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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
   J P MORGAN CHASE & CO 294 - 2023-12-31 8,063,676 $585,907,000 -1,524,635
   RAYMOND JAMES & ASSOCIATES 65 - 2024-03-31 4,814,993 $393,192,000 -78,017
   JANNEY MONTGOMERY SCOTT LLC 11 - 2024-03-31 4,123,347 $336,713,000 -95,833
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 115 - 2023-12-31 3,624,042 $263,323,000 -236,530
   CIBC WORLD MARKETS INC. 35 - 2023-12-31 3,008,990 $218,633,000 -122,299
   Harel Insurance Investments & Financial Services L - 2024-03-31 2,068,353 $168,902,000 -440
   MEITAV DASH INVESTMENTS LTD 8 - 2024-03-31 1,611,575 $131,624,000 -687,858
   ROYAL BANK OF CANADA 477 - 2023-12-31 1,375,561 $99,948,000 -174,337
   Congress Wealth Management LLC / DE / 9 - 2024-03-31 1,126,550 $91,994,000 -5,912
   Winton Capital Group Ltd 2 - 2023-12-31 1,182,308 $85,906,000 -501,066
   BANK OF MONTREAL /CAN/ 309 - 2023-12-31 1,146,320 $83,796,000 -624,773
   Swan Wealth Advisors Inc. 9 - 2023-12-31 682,643 $49,601,000 -199,758
   J.Safra Asset Management Corp 6 - 2023-12-31 660,992 $48,028,000 -40,775
   KCM INVESTMENT ADVISORS LLC 9 - 2023-12-31 614,474 $44,648,000 -13,881
   HILTON CAPITAL MANAGEMENT, LLC 6 - 2023-12-31 576,773 $41,908,000 -376
   Advisor Group Holdings Inc. 270 - 2023-12-31 526,172 $38,234,000 -278,940
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 333 - 2024-03-31 438,849 $35,836,000 -68,597
   JANNEY CAPITAL MANAGEMENT LLC 4 - 2024-03-31 399,162 $32,596,000 -8,769
   GRIMES & COMPANY INC 23 - 2024-03-31 347,578 $28,383,000 -209,547
   AMERIVEST INVESTMENT MANAGEMENT LLC 41 - 2023-06-30 426,754 $27,773,000 -50,685
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 329 - 2024-03-31 326,240 $26,641,000 -161,260
   Kranot Hishtalmut Le Morim Ve Gananot Havera Menah 10 - 2024-03-31 315,076 $25,736,000 -5,900
   MML INVESTORS SERVICES LLC 192 - 2023-12-31 344,345 $25,020,000 -28,818
   FIFTH THIRD BANCORP 166 - 2024-03-31 288,740 $23,579,000 -28,135
   Lido Advisors LLC 61 - 2023-12-31 316,566 $23,002,000 -50,961
   Foundations Investment Advisors LLC 44 - 2023-12-31 256,825 $19,688,000 -3,408
   PNC FINANCIAL SERVICES GROUP INC 402 - 2023-12-31 237,384 $17,248,000 -32,233
   JNB Advisors LLC - 2024-03-31 204,767 $16,721,000 -14,154
   Clarity Financial LLC 16 - 2024-03-31 199,385 $16,282,000 -17,720
   TRUST CO OF VIRGINIA /VA 18 - 2024-03-31 195,684 $15,980,000 -1,452
   IMZ Advisory Inc 6 - 2024-03-31 187,646 $15,323,000 -5,008
   PEAPACK GLADSTONE FINANCIAL CORP 108 - 2023-12-31 197,949 $14,384,000 -3,014
   MILLER INVESTMENT MANAGEMENT LP 14 - 2023-12-31 196,523 $14,279,000 -11,714
   Anfield Capital Management LLC 2 - 2023-12-31 186,442 $13,547,000 -57,528
   FINANCIAL NETWORK 280 - 2023-12-31 182,753 $13,279,000 -1,233
   DAVENPORT & CO LLC - 2024-03-31 161,147 $13,159,000 -6,562
   PETREDIS INVESTMENT ADVISORS LLC 13 - 2024-03-31 152,450 $12,449,000 -5,623
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 340 - 2023-09-30 184,884 $12,123,000 -16,652
   CHEMUNG CANAL TRUST CO 9 - 2024-03-31 136,906 $11,180,000 -961
   OLD NATIONAL BANCORP /IN/ 94 - 2024-03-31 134,155 $10,955,000 -13,765
   FIRST INTERSTATE BANK - 2024-03-31 130,957 $10,694,000 -2,139
   Biltmore Wealth Management LLC - 2023-12-31 136,129 $9,891,000 -29,132
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 493 - 2024-03-31 114,992 $9,390,000 -28,863
   Kranot Hishtalmut Le Morim Tichoniim Havera Menahe 10 - 2024-03-31 114,446 $9,348,000 -1,900
   EP WEALTH ADVISORS, INC. 111 - 2023-12-31 124,811 $9,069,000 -4,632
   Orion Portfolio Solutions LLC 198 - 2023-12-31 116,772 $8,543,000 -47,010
   MARTIN & CO INC /TN/ 11 - 2023-12-31 115,813 $8,415,000 -4,410
   MULTIFINANCIAL SECURITIES CORP 177 - 2023-12-31 112,979 $8,209,000 -4,219
   CMH Wealth Management LLC 19 - 2024-03-31 99,262 $8,106,000 -6,119
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 224 - 2023-12-31 110,270 $8,012,000 -110,847
   Wright Fund Managment LLC 40 - 2024-03-31 95,296 $7,782,000 -7,900
   Proquility Private Wealth Partners LLC - 2024-03-31 91,378 $7,462,000 -1,279
   PINNACLE ASSOCIATES LTD 197 - 2024-03-31 88,442 $7,222,000 -1,089
   ADVISORY SERVICES NETWORK, LLC 123 - 2023-12-31 96,720 $7,028,000 -12,023
   CREDIT SUISSE/ 1127 - 2023-12-31 94,680 $6,879,000 -31,123
   Insight Wealth Strategies LLC 25 - 2024-03-31 81,581 $6,662,000 -79,736
   SG AMERICAS SECURITIES LLC 233 - 2023-12-31 90,952 $6,609,000 -26,423
   US BANCORP 512 - 2023-12-31 89,586 $6,509,000 -1,559
   Prestige Wealth Management Group LLC 19 - 2024-03-31 77,677 $6,343,000 -5,384
   HUDSON VALLEY INVESTMENT ADVISORS INC 53 - 2024-03-31 75,512 $6,166,000 -820
   HARBOR CAPITAL ADVISORS INC. 13 - 2023-12-31 83,586 $6,073,000 -719
   HARRELL INVESTMENT PARTNERS LLC - 2023-12-31 81,046 $5,889,000 -3,537
   TRANSCEND WEALTH COLLECTIVE LLC - 2024-03-31 65,698 $5,365,000 -1,493
   INNEALTA CAPITAL LLC 13 - 2023-12-31 73,257 $5,323,000 -54,241
   EQIS CAPITAL MANAGEMENT, INC. 43 - 2023-12-31 72,757 $5,286,000 -10,362
   High Note Wealth LLC - 2024-03-31 63,336 $5,172,000 -601
   Avestar Capital LLC 34 - 2023-12-31 68,464 $4,975,000 -3,436
   Innova Wealth Partners 9 - 2023-12-31 65,024 $4,725,000 -10,184
   FIRST MERCHANTS CORP 90 - 2024-03-31 57,513 $4,696,000 -6,230
   SYKON CAPITAL LLC 15 - 2023-12-31 63,185 $4,591,000 -2,850
   Leicht Financial Planning & Wealth Management Inc. 14 - 2024-03-31 54,914 $4,484,000 -1,296
   TRUE Private Wealth Advisors 37 - 2024-03-31 54,639 $4,462,000 -188
   FERGUSON WELLMAN CAPITAL MANAGEMENT INC 107 - 2024-03-31 52,914 $4,321,000 -2,601
   CALLAN CAPITAL, LLC - 2024-03-31 52,575 $4,293,000 -3,719
   Money Matters Financial Group Inc 10 - 2023-12-31 58,799 $4,272,000 -1,520
   ROUNDVIEW CAPITAL LLC 61 - 2023-12-31 56,682 $4,118,000 -2,685
   Integrated Wealth Concepts LLC 266 - 2023-12-31 56,116 $4,077,000 -11,133
   Cresset Asset Management LLC 383 - 2023-12-31 54,236 $3,941,000 -206
   Sharper & Granite LLC 19 - 2024-03-31 46,730 $3,856,000 -4,580
   HORIZON INVESTMENTS, LLC/SC 97 - 2023-12-31 50,603 $3,677,000 -263,563
   Capital Financial Planning LLC 16 - 2023-09-30 55,512 $3,640,000 -164
   M&T BANK CORP 480 - 2023-12-31 49,916 $3,627,000 -2,889
   Banco Santander S.A. 199 - 2023-12-31 49,572 $3,602,000 -1,579
   Belpointe Asset Management LLC 56 - 2023-12-31 48,793 $3,545,000 -26,653
   RAYMOND JAMES TRUST CO 214 - 2024-03-31 42,994 $3,511,000 -2,508
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 25 - 2024-03-31 42,584 $3,477,000 -5,479
   BAKER AVENUE ASSET MANAGEMENT, LP 114 - 2023-12-31 47,473 $3,449,000 -17,076
   Providence First Trust Co 15 - 2023-12-31 47,250 $3,433,000 -622
   VAUGHAN DAVID INVESTMENTS INC/IL 105 - 2023-12-31 46,771 $3,398,000 -1,135
   LOWE BROCKENBROUGH & CO INC 100 - 2023-12-31 43,550 $3,164,000 -1,190
   Simmons Bank 98 - 2023-12-31 42,859 $3,114,000 -2,990
   Trust Co 30 - 2024-03-31 37,781 $3,085,000 -4,022
   Ariel Capital Advisors LLC - 2024-03-31 36,869 $3,011,000 -491
   JAMES INVESTMENT RESEARCH INC 83 - 2024-03-31 35,802 $2,924,000 -2,570
   SMART PORTFOLIOS, LLC - 2024-03-31 35,481 $2,897,000 -3,763
   Marion Wealth Management 34 - 2024-03-31 32,122 $2,623,000 -188
   BENJAMIN EDWARDS INC 54 - 2024-03-31 30,121 $2,460,000 -279
   St. Johns Investment Management Company LLC 23 - 2024-03-31 29,493 $2,408,000 -1,772
   CARY STREET PARTNER INVESTMENT ADVISORY LLC - 2024-03-31 28,937 $2,363,000 -2,377
   Private Wealth Advisors LLC - 2023-12-31 32,018 $2,326,000 -3,422
  100 Records found
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