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Get Institutions for : 
SPDR Energy Sector (XLE)  
$92.56 0.53 (0.58%) as of 4:30 Thu 5/2


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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  : 
7.05 (8.24%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   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
   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
   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
   RAYMOND JAMES & ASSOCIATES 166 - 2024-03-31 1,772,484 $167,340,000 -134,858
   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
   BESSEMER GROUP INC 107 - 2023-12-31 1,581,474 $132,591,000 -181,873
   Wealthfront Advisers LLC 27 - 2024-03-31 1,369,488 $129,293,000 -12,315
   CITADEL ADVISORS LLC 176 - 2023-12-31 1,523,679 $127,745,000 -85,830
   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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 126 - 2024-03-31 1,181,541 $111,549,000 -229,867
   Harel Insurance Investments & Financial Services L 15 - 2023-12-31 1,318,690 $110,508,000 -909,695
   HIGHTOWER ADVISORS, LLC 124 - 2023-12-31 1,261,244 $105,766,000 -8,504
   Baird Financial Group Inc. 105 - 2023-12-31 1,166,965 $97,838,000 -8,958
   COMMONWEALTH EQUITY SERVICES LLC. 125 - 2023-12-31 1,055,012 $88,452,000 -3,520
   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
   Congress Wealth Management LLC / DE / 14 - 2024-03-31 732,209 $69,128,000 -364,352
   PNC FINANCIAL SERVICES GROUP INC 226 - 2023-12-31 793,403 $66,519,000 -70,457
   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
   US BANCORP 175 - 2023-12-31 639,864 $53,646,000 -40,398
   TORONTO DOMINION BANK 170 - 2023-12-31 602,970 $50,553,000 -138,039
   JANNEY MONTGOMERY SCOTT LLC 131 - 2023-12-31 587,764 $49,278,000 -129,813
   FIFTH THIRD BANCORP 119 - 2024-03-31 509,903 $48,140,000 -23,464
   MENORA MIVTACHIM HOLDINGS LTD. 52 - 2023-12-31 556,875 $46,688,000 -231,900
   Mivtachim The Workers Social Insurance Fund Ltd. ( - 2023-12-31 524,400 $43,966,000 -111,255
   CAPTRUST FINANCIAL ADVISORS 135 - 2023-12-31 507,724 $42,568,000 -35,026
   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
   FINANCIAL NETWORK 101 - 2023-12-31 428,245 $35,904,000 -308,119
   Miracle Mile Advisors LLC 36 - 2024-03-31 368,467 $34,787,000 -176,090
   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
   KCM INVESTMENT ADVISORS LLC 25 - 2023-12-31 342,318 $28,700,000 -3,923
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 227 - 2023-09-30 317,011 $28,655,000 -355,340
   MEITAV DASH INVESTMENTS LTD 72 - 2023-12-31 322,733 $27,048,000 -256,101
   BALYASNY ASSET MANAGEMENT LLC 352 - 2023-12-31 316,844 $26,564,000 -303,416
   MARINER WEALTH ADVISORS, LLC 262 - 2023-12-31 295,288 $24,757,000 -22,268
   PEAPACK GLADSTONE FINANCIAL CORP 72 - 2023-12-31 288,986 $24,228,000 -1,878
   Granger Management LLC 2 - 2023-12-31 281,757 $23,623,000 -82,338
   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
   Swan Wealth Advisors Inc. 18 - 2023-12-31 267,489 $22,426,000 -78,133
   Cresset Asset Management LLC 110 - 2023-12-31 265,611 $22,269,000 -32,618
   FERGUSON WELLMAN CAPITAL MANAGEMENT INC 59 - 2024-03-31 234,672 $22,155,000 -4,652
   CREDIT SUISSE/ 631 - 2023-12-31 263,100 $22,058,000 -77,890
   GRIMES & COMPANY INC 34 - 2024-03-31 231,729 $21,878,000 -208,027
   QUANTITATIVE ADVANTAGE LLC 9 - 2023-03-31 263,422 $21,819,000 -8,524
   WOLVERINE TRADING LLC 35 - 2023-12-31 254,151 $21,308,000 -240,972
   Black Swift Group LLC - 2023-12-31 238,176 $19,969,000 -98,589
   Fullerton Fund Management Co Ltd 25 - 2023-12-31 234,123 $19,629,000 -765,540
   Kestra Advisory Services LLC 126 - 2023-12-31 230,577 $19,332,000 -55,800
   AE Wealth Management LLC 236 - 2023-12-31 222,279 $18,727,000 -4,735
   HILTON CAPITAL MANAGEMENT, LLC 13 - 2023-12-31 222,819 $18,681,000 -98,938
   GIRARD PARTNERS LTD. 9 - 2023-12-31 219,959 $18,441,000 -14,475
   Trust Asset Management LLC 6 - 2023-12-31 219,823 $18,430,000 -5,135
   J.Safra Asset Management Corp 11 - 2023-12-31 213,355 $17,888,000 -14,034
   Lee Financial CORP 9 - 2023-12-31 209,760 $17,586,000 -4,215
   Oversea-Chinese Banking CORP Ltd 42 - 2023-12-31 203,829 $17,089,000 -5,239
   Steward Partners Investment Advisory LLC 88 - 2023-12-31 202,824 $17,005,000 -7,387
   MULTIFINANCIAL SECURITIES CORP 94 - 2023-12-31 192,825 $16,166,000 -47,196
   Atria Wealth Solutions Inc. 107 - 2023-12-31 190,497 $15,971,000 -7,389
   U.S. Capital Wealth Advisors LLC 29 - 2023-12-31 187,316 $15,705,000 -1,738
   Money Design Co.Ltd. 30 - 2024-03-31 163,366 $15,423,000 -19,887
   SG AMERICAS SECURITIES LLC 108 - 2023-12-31 172,838 $14,491,000 -86,386
   FIRST INTERSTATE BANK 16 - 2023-12-31 170,088 $14,260,000 -3,001
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 285 - 2023-12-31 169,055 $14,174,000 -6,517
   LS INVESTMENT ADVISORS, LLC 8 - 2023-12-31 166,236 $13,937,000 -11,265
   Resonant Capital Advisors LLC 17 - 2023-12-31 165,770 $13,898,000 -1,409
   CoreCap Advisors LLC 21 - 2023-12-31 163,576 $13,714,000 -33,820
   Integrated Wealth Concepts LLC 103 - 2023-12-31 163,215 $13,684,000 -294,985
   DFPG INVESTMENTS INC. 15 - 2023-12-31 155,542 $13,395,000 -104,031
   Goss Wealth Management LLC 168 - 2023-12-31 161,298 $13,359,000 -53,130
   SCOTIA CAPITAL INC. 141 - 2023-12-31 151,534 $12,705,000 -2,137
   PITTENGER & ANDERSON INC 52 - 2023-12-31 149,849 $12,563,000 -200
   HORIZON INVESTMENTS, LLC/SC 41 - 2023-12-31 148,112 $12,418,000 -191,825
   BUSEY TRUST CO 67 - 2024-03-31 129,938 $12,267,000 -3,075
   NATIONAL ASSET MANAGEMENT, INC. 56 - 2023-12-31 145,607 $12,208,000 -1,169
   InterOcean Capital Group LLC 68 - 2023-12-31 143,485 $12,030,000 -2,225
   COMERICA BANK 345 - 2023-12-31 140,864 $11,810,000 -7,331
   JANNEY CAPITAL MANAGEMENT LLC 53 - 2023-12-31 140,332 $11,765,000 -4,028
   FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 11 - 2022-12-31 133,493 $11,677,000 -1,852
   KEYBANK NATIONAL ASSOCIATION/OH 207 - 2023-12-31 136,882 $11,476,000 -1,753
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 436 - 2024-03-31 120,522 $11,378,000 -814
   Stillwater Investment Management LLC 6 - 2023-03-31 136,749 $11,327,000 -12
   MCCORMACK ADVISORS INTERNATIONAL 128 - 2023-12-31 129,761 $10,879,000 -13,261
   ALLEN INVESTMENT MANAGEMENT LLC 65 - 2023-12-31 128,635 $10,785,000 -5,275
   D L CARLSON INVESTMENT GROUP INC 8 - 2023-12-31 121,370 $10,392,000 -27,574
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 271 - 2023-12-31 118,212 $9,911,000 -45,200
  100 Records found
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