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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
   HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 15 - 2023-12-31 3,000,000 $341,970,000 0
   Kranot Hishtalmut Le Morim Ve Gananot Havera Menah 4 - 2024-03-31 415,012 $52,289,000 0
   SUMITOMO MITSUI FINANCIAL GROUP INC. 10 - 2023-12-31 453,000 $51,637,000 0
   ARMSTRONG ADVISORY GROUP INC 14 - 2024-03-31 237,483 $27,071,000 0
   FORBES J M & CO LLP 32 - 2024-03-31 83,878 $10,565,000 0
   Allspring Global Investments Holdings LLC 811 - 2024-03-31 66,362 $8,359,000 0
   Zurich Insurance Group Ltd/FI 130 - 2023-12-31 67,275 $7,542,000 0
   Pacific Wealth Management 9 - 2024-03-31 39,702 $4,526,000 0
   SENTINEL TRUST CO LBA 30 - 2023-12-31 31,775 $3,622,000 0
   Nilsine Partners LLC 70 - 2024-03-31 20,665 $2,603,000 0
   AMARILLO NATIONAL BANK 30 - 2024-03-31 19,814 $2,496,000 0
   EVERCORE WEALTH MANAGEMENT, LLC 158 - 2023-12-31 18,430 $2,101,000 0
   Analyst IMS Investment Management Services Ltd. 42 - 2023-12-31 18,200 $2,075,000 0
   DELTEC ASSET MANAGEMENT LLC 56 - 2024-03-31 14,750 $1,858,000 0
   CAPROCK Group Inc. - 2024-03-31 13,471 $1,697,000 0
   Colony Family Offices LLC - 2024-03-31 12,842 $1,618,000 0
   FIRST BUSINESS FINANCIAL SERVICES INC. 50 - 2023-12-31 14,013 $1,597,000 0
   INDEPENDENT ORDER OF FORESTERS 11 - 2023-12-31 13,197 $1,504,000 0
   WSFS CAPITAL MANAGEMENT LLC - 2024-03-31 9,437 $1,189,000 0
   MAGNOLIA CAPITAL MANAGEMENT LTD 18 - 2024-03-31 9,440 $1,189,000 0
   First National Bank 27 - 2024-03-31 9,011 $1,135,000 0
   HBW Advisory Services LLC 115 - 2024-03-31 9,774 $1,114,000 0
   Yahav Achim Ve Achayot - Provident Funds Managemen 24 - 2023-12-31 9,745 $1,110,000 0
   Evanson Asset Management LLC 112 - 2024-03-31 8,053 $1,014,000 0
   Alaska Permanent Fund Corp 365 - 2024-03-31 7,985 $1,006,000 0
   LANDAAS & CO /WI /ADV 17 - 2023-12-31 8,540 $973,000 0
   Yelin Lapidot Holdings Management Ltd. 59 - 2023-12-31 8,000 $912,000 0
   Financial Insights Inc. 72 - 2024-03-31 7,151 $901,000 0
   TOCQUEVILLE ASSET MANAGEMENT LP 348 - 2023-12-31 7,890 $899,000 0
   LYNCH & ASSOCIATES/IN 76 - 2024-03-31 6,550 $825,000 0
   Apollon Financial LLC - 2024-03-31 6,272 $790,000 0
   Diligent Investors LLC 119 - 2023-12-31 6,894 $786,000 0
   JAMES INVESTMENT RESEARCH INC 172 - 2024-03-31 5,825 $734,000 0
   CAPE ANN SAVINGS BANK 47 - 2023-12-31 6,503 $734,000 0
   PATTON ALBERTSON & MILLER, LLC 123 - 2024-03-31 5,727 $721,000 0
   Lindbrook Capital LLC 168 - 2024-03-31 5,710 $719,000 0
   INVESTMENT PARTNERS LTD /OH/ /ADV 79 - 2024-03-31 5,610 $707,000 0
   VAN CLEEF ASSET MANAGEMENT,INC 66 - 2023-12-31 5,975 $681,000 0
   DEUTSCHE BANK AG 2153 - 2023-12-31 5,770 $658,000 0
   Addison Advisors LLC 72 - 2023-12-31 5,770 $658,000 0
   MKT Advisors LLC 45 - 2024-03-31 5,280 $655,000 0
   Wolff Financial Management LLC 55 - 2024-03-31 5,156 $649,000 0
   Hillcrest Wealth Advisors - NY LLC 31 - 2024-03-31 4,750 $598,000 0
   HUDSON BAY CAPITAL MANAGEMENT LP 448 - 2023-12-31 5,000 $570,000 0
   Meridian Wealth Advisors LLC 103 - 2023-12-31 4,895 $558,000 0
   DUNCKER STREETT & CO INC 148 - 2024-03-31 4,318 $544,000 0
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 546 - 2023-12-31 4,742 $541,000 0
   HERBST GROUP LLC 55 - 2024-03-31 4,029 $507,000 0
   MAINSAIL ASSET MANAGEMENT LLC 28 - 2024-03-31 4,000 $504,000 0
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 229 - 2023-12-31 4,376 $499,000 0
   Sargent Bickham Lagudis LLC 185 - 2022-12-31 4,770 $468,000 0
   TRUST POINT INC. 303 - 2024-03-31 3,639 $458,000 0
   InTrack Investment Management Inc 92 - 2024-03-31 3,594 $453,000 0
   JNBA FINANCIAL ADVISORS 139 - 2024-03-31 3,562 $449,000 0
   AdvisorNet Financial Inc 325 - 2024-03-31 3,518 $443,000 0
   Venture Visionary Partners LLC 369 - 2023-12-31 3,822 $436,000 0
   FIDUCIARY TRUST CO 473 - 2023-12-31 3,753 $428,000 0
   NORTHERN OAK CAPITAL MANAGEMENT INC 175 - 2024-03-31 3,382 $426,000 0
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 154 - 2024-03-31 3,301 $416,000 0
   Archford Capital Strategies LLC 189 - 2024-03-31 3,297 $415,000 0
   Breakwater Capital Group 173 - 2024-03-31 3,246 $409,000 0
   Dougherty Wealth Advisers LLC 23 - 2024-03-31 3,229 $407,000 0
   Abbrea Capital LLC 177 - 2023-12-31 3,563 $406,000 0
   BLB&B ADVISORS LLC 200 - 2024-03-31 3,127 $394,000 0
   WULFF HANSEN & CO. - 2024-03-31 3,105 $391,000 0
   Game Plan Financial Advisors LLC 62 - 2024-03-31 3,029 $382,000 0
   GILMAN HILL ASSET MANAGEMENT, LLC 152 - 2024-03-31 3,025 $381,000 0
   NVWM LLC 175 - 2023-12-31 3,315 $378,000 0
   Northstar Group Inc. 100 - 2024-03-31 2,999 $378,000 0
   HAVERFORD TRUST CO - 2024-03-31 2,992 $377,000 0
   ALLEN INVESTMENT MANAGEMENT LLC 186 - 2023-12-31 3,202 $365,000 0
   Creegan & Nassoura Financial Group LLC 69 - 2023-12-31 3,175 $362,000 0
   RWM Asset Management LLC 113 - 2024-03-31 2,860 $360,000 0
   WMS PARTNERS, LLC 190 - 2023-12-31 3,106 $354,000 0
   MWA Asset Management - 2023-12-31 3,021 $344,000 0
   ELCO Management Co. LLC 101 - 2023-12-31 3,000 $342,000 0
   Auxano Advisors LLC - 2024-03-31 2,636 $332,000 0
   WASHINGTON TRUST BANK 176 - 2023-12-31 2,900 $331,000 0
   MONOGRAPH WEALTH ADVISORS LLC 80 - 2023-12-31 2,887 $329,000 0
   KMG FIDUCIARY PARTNERS LLC 197 - 2024-03-31 2,568 $323,000 0
   Sailer Financial LLC 47 - 2023-12-31 2,826 $322,000 0
   HAZLETT BURT & WATSON INC. 119 - 2024-03-31 2,488 $313,000 0
   Sheaff Brock Investment Advisors LLC 338 - 2023-12-31 2,661 $303,000 0
   GYL Financial Synergies LLC 287 - 2023-12-31 2,608 $297,000 0
   PRIVATE MANAGEMENT GROUP INC 170 - 2023-12-31 2,489 $284,000 0
   MGO Private Wealth LLC 63 - 2024-03-31 2,240 $282,000 0
   WESPAC ADVISORS, LLC 143 - 2024-03-31 2,233 $281,000 0
   TruWealth Advisors LLC 135 - 2024-03-31 2,180 $275,000 0
   EWG Elevate Inc. 103 - 2024-03-31 2,093 $264,000 0
   GREENLEAF TRUST - 2024-03-31 2,063 $260,000 0
   CHATHAM CAPITAL GROUP INC 177 - 2024-03-31 1,985 $250,000 0
   AQR CAPITAL MANAGEMENT LLC 2140 - 2023-12-31 2,150 $245,000 0
   180 WEALTH ADVISORS LLC 336 - 2024-03-31 1,938 $244,000 0
   NARWHAL CAPITAL MANAGEMENT 147 - 2024-03-31 1,925 $242,000 0
   BSW WEALTH PARTNERS 251 - 2024-03-31 1,882 $237,000 0
   First Command Bank 124 - 2023-06-30 2,200 $236,000 0
   First Command Financial Services Inc. 124 - 2023-06-30 2,200 $236,000 0
   NOVARE CAPITAL MANAGEMENT LLC 155 - 2023-12-31 2,045 $233,000 0
   BALDWIN INVESTMENT MANAGEMENT LLC 191 - 2023-12-31 2,020 $230,000 0
   MOTCO 189 - 2023-12-31 1,999 $228,000 0

  100 Records found
  1    
  Page 1 of 1
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