Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
SPDR Technology Sector (XLK)  
$211.82 0.47 (0.22%) as of 4:30 Fri 5/17


Download
     
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  : 
33.77 (18.97%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 79 - 2024-03-31 12,943,721 $2,695,789,000 403,361
   WELLS FARGO & CO/MN 35 - 2024-03-31 10,642,326 $2,216,477,000 -62,310
   MORGAN STANLEY 128 - 2024-03-31 8,987,534 $1,871,834,000 -1,043,925
   LPL FINANCIAL CORP 22 - 2024-03-31 6,864,519 $1,429,673,000 565,649
   UBS Group AG 52 - 2024-03-31 5,079,566 $1,057,921,000 180,613
   CHURCHILL MANAGEMENT GROUP /CA/ 1 - 2024-03-31 5,020,431 $1,045,605,000 198,891
   ENVESTNET ASSET MANAGEMENT INC 44 - 2024-03-31 4,997,124 $1,040,751,000 -124,212
   GOLDMAN SACHS GROUP INC/ 93 - 2024-03-31 4,335,579 $902,971,000 -530,110
   AMERIPRISE FINANCIAL INC 94 - 2024-03-31 3,936,952 $819,232,000 299,246
   RAYMOND JAMES & ASSOCIATES 37 - 2024-03-31 3,434,467 $715,296,000 -147,576
   ROYAL BANK OF CANADA 132 - 2024-03-31 2,878,946 $599,598,000 -282,325
   JANNEY MONTGOMERY SCOTT LLC 5 - 2024-03-31 2,832,831 $589,994,000 -271,371
   BB&T CORP 15 - 2024-03-31 2,814,640 $586,205,000 -286,775
   BLACKROCK INC. 936 - 2024-03-31 2,703,509 $563,060,000 558,858
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 137 - 2024-03-31 2,636,486 $549,101,000 102,736
   NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 6 - 2024-03-31 2,249,677 $468,540,000 0
   WESTEND ADVISORS LLC 2 - 2024-03-31 2,159,085 $449,673,000 -168,704
   CAPTRUST FINANCIAL ADVISORS 13 - 2024-03-31 1,648,707 $343,376,000 76,565
   FACTORY MUTUAL INSURANCE CO 3 - 2024-03-31 1,610,300 $335,377,000 17,900
   AGF MANAGEMENT LTD 6 - 2024-03-31 1,592,711 $331,714,000 142,738
   J P MORGAN CHASE & CO 469 - 2024-03-31 1,565,758 $326,101,000 133,952
   BANK OF MONTREAL /CAN/ 115 - 2024-03-31 1,525,230 $319,917,000 865,768
   Green Harvest Asset Management LLC 3 - 2024-03-31 1,534,228 $319,534,000 199,068
   NORTHERN TRUST CORP 340 - 2024-03-31 1,403,139 $292,232,000 -1,712
   US BANCORP 56 - 2024-03-31 1,377,215 $286,833,000 -7,084
   BARCLAYS PLC 167 - 2024-03-31 1,267,400 $263,963,000 788,976
   STATE STREET CORP 754 - 2024-03-31 1,218,748 $253,829,000 -34,826
   Congress Wealth Management LLC / DE / 2 - 2024-03-31 1,027,311 $213,958,000 7,946
   Equitable Holdings Inc. 7 - 2024-03-31 1,019,082 $212,244,000 10,267
   Advisor Group Holdings Inc. 27 - 2024-03-31 998,266 $207,941,000 -106,922
   Rockefeller Capital Management L.P. 24 - 2024-03-31 936,454 $195,035,000 123,730
   COMMONWEALTH EQUITY SERVICES LLC. 62 - 2024-03-31 881,257 $183,539,000 106,368
   PNC FINANCIAL SERVICES GROUP INC 121 - 2024-03-31 863,420 $179,824,000 7,348
   Main Management ETF Advisors LLC 4 - 2024-03-31 852,150 $177,477,000 28,380
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 74 - 2024-03-31 852,071 $177,461,000 -19,763
   STIFEL FINANCIAL CORP 117 - 2024-03-31 830,520 $172,982,000 16,391
   Swan Wealth Advisors Inc. 3 - 2024-03-31 810,907 $168,888,000 -53,158
   CITIGROUP INC 118 - 2024-03-31 807,317 $168,140,000 -88,774
   Harel Insurance Investments & Financial Services L - 2024-03-31 791,069 $164,754,000 263,965
   InterOcean Capital Group LLC 3 - 2024-03-31 787,027 $163,914,000 6,627
   Migdal Insurance & Financial Holdings Ltd. 11 - 2024-03-31 771,348 $160,649,000 -183,750
   HIGHTOWER ADVISORS, LLC 86 - 2024-03-31 739,903 $154,042,000 -2,699
   KCM INVESTMENT ADVISORS LLC 2 - 2024-03-31 701,719 $146,147,000 -23,538
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 46 - 2024-03-31 674,755 $140,531,000 -43,262
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 19 - 2024-03-31 659,016 $137,253,000 71,950
   VICTORY CAPITAL MANAGEMENT INC 167 - 2024-03-31 657,523 $136,942,000 -1,243
   CI Private Wealth LLC 103 - 2024-03-31 625,189 $130,206,000 -101,734
   Private Advisor Group LLC 16 - 2024-03-31 602,083 $125,396,000 -32,426
   RIVERFRONT INVESTMENT GROUP, LLC 9 - 2024-03-31 572,028 $119,136,000 9,799
   MARINER WEALTH ADVISORS, LLC 83 - 2024-03-31 561,789 $117,004,000 2,676
   J.Safra Asset Management Corp 2 - 2024-03-31 544,199 $113,340,000 6,691
   Conservest Capital Advisors Inc. 3 - 2024-03-31 526,222 $109,596,000 -14,930
   CHARTER TRUST CO 1 - 2024-03-31 480,766 $100,129,000 -114
   TD ASSET MANAGEMENT INC 202 - 2024-03-31 469,094 $97,698,000 1,669
   EP WEALTH ADVISORS, INC. 20 - 2024-03-31 468,770 $97,631,000 -121
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 92 - 2024-03-31 463,345 $95,845,000 -137,318
   FINANCIAL NETWORK 30 - 2024-03-31 455,782 $94,926,000 9,561
   CWM LLC 38 - 2024-03-31 455,244 $94,814,000 20,463
   MARSHALL WACE LLP 124 - 2024-03-31 453,642 $94,480,000 453,642
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 126 - 2024-03-31 447,706 $93,244,000 -285,142
   AMERIVEST INVESTMENT MANAGEMENT LLC 24 - 2023-06-30 516,778 $89,847,000 -90,402
   SPINNAKER TRUST 2 - 2024-03-31 425,356 $88,589,000 -12,369
   MEITAV DASH INVESTMENTS LTD 17 - 2024-03-31 417,984 $87,053,000 -73,998
   CITADEL ADVISORS LLC 288 - 2024-03-31 411,197 $85,640,000 402,687
   MILLENNIUM MANAGEMENT LLC 323 - 2024-03-31 409,041 $85,191,000 208,157
   Advisory Alpha LLC 7 - 2024-03-31 408,132 $85,002,000 -86,065
   FIFTH THIRD BANCORP 79 - 2024-03-31 405,961 $84,549,000 -14,829
   Qube Research & Technologies Ltd 168 - 2024-03-31 400,012 $83,310,000 34,335
   JANE STREET GROUP LLC 139 - 2024-03-31 390,524 $81,334,000 389,142
   Gerber Kawasaki Wealth & Investment Management 4 - 2024-03-31 375,213 $78,145,000 -7,165
   Kestra Advisory Services LLC 27 - 2024-03-31 359,159 $74,802,000 84,734
   Salomon & Ludwin LLC 2 - 2024-03-31 335,779 $70,170,000 -14,407
   Phoenix Holdings Ltd. 31 - 2024-03-31 333,597 $69,494,000 -760
   Parker Investment Management LLC 4 - 2024-03-31 331,197 $68,978,000 -1,642
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 124 - 2023-09-30 408,775 $67,010,000 -31,311
   BCJ Capital Management LLC 1 - 2024-03-31 321,741 $67,009,000 54,398
   GR FINANCIAL GROUP LLC 3 *New 2024-03-31 311,203 $64,814,000 311,203
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 131 - 2024-03-31 304,120 $63,339,000 4,390
   COLONY GROUP, LLC 43 - 2024-03-31 298,903 $62,252,000 151,700
   MML INVESTORS SERVICES LLC 79 - 2024-03-31 293,043 $61,032,000 24,478
   WHARTON BUSINESS GROUP, LLC 10 - 2024-03-31 292,735 $60,968,000 -11,465
   Bellwether Advisors LLC 1 - 2024-03-31 290,947 $60,595,000 21,348
   Mivtachim The Workers Social Insurance Fund Ltd. ( - 2024-03-31 290,000 $60,398,000 193,290
   MERCER GLOBAL ADVISORS INC /ADV 83 - 2024-03-31 287,141 $59,790,000 29,264
   Capital Investment Advisors LLC 12 - 2024-03-31 279,139 $58,136,000 -201,890
   Advisors Preferred LLC 3 - 2024-03-31 273,264 $57,071,000 -32,636
   CHEMUNG CANAL TRUST CO 1 - 2024-03-31 270,256 $56,286,000 -19,135
   Winton Capital Group Ltd 2 - 2024-03-31 266,821 $55,568,000 89,486
   CAPITAL FUND MANAGEMENT S.A. 31 - 2024-03-31 257,424 $53,614,000 39,391
   OLD NATIONAL BANCORP /IN/ 15 - 2024-03-31 242,855 $50,579,000 -26,088
   THRIVENT FINANCIAL FOR LUTHERANS 260 - 2024-03-31 231,759 $48,269,000 4,549
   J. GOLDMAN & CO LP 6 - 2024-03-31 223,116 $46,468,000 -1,216
   Pathstone Holdings LLC 71 - 2024-03-31 221,337 $46,101,000 2,443
   Spectrum Wealth Counsel LLC 3 - 2024-03-31 220,804 $45,987,000 44,162
   Atria Wealth Solutions Inc. 29 - 2024-03-31 220,529 $45,930,000 12,706
   Cresset Asset Management LLC 67 - 2024-03-31 218,222 $45,449,000 76,126
   Lido Advisors LLC 35 - 2024-03-31 216,770 $45,147,000 -12,191
   COMMERCE BANK N A/MO 87 - 2024-03-31 215,230 $44,826,000 -17,871
   Main Management LLC 10 - 2024-03-31 211,215 $43,990,000 149
   Evolution Wealth Advisors LLC 2 - 2024-03-31 210,104 $43,758,000 11,007
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us