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Get Institutions for : 
SPDR Industrial Sector (XLI)  
$124.01 1.24 (1.01%) as of 4:30 Mon 5/6


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1114    19
Total shares held : 
 128,881,731  
% of shares held : 
 7.64%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   36  
Amount of shares held : 
 -5,670,432  
% of shares held change : 
   -0.34%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $100.39  
Last Quarter's Ending Price : 
 $113.99  
Last Quarter's Average Price : 
 $104.95  
Change from last quarter's     
avg. price to the last closing  : 
19.06 (18.16%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
94
 1,067,609
 0.83%
 
Increased Positions :
408
 13,719,753
 10.65%
 
Unchanged Positions :
221
 5,585,468
 4.33%
 
Decreased Positions :
391
-16,354,357
-12.69%
 
Closed Positions :
75
-4,103,437
-3.18%
 
Guru Positions :
2
2,736,267
 2.12%
 
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
   Longbow Finance SA 2 *New 2024-03-31 648,919 $81,763,000 648,919
   CAPITAL FUND MANAGEMENT S.A. 41 *New 2023-12-31 363,720 $41,460,000 363,720
   TAIYO LIFE INSURANCE CO *New 2024-03-31 297,900 $37,523,000 297,900
   Benchmark Investment Advisors LLC 19 *New 2023-12-31 133,904 $15,264,000 133,904
   Cornerstone Wealth Group LLC 15 *New 2024-03-31 106,583 $13,425,000 106,583
   Insight Wealth Strategies LLC 26 *New 2024-03-31 50,187 $6,322,000 50,187
   VIRTU FINANCIAL LLC 22 *New 2023-12-31 53,735 $6,125,000 53,735
   Accurate Wealth Management LLC 10 *New 2024-03-31 48,056 $5,789,000 48,056
   Simplicity WealthLLC 188 *New 2024-03-31 36,245 $4,565,000 36,245
   B&D White Capital Company LLC 20 *New 2023-12-31 35,298 $4,024,000 35,298
   Wela Strategies LLC 14 *New 2024-03-31 29,626 $3,732,000 29,626
   West Financial Advisors LLC 22 *New 2024-03-31 18,647 $2,349,000 18,647
   Trexquant Investment LP 679 *New 2023-12-31 12,829 $1,462,000 12,829
   Columbus Macro LLC 58 *New 2024-03-31 11,511 $1,450,000 11,511
   EHP Funds Inc. 15 *New 2023-12-31 11,100 $1,265,000 11,100
   HARTLINE INVESTMENT CORP/ 115 *New 2024-03-31 8,831 $1,112,000 8,831
   Per Stirling Capital Management LLC. 79 *New 2023-12-31 9,696 $1,105,000 9,696
   AlphaStar Capital Management LLC 105 *New 2023-12-31 9,626 $1,097,000 9,626
   TUDOR INVESTMENT CORP ET AL 928 *New 2023-12-31 8,850 $1,009,000 8,850
   RICHARDSON FINANCIAL SERVICES INC. *New 2024-03-31 7,654 $964,000 7,654
   LVZ Advisors Inc. 50 *New 2024-03-31 7,012 $883,000 7,012
   Vienna Asset Management LLC 28 *New 2023-12-31 7,695 $868,000 7,695
   Whitaker-Myers Wealth Managers LTD. 45 *New 2024-03-31 6,745 $850,000 6,745
   COLONY GROUP, LLC 487 *New 2023-12-31 7,158 $816,000 7,158
   SpiderRock Advisors LLC 326 *New 2024-03-31 6,326 $771,000 6,326
   Ethos Financial Group LLC 86 *New 2023-12-31 6,630 $756,000 6,630
   UNIVEST CORP OF PENNSYLVANIA 58 *New 2023-12-31 5,494 $626,000 5,494
   QRG CAPITAL MANAGEMENT INC. 663 *New 2023-12-31 5,310 $605,000 5,310
   Crew Capital Management Ltd. *New 2024-03-31 3,589 $452,000 3,589
   MA GREENWOOD & ASSOCIATES INC 75 *New 2023-12-31 3,783 $431,000 3,783
   Atlas Private Wealth Advisors 94 *New 2023-12-31 3,782 $431,000 3,782
   Avestar Capital LLC 202 *New 2023-12-31 3,767 $429,000 3,767
   Quantinno Capital Management LP 869 *New 2023-12-31 3,669 $418,000 3,669
   DARK FOREST CAPITAL MANAGEMENT LP 274 *New 2023-12-31 3,603 $411,000 3,603
   PFG Investments LLC 628 *New 2024-03-31 3,155 $397,000 3,155
   Elm Partners Management LLC *New 2024-03-31 3,047 $384,000 3,047
   Sontag Advisory LLC 461 *New 2023-12-31 3,330 $380,000 3,330
   TAP Consulting LLC 131 *New 2024-03-31 2,887 $364,000 2,887
   Empirical Asset Management LLC 118 *New 2023-12-31 3,127 $356,000 3,127
   Cardinal Point Wealth Management Partners LLC 61 *New 2023-03-31 3,300 $334,000 3,300
   WEST CHESTER CAPITAL ADVISORS INC 33 *New 2023-09-30 3,196 $324,000 3,196
   CAPITAL WEALTH MANAGEMENT LLC 37 *New 2024-03-31 2,565 $323,000 2,565
   Beacon Bridge Wealth Partners LLC 80 *New 2024-03-31 2,385 $300,000 2,385
   Pachira Investments Inc. 39 *New 2024-03-31 2,323 $293,000 2,323
   Truadvice LLC 178 *New 2023-09-30 2,785 $286,000 2,785
   Americana Partners LLC *New 2023-12-31 2,479 $282,000 2,479
   Green Square Asset Management LLC 175 *New 2023-12-31 2,315 $264,000 2,315
   TEWKSBURY CAPITAL MANAGEMENT LTD 214 *New 2023-12-31 2,300 $262,000 2,300
   Chicago Partners Investment Group LLC 608 *New 2024-03-31 2,106 $259,000 2,106
   Peak Financial Management Inc. 78 *New 2024-03-31 2,050 $258,000 2,050
   BLUE CREEK INVESTMENT PARTNERS LLC 323 *New 2024-03-31 2,004 $252,000 2,004
   BRADY FAMILY WEALTH LLC 106 *New 2023-12-31 2,201 $251,000 2,201
   IAMS WEALTH MANAGEMENT LLC 104 *New 2024-03-31 2,067 $249,000 2,067
   Prosperity Consulting Group LLC *New 2024-03-31 1,942 $245,000 1,942
   Centric Wealth Management 139 *New 2024-03-31 1,969 $239,000 1,969
   JOHNSON FINANCIAL GROUP, INC. 276 *New 2023-12-31 2,089 $238,000 2,089
   Betterment LLC 297 *New 2023-12-31 2,086 $238,000 2,086
   BBR PARTNERS, LLC 159 *New 2023-12-31 2,090 $238,000 2,090
   WEALTH ADVISORS INC. 62 *New 2023-09-30 2,267 $230,000 2,267
   DEARBORN PARTNERS LLC *New 2023-12-31 1,965 $224,000 1,965
   PARAGON FINANCIAL PARTNERS INC. 79 *New 2024-03-31 1,779 $224,000 1,779
   Park Edge Advisors LLC 118 *New 2024-03-31 1,777 $224,000 1,777
   Synergy Financial Group LTD 78 *New 2023-12-31 1,954 $223,000 1,954
   Curi Capital 145 *New 2023-12-31 1,950 $222,000 1,950
   Fountainhead AM LLC *New 2024-03-31 1,758 $221,000 1,758
   MEANS INVESTMENT CO. INC. 188 *New 2024-03-31 1,727 $218,000 1,727
   WHITENER CAPITAL MANAGEMENT INC. 142 *New 2024-03-31 1,714 $216,000 1,714
   Investment Partners Asset Management Inc. 127 *New 2024-03-31 1,704 $215,000 1,704
   Gray Wealth Management Inc. *New 2024-03-31 1,701 $214,000 1,701
   Imprint Wealth LLC 146 *New 2023-12-31 1,851 $211,000 1,851
   MISSION CREEK CAPITAL PARTNERS INC 216 *New 2023-12-31 1,842 $210,000 1,842
   WEALTHTRUST AXIOM LLC 216 *New 2023-12-31 1,844 $210,000 1,844
   Mayflower Financial Advisors LLC 337 *New 2024-03-31 1,664 $210,000 1,664
   BALLENTINE FINN & COMPANY INC 663 *New 2024-03-31 1,647 $207,000 1,647
   TELEMUS CAPITAL LLC 311 *New 2023-12-31 1,779 $203,000 1,779
   PRECEDENT WEALTH PARTNERS LLC 130 *New 2024-03-31 1,612 $203,000 1,612
   HALBERT, HARGROVE/RUSSELL LLC 83 *New 2024-03-31 1,604 $202,000 1,604
   Capital Financial Planning LLC 84 *New 2023-09-30 1,981 $201,000 1,981
   Veriti Management LLC 742 *New 2024-03-31 1,594 $201,000 1,594
   NOESIS CAPITAL MANGEMENT CORP *New 2024-03-31 1,589 $200,000 1,589
   Coulter & Justus Financial Services LLC *New 2024-03-31 1,589 $200,000 1,589
   Global Assets Advisory LLC 453 *New 2024-03-31 23,873 $191,000 23,873
   Point72 Europe (London) LLP 264 *New 2023-12-31 1,509 $172,000 1,509
   YHB INVESTMENT ADVISORS, INC. 360 *New 2024-03-31 807 $102,000 807
   Focused Wealth Management Inc 264 *New 2023-12-31 600 $68,000 600
   LifeSteps Financial Inc. 150 *New 2024-03-31 410 $52,000 410
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 529 *New 2023-12-31 430 $49,000 430
   NORTH STAR INVESTMENT MANAGEMENT CORP. *New 2024-03-31 200 $25,000 200
   Rockbridge Investment Management LCC 315 *New 2023-12-31 210 $24,000 210
   Cedar Wealth Management LLC 189 *New 2023-12-31 200 $23,000 200
   Bell Investment Advisors Inc 331 *New 2023-12-31 206 $23,000 206
   FSA Wealth Management LLC 217 *New 2023-12-31 200 $23,000 200
   Rocky Mountain Advisers LLC 201 *New 2024-03-31 100 $13,000 100
   JFS WEALTH ADVISORS, LLC *New 2024-03-31 58 $7,000 58
   SJS Investment Consulting Inc. 421 *New 2024-03-31 46 $6,000 46
   EdgeRock Capital LLC 266 *New 2023-12-31 25 $3,000 25
   RICHARD BERNSTEIN ADVISORS LLC 221 *New 2023-12-31 24 $3,000 24
   LOGAN CAPITAL MANAGEMENT INC 447 *New 2023-12-31 25 $3,000 25
   THOMPSON INVESTMENT MANAGEMENT INC 425 *New 2024-03-31 10 $1,000 10
  99 Records found
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