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Get Institutions for : 
Communication Services Select Sector Spdr Fund (XLC)  
$81.26 0.13 (0.16%) as of 4:30 Wed 5/8


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 813    64
Total shares held : 
 195,278,670  
% of shares held : 
 10.89%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   159  
Amount of shares held : 
 22,164,503  
% of shares held change : 
   1.24%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $66.06  
Last Quarter's Ending Price : 
 $72.66  
Last Quarter's Average Price : 
 $68.81  
Change from last quarter's     
avg. price to the last closing  : 
12.45 (18.09%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
115
 3,982,488
 2.04%
 
Increased Positions :
331
 26,484,820
 13.56%
 
Unchanged Positions :
131
 3,452,168
 1.77%
 
Decreased Positions :
236
-6,486,753
-3.32%
 
Closed Positions :
51
-1,816,052
-0.93%
 
Guru Positions :
1
3,624,042
 1.86%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Varma Mutual Pension Insurance Co 22 *New 2023-12-31 770,500 $55,985,000 770,500
   DONALDSON CAPITAL MANAGEMENT LLC 27 *New 2024-03-31 495,699 $40,479,000 495,699
   Main Management Fund Advisors LLC 5 *New 2023-12-31 557,000 $40,472,000 557,000
   Marks Wealth LLC *New 2024-03-31 336,005 $27,438,000 336,005
   Squarepoint Ops LLC 224 *New 2023-12-31 341,522 $24,815,000 341,522
   ESTATE COUNSELORS, LLC *New 2023-12-31 304,290 $22,110,000 304,290
   Benchmark Investment Advisors LLC 11 *New 2023-12-31 299,957 $21,795,000 299,957
   Fortis Group Advisors LLC *New 2024-03-31 94,952 $7,754,000 94,952
   VIRTU FINANCIAL LLC 16 *New 2023-12-31 97,525 $7,086,000 97,525
   PATHSTONE FAMILY OFFICE, LLC 220 *New 2023-09-30 104,158 $6,830,000 104,158
   CONTINUUM WEALTH ADVISORS LLC 11 *New 2023-12-31 61,617 $4,477,000 61,617
   Ciovacco Capital Management LLC 8 *New 2023-12-31 53,274 $3,870,000 53,274
   Monument Capital Management 25 *New 2024-03-31 44,701 $3,650,000 44,701
   IronBridge Private Wealth LLC 26 *New 2023-12-31 46,747 $3,397,000 46,747
   Visionary Horizons LLC 11 *New 2024-03-31 26,221 $2,133,000 26,221
   HARTLINE INVESTMENT CORP/ 60 *New 2024-03-31 25,633 $2,093,000 25,633
   TAP Consulting LLC 71 *New 2024-03-31 23,201 $1,895,000 23,201
   Y-Intercept (Hong Kong) Ltd 141 *New 2023-12-31 25,996 $1,889,000 25,996
   Naples Money Management LLC 23 *New 2024-03-31 21,600 $1,764,000 21,600
   Cutler Group LP 22 *New 2024-03-31 21,450 $1,751,000 21,450
   TRANSATLANTIQUE PRIVATE WEALTH LLC 30 *New 2023-12-31 23,377 $1,699,000 23,377
   D E SHAW & CO INC 1680 *New 2023-12-31 23,151 $1,682,000 23,151
   HOLDERNESS INVESTMENTS CO 59 *New 2023-12-31 22,909 $1,665,000 22,909
   Strategic Financial Concepts LLC 72 *New 2024-03-31 16,275 $1,329,000 16,275
   LVZ Advisors Inc. 41 *New 2024-03-31 15,053 $1,229,000 15,053
   Truadvice LLC 62 *New 2023-09-30 17,729 $1,214,000 17,729
   AdvisorShares Investments LLC 40 *New 2023-12-31 16,355 $1,188,000 16,355
   OKABENA INVESTMENT SERVICES INC 59 *New 2023-12-31 15,916 $1,156,000 15,916
   CPR Investments Inc. 24 *New 2024-03-31 13,077 $1,068,000 13,077
   Apollon Wealth Management LLC *New 2024-03-31 11,164 $912,000 11,164
   TIAA TRUST NATIONAL ASSOCIATION *New 2023-12-31 12,536 $911,000 12,536
   Fiduciary Group LLC 129 *New 2023-12-31 12,361 $898,000 12,361
   QRG CAPITAL MANAGEMENT INC. 567 *New 2023-12-31 12,115 $880,000 12,115
   Lionsbridge Wealth Management LLC 42 *New 2024-03-31 10,386 $848,000 10,386
   KORNITZER CAPITAL MANAGEMENT INC /KS *New 2024-03-31 10,250 $837,000 10,250
   Blackston Financial Advisory Group LLC 29 *New 2023-12-31 10,932 $794,000 10,932
   Waycross Investment Management Co 39 *New 2024-03-31 9,244 $755,000 9,244
   DEARBORN PARTNERS LLC *New 2023-12-31 10,016 $728,000 10,016
   Engineers Gate Manager LP 1003 *New 2023-12-31 9,599 $697,000 9,599
   WT Wealth Management 72 *New 2023-12-31 9,492 $690,000 9,492
   Sentinus LLC 84 *New 2023-06-30 10,602 $690,000 10,602
   D.B. Root & Company LLC 96 *New 2024-03-31 8,248 $674,000 8,248
   Man Group plc 1364 *New 2023-12-31 9,100 $661,000 9,100
   Caption Management LLC 192 *New 2023-12-31 8,000 $581,000 8,000
   CONDOR CAPITAL MANAGEMENT 154 *New 2023-12-31 7,576 $550,000 7,576
   Greystone Financial Group LLC 80 *New 2024-03-31 6,441 $526,000 6,441
   West Tower Group LLC 25 *New 2023-12-31 7,134 $518,000 7,134
   FIDUCIARY TRUST CO 452 *New 2023-12-31 6,832 $496,000 6,832
   DAGCO INC. 31 *New 2023-12-31 6,747 $490,000 6,747
   United Bank 76 *New 2023-12-31 6,586 $479,000 6,586
   Northstar Advisory Group LLC 56 *New 2023-12-31 6,292 $457,000 6,292
   CHOATE INVESTMENT ADVISORS 282 *New 2023-12-31 5,177 $376,000 5,177
   Trilogy Capital Inc. 232 *New 2024-03-31 4,472 $365,000 4,472
   Empirical Asset Management LLC 119 *New 2023-12-31 4,848 $352,000 4,848
   AMJ Financial Wealth Management 61 *New 2023-12-31 4,584 $333,000 4,584
   Americana Partners LLC *New 2023-12-31 4,546 $330,000 4,546
   National Wealth Management Group LLC 96 *New 2023-12-31 4,525 $329,000 4,525
   Arlington Capital Management Inc. 62 *New 2024-03-31 3,947 $322,000 3,947
   BLUE CREEK INVESTMENT PARTNERS LLC 276 *New 2024-03-31 3,823 $312,000 3,823
   OLD MISSION CAPITAL LLC 734 *New 2023-12-31 4,260 $310,000 4,260
   Pachira Investments Inc. 41 *New 2024-03-31 3,554 $290,000 3,554
   BROWN ADVISORY HOLDINGS INC 1103 *New 2024-03-31 3,260 $266,000 3,260
   NICOLET BANKSHARES INC 185 *New 2023-12-31 3,430 $249,000 3,430
   Cardinal Point Wealth Management Partners LLC 71 *New 2023-03-31 4,199 $243,000 4,199
   Narus Financial Partners LLC 128 *New 2024-03-31 2,926 $239,000 2,926
   THOMPSON DAVIS & CO. INC. *New 2024-03-31 2,911 $238,000 2,911
   JUNCTURE WEALTH STRATEGIES LLC 103 *New 2024-03-31 2,835 $232,000 2,835
   TIAA FSB 526 *New 2023-06-30 3,518 $229,000 3,518
   BRADY FAMILY WEALTH LLC 109 *New 2023-12-31 3,104 $226,000 3,104
   Cypress Capital LLC 59 *New 2023-12-31 3,076 $224,000 3,076
   Accel Wealth Management 195 *New 2024-03-31 2,743 $224,000 2,743
   Atlantic Trust Group LLC 1035 *New 2023-12-31 3,056 $222,000 3,056
   MISSION WEALTH MANAGEMENT LLC *New 2024-03-31 2,699 $220,000 2,699
   Quadrant Private Wealth Management LLC 205 *New 2023-12-31 3,011 $219,000 3,011
   Abbot Financial Management Inc. 110 *New 2023-12-31 3,000 $218,000 3,000
   FIRST WILSHIRE SECURITIES MANAGEMENT INC 80 *New 2023-12-31 3,000 $218,000 3,000
   Cornerstone Wealth Management LLC 499 *New 2024-03-31 2,666 $218,000 2,666
   Centennial Wealth Advisory LLC 127 *New 2024-03-31 2,659 $217,000 2,659
   SC&H Financial Advisors Inc. *New 2024-03-31 2,640 $216,000 2,640
   New Century Financial Group LLC 170 *New 2024-03-31 2,619 $214,000 2,619
   COLONY GROUP, LLC 752 *New 2023-12-31 2,871 $209,000 2,871
   Fifth Third Wealth Advisors LLC 236 *New 2024-03-31 2,536 $207,000 2,536
   Alpha Cubed Investments LLC 269 *New 2024-03-31 2,525 $206,000 2,525
   Goodman Advisory Group LLC 66 *New 2023-12-31 2,832 $206,000 2,832
   PINNACLE FINANCIAL PARTNERS INC *New 2024-03-31 2,512 $205,000 2,512
   Balboa Wealth Partners 211 *New 2023-12-31 2,819 $205,000 2,819
   LAKE STREET FINANCIAL LLC 303 *New 2024-03-31 2,496 $204,000 2,496
   NEUBERGER BERMAN GROUP LLC 1736 *New 2023-12-31 2,799 $203,000 2,799
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 678 *New 2024-03-31 2,466 $203,000 2,466
   Ironwood Wealth Management llc 140 *New 2024-03-31 2,473 $202,000 2,473
   Collaborative Wealth Managment Inc. 161 *New 2023-12-31 2,771 $201,000 2,771
   YHB INVESTMENT ADVISORS, INC. 271 *New 2024-03-31 2,435 $199,000 2,435
   Ahrens Investment Partners LLC 173 *New 2023-03-31 2,501 $145,000 2,501
   VESTOR CAPITAL CORP 143 *New 2023-12-31 1,956 $142,000 1,956
   AMUNDI 1619 *New 2023-12-31 1,700 $124,000 1,700
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 276 *New 2024-03-31 1,303 $106,000 1,303
   Provident Wealth Management LLC 80 *New 2024-03-31 711 $58,000 711
   DB Wealth Management Group LLC 171 *New 2023-12-31 690 $50,000 690
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 297 *New 2024-03-31 510 $42,000 510
   JONES FINANCIAL COMPANIES LLLP 524 *New 2023-12-31 468 $34,000 468
  100 Records found
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