2024-03-31 |
0 |
$0 |
-8,643 |
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| Lehman & Derafelo Financial Resources LLC |
175 |
*Closed |
2022-12-31 |
0 |
$0 |
-3 |
|
| Ellsworth Advisors LLC |
183 |
*Closed |
2024-03-31 |
0 |
$0 |
-55,977 |
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| MITCHELL SINKLER & STARR/PA |
194 |
*Closed |
2024-03-31 |
0 |
$0 |
-288 |
|
| CIBC WORLD MARKETS INC. |
1231 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,411 |
|
| Imprint Wealth LLC |
304 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,512 |
|
| Private Advisory Group LLC |
221 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,477 |
|
| FAIRFIELD RESEARCH CORP |
437 |
*Closed |
2024-03-31 |
0 |
$0 |
-100 |
|
| AMUNDI |
1930 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,300 |
|
| Prostatis Group LLC |
106 |
*Closed |
2023-03-31 |
0 |
$0 |
-64,606 |
|
| Colonial River Wealth Management LLC |
189 |
*Closed |
2024-03-31 |
0 |
$0 |
-22,483 |
|
| West Tower Group LLC |
366 |
*Closed |
2024-03-31 |
0 |
$0 |
-18,883 |
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| Varma Mutual Pension Insurance Co |
361 |
*Closed |
2024-03-31 |
0 |
$0 |
-910,000 |
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| St. Johns Investment Management Company LLC |
222 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,102 |
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| Coppell Advisory Solutions LLC |
1795 |
*Closed |
2023-12-31 |
0 |
$0 |
-135 |
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| TOMPKINS FINANCIAL CORP |
691 |
*Closed |
2024-03-31 |
0 |
$0 |
-20 |
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| QUATTRO FINANCIAL ADVISORS LLC |
100 |
*Closed |
2024-03-31 |
0 |
$0 |
-43,033 |
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| VERITABLE LP |
677 |
*Closed |
2023-09-30 |
0 |
$0 |
-60,672 |
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| PUTNAM FL INVESTMENT MANAGEMENT CO |
501 |
*Closed |
2024-03-31 |
0 |
$0 |
-8,909 |
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| Toroso Investments LLC |
1732 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,700 |
|
| Capula Management Ltd |
493 |
*Closed |
2024-03-31 |
0 |
$0 |
-567,980 |
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| RMB CAPITAL MANAGEMENT LLC |
576 |
*Closed |
2024-03-31 |
0 |
$0 |
-11,173 |
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| Register Financial Advisors LLC |
748 |
*Closed |
2024-03-31 |
0 |
$0 |
-619 |
|
| Benchmark Investment Advisors LLC |
326 |
*Closed |
2024-03-31 |
0 |
$0 |
-123,156 |
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| Fortis Capital Management LLC |
144 |
*Closed |
2024-03-31 |
0 |
$0 |
-120,589 |
|
| Motley Fool Wealth Management LLC |
132 |
*Closed |
2024-03-31 |
0 |
$0 |
-8,300 |
|
| Grant/GrossMendelsohn LLC |
135 |
*Closed |
2024-03-31 |
0 |
$0 |
-97,882 |
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| APPLETON GROUP WEALTH MANAGEMENT LLC |
40 |
*Closed |
2023-09-30 |
0 |
$0 |
-6,833 |
|
| Trivant Custom Portfolio Group LLC |
206 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,835 |
|
| ORG Partners LLC |
1000 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,036 |
|
| Lee Financial CORP |
779 |
*Closed |
2024-03-31 |
0 |
$0 |
-62 |
|
| KARLINSKI ANDREW C |
192 |
*Closed |
2022-12-31 |
0 |
$0 |
-8,161 |
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| REGIONS FINANCIAL CORP |
858 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,195 |
|
| Strategic Advocates LLC |
182 |
*Closed |
2024-03-31 |
0 |
$0 |
-9,190 |
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| Global Wealth Management Investment Advisory Inc. |
457 |
*Closed |
2024-03-31 |
0 |
$0 |
-900 |
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| TORONTO DOMINION BANK |
1263 |
*Closed |
2024-03-31 |
0 |
$0 |
-148 |
|
| Signify Wealth |
34 |
*Closed |
2024-03-31 |
0 |
$0 |
-13,705 |
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82 Records found
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1
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Page 1 of 1 |
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