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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Mivtachim The Workers Social Insurance Fund Ltd. ( - 2024-03-31 360,530 $29,441,000 0
   Allspring Global Investments Holdings LLC 747 - 2024-03-31 130,811 $10,682,000 0
   FORBES J M & CO LLP 52 - 2024-03-31 64,939 $5,303,000 0
   Pacific Wealth Management 12 - 2024-03-31 44,444 $3,229,000 0
   HBW Advisory Services LLC 73 - 2024-03-31 30,138 $2,190,000 0
   EVERCORE WEALTH MANAGEMENT, LLC 167 - 2023-12-31 25,567 $1,858,000 0
   Yahav Achim Ve Achayot - Provident Funds Managemen 18 - 2023-12-31 22,260 $1,616,000 0
   Colony Family Offices LLC - 2024-03-31 16,384 $1,338,000 0
   HYMAN CHARLES D 112 - 2023-12-31 17,613 $1,280,000 0
   HAVERFORD TRUST CO - 2024-03-31 14,697 $1,200,000 0
   A. D. BEADELL INVESTMENT COUNSEL, INC. 39 - 2024-03-31 13,859 $1,131,000 0
   INGALLS & SNYDER LLC 222 - 2023-12-31 11,372 $826,000 0
   Cladis Investment Advisory LLC 44 - 2023-12-31 11,115 $808,000 0
   Black Maple Capital Management LP 30 - 2023-12-31 11,070 $804,000 0
   GLOBAL ENDOWMENT MANAGEMENT, LP 87 - 2023-12-31 10,000 $727,000 0
   WHALEROCK POINT PARTNERS LLC 81 - 2023-12-31 8,707 $633,000 0
   MERIDIAN INVESTMENT COUNSEL INC. 111 - 2023-12-31 8,535 $620,000 0
   jvl associates llc 33 - 2024-03-31 7,418 $606,000 0
   BUSEY TRUST CO 233 - 2024-03-31 6,594 $538,000 0
   Abbrea Capital LLC 157 - 2023-12-31 7,310 $531,000 0
   CAMBRIDGE TRUST CO 186 - 2023-12-31 7,089 $515,000 0
   FIRST BUSINESS FINANCIAL SERVICES INC. 102 - 2023-12-31 7,057 $513,000 0
   MKT Advisors LLC 69 - 2024-03-31 5,890 $483,000 0
   Charter Oak Capital Management LLC 113 - 2024-03-31 5,792 $473,000 0
   DiMeo Schneider & Associates L.L.C. 78 - 2023-12-31 6,479 $471,000 0
   Hardy Reed LLC - 2024-03-31 5,659 $462,000 0
   WHITTIER TRUST CO OF NEVADA INC - 2024-03-31 5,301 $433,000 0
   RWM Asset Management LLC 106 - 2024-03-31 5,163 $422,000 0
   ALPINE WOODS CAPITAL INVESTORS LLC 147 - 2024-03-31 5,000 $389,000 0
   Clarius Group LLC 284 - 2024-03-31 4,672 $382,000 0
   MANCHESTER CAPITAL MANAGEMENT LLC 211 - 2023-12-31 5,100 $371,000 0
   TRUST POINT INC. 350 - 2024-03-31 4,524 $369,000 0
   Enterprise Bank & Trust Co 90 - 2024-03-31 4,440 $363,000 0
   SATHER FINANCIAL GROUP INC - 2023-12-31 5,000 $363,000 0
   Badgley Phelps Wealth Managers LLC 203 - 2023-12-31 4,973 $361,000 0
   Garrett Wealth Advisory Group LLC 52 - 2024-03-31 4,029 $329,000 0
   FIRST CITIZENS BANK & TRUST CO 366 - 2024-03-31 3,880 $317,000 0
   SOL CAPITAL MANAGEMENT CO 258 - 2024-03-31 3,780 $309,000 0
   Mystic Asset Management Inc. 127 - 2023-12-31 4,150 $302,000 0
   HARVEY CAPITAL MANAGEMENT INC 65 - 2023-12-31 4,115 $299,000 0
   BLB&B ADVISORS LLC 229 - 2024-03-31 3,585 $293,000 0
   Sage Capital Advisorsllc 117 - 2024-03-31 3,498 $286,000 0
   Summit Trail Advisors LLC 506 - 2024-03-31 3,097 $253,000 0
   Obsidian Personal Planning Solutions LLC 68 - 2023-12-31 3,408 $248,000 0
   VIAWEALTH LLC 139 - 2023-12-31 3,409 $248,000 0
   AVALON ADVISORS L P 296 - 2023-03-31 4,223 $245,000 0
   MONTECITO BANK & TRUST 239 - 2024-03-31 2,998 $245,000 0
   Van Leeuwen & Company LLC 79 - 2023-12-31 3,345 $243,000 0
   BCGM Wealth Management LLC 119 - 2023-12-31 3,312 $241,000 0
   Signature Wealth Management Partners LLC 88 - 2024-03-31 2,863 $234,000 0
   NBT BANK N A /NY 355 - 2024-03-31 2,848 $233,000 0
   First International Bank & Trust 67 - 2024-03-31 2,845 $232,000 0
   UMB BANK N A/MO 535 - 2024-03-31 2,816 $230,000 0
   Archetype Wealth Partners LLC 99 - 2023-12-31 3,056 $222,000 0
   Moss Adams Wealth Advisors LLC 108 - 2023-12-31 3,046 $221,000 0
   CALDWELL SUTTER CAPITAL INC. 233 - 2024-03-31 1,862 $152,000 0
   Clal Insurance Enterprises Holdings Ltd 108 - 2023-12-31 1,800 $131,000 0
   First National Bank of South Miami 150 - 2023-06-30 2,001 $130,000 0
   PROVENCE WEALTH MANAGEMENT GROUP 177 - 2023-12-31 1,600 $116,000 0
   MV Capital Management Inc. 202 - 2024-03-31 1,386 $113,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 349 - 2024-03-31 1,205 $98,000 0
   HHM Wealth Advisors LLC 216 - 2023-12-31 1,258 $91,000 0
   BANGOR SAVINGS BANK 247 - 2024-03-31 1,100 $90,000 0
   Efficient Wealth Management LLC 131 - 2024-03-31 986 $81,000 0
   Financial Gravity Wealth Inc. 308 - 2023-12-31 1,081 $70,000 0
   Investors Research Corp 464 - 2023-12-31 951 $69,000 0
   Norwood Financial Corp 142 - 2024-03-31 815 $67,000 0
   Sutton Wealth Advisors Inc. 202 - 2023-09-30 1,015 $67,000 0
   SYM FINANCIAL CORPORATION 125 - 2023-12-31 908 $66,000 0
   LFA - Lugano Financial Advisors SA - 2024-03-31 801 $65,000 0
   Paladin Advisory Group LLC 132 - 2023-12-31 807 $59,000 0
   Y.D. More Investments Ltd 238 - 2023-12-31 730 $53,000 0
   West Branch Capital LLC 174 - 2024-03-31 499 $41,000 0
   M&R CAPITAL MANAGEMENT INC 246 - 2024-03-31 475 $39,000 0
   Private Ocean LLC 268 - 2024-03-31 453 $37,000 0
   Register Financial Advisors LLC 381 - 2024-03-31 437 $36,000 0
   HARBOR INVESTMENT ADVISORY LLC 665 - 2024-03-31 371 $30,000 0
   Westside Investment Management Inc. 428 - 2024-03-31 356 $29,000 0
   DEUTSCHE BANK AG 3360 - 2023-12-31 379 $28,000 0
   Lee Financial CORP 278 - 2023-12-31 372 $27,000 0
   GAMMA Investing LLC 1491 - 2024-03-31 295 $24,000 0
   Concord Wealth Partners - 2024-03-31 288 $24,000 0
   PSI Advisors LLC 361 - 2024-03-31 288 $24,000 0
   Rice Partnership LLC 115 - 2023-12-31 319 $23,000 0
   ARMSTRONG ADVISORY GROUP INC 457 - 2024-03-31 311 $23,000 0
   Missouri Trust & Investment Co 257 - 2023-12-31 300 $22,000 0
   ACIMA PRIVATE WEALTH LLC 180 - 2023-12-31 308 $22,000 0
   Solstein Capital LLC 197 - 2024-03-31 243 $20,000 0
   Bogart Wealth LLC 533 - 2024-03-31 215 $18,000 0
   Key Financial Inc 631 - 2024-03-31 222 $16,000 0
   Archer Investment Corp 544 - 2023-12-31 227 $16,000 0
   Pacifica Partners Inc. 319 - 2024-03-31 195 $16,000 0
   Legend Financial Advisors Inc. 108 - 2024-03-31 197 $16,000 0
   Riggs Asset Managment Co. Inc. - 2024-03-31 143 $12,000 0
   Retirement Group LLC - 2024-03-31 150 $12,000 0
   PFS Partners LLC 264 - 2024-03-31 136 $11,000 0
   Financial Connections Group Inc. - 2024-03-31 115 $10,000 0
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 386 - 2024-03-31 122 $10,000 0
   WELLINGTON SHIELDS & CO., LLC 300 - 2024-03-31 96 $8,000 0
   SCBT FINANCIAL CORP 478 - 2023-12-31 115 $8,000 0
  100 Records found
  1    
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