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Get Institutions for : 
Spdr Ssga Us Sector Rotation Etf (XLSR)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 76    1
Total shares held : 
 8,533,750  
% of shares held : 
 36.47%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   6  
Amount of shares held : 
 1,793,350  
% of shares held change : 
   7.66%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 229,622
 2.69%
 
Increased Positions :
31
 1,742,537
 20.42%
 
Unchanged Positions :
15
 147,383
 1.73%
 
Decreased Positions :
26
-137,375
-1.61%
 
Closed Positions :
3
-41,434
-0.49%
 
Guru Positions :
0
 0%
 
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
   LPL FINANCIAL CORP 187 - 2024-03-31 3,495,333 $174,263,000 235,691
   ENVESTNET ASSET MANAGEMENT INC 643 - 2024-03-31 1,069,766 $53,334,000 29,692
   Envestnet Portfolio Solutions Inc. 71 - 2024-03-31 991,960 $49,455,000 196,818
   PARK AVENUE SECURITIES LLC 61 - 2024-03-31 381,687 $19,029,000 17,406
   GeoWealth Management LLC 41 - 2024-03-31 258,383 $12,882,000 4,619
   Aspire Private Capital LLC 7 - 2024-03-31 250,321 $12,480,000 -28,082
   Hibernia Wealth Partners LLC 4 - 2024-03-31 204,279 $10,185,000 -10,707
   Goss Wealth Management LLC 213 - 2024-03-31 204,019 $10,172,000 20,285
   Private Advisor Group LLC 404 - 2024-03-31 119,459 $5,956,000 5,311
   HARBOUR INVESTMENTS INC. 72 - 2023-12-31 126,335 $5,781,000 -4,797
   AXXCESS WEALTH MANAGEMENT LLC 117 - 2024-03-31 112,385 $5,603,000 10,180
   Cetera Investment Advisers 946 - 2024-03-31 107,521 $5,361,000 62,055
   Foundations Investment Advisors LLC 131 - 2024-03-31 107,255 $5,347,000 9,711
   Mosley Wealth Management 4 - 2024-03-31 104,923 $5,231,000 14,966
   TAP Consulting LLC 23 - 2024-03-31 100,447 $5,008,000 445
   Raleigh Capital Management Inc. 4 - 2024-03-31 94,258 $4,699,000 4,647
   HIGHTOWER ADVISORS, LLC 1028 - 2024-03-31 83,224 $4,152,000 5,833
   AE Wealth Management LLC 343 - 2024-03-31 79,823 $3,980,000 -339,065
   MARINER WEALTH ADVISORS, LLC 872 *New 2024-03-31 69,063 $3,443,000 69,063
   COMMONWEALTH EQUITY SERVICES LLC. 1417 - 2024-03-31 67,014 $3,341,000 -181
   Change Path LLC 154 - 2024-03-31 60,914 $3,037,000 -765
   MORGAN STANLEY 4210 - 2024-03-31 60,484 $3,015,000 2,091
   Austin Private Wealth LLC 40 - 2024-03-31 52,173 $2,582,000 10,725
   Lokken Investment Group LLC 18 - 2024-03-31 51,706 $2,578,000 -494
   MULTIFINANCIAL SECURITIES CORP 725 - 2024-03-31 49,002 $2,443,000 -11,213
   Global Financial Private Client LLC 16 - 2024-03-31 47,308 $2,353,000 6,192
   Worth Financial Advisory Group LLC 18 - 2024-03-31 41,492 $2,069,000 13,006
   Outlook Wealth Advisors LLC 34 - 2024-03-31 40,435 $2,016,000 -1,118
   Kestra Advisory Services LLC 939 - 2024-03-31 35,307 $1,760,000 -194
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1373 - 2024-03-31 33,796 $1,685,000 -2,040
   Atria Wealth Solutions Inc. 698 - 2024-03-31 32,438 $1,617,000 1,162
   Balboa Wealth Partners 40 - 2024-03-31 29,849 $1,488,000 5,738
   Advisor Group Holdings Inc. 1964 - 2024-03-31 28,973 $1,445,000 -19,282
   Apella Capital LLC 116 - 2024-03-31 28,988 $1,434,000 23
   Truadvice LLC 51 - 2023-09-30 33,363 $1,413,000 -20,305
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2673 - 2024-03-31 18,329 $914,000 -22,530
   JANE STREET GROUP LLC 3217 *New 2024-03-31 17,677 $881,000 17,677
   Argent Trust Co 339 - 2024-03-31 16,583 $827,000 -1,616
   Aveo Capital Partners LLC 160 - 2024-03-31 16,785 $811,000 2,586
   Atomi Financial Group Inc. 229 - 2024-03-31 15,560 $776,000 -160
   Richard W. Paul & Associates LLC 94 - 2024-03-31 14,890 $742,000 -1,908
   LOCKERMAN FINANCIAL GROUP INC. 14 - 2024-03-31 14,533 $725,000 9
   SILVER OAK SECURITIES Inc 196 - 2024-03-31 12,472 $622,000 21
   Family Wealth Group LLC 32 - 2023-12-31 13,475 $617,000 0
   Capital Asset Advisory Services LLC 171 - 2024-03-31 12,198 $602,000 7,119
   FINANCIAL NETWORK 1818 - 2024-03-31 11,745 $586,000 1,395
   Gladstone Institutional Advisory LLC 379 - 2024-03-31 11,745 $586,000 3,230
   SILVERLAKE WEALTH MANAGEMENT LLC 85 - 2024-03-31 11,530 $575,000 -630
   Spectrum Planning & Advisory Services Inc. 28 - 2023-12-31 11,079 $507,000 2,884
   EQIS CAPITAL MANAGEMENT, INC. 453 - 2024-03-31 9,461 $472,000 -605
   Castleview Partners LLC 86 - 2024-03-31 9,466 $472,000 3,581
   CITADEL ADVISORS LLC 3807 - 2024-03-31 9,455 $471,000 -7,504
   International Private Wealth Advisors LLC 26 - 2024-03-31 9,233 $460,000 -101,671
   STIFEL FINANCIAL CORP 2659 *New 2024-03-31 9,126 $455,000 9,126
   Absolute Capital Management LLC 67 - 2024-03-31 8,793 $438,000 -1,009
   Triumph Capital Management 128 - 2024-03-31 8,563 $426,000 484
   IAMS WEALTH MANAGEMENT LLC 87 *New 2024-03-31 8,600 $415,000 8,600
   ROYAL BANK OF CANADA 3619 - 2024-03-31 7,878 $393,000 -10,675
   VIRTU FINANCIAL LLC 522 *New 2024-03-31 7,590 $378,000 7,590
   Capital CS Group LLC 40 - 2024-03-31 7,449 $371,000 7,449
   BB&T CORP 2154 - 2024-03-31 7,385 $368,000 4
   FSA Advisors Inc. 79 - 2024-03-31 7,211 $360,000 -184
   CREATIVE PLANNING 2171 - 2024-03-31 6,540 $326,000 0
   Fort Point Capital Partners LLC 247 - 2024-03-31 6,345 $316,000 220
   USAdvisors Wealth Management LLC 111 - 2024-03-31 6,218 $309,000 11
   Maia Wealth LLC 145 - 2023-12-31 6,481 $297,000 0
   VisionPoint Advisory Group LLC 147 - 2024-03-31 5,903 $294,000 745
   Signal Advisors Wealth LLC 236 - 2024-03-31 5,699 $284,000 3
   MARIPAU WEALTH MANAGEMENT LLC 93 - 2024-03-31 5,699 $284,000 3
   Patriot Financial Group Insurance Agency LLC 398 - 2024-03-31 5,199 $259,000 -5,129
   JANNEY MONTGOMERY SCOTT LLC 2415 *New 2024-03-31 5,125 $256,000 5,125
   VERUS CAPITAL PARTNERS LLC 293 - 2024-03-31 4,982 $248,000 -67
   NWAM LLC 495 - 2024-03-31 4,765 $233,000 57
   PRIVATE CLIENT SERVICES LLC 122 *New 2024-03-31 4,259 $212,000 4,259
   Caitlin John LLC 113 - 2023-12-31 4,081 $187,000 0
   TD CAPITAL MANAGEMENT LLC 118 - 2024-03-31 3,054 $152,000 3
   Parallel Advisors LLC 987 - 2024-03-31 2,922 $146,000 5
   Farther Finance Advisors LLC 845 - 2024-03-31 2,648 $132,000 19
   RICHARDSON FINANCIAL SERVICES INC. 188 *New 2024-03-31 2,141 $107,000 2,141
   Smartleaf Asset Management LLC 518 - 2024-03-31 1,596 $73,000 412
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1970 - 2024-03-31 1,244 $62,000 0
   Frazier Financial Advisors LLC 150 - 2024-03-31 1,051 $52,000 -750
   Global Retirement Partners LLC 1640 - 2024-03-31 582 $29,000 21
   Able Wealth Management LLC 203 - 2023-12-31 429 $20,000 0
   Householder Group Estate & Retirement Specialist L 683 - 2024-03-31 378 $19,000 0
   First Capital Advisors Group LLC. 431 *New 2023-06-30 443 $19,000 443
   Tidemark LLC 376 - 2024-03-31 322 $16,000 0
   Future Financial Wealth Managment LLC 407 *New 2024-03-31 181 $9,000 181
   Covestor Ltd 1785 - 2024-03-31 108 $5,000 0
   Lunt Capital Management Inc. 94 *Closed 2024-03-31 0 $0 -4,879
   PROEQUITIES INC. 2424 - 2024-03-31 0 $0 0
   WELLS FARGO & CO/MN 6235 - 2024-03-31 1 $0 -138
   UBS Group AG 8209 *Closed 2024-03-31 0 $0 -1,260
   KARLINSKI ANDREW C 180 *Closed 2022-12-31 0 $0 -148
  94 Records found
  1    
  Page 1 of 1
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