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Get Institutions for : 
SPDR Financial Sector (XLF)  
$40.46 0.10 (0.25%) as of 4:30 Thu 5/2


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1370    22
Total shares held : 
 656,267,648  
% of shares held : 
 8.59%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -1  
Amount of shares held : 
 16,937,275  
% of shares held change : 
   0.22%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $32.89  
Last Quarter's Ending Price : 
 $37.60  
Last Quarter's Average Price : 
 $34.62  
Change from last quarter's     
avg. price to the last closing  : 
5.84 (16.87%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
104
 18,348,654
 2.8%
 
Increased Positions :
496
 68,103,292
 10.38%
 
Unchanged Positions :
251
 32,763,107
 4.99%
 
Decreased Positions :
519
-61,382,084
-9.35%
 
Closed Positions :
82
-8,132,587
-1.24%
 
Guru Positions :
5
616,134
 0.09%
 
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/ 83 - 2023-12-31 65,017,245 $2,444,648,000 1,140,607
   MORGAN STANLEY 170 - 2023-12-31 33,811,588 $1,271,316,000 2,439,259
   NATIONAL BANK OF CANADA /FI/ 12 - 2023-12-31 20,680,311 $780,889,000 5,848,028
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 10 - 2023-12-31 16,350,031 $614,761,000 11,875,988
   LPL FINANCIAL CORP 78 - 2023-12-31 12,186,068 $458,196,000 820,895
   MKP CAPITAL MANAGEMENT, L.L.C. 2 - 2023-12-31 10,842,400 $407,674,000 6,784,428
   CHURCHILL MANAGEMENT GROUP /CA/ 9 - 2024-03-31 8,632,444 $363,599,000 1,542,640
   AMERIPRISE FINANCIAL INC 221 - 2023-12-31 8,841,997 $332,723,000 762,590
   RAYMOND JAMES & ASSOCIATES 88 - 2024-03-31 7,034,958 $296,312,000 3,962,574
   Green Harvest Asset Management LLC 2 - 2023-12-31 7,170,580 $269,614,000 899,719
   TORONTO DOMINION BANK 45 - 2023-12-31 6,648,089 $249,968,000 4,369,779
   ROYAL BANK OF CANADA 271 - 2023-12-31 6,563,145 $246,774,000 1,397,789
   HUDSON BAY CAPITAL MANAGEMENT LP 10 - 2023-12-31 5,450,000 $204,920,000 2,401,910
   BLACKROCK INC. 1741 - 2023-12-31 4,443,713 $167,084,000 61,429
   TD ASSET MANAGEMENT INC 151 - 2023-12-31 3,372,176 $126,794,000 1,432,176
   Congress Wealth Management LLC / DE / 4 - 2024-03-31 2,880,327 $121,319,000 810,107
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 119 - 2024-03-31 2,786,451 $117,365,000 134,114
   BNP PARIBAS ARBITRAGE SA 108 - 2023-12-31 3,019,265 $113,524,000 1,507,380
   AGF MANAGEMENT LTD 47 - 2023-12-31 2,946,568 $110,791,000 692,204
   HIGHTOWER ADVISORS, LLC 126 - 2023-12-31 2,773,471 $104,288,000 81,363
   BALYASNY ASSET MANAGEMENT LLC 67 - 2023-12-31 2,747,771 $103,316,000 79,797
   ENVESTNET ASSET MANAGEMENT INC 414 - 2023-12-31 2,644,273 $99,425,000 306,577
   CIBC WORLD MARKETS INC. 63 - 2023-12-31 2,545,773 $95,721,000 2,121,881
   One River Asset Management LLC 2 - 2023-12-31 2,304,752 $86,659,000 2,128,601
   Spire Wealth Management 18 - 2024-03-31 855,907 $81,747,000 4,695
   PETREDIS INVESTMENT ADVISORS LLC 1 - 2024-03-31 1,566,554 $65,983,000 25,245
   Winton Capital Group Ltd 4 - 2023-12-31 1,685,226 $63,364,000 744,011
   Mivtachim The Workers Social Insurance Fund Ltd. ( - 2023-12-31 1,669,570 $62,776,000 423,300
   MANUFACTURERES LIFE INSURANCE CO 292 - 2023-12-31 1,587,241 $59,680,000 15,341
   Rockefeller Capital Management L.P. 125 - 2023-12-31 1,508,152 $56,707,000 41,335
   TOWER RESEARCH CAPITAL LLC 20 - 2023-12-31 1,327,463 $49,913,000 1,281,892
   STATE STREET CORP 1711 - 2023-12-31 1,302,722 $48,982,000 345,658
   Advisory Alpha LLC - 2023-12-31 1,231,852 $46,318,000 461,744
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 107 - 2024-03-31 1,075,100 $45,283,000 95,312
   US BANCORP 191 - 2023-12-31 1,171,867 $44,062,000 42,062
   Private Advisor Group LLC 60 - 2023-12-31 1,165,924 $43,839,000 165,555
   Squarepoint Ops LLC 145 - 2023-12-31 1,100,293 $41,371,000 1,100,293
   Foundations Investment Advisors LLC 22 - 2023-12-31 1,021,990 $39,674,000 962,378
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 42 - 2023-12-31 1,044,891 $39,288,000 70,644
   TUDOR INVESTMENT CORP ET AL 10 - 2023-12-31 1,038,148 $39,034,000 833,379
   BANK OF MONTREAL /CAN/ 503 - 2023-12-31 1,001,989 $37,845,000 308,619
   CWM LLC 110 - 2024-03-31 891,683 $37,558,000 199,597
   Gerber Kawasaki Wealth & Investment Management 14 - 2023-12-31 868,399 $32,652,000 33,002
   ALPS ADVISERS INC 44 - 2023-12-31 835,617 $31,419,000 26,730
   Oakmont Partners LLC 23 - 2024-03-31 731,872 $30,826,000 304,499
   Man Group plc 256 - 2023-12-31 784,778 $29,508,000 784,778
   KCM INVESTMENT ADVISORS LLC 21 - 2023-12-31 783,393 $29,456,000 39,057
   INVICTUS PRIVATE WEALTH LLC 13 - 2023-12-31 724,993 $27,260,000 25,635
   Campbell Wealth Management 9 - 2023-12-31 680,974 $25,605,000 8,516
   CULLEN CAPITAL MANAGEMENT LLC 57 - 2023-12-31 677,969 $25,492,000 624,643
   CI Private Wealth LLC 338 - 2023-12-31 675,818 $25,411,000 66,409
   MARINER WEALTH ADVISORS, LLC 255 - 2023-12-31 670,713 $25,219,000 120,139
   DRW SECURITIES, LLC 7 - 2023-12-31 661,267 $24,864,000 622,150
   Full Sail Capital LLC 20 - 2023-12-31 610,191 $22,943,000 450,565
   PATHSTONE FAMILY OFFICE, LLC 89 - 2023-09-30 666,255 $22,100,000 649,369
   Baird Financial Group Inc. 301 - 2023-12-31 578,582 $21,755,000 64,768
   Evolution Wealth Advisors LLC 4 - 2024-03-31 503,404 $21,203,000 79,429
   HSBC HOLDINGS PLC 610 - 2023-12-31 549,655 $20,654,000 17,176
   HRT FINANCIAL LLC 70 - 2023-12-31 534,695 $20,104,000 349,209
   GTS SECURITIES LLC 32 - 2023-12-31 528,449 $19,872,000 201,576
   WHARTON BUSINESS GROUP, LLC 25 - 2023-12-31 519,588 $19,537,000 94,690
   IMZ Advisory Inc 3 - 2024-03-31 443,391 $18,676,000 1,869
   Global Assets Advisory LLC 29 - 2024-03-31 781,597 $18,658,000 762,966
   CHARTER TRUST CO 20 - 2024-03-31 427,890 $18,023,000 4,252
   TOCQUEVILLE ASSET MANAGEMENT LP 84 - 2023-12-31 475,739 $17,888,000 25,504
   MCKINLEY CARTER WEALTH SERVICES, INC. 18 - 2024-03-31 401,307 $16,903,000 9,699
   Bellwether Advisors LLC 5 - 2023-12-31 441,910 $16,616,000 21,345
   We Are One Seven LLC 12 - 2023-12-31 441,685 $16,607,000 1,831
   Krilogy Financial LLC 19 - 2024-03-31 376,087 $15,841,000 7,139
   Fifth Third Securities Inc. 13 - 2024-03-31 375,888 $15,832,000 13,690
   McElhenny Sheffield Capital Management LLC 7 - 2024-03-31 370,441 $15,603,000 362,931
   Kestra Advisory Services LLC 169 - 2023-12-31 413,830 $15,560,000 1,449
   AE Wealth Management LLC 298 - 2023-12-31 386,019 $14,920,000 105,255
   GRIMES & COMPANY INC 57 - 2024-03-31 352,196 $14,834,000 352,196
   Cresset Asset Management LLC 153 - 2023-12-31 392,702 $14,766,000 17,437
   H D Vest Advisory Services 113 - 2023-12-31 390,595 $14,686,000 5,174
   SG AMERICAS SECURITIES LLC 112 - 2023-12-31 381,193 $14,333,000 192,154
   PARK AVENUE SECURITIES LLC 80 - 2024-03-31 332,450 $14,003,000 257,679
   FOSTER DYKEMA CABOT & CO INC/MA 23 - 2023-09-30 419,217 $13,905,000 1,287
   Prestige Wealth Management Group LLC 8 - 2024-03-31 328,495 $13,836,000 301,540
   Integrated Wealth Concepts LLC 109 - 2023-12-31 349,428 $13,138,000 889
   CAPTRUST FINANCIAL ADVISORS 320 - 2023-12-31 346,577 $13,031,000 22,884
   CAMARDA FINANCIAL ADVISORS, LLC 2 - 2023-12-31 338,597 $12,731,000 338,597
   ATLAS CAPITAL ADVISORS LLC 7 - 2024-03-31 295,269 $12,437,000 82,507
   Prime Capital Investment Advisors LLC - 2023-12-31 319,540 $12,015,000 28,841
   Ledge Wealth Management Inc. - 2023-12-31 298,195 $11,212,000 138
   VIRTU FINANCIAL LLC 8 - 2023-12-31 297,831 $11,198,000 120,673
   WAGNER CAPITAL MANAGEMENT CORP 27 - 2024-03-31 259,939 $10,949,000 229
   Atria Wealth Solutions Inc. 160 - 2023-12-31 283,642 $10,665,000 3,714
   Frisch Financial Group Inc. 8 - 2023-12-31 280,081 $10,531,000 5,169
   Ayalon Holdings Ltd. 8 - 2024-03-31 249,871 $10,525,000 225,168
   Asset Allocation Strategies LLC 6 - 2023-12-31 279,508 $10,510,000 12,259
   Geneos Wealth Management Inc. - 2023-12-31 276,259 $10,387,000 213,307
   Zurich Insurance Group Ltd/FI 124 - 2023-12-31 271,338 $10,202,000 20,000
   Ameraudi Asset Management Inc. 7 - 2023-12-31 266,712 $10,028,000 255,109
   MERCER GLOBAL ADVISORS INC /ADV 311 - 2023-12-31 263,318 $9,901,000 36,568
   BANCO BILBAO VIZCAYA ARGENTARIA S.A. 164 - 2023-12-31 262,015 $9,844,000 114,915
   CENTAURUS FINANCIAL INC. 25 - 2023-12-31 260,305 $9,787,000 86,429
   Premier Path Wealth Partners LLC 7 - 2024-03-31 231,172 $9,733,000 35,395
   Financial Enhancement Group LLC 20 - 2024-03-31 240,608 $9,639,000 2,811
  100 Records found
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