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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Trinity Wealth Management LLC 44 *Closed 2024-03-31 0 $0 -39,529
   ELEVATUS WELATH MANAGEMENT 93 *Closed 2023-12-31 0 $0 -2,441
   STATE TREASURER STATE OF MICHIGAN 961 *Closed 2024-03-31 0 $0 -200,000
   BOURGEON CAPITAL MANAGEMENT LLC 123 *Closed 2024-03-31 0 $0 -2
   GRUSS & CO INC *Closed 2023-12-31 0 $0 -17,500
   NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 764 *Closed 2023-12-31 0 $0 -16,520
   Itau Unibanco Holding S.A. 365 *Closed 2023-12-31 0 $0 -288,476
   Midwest Heritage Bank FSB 55 *Closed 2024-03-31 0 $0 -3,039
   McGlone Suttner Wealth Management Inc. 259 *Closed 2024-03-31 0 $0 -261
   LWM Advisory Services LLC 90 *Closed 2023-12-31 0 $0 -311
   Prudent Man Advisors LLC 189 *Closed 2023-12-31 0 $0 -3,555
   JMG FINANCIAL GROUP, LTD. 118 *Closed 2023-12-31 0 $0 -5,079
   Bridgeworth LLC *Closed 2023-12-31 0 $0 -2,292
   RWM Asset Management LLC 158 *Closed 2024-03-31 0 $0 -2,475
   Anson Capital Inc. 59 *Closed 2023-12-31 0 $0 -2,416
   New England Capital Financial Advisors LLC 385 *Closed 2023-12-31 0 $0 -1
   Ascent Group LLC 494 *Closed 2023-12-31 0 $0 -2,541
   REUTER JAMES WEALTH MANAGEMENT LLC 138 *Closed 2023-12-31 0 $0 -44,383
   Authentikos Wealth Advisory LLC 205 *Closed 2023-12-31 0 $0 -195
   Flaharty Asset Management LLC 243 *Closed 2023-12-31 0 $0 -1,234
   Highview Capital Management LLC/DE/ 117 *Closed 2024-03-31 0 $0 -7,545
   VANCE WEALTH INC. 84 *Closed 2023-12-31 0 $0 -2,340
   HANSON INVESTMENT MANAGEMENT 470 *Closed 2024-03-31 0 $0 -21
   360 Financial Inc. 84 *Closed 2023-12-31 0 $0 -2,540
   DOUGLASS WINTHROP ADVISORS LLC 251 *Closed 2023-12-31 0 $0 -2,650
   ASSET MANAGEMENT INVESTORS LLC 133 *Closed 2023-12-31 0 $0 -2,239
   NICOLET BANKSHARES INC 203 *Closed 2023-12-31 0 $0 -2,310
   Hibernia Wealth Partners LLC 77 *Closed 2023-12-31 0 $0 -5,646
   New Republic Capital LLC 236 *Closed 2023-12-31 0 $0 -450
   Moss Adams Wealth Advisors LLC 148 *Closed 2023-12-31 0 $0 -1,264
   WESTWOOD HOLDINGS GROUP INC 425 *Closed 2023-12-31 0 $0 -2,383
   Relyea Zuckerberg Hanson LLC 237 *Closed 2024-03-31 0 $0 -2,631
   Stonebridge Capital Advisors LLC 382 *Closed 2023-12-31 0 $0 -53
   Penserra Capital Management LLC 1255 *Closed 2023-12-31 0 $0 -79
   SEGALL BRYANT & HAMILL 352 *Closed 2023-12-31 0 $0 -10,540
   Alpine Partners VI LLC 197 *Closed 2023-12-31 0 $0 -5,891
   SPRINGBOK CAPITAL MANAGEMENT LLC 1099 *Closed 2023-12-31 0 $0 -4,468
   Pacitti Group Inc. 148 *Closed 2023-12-31 0 $0 -9,049
   Sentinus LLC 196 *Closed 2023-06-30 0 $0 -2,570
   Meridian Wealth Advisors LLC 183 *Closed 2023-12-31 0 $0 -2,259
   Omnia Family Wealth LLC 67 *Closed 2023-12-31 0 $0 -53,995
   Buck Wealth Strategies LLC *Closed 2023-12-31 0 $0 -126
   Permanens Capital L.P. 43 *Closed 2023-12-31 0 $0 -5,250
   VERITABLE LP 213 *Closed 2023-09-30 0 $0 -157,647
   ALBION FINANCIAL GROUP /UT 480 *Closed 2024-03-31 0 $0 -32
   Virtue Capital Management LLC 395 *Closed 2023-12-31 0 $0 -3,755
   Advisors Preferred LLC *Closed 2023-12-31 0 $0 -487,899
   Pensionmark Financial Group LLC 390 *Closed 2023-12-31 0 $0 -21,773
   Deuterium Capital Management LLC 61 *Closed 2023-12-31 0 $0 -5,000
   CHOATE INVESTMENT ADVISORS 410 *Closed 2023-12-31 0 $0 -1,237
   L & S ADVISORS INC 210 *Closed 2023-12-31 0 $0 -2,876
   SENATOR INVESTMENT GROUP LP 72 *Closed 2023-12-31 0 $0 -400,000
   VISTA FINANCE LLC 24 *Closed 2023-12-31 0 $0 -13,123
   KAMUNTING STREET CAPITAL MANAGEMENT LP 20 *Closed 2023-12-31 0 $0 -36,100
   PrairieView Partners LLC *Closed 2023-12-31 0 $0 -346
   FIRST FINANCIAL CORP /IN/ 556 *Closed 2024-03-31 0 $0 -100
   Wright Fund Managment LLC *Closed 2023-12-31 0 $0 -134,156
   Solidarilty Wealth LLC 93 *Closed 2023-12-31 0 $0 -3,034
   LUMINA FUND MANAGEMENT LLC 31 *Closed 2023-12-31 0 $0 -10,000
   ORLEANS CAPITAL MANAGEMENT CORP/LA 81 *Closed 2023-12-31 0 $0 -2,295
   Desjardins Global Asset Management Inc. 671 *Closed 2023-12-31 0 $0 -8,926
   FOX RUN MANAGEMENT L.L.C. 972 *Closed 2023-12-31 0 $0 -3,400
   Monument Capital Management 197 *Closed 2024-03-31 0 $0 -3,685
   V Wealth ManagementLLC 285 *Closed 2023-09-30 0 $0 -2,878
   SYKON CAPITAL LLC 84 *Closed 2023-12-31 0 $0 -34,774
   ALLIANZ ASSET MANAGEMENT AG 1661 *Closed 2023-12-31 0 $0 -56,500
   Arctis Global LLC 2 *Closed 2023-12-31 0 $0 -360,150
   Total Clarity Wealth Management Inc. 266 *Closed 2024-03-31 0 $0 -4,369
   Cardinal Strategic Wealth Guidance 62 *Closed 2024-03-31 0 $0 -397
   MACQUARIE GROUP LTD 1612 *Closed 2023-12-31 0 $0 -1,150
   Axiom Investment Management LLC 249 *Closed 2022-12-31 0 $0 -1,500
   Vident Investment Advisory LLC 569 *Closed 2023-09-30 0 $0 -9,804
   Fortitude Family Office LLC 1051 *Closed 2024-03-31 0 $0 -583
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 380 *Closed 2023-12-31 0 $0 -2,540
   Tranquilli Financial Advisor LLC 106 *Closed 2023-12-31 0 $0 -2,631
   Telemetry Investments L.L.C. 166 *Closed 2022-12-31 0 $0 -20,000
   CTC ALTERNATIVE STRATEGIES, LTD. 82 *Closed 2023-12-31 0 $0 -15,896
   PICTON MAHONEY ASSET MANAGEMENT 445 *Closed 2023-12-31 0 $0 -1,480
   Wakefield Asset Management LLLP *Closed 2023-12-31 0 $0 -34,252
   CLARK FINANCIAL SERVICES GROUP INC /BD 60 *Closed 2023-12-31 0 $0 -13,985
   Bouchey Financial Group Ltd 155 *Closed 2024-03-31 0 $0 -5,255
   BIP Wealth LLC 200 *Closed 2023-12-31 0 $0 -2,235
   IronBridge Private Wealth LLC 49 *Closed 2023-12-31 0 $0 -39,728
   Astoria Portfolio Advisors LLC. 193 *Closed 2024-03-31 0 $0 -3,228
   HRT FINANCIAL LLC 2731 *Closed 2023-12-31 0 $0 -6,659
   Canal Capital Management LLC 160 *Closed 2024-03-31 0 $0 -15,067
   GSA CAPITAL PARTNERS LLP 1769 *Closed 2023-12-31 0 $0 -5,967
   CYPRESS CAPITAL MANAGEMENT LLC 151 *Closed 2022-12-31 0 $0 -62,624
   KINGFISHER CAPITAL LLC 164 *Closed 2023-12-31 0 $0 -3,000
   Cox Capital Co LLC 73 *Closed 2024-03-31 0 $0 -8,942
   Consolidated Portfolio Review Corp 306 *Closed 2023-12-31 0 $0 -6,410
   Owen LaRue LLC 82 *Closed 2023-12-31 0 $0 -8,705
   BBR PARTNERS, LLC 214 *Closed 2023-12-31 0 $0 -2,396
   Curran Financial Partners LLC 83 *Closed 2023-12-31 0 $0 -2,671
   Integrity Advisory LLC 84 *Closed 2022-12-31 0 $0 -3,920
   EWG Elevate Inc. 127 *Closed 2024-03-31 0 $0 -124,007
   American Trust 300 *Closed 2023-12-31 0 $0 -3,067
   ALESCO ADVISORS LLC 184 *Closed 2023-12-31 0 $0 -4,259
   Retireful LLC 131 *Closed 2024-03-31 0 $0 -52,305
   PAYDENFUNDS 251 *Closed 2023-09-30 0 $0 -89
  100 Records found
  1    
  Page 1 of 1
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