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Get Institutions for : 
SPDR Energy Sector (XLE)  
$94.97 1.13 (1.2%) as of 4:30 Fri 4/19


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1669    65
Total shares held : 
 235,570,248  
% of shares held : 
 7.56%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -27  
Amount of shares held : 
 -14,272,355  
% of shares held change : 
   -0.46%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $88.59  
Last Quarter's Ending Price : 
 $83.84  
Last Quarter's Average Price : 
 $85.51  
Change from last quarter's     
avg. price to the last closing  : 
9.46 (11.06%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
90
 2,791,785
 1.19%
 
Increased Positions :
683
 18,287,355
 7.76%
 
Unchanged Positions :
251
 5,165,236
 2.19%
 
Decreased Positions :
645
-26,247,925
-11.14%
 
Closed Positions :
155
-9,103,570
-3.86%
 
Guru Positions :
3
366,366
 0.16%
 
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
   BANK OF AMERICA CORP /DE/ 51 - 2023-12-31 41,307,691 $3,463,237,000 1,567,417
   MORGAN STANLEY 161 - 2023-12-31 16,020,538 $1,343,162,000 -426,280
   WELLS FARGO & CO/MN 99 - 2023-12-31 9,421,786 $789,923,000 -615,745
   UBS Group AG 68 - 2023-12-31 8,990,646 $753,776,000 -1,005,805
   J P MORGAN CHASE & CO 281 - 2023-12-31 7,447,271 $624,379,000 -616,959
   LPL FINANCIAL CORP 50 - 2023-12-31 7,256,490 $608,384,000 -361,787
   GOLDMAN SACHS GROUP INC/ 153 - 2023-12-31 6,924,505 $580,550,000 14,598
   AMERIPRISE FINANCIAL INC 198 - 2023-12-31 4,410,661 $370,388,000 425,398
   ROYAL BANK OF CANADA 229 - 2023-12-31 3,695,985 $309,872,000 -188,162
   FMR LLC 605 - 2023-12-31 3,454,511 $289,626,000 -1,620
   Hamilton Capital Management Inc. 2 - 2023-12-31 3,146,599 $263,811,000 -11,919
   D E SHAW & CO INC 44 - 2023-12-31 3,018,601 $253,080,000 589,601
   BARCLAYS PLC 176 - 2023-12-31 2,848,199 $238,791,000 -254,356
   CIBC WORLD MARKETS INC. 30 - 2023-12-31 2,835,720 $237,747,000 -233,096
   ENVESTNET ASSET MANAGEMENT INC 219 - 2023-12-31 2,496,865 $209,337,000 -65,044
   BNP PARIBAS ARBITRAGE SA 71 - 2023-12-31 1,988,642 $166,728,000 1,012,719
   RAYMOND JAMES & ASSOCIATES 155 - 2023-12-31 1,907,342 $159,912,000 102,457
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 420 - 2023-12-31 1,711,966 $143,531,000 -1,168,409
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 66 - 2023-12-31 1,640,693 $137,556,000 -980,845
   FIL LTD 186 - 2023-12-31 1,601,173 $134,242,000 1,099,448
   BESSEMER GROUP INC 107 - 2023-12-31 1,581,474 $132,591,000 -181,873
   JANE STREET GROUP LLC 98 - 2023-12-31 1,539,820 $129,099,000 1,495,998
   CITADEL ADVISORS LLC 176 - 2023-12-31 1,523,679 $127,745,000 -85,830
   NORTHERN TRUST CORP 560 - 2023-12-31 1,429,900 $119,883,000 13,711
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 111 - 2023-12-31 1,411,408 $118,332,000 32,794
   Wealthfront Advisers LLC 26 - 2023-12-31 1,381,803 $115,850,000 -29,509
   CHURCHILL MANAGEMENT GROUP /CA/ 17 - 2024-03-31 1,216,722 $114,871,000 464,401
   Advisor Group Holdings Inc. 110 - 2023-12-31 1,347,324 $112,977,000 -751,826
   Rokos Capital Management LLP 7 - 2023-12-31 1,331,971 $111,639,000 -34,100
   Harel Insurance Investments & Financial Services L 15 - 2023-12-31 1,318,690 $110,508,000 -909,695
   Varma Mutual Pension Insurance Co 17 *New 2023-12-31 1,290,000 $108,154,000 1,290,000
   STATE STREET CORP 1255 - 2023-12-31 1,266,547 $106,187,000 83,327
   HIGHTOWER ADVISORS, LLC 124 - 2023-12-31 1,261,244 $105,766,000 -8,504
   STIFEL FINANCIAL CORP 175 - 2023-12-31 1,237,527 $103,756,000 127,568
   TD ASSET MANAGEMENT INC 184 - 2023-12-31 1,180,464 $98,970,000 4,764
   Baird Financial Group Inc. 105 - 2023-12-31 1,166,965 $97,838,000 -8,958
   HPM Partners LLC - 2023-12-31 1,110,465 $93,101,000 414,219
   Congress Wealth Management LLC / DE / 8 - 2023-12-31 1,096,561 $91,936,000 -5,203
   BB&T CORP 144 - 2023-12-31 1,067,356 $89,487,000 95
   COMMONWEALTH EQUITY SERVICES LLC. 125 - 2023-12-31 1,055,012 $88,452,000 -3,520
   CANADA PENSION PLAN INVESTMENT BOARD 201 - 2023-12-31 950,000 $79,648,000 0
   Clal Insurance Enterprises Holdings Ltd 25 - 2023-12-31 925,000 $77,552,000 731,000
   BANK OF MONTREAL /CAN/ 326 - 2023-12-31 902,947 $76,471,000 -2,686,190
   CITIGROUP INC 207 - 2023-12-31 888,915 $74,527,000 -870,865
   PARALLAX VOLATILITY ADVISERS, LLC 7 - 2023-12-31 817,919 $68,574,000 817,918
   PNC FINANCIAL SERVICES GROUP INC 226 - 2023-12-31 793,403 $66,519,000 -70,457
   MILLENNIUM MANAGEMENT LLC 381 - 2023-12-31 775,521 $65,020,000 414,838
   OZ MANAGEMENT LP 15 - 2023-12-31 766,680 $64,278,000 112,036
   AGF MANAGEMENT LTD 91 - 2023-12-31 719,302 $60,306,000 23,923
   BLACKROCK INC. 2330 - 2023-12-31 702,157 $58,869,000 -71,237
   RICHARD BERNSTEIN ADVISORS LLC 21 - 2023-12-31 691,371 $57,965,000 -96,531
   RIVERFRONT INVESTMENT GROUP, LLC 21 - 2023-12-31 655,456 $54,953,000 3,694
   CI Private Wealth LLC 207 - 2023-12-31 643,723 $53,970,000 28,953
   US BANCORP 175 - 2023-12-31 639,864 $53,646,000 -40,398
   Rockefeller Capital Management L.P. 131 - 2023-12-31 633,934 $53,149,000 47,174
   HSBC HOLDINGS PLC 379 - 2023-12-31 622,761 $52,243,000 526,864
   TORONTO DOMINION BANK 170 - 2023-12-31 602,970 $50,553,000 -138,039
   Candlestick Capital Management LP 30 - 2023-12-31 600,000 $50,304,000 0
   JANNEY MONTGOMERY SCOTT LLC 131 - 2023-12-31 587,764 $49,278,000 -129,813
   QUANTITATIVE INVESTMENT MANAGEMENT, LLC 2 - 2023-12-31 564,320 $47,312,000 564,320
   Private Advisor Group LLC 54 - 2023-12-31 559,931 $46,944,000 13,900
   MENORA MIVTACHIM HOLDINGS LTD. 52 - 2023-12-31 556,875 $46,688,000 -231,900
   Miracle Mile Advisors LLC - 2023-12-31 544,557 $45,656,000 119,799
   FIFTH THIRD BANCORP 124 - 2023-12-31 533,367 $44,717,000 1,134
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 94 - 2023-12-31 529,395 $44,384,000 -160,481
   BANK OF NOVA SCOTIA / 170 - 2023-12-31 526,332 $44,127,000 474,006
   Mivtachim The Workers Social Insurance Fund Ltd. ( - 2023-12-31 524,400 $43,966,000 -111,255
   PRUDENTIAL FINANCIAL INC 253 - 2023-12-31 516,565 $43,309,000 242,088
   Murchinson Ltd. 4 - 2023-12-31 121,250 $43,165,000 21,250
   CAPTRUST FINANCIAL ADVISORS 135 - 2023-12-31 507,724 $42,568,000 -35,026
   FACTORY MUTUAL INSURANCE CO 54 - 2024-03-31 438,360 $41,386,000 0
   SUMMIT ROCK ADVISORS, LLC - 2023-12-31 492,472 $41,289,000 -108,669
   MML INVESTORS SERVICES LLC 124 - 2023-12-31 471,559 $39,535,000 -132,163
   TOCQUEVILLE ASSET MANAGEMENT LP 32 - 2023-12-31 452,823 $37,965,000 21,560
   GRIMES & COMPANY INC - 2023-12-31 439,756 $36,869,000 236,996
   FINANCIAL NETWORK 101 - 2023-12-31 428,245 $35,904,000 -308,119
   FORBES J M & CO LLP 5 - 2024-03-31 361,003 $34,082,000 -4,203
   COWEN AND COMPANY LLC 9 - 2023-12-31 393,602 $33,000,000 -162,200
   CAPITAL FUND MANAGEMENT S.A. 63 - 2023-12-31 390,510 $32,740,000 -760,100
   ALPS ADVISERS INC 49 - 2023-12-31 370,230 $31,040,000 64,044
   AJ WEALTH STRATEGIES LLC 21 - 2023-06-30 380,509 $30,886,000 369,880
   WALLEYE TRADING LLC 36 - 2023-12-31 367,329 $30,797,000 75,692
   KCM INVESTMENT ADVISORS LLC 25 - 2023-12-31 342,318 $28,700,000 -3,923
   Green Harvest Asset Management LLC 25 - 2023-12-31 342,262 $28,695,000 31,185
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 227 - 2023-09-30 317,011 $28,655,000 -355,340
   Blue Chip Partners Inc. 6 - 2023-12-31 339,412 $28,456,000 -7,460
   RENAISSANCE TECHNOLOGIES LLC 492 - 2023-12-31 325,261 $27,270,000 231,400
   MEITAV DASH INVESTMENTS LTD 72 - 2023-12-31 322,733 $27,048,000 -256,101
   Tradewinds Capital Management LLC 5 - 2023-12-31 318,866 $26,734,000 123,615
   BALYASNY ASSET MANAGEMENT LLC 352 - 2023-12-31 316,844 $26,564,000 -303,416
   H D Vest Advisory Services 56 - 2023-12-31 297,355 $24,930,000 23,708
   MARINER WEALTH ADVISORS, LLC 262 - 2023-12-31 295,288 $24,757,000 -22,268
   GTS SECURITIES LLC 28 - 2023-12-31 294,148 $24,658,000 260,097
   PEAPACK GLADSTONE FINANCIAL CORP 72 - 2023-12-31 288,986 $24,228,000 -1,878
   GenTrust LLC 14 - 2023-12-31 282,940 $23,722,000 84,360
   Granger Management LLC 2 - 2023-12-31 281,757 $23,623,000 -82,338
   CRESTWOOD ADVISORS LLC 53 - 2023-12-31 279,766 $23,456,000 3,096
   Beacon Pointe Advisors LLC 81 - 2023-12-31 277,566 $23,271,000 10,707
   APPLETON PARTNERS INC/MA 12 - 2024-03-31 245,556 $23,183,000 -1,750
   AMERIVEST INVESTMENT MANAGEMENT LLC 46 - 2023-06-30 281,824 $22,876,000 -1,130
  100 Records found
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