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Get Institutions for : 
SPDR Materials Select Sector (XLB)  
$89.09 0.46 (0.52%) as of 4:30 Wed 5/1


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 745    5
Total shares held : 
 45,184,769  
% of shares held : 
 6.58%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -29  
Amount of shares held : 
 -4,079,198  
% of shares held change : 
   -0.59%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $77.51  
Last Quarter's Ending Price : 
 $85.54  
Last Quarter's Average Price : 
 $79.96  
Change from last quarter's     
avg. price to the last closing  : 
9.13 (11.42%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
65
 1,242,408
 2.75%
 
Increased Positions :
249
 3,716,410
 8.22%
 
Unchanged Positions :
158
 1,746,309
 3.86%
 
Decreased Positions :
273
-4,944,860
-10.94%
 
Closed Positions :
70
-4,093,156
-9.06%
 
Guru Positions :
1
32,075
 0.07%
 
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
   WELLS FARGO & CO/MN 253 - 2023-12-31 2,701,137 $231,055,000 7,197
   BARCLAYS PLC 245 - 2023-12-31 1,794,384 $153,492,000 399,388
   CITIGROUP INC 159 - 2023-12-31 1,186,484 $101,492,000 192,426
   AMERIPRISE FINANCIAL INC 622 - 2023-12-31 852,756 $72,916,000 168,572
   BLACKROCK INC. 2469 - 2023-12-31 540,134 $46,203,000 136,124
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 190 - 2023-12-31 536,515 $45,893,000 351,490
   NATIXIS 70 - 2023-12-31 500,680 $42,828,000 1,970
   ENVESTNET ASSET MANAGEMENT INC 680 - 2023-12-31 493,606 $42,223,000 24,210
   EP WEALTH ADVISORS, INC. 54 - 2023-12-31 465,120 $39,786,000 16,060
   J P MORGAN CHASE & CO 1266 - 2023-12-31 414,042 $35,417,000 111,792
   ALPS ADVISERS INC 45 - 2023-12-31 366,443 $31,346,000 21,631
   LEGAL & GENERAL GROUP PLC 748 - 2023-12-31 347,466 $29,727,000 4,681
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 440 - 2024-03-31 260,186 $24,169,000 45,913
   Green Harvest Asset Management LLC 26 - 2023-12-31 272,208 $23,285,000 79,178
   FINANCIAL NETWORK 180 - 2023-12-31 241,996 $20,700,000 172,507
   MARINER WEALTH ADVISORS, LLC 307 - 2023-12-31 232,681 $19,903,000 4,395
   STATE OF WISCONSIN INVESTMENT BOARD 366 - 2023-12-31 199,052 $17,027,000 91,052
   NORTHERN TRUST CORP 1852 - 2023-12-31 165,480 $14,155,000 23,775
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 148,836 $12,731,000 100,136
   ESTATE COUNSELORS, LLC - 2023-12-31 137,010 $11,720,000 48,480
   MEIJI YASUDA LIFE INSURANCE CO 24 - 2023-12-31 132,513 $11,335,000 40,724
   Oakmont Partners LLC 85 - 2024-03-31 115,096 $10,691,000 19,664
   Biltmore Wealth Management LLC - 2023-12-31 119,047 $10,183,000 5,586
   GTS SECURITIES LLC 91 - 2023-12-31 105,923 $9,060,000 51,987
   ALLIANCEBERNSTEIN L.P. 1271 - 2023-12-31 92,608 $7,922,000 27,523
   Full Sail Capital LLC 47 - 2023-12-31 91,985 $7,868,000 5,521
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 542 - 2024-03-31 84,374 $7,837,000 30,178
   Advisory Alpha LLC - 2023-12-31 86,030 $7,359,000 3,937
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 322 - 2023-12-31 84,440 $7,223,000 11,031
   CULLEN CAPITAL MANAGEMENT LLC 83 - 2023-12-31 80,463 $6,883,000 80,463
   JANNEY MONTGOMERY SCOTT LLC 627 - 2023-12-31 79,711 $6,819,000 4,771
   AE Wealth Management LLC 510 - 2023-12-31 79,262 $6,540,000 24,859
   Laurel Wealth Advisors Inc. 38 - 2022-12-31 80,495 $6,253,000 790
   UNITED ASSET STRATEGIES, INC. 51 - 2024-03-31 66,669 $6,193,000 981
   MML INVESTORS SERVICES LLC 539 - 2023-12-31 68,320 $5,844,000 3,857
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 474 - 2023-09-30 73,896 $5,805,000 15,826
   CHARTER TRUST CO 69 - 2024-03-31 62,011 $5,760,000 16,526
   NOVARE CAPITAL MANAGEMENT LLC 65 - 2023-12-31 66,315 $5,672,000 2,084
   BCJ Capital Management LLC 53 - 2023-12-31 64,321 $5,502,000 26,517
   MERCER GLOBAL ADVISORS INC /ADV 443 - 2023-12-31 63,842 $5,461,000 34,312
   CAPITAL INSIGHT PARTNERS LLC 30 - 2024-03-31 57,923 $5,380,000 2,284
   JMAC ENTERPRISES LLC - 2023-12-31 61,217 $5,237,000 7,347
   PARK AVENUE SECURITIES LLC 201 - 2024-03-31 53,283 $4,949,000 2,078
   Innova Wealth Partners 11 - 2023-12-31 54,081 $4,626,000 54,081
   TUDOR INVESTMENT CORP ET AL 438 - 2023-12-31 54,032 $4,622,000 49,078
   Ayalon Holdings Ltd. 22 - 2024-03-31 49,526 $4,600,000 1,963
   HPM Partners LLC - 2023-12-31 52,405 $4,483,000 52,405
   HSBC HOLDINGS PLC 954 - 2023-12-31 52,065 $4,455,000 11,113
   INTERACTIVE FINANCIAL ADVISORS 11 - 2023-12-31 87,980 $4,343,000 83,043
   Point72 Asset Management L.P. 714 - 2023-12-31 50,600 $4,328,000 50,600
   PRUDENTIAL FINANCIAL INC 1059 - 2023-12-31 45,885 $3,925,000 38,811
   Stillwater Investment Management LLC 22 - 2023-03-31 48,248 $3,892,000 342
   Riggs Asset Managment Co. Inc. 31 - 2023-12-31 44,643 $3,819,000 4,262
   CENTAURUS FINANCIAL INC. 87 - 2023-12-31 42,186 $3,609,000 2,363
   Tamar Securities LLC - 2023-12-31 41,116 $3,517,000 6,454
   Banco BTG Pactual S.A. 29 - 2023-12-31 40,900 $3,512,000 13,626
   EWA LLC 17 - 2023-12-31 41,400 $3,440,000 5,595
   Krilogy Financial LLC 81 - 2024-03-31 36,938 $3,431,000 1,107
   Man Group plc 951 - 2023-12-31 39,450 $3,375,000 39,450
   IMZ Advisory Inc 12 - 2024-03-31 35,777 $3,323,000 33
   Jump Financial LLC 224 - 2023-12-31 36,576 $3,129,000 7,979
   Canton Hathaway LLC 16 - 2023-12-31 36,377 $3,112,000 124
   GERMAN AMERICAN BANCORP INC. 50 - 2023-12-31 36,096 $3,088,000 1,281
   TOTH FINANCIAL ADVISORY CORP 83 - 2024-03-31 32,106 $2,982,000 8,754
   DUMONT & BLAKE INVESTMENT ADVISORS LLC 23 - 2024-03-31 31,218 $2,900,000 181
   MEEDER ASSET MANAGEMENT INC - 2023-12-31 33,156 $2,836,000 2,927
   OPPENHEIMER ASSET MANAGEMENT INC 421 - 2023-12-31 32,375 $2,769,000 64
   AXXCESS WEALTH MANAGEMENT LLC 195 - 2023-12-31 32,115 $2,747,000 8,547
   Midwest Professional Planners LTD. 27 - 2023-12-31 31,563 $2,700,000 31,563
   WAGNER CAPITAL MANAGEMENT CORP 72 - 2024-03-31 28,930 $2,687,000 882
   Obsidian Personal Planning Solutions LLC 17 - 2023-12-31 29,885 $2,556,000 653
   TELOS CAPITAL MANAGEMENT, INC. 88 - 2024-03-31 26,963 $2,505,000 162
   MERIDIAN INVESTMENT COUNSEL INC. 34 - 2023-12-31 29,121 $2,491,000 354
   NATIONAL ASSET MANAGEMENT, INC. 301 - 2023-12-31 28,938 $2,475,000 4,430
   Whalen Wealth Management Inc. 9 - 2024-03-31 25,200 $2,341,000 14,594
   Arkadios Wealth Advisors - 2023-12-31 27,187 $2,326,000 1,194
   Clarity Financial LLC 43 - 2024-03-31 23,962 $2,226,000 23,962
   WP Advisors LLC 30 - 2023-12-31 25,539 $2,185,000 168
   GARDA CAPITAL PARTNERS LP 18 - 2023-12-31 25,547 $2,185,000 25,547
   SkyView Investment Advisors LLC 32 - 2023-12-31 24,593 $2,104,000 24,593
   MERRIMAN WEALTH MANAGEMENT, LLC 72 - 2023-12-31 24,491 $2,095,000 24,491
   FINANCIAL COUNSELORS INC - 2023-12-31 24,120 $2,063,000 374
   KEYBANK NATIONAL ASSOCIATION/OH 398 - 2023-12-31 23,725 $2,029,000 136
   Trust Co 39 - 2024-03-31 21,517 $1,999,000 456
   AMG NATIONAL TRUST BANK 188 - 2023-12-31 22,653 $1,938,000 600
   AdvisorNet Financial Inc 131 - 2024-03-31 20,434 $1,898,000 939
   ASSET MANAGEMENT INVESTORS LLC 51 - 2023-12-31 21,933 $1,876,000 3,130
   Zullo Investment Group Inc. 29 - 2024-03-31 19,920 $1,850,000 635
   GARRISON POINT ADVISORS LLC 19 - 2023-12-31 21,536 $1,842,000 70
   DARK FOREST CAPITAL MANAGEMENT LP 64 - 2023-12-31 21,331 $1,825,000 17,141
   Premier Path Wealth Partners LLC 75 - 2024-03-31 19,548 $1,815,000 2,963
   BALYASNY ASSET MANAGEMENT LLC 1036 - 2023-12-31 20,083 $1,718,000 11,629
   Long Run Wealth Advisors LLC 47 - 2024-03-31 17,870 $1,660,000 1,039
   Robertson Stephens Wealth Management LLC 162 - 2023-12-31 18,813 $1,609,000 1,408
   LEE DANNER & BASS INC 113 - 2023-12-31 18,135 $1,551,000 334
   EQIS CAPITAL MANAGEMENT, INC. 153 - 2023-12-31 17,973 $1,537,000 6,366
   Lebenthal Global Advisors LLC 32 - 2023-12-31 17,953 $1,536,000 6,843
   BOS Asset Management LLC 21 - 2023-12-31 17,786 $1,521,000 2,070
   Pallas Capital Advisors LLC 173 - 2024-03-31 16,159 $1,501,000 1,366
   FMR LLC 2224 - 2023-12-31 17,192 $1,471,000 1,476
  100 Records found
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