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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Kozak & Associates Inc. 349 *Closed 2023-12-31 0 $0 -77
   Moss Adams Wealth Advisors LLC 125 *Closed 2023-12-31 0 $0 -1,020
   Bruce G. Allen Investments LLC 860 *Closed 2024-03-31 0 $0 -264
   FDX ADVISORS, INC. *Closed 2024-03-31 0 $0 -23,761
   HRT FINANCIAL LLC 2036 *Closed 2023-12-31 0 $0 -65,148
   MKP CAPITAL MANAGEMENT, L.L.C. 14 *Closed 2023-12-31 0 $0 -782,144
   ORRSTOWN FINANCIAL SERVICES INC 81 *Closed 2024-03-31 0 $0 -2,470
   McGlone Suttner Wealth Management Inc. 260 *Closed 2024-03-31 0 $0 -305
   Capital CS Group LLC 84 *Closed 2024-03-31 0 $0 -1,842
   Planned Solutions Inc. 200 *Closed 2024-03-31 0 $0 -250
   Legacy Capital Wealth Partners LLC 288 *Closed 2023-12-31 0 $0 -2,773
   Alpine Partners VI LLC 188 *Closed 2023-12-31 0 $0 -3,452
   ALLIANCEBERNSTEIN L.P. 3173 *Closed 2023-12-31 0 $0 -42,448
   Main Management Fund Advisors LLC 7 *Closed 2023-12-31 0 $0 -361,000
   Prestige Wealth Management Group LLC 976 *Closed 2024-03-31 0 $0 -389
   Advisory Resource Group 148 *Closed 2023-12-31 0 $0 -31,623
   Granite Bay Wealth Management LLC *Closed 2024-03-31 0 $0 -11,800
   3D/L Capital Management LLC 41 *Closed 2023-12-31 0 $0 -6,830
   BOURGEON CAPITAL MANAGEMENT LLC 170 *Closed 2024-03-31 0 $0 -221
   BENJAMIN EDWARDS INC 728 *Closed 2024-03-31 0 $0 -2,400
   MILESTONE ASSET MANAGEMENT LLC 172 *Closed 2024-03-31 0 $0 -1,833
   VERITABLE LP 140 *Closed 2023-09-30 0 $0 -68,190
   Warther Private Wealth LLC *Closed 2024-03-31 0 $0 -2,000
   APPLETON PARTNERS INC/MA 282 *Closed 2024-03-31 0 $0 -3,040
   Level Financial Advisors Inc. 117 *Closed 2024-03-31 0 $0 0
   ARLINGTON PARTNERS LLC 96 *Closed 2024-03-31 0 $0 -5,430
   CenterStar Asset Management LLC 37 *Closed 2024-03-31 0 $0 -8,010
   CB&T WEALTH MANAGEMENT 98 *Closed 2024-03-31 0 $0 -7,875
   Shay Capital LLC 212 *Closed 2023-12-31 0 $0 -5,200
   HEAD & ASSOCIATES LLC 281 *Closed 2023-12-31 0 $0 -1,717
   NEW HARBOR FINANCIAL GROUP, LLC *Closed 2024-03-31 0 $0 -179,887
   Itau Unibanco Holding S.A. 402 *Closed 2023-12-31 0 $0 -914
   PETERSON WEALTH MANAGEMENT 60 *Closed 2023-12-31 0 $0 -2,663
   Canal Capital Management LLC 158 *Closed 2024-03-31 0 $0 -7,309
   Meridian Wealth Management LLC 325 *Closed 2024-03-31 0 $0 -6,138
   V Wealth ManagementLLC 262 *Closed 2023-09-30 0 $0 -27,357
   Cox Capital Co LLC 71 *Closed 2024-03-31 0 $0 -2,851
   TORONTO DOMINION BANK 1316 *Closed 2023-12-31 0 $0 -223
   Kapitalo Investimentos Ltda 577 *Closed 2023-12-31 0 $0 -1,810
   ROCK CREEK GROUP, LP 99 *Closed 2023-12-31 0 $0 -674
   MONTAG & CALDWELL INC 87 *Closed 2023-12-31 0 $0 -3,172
   Prostatis Group LLC 118 *Closed 2023-03-31 0 $0 -25,325
   Morton Brown Family Wealth LLC 236 *Closed 2024-03-31 0 $0 -81
   Headlands Technologies LLC 1042 *Closed 2023-12-31 0 $0 -127
   SILVER OAK SECURITIES Inc 505 *Closed 2023-12-31 0 $0 -461
   1607 CAPITAL PARTNERS, LLC 146 *Closed 2023-12-31 0 $0 -23,082
   Elliott Investment Management L.P. 31 *Closed 2023-12-31 0 $0 -600,000
   Lehman & Derafelo Financial Resources LLC 178 *Closed 2022-12-31 0 $0 -176
   Coppell Advisory Solutions Corp. 979 *Closed 2023-03-31 0 $0 -268
   CONFLUENCE INVESTMENT MANAGEMENT LLC 298 *Closed 2024-03-31 0 $0 -31,791
   BALYASNY ASSET MANAGEMENT LLC 1929 *Closed 2023-12-31 0 $0 -156,311
   CYPRESS CAPITAL MANAGEMENT LLC 85 *Closed 2022-12-31 0 $0 -8,947
   PICTET ASSET MANAGEMENT SA 2012 *Closed 2023-06-30 0 $0 -3,041
   ANNEX ADVISORY SERVICES, LLC 300 *Closed 2024-03-31 0 $0 -2,726
   SIMPLEX TRADING LLC 3027 *Closed 2024-03-31 0 $0 -16,233
   Hibernia Wealth Partners LLC 207 *Closed 2023-12-31 0 $0 -24,142
   QUANTITATIVE INVESTMENT MANAGEMENT, LLC 371 *Closed 2023-12-31 0 $0 -398,449
   Knollwood Investment Advisory LLC 207 *Closed 2023-12-31 0 $0 -9,630
   PALISADE ASSET MANAGEMENT, LLC *Closed 2024-03-31 0 $0 -2,450
   Twin Tree Management LP 562 *Closed 2023-12-31 0 $0 -5,619
   Wealth Advisors of Tampa Bay LLC *Closed 2023-12-31 0 $0 -2,060
   WETHERBY ASSET MANAGEMENT INC 956 *Closed 2023-12-31 0 $0 -3,019
   Authentikos Wealth Advisory LLC 402 *Closed 2023-12-31 0 $0 -106
   Burns Matteson Capital Management LLC 160 *Closed 2023-12-31 0 $0 -2,334
   Eschler Asset Management LLP 99 *Closed 2023-12-31 0 $0 -6,119
   One Capital Management LLC 290 *Closed 2023-12-31 0 $0 -1,986
   LUMINA FUND MANAGEMENT LLC 45 *Closed 2023-12-31 0 $0 -4,000
   DT INVESTMENT PARTNERS, LLC 473 *Closed 2023-12-31 0 $0 -130
   SEGALL BRYANT & HAMILL 486 *Closed 2023-12-31 0 $0 -11,178
   5th Street Advisors LLC *Closed 2024-03-31 0 $0 -43,074
   MATRIX PRIVATE CAPITAL GROUP LLC 164 *Closed 2023-12-31 0 $0 -146
   QUANTBOT TECHNOLOGIES LLC 2061 *Closed 2023-12-31 0 $0 -3,559
   Evolution Advisers Inc. 231 *Closed 2024-03-31 0 $0 -41
   GoalVest Advisory LLC 480 *Closed 2024-03-31 0 $0 -64
   Optiver Holding B.V. 253 *Closed 2023-12-31 0 $0 -2,946
   ALESCO ADVISORS LLC 188 *Closed 2023-12-31 0 $0 -5,080
   Ergoteles LLC 867 *Closed 2023-09-30 0 $0 -315,408
   Millburn Ridgefield Corp 192 *Closed 2024-03-31 0 $0 -19,116
   CFG ASSET MANAGEMENT LLC 611 *Closed 2023-12-31 0 $0 -57
   VIGILANT CAPITAL MANAGEMENT LLC 467 *Closed 2023-06-30 0 $0 -150
   ZACKS INVESTMENT MANAGEMENT 684 *Closed 2023-12-31 0 $0 -2,249
   Capital Wealth Planning LLC 165 *Closed 2023-12-31 0 $0 -8,969
   Alphadyne Asset Management LLC 46 *Closed 2023-12-31 0 $0 -47,879
   EHRLICH FINANCIAL GROUP 109 *Closed 2024-03-31 0 $0 -2,187
   National Wealth Management Group LLC 153 *Closed 2023-12-31 0 $0 -3,300
   Arista Wealth Management LLC 46 *Closed 2024-03-31 0 $0 -2,777
   Impax Asset Management Group plc 351 *Closed 2024-03-31 0 $0 -4,226
   WealthCare Investment Partners LLC 139 *Closed 2024-03-31 0 $0 -2,966
   Planning Capital Management Corp 705 *Closed 2024-03-31 0 $0 -51
   Lavaca Capital LLC 135 *Closed 2023-12-31 0 $0 -10,182
   Silicon Valley Capital Partners *Closed 2024-03-31 0 $0 -41
   KARLINSKI ANDREW C 199 *Closed 2022-12-31 0 $0 -4,613
   Processus Wealth & Capital Management LLC 41 *Closed 2024-03-31 0 $0 -2,145
   Y-Intercept (Hong Kong) Ltd 1715 *Closed 2023-12-31 0 $0 -8,102
   Ten Capital Wealth Advisors LLC 601 *Closed 2023-06-30 0 $0 -136
   West Branch Capital LLC 451 *Closed 2024-03-31 0 $0 -28
   Jump Financial LLC 2269 *Closed 2023-12-31 0 $0 -103,414
   SPX Equities Gestao de Recursos Ltda 105 *Closed 2023-12-31 0 $0 -163,983
   Main Management ETF Advisors LLC 47 *Closed 2023-12-31 0 $0 -817,150
   ACCUVEST GLOBAL ADVISORS 125 *Closed 2023-12-31 0 $0 -18,880
  100 Records found
  1    
  Page 1 of 1
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