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Get Institutions for : 
SPDR S&P Homebuilders (XHB)  
$103.72 1.25 (1.22%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 262    10
Total shares held : 
 19,684,593  
% of shares held : 
 7.66%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   32  
Amount of shares held : 
 -5,744,515  
% of shares held change : 
   -2.24%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $75.63  
Last Quarter's Ending Price : 
 $95.66  
Last Quarter's Average Price : 
 $81.29  
Change from last quarter's     
avg. price to the last closing  : 
22.43 (27.59%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
48
 1,413,881
 7.18%
 
Increased Positions :
95
 2,641,210
 13.42%
 
Unchanged Positions :
46
 949,780
 4.82%
 
Decreased Positions :
73
-8,123,739
-41.27%
 
Closed Positions :
38
-1,675,867
-8.51%
 
Guru Positions :
1
2,123
 0.01%
 
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
   GOLDMAN SACHS GROUP INC/ 254 - 2023-12-31 3,830,216 $366,398,000 -873,678
   BANK OF AMERICA CORP /DE/ 728 - 2023-12-31 1,356,239 $129,738,000 -1,369,065
   MORGAN STANLEY 1220 - 2023-12-31 956,061 $91,457,000 -1,814,291
   BARCLAYS PLC 416 - 2023-12-31 702,882 $67,237,000 -598,310
   NATIXIS 46 - 2023-12-31 600,597 $57,453,000 -500,000
   LPL FINANCIAL CORP 672 - 2023-12-31 331,646 $31,725,000 -17,650
   AFFINITY WEALTH MANAGEMENT 1 - 2024-03-31 267,557 $29,857,000 -737
   UBS Group AG 931 - 2023-12-31 298,757 $28,579,000 -303,788
   Qube Research & Technologies Ltd 366 - 2023-12-31 274,625 $26,271,000 -11,973
   CITIGROUP INC 563 - 2023-12-31 223,077 $21,340,000 -1,815,875
   AMERIPRISE FINANCIAL INC 1298 - 2023-12-31 196,529 $18,806,000 -18,322
   WELLS FARGO & CO/MN 1144 - 2023-12-31 185,793 $17,773,000 -106,241
   ENVESTNET ASSET MANAGEMENT INC 1310 - 2023-12-31 127,644 $12,210,000 -12,372
   Chicago Wealth Management Inc. 1 - 2023-12-31 119,141 $11,397,000 -1,663
   Horizon Wealth Management LLC 13 - 2024-03-31 90,748 $10,127,000 -21,073
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 747 - 2023-12-31 93,380 $8,933,000 -2,247
   ROYAL BANK OF CANADA 1729 - 2023-12-31 67,731 $6,478,000 -7,869
   GUARDIAN CAPITAL ADVISORS LP 48 - 2023-12-31 67,080 $6,311,000 -14,610
   Gerber Kawasaki Wealth & Investment Management 53 - 2023-12-31 63,057 $6,032,000 -4,608
   Advisor Group Holdings Inc. 1115 - 2023-12-31 58,782 $5,617,000 -33,494
   Viewpoint Capital Management LLC 7 - 2024-03-31 49,577 $5,532,000 -80
   PNC FINANCIAL SERVICES GROUP INC 674 - 2023-12-31 46,443 $4,443,000 -44,698
   Phoenix Holdings Ltd. 132 - 2023-12-31 43,094 $4,122,000 -156
   Atom Investors LP 25 - 2023-12-31 41,036 $3,926,000 -23,964
   RAYMOND JAMES & ASSOCIATES 1790 - 2024-03-31 32,443 $3,620,000 -5,702
   J. GOLDMAN & CO LP 101 - 2023-12-31 37,795 $3,615,000 -26,065
   TOTH FINANCIAL ADVISORY CORP 80 - 2024-03-31 27,734 $3,095,000 -4,071
   Baird Financial Group Inc. 892 - 2023-12-31 23,906 $2,287,000 -882
   Advisor OS LLC 62 - 2023-12-31 23,820 $2,279,000 -610
   COMMONWEALTH EQUITY SERVICES LLC. 1679 - 2023-12-31 20,588 $1,969,000 -14,631
   MML INVESTORS SERVICES LLC 1009 - 2023-12-31 20,305 $1,942,000 -389
   Clarus Wealth Advisors 28 - 2024-03-31 15,377 $1,605,000 -2,798
   MEANS INVESTMENT CO. INC. 70 - 2024-03-31 13,657 $1,524,000 -58
   Stratos Wealth Partners LTD. 561 - 2024-03-31 11,218 $1,252,000 -416
   Trexquant Investment LP 747 - 2023-12-31 12,939 $1,238,000 -11,373
   CHARTIST INC /CA/ 7 - 2023-12-31 12,004 $1,148,000 -68
   JAMES INVESTMENT RESEARCH INC 145 - 2023-12-31 11,183 $1,070,000 -17
   Sigma Planning Corp 255 - 2023-12-31 11,124 $1,064,000 -8,966
   Truadvice LLC 71 - 2023-09-30 13,132 $1,018,000 -17,402
   Global Retirement Partners LLC 369 - 2024-03-31 8,621 $962,000 -44
   Opal Wealth Advisors LLC 46 - 2024-03-31 7,854 $876,000 -2,537
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 58 - 2024-03-31 7,572 $845,000 -362
   Brendel Financial Advisors LLC 47 - 2023-12-31 8,490 $812,000 -245
   Equitable Holdings Inc. 635 - 2023-12-31 8,470 $810,000 -5,085
   JANNEY MONTGOMERY SCOTT LLC 1570 - 2023-12-31 8,320 $796,000 -483
   Atria Wealth Solutions Inc. 1031 - 2023-12-31 7,175 $686,000 -24,743
   Orion Portfolio Solutions LLC 1112 - 2023-12-31 6,839 $643,000 -1,543
   SG AMERICAS SECURITIES LLC 1114 - 2023-12-31 6,518 $624,000 -300,990
   SMITH MOORE & CO. 228 - 2023-12-31 6,414 $614,000 -1
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 77 - 2024-03-31 4,977 $555,000 -483
   Providence First Trust Co 71 - 2023-12-31 5,623 $538,000 -169
   Integrated Advisors Network LLC 417 - 2023-12-31 5,585 $534,000 -9
   Perennial Investment Advisors LLC 173 - 2023-12-31 5,464 $523,000 -122
   FMR LLC 2537 - 2023-12-31 5,182 $496,000 -415
   IHT Wealth Management LLC 613 - 2023-12-31 4,998 $478,000 -122
   PUTNAM FL INVESTMENT MANAGEMENT CO 367 - 2023-12-31 4,384 $419,000 -16
   Envestnet Portfolio Solutions Inc. 1131 - 2023-12-31 4,280 $409,000 -4,207
   MULTIFINANCIAL SECURITIES CORP 1246 - 2023-12-31 4,249 $406,000 -264
   Signal Advisors Wealth LLC 195 - 2024-03-31 3,599 $402,000 -3,346
   THRIVENT FINANCIAL FOR LUTHERANS 2207 - 2023-12-31 3,989 $382,000 -3,200
   TWO SIGMA SECURITIES LLC 536 - 2023-12-31 3,671 $351,000 -11,878
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1443 - 2023-09-30 4,211 $322,000 -1,429
   PRIVATE TRUST CO NA 489 - 2024-03-31 2,875 $321,000 -175
   ROTHSCHILD INVESTMENT CORP /IL 336 - 2023-09-30 4,000 $306,000 -500
   Private Wealth Advisors LLC - 2023-12-31 3,100 $297,000 -12
   American Financial Advisors LLC 121 - 2024-03-31 2,439 $272,000 -515
   Atlantic Trust Group LLC 972 - 2023-12-31 2,807 $269,000 -130
   Wealthcare Advisory Partners LLC 699 - 2024-03-31 2,398 $268,000 -572
   GREAT VALLEY ADVISOR GROUP INC. 634 - 2023-12-31 2,449 $234,000 -310
   Edgestream Partners L.P. 766 - 2023-12-31 2,381 $228,000 -1,041
   DRW SECURITIES, LLC 221 - 2023-12-31 2,264 $217,000 -359
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 954 - 2023-12-31 2,123 $203,000 -1,568
   BLAIR WILLIAM & CO/IL 1489 - 2023-12-31 1,137 $109,000 -9
   Global Trust Asset Management LLC 246 - 2024-03-31 625 $70,000 -200
   CSS LLC/IL 387 - 2023-12-31 600 $57,000 -400
   Founders Financial Alliance LLC 401 - 2023-12-31 200 $19,000 -142
   PROEQUITIES INC. 1490 - 2023-12-31 200 $19,000 -209
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1634 - 2023-12-31 122 $12,000 -332
   TOWER RESEARCH CAPITAL LLC 5069 - 2023-12-31 34 $3,000 -94
   Householder Group Estate & Retirement Specialist L - 2023-12-31 26 $2,000 -411
   US BANCORP 3679 - 2023-12-31 6 $1,000 -14
   Cutler Group LP 801 - 2024-03-31 12 $1,000 -9,223
   PARALLAX VOLATILITY ADVISERS, LLC 607 - 2023-12-31 1 $0 -80,054
   GRADIENT INVESTMENTS LLC 1370 - 2024-03-31 0 $0 -472
  84 Records found
  1    
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