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Get Institutions for : 
SPDR Industrial Sector (XLI)  
$122.77 0.85 (0.7%) as of 4:30 Fri 5/3


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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  : 
17.82 (16.98%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 109 - 2023-12-31 16,035,307 $1,827,865,000 -3,218,960
   GOLDMAN SACHS GROUP INC/ 52 - 2023-12-31 11,522,713 $1,313,474,000 -2,613,505
   MORGAN STANLEY 256 - 2023-12-31 7,183,258 $818,820,000 -905,295
   J P MORGAN CHASE & CO 307 - 2023-12-31 4,861,459 $554,158,000 -1,138,308
   CITIGROUP INC 19 - 2023-12-31 4,100,109 $467,371,000 -73,636
   LPL FINANCIAL CORP 86 - 2023-12-31 3,632,024 $414,014,000 -181,309
   NATIXIS 5 - 2023-12-31 2,800,540 $319,234,000 -1,116
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 106 - 2023-12-31 2,634,815 $300,343,000 -125,975
   Migdal Insurance & Financial Holdings Ltd. 5 - 2024-03-31 2,271,251 $286,087,000 -791,062
   ENVESTNET ASSET MANAGEMENT INC 348 - 2023-12-31 1,096,136 $124,949,000 -4,431
   RAYMOND JAMES & ASSOCIATES 211 - 2024-03-31 980,174 $123,463,000 -26,706
   Harel Insurance Investments & Financial Services L - 2024-03-31 975,395 $122,860,000 -266
   MEITAV DASH INVESTMENTS LTD 11 - 2024-03-31 896,240 $112,889,000 -812,744
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 149 - 2024-03-31 752,977 $94,845,000 -136,713
   COMMONWEALTH EQUITY SERVICES LLC. 202 - 2024-03-31 457,098 $57,576,000 -37,390
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 172 - 2023-12-31 463,179 $52,798,000 -322,014
   BB&T CORP 225 - 2023-12-31 449,646 $51,255,000 -44,098
   Swan Wealth Advisors Inc. 8 - 2023-12-31 446,083 $50,849,000 -90,038
   Congress Wealth Management LLC / DE / 25 - 2024-03-31 359,803 $45,321,000 -2,176
   Private Advisor Group LLC - 2024-03-31 347,051 $43,715,000 -80,888
   STATE STREET CORP 1824 - 2023-12-31 352,300 $40,159,000 -860,504
   PNC FINANCIAL SERVICES GROUP INC 285 - 2023-12-31 348,287 $39,701,000 -9,700
   NORTHERN TRUST CORP 1173 - 2023-12-31 348,091 $39,679,000 -7,696
   Main Management LLC 11 - 2023-12-31 313,667 $35,755,000 -177,625
   EXCHANGE TRADED CONCEPTS LLC 23 - 2024-03-31 250,668 $31,574,000 -130,636
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 217 - 2023-12-31 271,420 $30,939,000 -11,144
   MML INVESTORS SERVICES LLC 169 - 2023-12-31 260,034 $29,641,000 -1,182
   KCM INVESTMENT ADVISORS LLC 23 - 2023-12-31 255,276 $29,099,000 -6,584
   Lido Advisors LLC 56 - 2023-12-31 231,799 $26,423,000 -35,281
   AMERIVEST INVESTMENT MANAGEMENT LLC 43 - 2023-06-30 240,060 $25,764,000 -12,083
   PEAPACK GLADSTONE FINANCIAL CORP 64 - 2023-12-31 225,604 $25,716,000 -2,586
   CASTLEARK MANAGEMENT LLC 18 - 2023-12-31 223,500 $25,477,000 -223,510
   J.Safra Asset Management Corp 8 - 2023-12-31 219,729 $25,047,000 -11,369
   US BANCORP 269 - 2023-12-31 217,465 $24,789,000 -5,176
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 349 - 2024-03-31 196,802 $24,789,000 -40,595
   JANNEY MONTGOMERY SCOTT LLC 287 - 2024-03-31 185,709 $23,392,000 -11,813
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1496 - 2023-12-31 204,423 $23,302,000 -14,665
   Kranot Hishtalmut Le Morim Tichoniim Havera Menahe 4 - 2024-03-31 184,182 $23,206,000 -41,270
   Qube Research & Technologies Ltd 394 - 2023-12-31 201,253 $22,941,000 -418,912
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 268 - 2023-09-30 209,088 $21,197,000 -16,846
   BANK OF MONTREAL /CAN/ 753 - 2023-12-31 137,570 $15,710,000 -94,665
   Phoenix Holdings Ltd. 59 - 2023-12-31 131,349 $14,970,000 -820
   Equitable Holdings Inc. 104 - 2023-12-31 126,632 $14,435,000 -13,414
   NELSON ROBERTS INVESTMENT ADVISORS, LLC - 2023-12-31 123,910 $14,125,000 -674
   FIFTH THIRD BANCORP 216 - 2024-03-31 107,583 $13,551,000 -13,751
   FIRST INTERSTATE BANK - 2024-03-31 105,535 $13,293,000 -4,849
   STRATEGIC POINT INVESTMENT ADVISORS LLC 15 - 2023-12-31 115,332 $13,147,000 -1,109
   Fullerton Fund Management Co Ltd 35 - 2023-12-31 113,203 $12,904,000 -7,374
   Capital Investment Advisors LLC 78 - 2024-03-31 98,529 $12,411,000 -95
   OLD NATIONAL BANCORP /IN/ 83 - 2024-03-31 97,823 $12,322,000 -12,334
   CREATIVE PLANNING 345 - 2023-12-31 106,320 $12,119,000 -2,231
   MCCORMACK ADVISORS INTERNATIONAL 127 - 2023-12-31 96,397 $10,988,000 -10,288
   Robertson Stephens Wealth Management LLC 29 - 2023-12-31 94,649 $10,789,000 -7,159
   MARTIN & CO INC /TN/ 5 - 2023-12-31 94,626 $10,786,000 -1,655
   Bellwether Advisors LLC 7 - 2023-12-31 94,219 $10,740,000 -45,413
   COMERICA BANK 402 - 2023-12-31 87,194 $9,939,000 -964
   Sequoia Financial Advisors LLC 141 - 2024-03-31 75,840 $9,553,000 -4,215
   Chicago Wealth Management Inc. 3 - 2023-12-31 82,648 $9,421,000 -852
   CHEVY CHASE TRUST HOLDINGS, INC. - 2024-03-31 73,721 $9,286,000 -22,030
   TOTH FINANCIAL ADVISORY CORP 30 - 2024-03-31 69,555 $8,761,000 -1,289
   Ayalon Holdings Ltd. 12 - 2024-03-31 66,264 $8,347,000 -20,482
   MACQUARIE GROUP LTD 869 - 2023-12-31 72,097 $8,218,000 -17,000
   STILLWATER CAPITAL ADVISORS, LLC 29 - 2024-03-31 64,496 $8,124,000 -739
   BUSEY TRUST CO 93 - 2024-03-31 62,596 $7,885,000 -2,731
   Sharper & Granite LLC 4 - 2024-03-31 58,438 $7,344,000 -1,209
   Summit Financial LLC 30 - 2024-03-31 58,149 $7,324,000 -235
   ESTATE COUNSELORS, LLC - 2023-12-31 63,860 $7,279,000 -126,765
   SPINNAKER TRUST 49 - 2023-12-31 63,809 $7,274,000 -133
   CALLAN CAPITAL, LLC - 2024-03-31 56,673 $7,139,000 -1,488
   Mutual Advisors LLC - 2024-03-31 55,250 $6,959,000 -714
   SAGE RHINO CAPITAL LLC 16 - 2024-03-31 52,871 $6,660,000 -1,032
   H D Vest Advisory Services 227 - 2023-12-31 58,332 $6,649,000 -2,354
   HUDSON VALLEY INVESTMENT ADVISORS INC 52 - 2024-03-31 50,051 $6,304,000 -758
   ADVISORY SERVICES NETWORK, LLC 148 - 2023-12-31 53,825 $6,135,000 -188
   TD Waterhouse Canada Inc. 194 - 2023-12-31 52,950 $6,096,000 -879
   ALPHAMARK ADVISORS LLC 12 - 2024-03-31 45,957 $5,789,000 -103
   WAYNE HUMMER ASSET MANAGEMENT CO 281 - 2023-12-31 48,846 $5,568,000 -2,062
   Holt Capital Advisors L.L.C. dba Holt Capital Part 22 - 2023-12-31 47,692 $5,436,000 -534
   Trilogy Capital Inc. 64 - 2024-03-31 41,900 $5,278,000 -27,227
   ARROW INVESTMENT ADVISORS, LLC 5 - 2023-12-31 46,109 $5,256,000 -10,727
   Steward Partners Investment Advisory LLC 279 - 2023-12-31 45,180 $5,150,000 -169
   Money Matters Financial Group Inc 7 - 2023-12-31 45,170 $5,149,000 -1,251
   IFP Advisors Inc 86 - 2023-12-31 44,663 $5,091,000 -3,162
   Merit Financial Group LLC 97 - 2023-12-31 43,894 $5,003,000 -18,022
   Simmons Bank 69 - 2023-12-31 43,171 $4,921,000 -2,805
   PINNACLE ASSOCIATES LTD 244 - 2024-03-31 38,786 $4,886,000 -242
   FINANCIAL COUNSELORS INC 189 - 2024-03-31 38,615 $4,864,000 -951
   SABAL TRUST CO - 2023-12-31 42,600 $4,856,000 -1,042
   Innova Wealth Partners 7 - 2023-12-31 42,329 $4,825,000 -2,784
   FERGUSON WELLMAN CAPITAL MANAGEMENT INC 100 - 2024-03-31 38,168 $4,808,000 -614
   CMH Wealth Management LLC 37 - 2024-03-31 37,872 $4,770,000 -3,151
   SPRENG CAPITAL MANAGEMENT INC. 9 - 2023-12-31 41,052 $4,680,000 -1,045
   Baird Financial Group Inc. 674 - 2023-12-31 40,890 $4,661,000 -742
   INNEALTA CAPITAL LLC 15 - 2023-12-31 40,655 $4,634,000 -14,910
   Goss Wealth Management LLC 372 - 2023-12-31 40,168 $4,569,000 -2,453
   Beaumont Capital Management LLC 11 - 2023-12-31 39,217 $4,470,000 -68,630
   PROVISE MANAGEMENT GROUP LLC 78 - 2023-12-31 38,947 $4,440,000 -300
   SYKON CAPITAL LLC 16 - 2023-12-31 38,448 $4,383,000 -2,532
   NorthCrest Asset Manangement LLC 151 - 2024-03-31 34,783 $4,381,000 -783
   H&H Retirement Design & Management INC 11 - 2024-03-31 35,903 $4,358,000 -5,256
  100 Records found
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