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Get Institutions for : 
SPDR Technology Sector (XLK)  
$196.58 5.18 (2.57%) as of 4:30 Thu 4/18


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1790    56
Total shares held : 
 169,084,758  
% of shares held : 
 56.14%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   187  
Amount of shares held : 
 5,163,771  
% of shares held change : 
   1.71%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $165.69  
Last Quarter's Ending Price : 
 $192.48  
Last Quarter's Average Price : 
 $178.05  
Change from last quarter's     
avg. price to the last closing  : 
18.53 (10.41%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
119
 1,049,359
 0.62%
 
Increased Positions :
710
 13,019,792
 7.7%
 
Unchanged Positions :
382
 5,556,788
 3.29%
 
Decreased Positions :
579
-7,996,237
-4.73%
 
Closed Positions :
63
-909,143
-0.54%
 
Guru Positions :
3
61,677
 0.04%
 
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/ 85 - 2023-12-31 12,540,360 $2,413,769,000 171,586
   WELLS FARGO & CO/MN 35 - 2023-12-31 10,704,636 $2,060,428,000 -36,588
   MORGAN STANLEY 113 - 2023-12-31 10,031,459 $1,930,856,000 819,028
   LPL FINANCIAL CORP 21 - 2023-12-31 6,298,870 $1,212,406,000 495,915
   CHURCHILL MANAGEMENT GROUP /CA/ 1 - 2024-03-31 5,020,431 $1,045,605,000 198,891
   ENVESTNET ASSET MANAGEMENT INC 46 - 2023-12-31 5,121,336 $985,755,000 31,029
   UBS Group AG 50 - 2023-12-31 4,898,953 $942,950,000 37,312
   GOLDMAN SACHS GROUP INC/ 79 - 2023-12-31 4,865,689 $936,548,000 554,658
   AMERIPRISE FINANCIAL INC 99 - 2023-12-31 3,637,706 $700,134,000 434,721
   RAYMOND JAMES & ASSOCIATES 33 - 2023-12-31 3,582,043 $689,472,000 -2,735
   ROYAL BANK OF CANADA 131 - 2023-12-31 3,161,271 $608,482,000 -25,261
   JANNEY MONTGOMERY SCOTT LLC 5 - 2023-12-31 3,104,202 $597,497,000 -132,567
   BB&T CORP 13 - 2023-12-31 3,101,415 $596,960,000 -46,013
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 143 - 2023-12-31 2,533,750 $487,696,000 -142,046
   WESTEND ADVISORS LLC 2 - 2023-12-31 2,327,789 $448,053,000 -15,616
   NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 7 - 2023-12-31 2,249,677 $433,018,000 0
   BLACKROCK INC. 1136 - 2023-12-31 2,144,651 $412,802,000 48,576
   Granite Bay Wealth Management LLC 10 - 2023-12-31 2,230,471 $394,989,000 -278,323
   FACTORY MUTUAL INSURANCE CO 3 - 2024-03-31 1,610,300 $335,377,000 17,900
   CAPTRUST FINANCIAL ADVISORS 13 - 2023-12-31 1,572,142 $302,606,000 23,822
   AGF MANAGEMENT LTD 8 - 2023-12-31 1,449,973 $279,090,000 123,835
   J P MORGAN CHASE & CO 485 - 2023-12-31 1,431,806 $275,594,000 -6,641
   NORTHERN TRUST CORP 352 - 2023-12-31 1,404,851 $270,406,000 277
   US BANCORP 54 - 2023-12-31 1,384,299 $266,450,000 -12,096
   Green Harvest Asset Management LLC 4 - 2023-12-31 1,335,160 $256,992,000 399,724
   STATE STREET CORP 746 - 2023-12-31 1,253,574 $241,288,000 788,277
   Advisor Group Holdings Inc. 44 - 2023-12-31 1,105,188 $212,763,000 -281,206
   TWO SIGMA INVESTMENTS LLC 32 - 2023-12-31 1,055,201 $203,105,000 602,901
   Congress Wealth Management LLC / DE / 2 - 2023-12-31 1,019,365 $196,208,000 93,252
   Equitable Holdings Inc. 7 - 2023-12-31 1,008,815 $194,177,000 7,846
   Migdal Insurance & Financial Holdings Ltd. 7 - 2023-12-31 955,098 $183,849,000 -740,586
   TWO SIGMA ADVISERS, LLC 56 - 2023-12-31 943,400 $181,586,000 121,800
   CITIGROUP INC 88 - 2023-12-31 896,091 $172,480,000 510,778
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 71 - 2023-12-31 871,834 $167,811,000 -112,782
   Swan Wealth Advisors Inc. 3 - 2023-12-31 864,065 $166,315,000 -233,232
   PNC FINANCIAL SERVICES GROUP INC 126 - 2023-12-31 856,072 $164,777,000 -22,698
   Main Management ETF Advisors LLC 4 - 2023-12-31 823,770 $158,559,000 47,920
   STIFEL FINANCIAL CORP 119 - 2023-12-31 814,129 $156,712,000 -23,837
   Rockefeller Capital Management L.P. 30 - 2023-12-31 812,724 $156,433,000 39,535
   InterOcean Capital Group LLC 3 - 2023-12-31 780,400 $150,211,000 24,654
   COMMONWEALTH EQUITY SERVICES LLC. 71 - 2023-12-31 774,889 $149,151,000 -33,200
   HIGHTOWER ADVISORS, LLC 88 - 2023-12-31 742,602 $142,914,000 28,652
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 93 - 2023-12-31 732,848 $141,059,000 74,930
   CI Private Wealth LLC 89 - 2023-12-31 726,923 $139,918,000 -7,444
   KCM INVESTMENT ADVISORS LLC 2 - 2023-12-31 725,257 $139,597,000 3,583
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 41 - 2023-12-31 718,017 $138,204,000 -266,125
   BANK OF MONTREAL /CAN/ 233 - 2023-12-31 659,462 $127,487,000 112,625
   VICTORY CAPITAL MANAGEMENT INC 173 - 2023-12-31 658,766 $126,799,000 25,673
   Private Advisor Group LLC 12 - 2023-12-31 634,509 $122,130,000 38,361
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 600,663 $115,616,000 -84,183
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 26 - 2023-12-31 587,066 $112,998,000 11,510
   RIVERFRONT INVESTMENT GROUP, LLC 9 - 2023-12-31 562,229 $108,218,000 -9,458
   MARINER WEALTH ADVISORS, LLC 83 - 2023-12-31 559,113 $107,618,000 13,765
   Conservest Capital Advisors Inc. 3 - 2023-12-31 541,152 $104,161,000 -12,129
   J.Safra Asset Management Corp 3 - 2023-12-31 537,508 $103,460,000 -48,102
   Harel Insurance Investments & Financial Services L 18 - 2023-12-31 527,104 $101,455,000 -1,283
   Advisory Alpha LLC - 2023-12-31 494,197 $95,123,000 423
   CWM LLC 38 - 2024-03-31 455,244 $94,814,000 20,463
   MEITAV DASH INVESTMENTS LTD 17 - 2023-12-31 491,982 $94,718,000 16,992
   Capital Investment Advisors LLC 5 - 2023-12-31 481,029 $92,589,000 -6,557
   CHARTER TRUST CO 1 - 2023-12-31 480,880 $92,560,000 112
   BARCLAYS PLC 344 - 2023-12-31 478,424 $92,087,000 -212,219
   EP WEALTH ADVISORS, INC. 19 - 2023-12-31 468,891 $90,252,000 7,345
   TD ASSET MANAGEMENT INC 200 - 2023-12-31 467,425 $89,970,000 8,588
   AMERIVEST INVESTMENT MANAGEMENT LLC 24 - 2023-06-30 516,778 $89,847,000 -90,402
   FINANCIAL NETWORK 30 - 2023-12-31 446,221 $85,889,000 136,285
   SPINNAKER TRUST 2 - 2023-12-31 437,725 $84,253,000 -4,190
   FIFTH THIRD BANCORP 77 - 2023-12-31 420,790 $80,994,000 -6,949
   Gerber Kawasaki Wealth & Investment Management 3 - 2023-12-31 382,378 $73,600,000 11,010
   Phoenix Holdings Ltd. 24 - 2023-12-31 334,357 $72,267,000 325,100
   Qube Research & Technologies Ltd 171 - 2023-12-31 365,677 $70,386,000 126,871
   SUMITOMO MITSUI FINANCIAL GROUP INC. 7 - 2023-12-31 360,000 $69,293,000 360,000
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 124 - 2023-09-30 408,775 $67,010,000 -31,311
   BNP PARIBAS ARBITRAGE SA 187 - 2023-12-31 339,554 $65,357,000 -1,880,437
   GTS SECURITIES LLC 9 - 2023-12-31 320,646 $61,706,000 306,444
   Parker Investment Management LLC 2 - 2023-12-31 332,839 $61,299,000 -1,431
   WHARTON BUSINESS GROUP, LLC 10 - 2023-12-31 304,200 $58,552,000 466
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 132 - 2023-12-31 299,730 $57,692,000 -5,282
   Salomon & Ludwin LLC 2 - 2023-12-31 350,186 $57,472,000 0
   Advisors Preferred LLC - 2023-12-31 305,900 $57,338,000 305,655
   CHEMUNG CANAL TRUST CO 1 - 2023-12-31 289,391 $55,702,000 23,948
   Kestra Advisory Services LLC 31 - 2023-12-31 274,425 $52,821,000 9,699
   Bellwether Advisors LLC 1 - 2023-12-31 269,599 $51,892,000 -64,548
   OLD NATIONAL BANCORP /IN/ 14 - 2023-12-31 268,943 $51,766,000 -31,152
   MML INVESTORS SERVICES LLC 87 - 2023-12-31 268,565 $51,693,000 12,925
   Benchmark Investment Advisors LLC 3 *New 2023-12-31 267,343 $51,458,000 267,343
   BCJ Capital Management LLC 3 - 2023-12-31 267,343 $51,458,000 20,043
   MERCER GLOBAL ADVISORS INC /ADV 97 - 2023-12-31 257,877 $49,636,000 152,236
   State of Tennessee Treasury Department 99 - 2023-12-31 252,362 $48,575,000 31,529
   JNB Advisors LLC 4 - 2023-12-31 245,468 $47,248,000 -6,108
   Kranot Hishtalmut Le Morim Ve Gananot Havera Menah - 2023-12-31 238,616 $45,891,000 0
   COMMERCE BANK N A/MO 79 - 2023-12-31 233,101 $44,867,000 3,619
   Lido Advisors LLC 31 - 2023-12-31 228,961 $44,070,000 -52,137
   THRIVENT FINANCIAL FOR LUTHERANS 272 - 2023-12-31 227,210 $43,734,000 743
   J. GOLDMAN & CO LP 4 - 2023-12-31 224,332 $43,179,000 -1,822
   Pathstone Holdings LLC 72 - 2023-12-31 218,894 $42,142,000 0
   CAPITAL FUND MANAGEMENT S.A. 40 - 2023-12-31 218,033 $41,967,000 218,033
   EASTERN BANK - 2023-12-31 216,167 $41,608,000 -22,930
   AlphaStar Capital Management LLC 7 - 2023-12-31 107,840 $41,514,000 -67,746
   Main Management LLC 9 - 2023-12-31 211,066 $40,626,000 3,710
  100 Records found
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