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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
   DONALDSON CAPITAL MANAGEMENT LLC 206 *Closed 2024-03-31 0 $0 -44,682
   Jenkins Wealth 75 *Closed 2022-12-31 0 $0 -99,275
   Life Planning Partners Inc 251 *Closed 2023-12-31 0 $0 -125
   St. Louis Financial Planners Asset Management LLC 36 *Closed 2024-03-31 0 $0 -39,399
   Stonebridge Capital Advisors LLC 258 *Closed 2023-12-31 0 $0 -2,355
   Planned Solutions Inc. 136 *Closed 2024-03-31 0 $0 -3,190
   NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 766 *Closed 2023-12-31 0 $0 -26,742
   CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC 232 *Closed 2022-12-31 0 $0 -262
   HALBERT, HARGROVE/RUSSELL LLC 88 *Closed 2024-03-31 0 $0 -8,951
   Strategic Wealth Partners Ltd. 264 *Closed 2023-03-31 0 $0 -7,157
   BUTLER WICK TRUST CO 182 *Closed 2024-03-31 0 $0 -5,870
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 687 *Closed 2023-12-31 0 $0 -66
   LAKE STREET ADVISORS GROUP LLC 415 *Closed 2023-12-31 0 $0 -11,239
   QUANTLAB CAPITAL MANAGEMENT LTD 29 *Closed 2023-12-31 0 $0 -8,441
   Pictet Asset Management Holding SA 1965 *Closed 2023-12-31 0 $0 -30,290
   Aveo Capital Partners LLC 343 *Closed 2023-12-31 0 $0 -16,744
   MACQUARIE GROUP LTD 1586 *Closed 2023-12-31 0 $0 -404
   REDW Stanley Financial Advisors LLC *Closed 2023-12-31 0 $0 -6,653
   3D/L Capital Management LLC 47 *Closed 2023-12-31 0 $0 -24,110
   Level Financial Advisors Inc. 118 *Closed 2024-03-31 0 $0 -623
   ARLINGTON PARTNERS LLC 95 *Closed 2024-03-31 0 $0 -15,216
   Guidance Point Advisors LLC 61 *Closed 2023-12-31 0 $0 -13,070
   Schonfeld Strategic Advisors LLC 1832 *Closed 2023-12-31 0 $0 -68,732
   AULL & MONROE INVESTMENT MANAGEMENT CORP *Closed 2023-12-31 0 $0 -6,904
   VERITABLE LP 181 *Closed 2023-09-30 0 $0 -335,699
   Schneider Downs Wealth Management Advisors LP 125 *Closed 2023-12-31 0 $0 -6,042
   Itau Unibanco Holding S.A. 401 *Closed 2023-12-31 0 $0 -154,885
   Rokos Capital Management LLP 54 *Closed 2023-12-31 0 $0 -2,762,286
   V Wealth ManagementLLC 257 *Closed 2023-09-30 0 $0 -10,669
   BOSTON FINANCIAL MANGEMENT INC /MA 312 *Closed 2023-12-31 0 $0 -7,039
   Alphadyne Asset Management LLC 27 *Closed 2023-12-31 0 $0 -36,181
   BREVAN HOWARD CAPITAL MANAGEMENT LP 974 *Closed 2023-12-31 0 $0 -374,801
   Briaud Financial Planning Inc 111 *Closed 2023-12-31 0 $0 -983
   Koesten Hirschmann & Crabtree INC. 170 *Closed 2023-12-31 0 $0 -253
   Solitude Financial Services 39 *Closed 2024-03-31 0 $0 -40,191
   Morris Retirement Advisors LLC 110 *Closed 2023-12-31 0 $0 -6,522
   CYPRESS CAPITAL MANAGEMENT LLC 61 *Closed 2022-12-31 0 $0 -21,564
   Patrick Mauro Investment Advisor INC. 43 *Closed 2023-12-31 0 $0 -16,094
   GUNN & Co INVESTMENT MANAGEMENT INC. 83 *Closed 2024-03-31 0 $0 -8,280
   DANA INVESTMENT ADVISORS INC 432 *Closed 2023-12-31 0 $0 -12,915
   Arista Wealth Management LLC 43 *Closed 2024-03-31 0 $0 -6,215
   SEGALL BRYANT & HAMILL 425 *Closed 2023-12-31 0 $0 -15,883
   CAPSTONE INVESTMENT ADVISORS LLC 1033 *Closed 2023-12-31 0 $0 -841,615
   Morton Brown Family Wealth LLC 241 *Closed 2024-03-31 0 $0 -153
   Tennessee Valley Asset Management Partners 135 *Closed 2024-03-31 0 $0 -9,991
   Cottage Street Advisors LLC 94 *Closed 2024-03-31 0 $0 -6,835
   Roble Belko & Company Inc 332 *Closed 2024-03-31 0 $0 -36
   Integrated Investment Consultants LLC 271 *Closed 2024-03-31 0 $0 -8,059
   PICTET ASSET MANAGEMENT SA 2005 *Closed 2023-06-30 0 $0 -27,944
   Lehman & Derafelo Financial Resources LLC 187 *Closed 2022-12-31 0 $0 -800
   Bruce G. Allen Investments LLC 928 *Closed 2024-03-31 0 $0 -1,066
   CTC ALTERNATIVE STRATEGIES, LTD. 83 *Closed 2023-12-31 0 $0 -45,230
   HELLMAN JORDAN MANAGEMENT CO INC /MA/ 47 *Closed 2022-12-31 0 $0 -92,341
   KRAEMATON INVESTMENT ADVISORS INC 86 *Closed 2023-12-31 0 $0 -7,191
   ANNEX ADVISORY SERVICES, LLC 301 *Closed 2024-03-31 0 $0 -16,536
   Blackston Financial Advisory Group LLC 96 *Closed 2023-12-31 0 $0 -24,164
   Hibernia Wealth Partners LLC 215 *Closed 2023-12-31 0 $0 -38,639
   West Tower Group LLC 539 *Closed 2023-12-31 0 $0 -359
   Ten Capital Wealth Advisors LLC 358 *Closed 2023-06-30 0 $0 -818
   ALESCO ADVISORS LLC 179 *Closed 2023-12-31 0 $0 -16,914
   Vienna Asset Management LLC 62 *Closed 2023-12-31 0 $0 -2,108
   Columbus Macro LLC 183 *Closed 2024-03-31 0 $0 -30,891
   Northeast Financial Consultants Inc 291 *Closed 2023-12-31 0 $0 -8,340
   Axiom Investment Management LLC 387 *Closed 2022-12-31 0 $0 -1,231
   SCHRODER INVESTMENT MANAGEMENT GROUP 1180 *Closed 2023-12-31 0 $0 -147,266
   Kapitalo Investimentos Ltda 721 *Closed 2023-12-31 0 $0 -3,726
   DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 35 *Closed 2023-12-31 0 $0 -22,401
   Authentikos Wealth Advisory LLC 401 *Closed 2023-12-31 0 $0 -811
   Walleye Trading Advisors LLC 2291 *Closed 2023-12-31 0 $0 -68,022
   PAYDENFUNDS 257 *Closed 2023-09-30 0 $0 -408
   FRONT BARNETT ASSOCIATES LLC 113 *Closed 2023-09-30 0 $0 -6,146
   BlueSky Wealth Advisors LLC 65 *Closed 2024-03-31 0 $0 -5,793
   Alta Wealth Advisors LLC 131 *Closed 2023-12-31 0 $0 -10,847
   NEW YORK STATE COMMON RETIREMENT FUND 3234 *Closed 2023-12-31 0 $0 -147,266
   WELCH GROUP, LLC 245 *Closed 2024-03-31 0 $0 -413,828
   Mint Tower Capital Management B.V. 174 *Closed 2023-12-31 0 $0 -15,202
   GARDA CAPITAL PARTNERS LP 132 *Closed 2023-12-31 0 $0 -14,940
   CTC LLC 88 *Closed 2023-12-31 0 $0 -81,571
   FSC Wealth Advisors LLC 307 *Closed 2024-03-31 0 $0 -79,482
   Miracle Mile Advisors LLC 526 *Closed 2024-03-31 0 $0 -6,020
   SUMMIT ASSET MANAGEMENT, LLC 155 *Closed 2023-12-31 0 $0 -7,673
   Revisor Wealth Management LLC 200 *Closed 2024-03-31 0 $0 -5,689
   BKM Wealth Management LLC 510 *Closed 2024-03-31 0 $0 -785
   Buck Wealth Strategies LLC *Closed 2023-12-31 0 $0 -87
   CAPITAL FUND MANAGEMENT S.A. 779 *Closed 2023-12-31 0 $0 -291,107
   Grant/GrossMendelsohn LLC 136 *Closed 2024-03-31 0 $0 -11,500
   WEALTH ADVISORS INC. 70 *Closed 2023-09-30 0 $0 -7,972
   Ergoteles LLC 865 *Closed 2023-09-30 0 $0 -211,027
   Meridian Wealth Management LLC 540 *Closed 2024-03-31 0 $0 -87,327
   SPX Equities Gestao de Recursos Ltda 84 *Closed 2023-12-31 0 $0 -393,149
   WALLEYE TRADING LLC 1965 *Closed 2023-12-31 0 $0 -476,241
   COMMUNITY FINANCIAL SERVICES GROUP, LLC 142 *Closed 2024-03-31 0 $0 -14,651
   Alpine Partners VI LLC 234 *Closed 2023-12-31 0 $0 -96,753
   Lavaca Capital LLC 134 *Closed 2023-12-31 0 $0 -41,006
   Kovack Advisors Inc. 614 *Closed 2024-03-31 0 $0 -52,408
   KARLINSKI ANDREW C 169 *Closed 2022-12-31 0 $0 -24,579
   Sentinus LLC 204 *Closed 2023-06-30 0 $0 -6,512
   Patriot Financial Group Insurance Agency LLC 501 *Closed 2023-12-31 0 $0 -15,887
   Processus Wealth & Capital Management LLC 42 *Closed 2024-03-31 0 $0 -5,911
   Summit Place Financial Advisors LLC 92 *Closed 2023-12-31 0 $0 -63,596
  100 Records found
  1    
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