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Get Institutions for : 
SPDR Technology Sector (XLK)  
$194.26 2.01 (1.02%) as of 4:30 Wed 5/1


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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  : 
16.21 (9.1%)  




 
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
   Benchmark Investment Advisors LLC 3 *New 2023-12-31 267,343 $51,458,000 267,343
   Privium Fund Management (UK) Ltd 2 *New 2023-12-31 84,770 $15,889,000 84,770
   Capula Management Ltd 13 *New 2023-12-31 67,054 $12,907,000 67,054
   SURIENCE PRIVATE WEALTH LLC 2 *New 2023-12-31 62,535 $12,037,000 62,535
   VERITY & VERITY, LLC 36 *New 2024-03-31 87,485 $11,433,000 87,485
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 107 *New 2024-03-31 42,313 $8,813,000 42,313
   Northstar Advisory Group LLC 4 *New 2023-12-31 41,951 $8,075,000 41,951
   Polianta Ltd 12 *New 2024-03-31 32,500 $6,768,000 32,500
   Parkside Investments LLC 40 *New 2024-03-31 31,185 $6,495,000 31,185
   FISCHER INVESTMENT STRATEGIES LLC 10 *New 2023-12-31 32,464 $6,249,000 32,464
   Colony Family Offices LLC 10 *New 2023-12-31 30,134 $5,800,000 30,134
   AdvisorShares Investments LLC 6 *New 2023-12-31 23,118 $4,450,000 23,118
   Goldstream Capital Management Ltd 12 *New 2023-12-31 22,300 $4,292,000 22,300
   OKABENA INVESTMENT SERVICES INC 18 *New 2023-12-31 20,477 $3,941,000 20,477
   IronBridge Private Wealth LLC 24 *New 2023-12-31 19,346 $3,724,000 19,346
   Berger Financial Group Inc 115 *New 2024-03-31 10,089 $2,101,000 10,089
   GRAHAM CAPITAL MANAGEMENT LP 217 *New 2023-12-31 8,000 $1,540,000 8,000
   BLB&B ADVISORS LLC 106 *New 2024-03-31 6,723 $1,400,000 6,723
   QRG CAPITAL MANAGEMENT INC. 489 *New 2023-12-31 6,537 $1,258,000 6,537
   Virtue Capital Management LLC 71 *New 2023-12-31 6,288 $1,157,000 6,288
   Selective Wealth Management 32 *New 2024-03-31 5,566 $1,139,000 5,566
   OPPENHEIMER ASSET MANAGEMENT INC 676 *New 2023-12-31 5,812 $1,119,000 5,812
   Atom Investors LP 179 *New 2023-12-31 5,423 $1,044,000 5,423
   Goodman Advisory Group LLC 46 *New 2023-12-31 4,871 $938,000 4,871
   HCR Wealth Advisors 91 *New 2023-12-31 4,856 $935,000 4,856
   Oversea-Chinese Banking CORP Ltd 186 *New 2023-12-31 4,708 $906,000 4,708
   BRIDGECREEK INVESTMENT MANAGEMENT LLC 58 *New 2023-12-31 4,567 $879,000 4,567
   Blackston Financial Advisory Group LLC 26 *New 2023-12-31 4,523 $871,000 4,523
   Whitaker-Myers Wealth Managers LTD. 48 *New 2024-03-31 3,979 $829,000 3,979
   Schonfeld Strategic Advisors LLC 1032 *New 2023-12-31 4,186 $806,000 4,186
   PETRA FINANCIAL ADVISORS INC 51 *New 2024-03-31 3,849 $802,000 3,849
   17 CAPITAL PARTNERS LLC 66 *New 2024-03-31 3,383 $705,000 3,383
   DARK FOREST CAPITAL MANAGEMENT LP 219 *New 2023-12-31 2,766 $532,000 2,766
   WELLINGTON SHIELDS & CO., LLC 116 *New 2023-12-31 2,581 $497,000 2,581
   Point72 Asset Management L.P. 956 *New 2023-12-31 2,500 $481,000 2,500
   ROMAN BUTLER FULLERTON & CO 130 *New 2023-12-31 2,337 $471,000 2,337
   WIN ADVISORS INC 41 *New 2024-03-31 2,018 $420,000 2,018
   Stevard LLC 38 *New 2023-12-31 2,119 $408,000 2,119
   Belvedere Trading LLC 44 *New 2023-12-31 2,012 $387,000 2,012
   MITCHELL SINKLER & STARR/PA 146 *New 2023-12-31 2,000 $385,000 2,000
   JUNCTURE WEALTH STRATEGIES LLC 76 *New 2024-03-31 1,848 $385,000 1,848
   NATIXIS 626 *New 2023-12-31 1,936 $373,000 1,936
   Empirical Asset Management LLC 120 *New 2023-12-31 1,828 $352,000 1,828
   VERITY Wealth Advisors 62 *New 2024-03-31 1,575 $328,000 1,575
   First Citizens Financial Corp 82 *New 2023-12-31 1,694 $326,000 1,694
   FCG Investment Co 88 *New 2024-03-31 1,557 $324,000 1,557
   Pegasus Partners Ltd. 117 *New 2024-03-31 1,529 $318,000 1,529
   Aprio Wealth Management LLC 149 *New 2024-03-31 1,514 $315,000 1,514
   IMS CAPITAL MANAGEMENT 113 *New 2023-12-31 1,584 $305,000 1,584
   Root Financial Partners LLC 78 *New 2024-03-31 1,439 $300,000 1,439
   Trail Ridge Investment Advisors LLC 89 *New 2023-12-31 1,559 $300,000 1,559
   Steele Capital Management Inc. 133 *New 2024-03-31 1,414 $294,000 1,414
   Meridian Wealth Partners LLC 78 *New 2023-12-31 1,485 $286,000 1,485
   Paragon Private Wealth Management LLC 113 *New 2023-12-31 1,462 $281,000 1,462
   Everhart Financial Group Inc. 193 *New 2023-12-31 1,429 $275,000 1,429
   IRONWOOD INVESTMENT COUNSEL LLC 209 *New 2023-12-31 1,422 $274,000 1,422
   BSW WEALTH PARTNERS 233 *New 2024-03-31 1,308 $272,000 1,308
   QUANTITATIVE ADVANTAGE LLC 108 *New 2023-03-31 1,732 $262,000 1,732
   FRG Family Wealth Advisors LLC 130 *New 2023-12-31 1,349 $260,000 1,349
   Bremer Bank National Association 164 *New 2024-03-31 1,242 $259,000 1,242
   BOOTHBAY FUND MANAGEMENT LLC 1007 *New 2023-12-31 1,300 $250,000 1,300
   Berkeley Capital Partners LLC 148 *New 2023-12-31 1,269 $244,000 1,269
   Marks Group Wealth Management Inc 278 *New 2023-12-31 1,232 $237,000 1,232
   Gallacher Capital Management LLC 213 *New 2023-12-31 1,212 $233,000 1,212
   Garden State Investment Advisory Services LLC 180 *New 2023-12-31 1,191 $229,000 1,191
   Green Square Asset Management LLC 191 *New 2023-12-31 1,183 $228,000 1,183
   Legacy Financial Strategies LLC 85 *New 2024-03-31 1,094 $228,000 1,094
   NICOLET ADVISORY SERVICES LLC 291 *New 2023-12-31 1,216 $224,000 1,216
   Imprint Wealth LLC 141 *New 2023-12-31 1,148 $221,000 1,148
   PDS Planning Inc 310 *New 2023-12-31 1,148 $221,000 1,148
   Traynor Capital Management Inc. 195 *New 2024-03-31 1,063 $221,000 1,063
   CFO4Life Group LLC *New 2023-12-31 1,138 $219,000 1,138
   LJI Wealth Management LLC 152 *New 2023-12-31 1,135 $218,000 1,135
   Revolve Wealth Partners LLC 165 *New 2024-03-31 1,044 $217,000 1,044
   WILLNER & HELLER LLC 124 *New 2023-12-31 1,125 $217,000 1,125
   Steigerwald Gordon & Koch Inc. 120 *New 2024-03-31 1,015 $211,000 1,015
   Fox Hill Wealth Management 88 *New 2024-03-31 1,011 $211,000 1,011
   Harbor Group Inc. 78 *New 2024-03-31 1,009 $210,000 1,009
   WEST BANCORPORATION INC *New 2023-12-31 1,091 $210,000 1,091
   JOHN G ULLMAN & ASSOCIATES INC 160 *New 2023-12-31 1,086 $209,000 1,086
   SILVERLAKE WEALTH MANAGEMENT LLC 224 *New 2024-03-31 993 $207,000 993
   FSB PREMIER WEALTH MANAGEMENT INC. 164 *New 2023-12-31 1,075 $207,000 1,075
   AMERICAN INVESTMENT SERVICES INC. 140 *New 2023-12-31 1,075 $207,000 1,075
   CHAPIN DAVIS INC. 213 *New 2024-03-31 988 $206,000 988
   INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /AD 145 *New 2024-03-31 985 $205,000 985
   WHITE PINE INVESTMENT CO 63 *New 2024-03-31 983 $205,000 983
   HENGEHOLD CAPITAL MANAGEMENT LLC 181 *New 2024-03-31 981 $204,000 981
   A. D. BEADELL INVESTMENT COUNSEL, INC. 72 *New 2024-03-31 975 $203,000 975
   Sightline Wealth Advisors LLC 66 *New 2024-03-31 963 $201,000 963
   Comprehensive Financial Consultants Institutional *New 2023-12-31 1,046 $201,000 1,046
   BURNEY CO/ 567 *New 2023-12-31 1,046 $201,000 1,046
   FourThought Financial Partners LLC 310 *New 2023-12-31 1,045 $201,000 1,045
   Independence Bank of Kentucky 221 *New 2024-03-31 928 $193,000 928
   Belmont Capital LLC 75 *New 2023-12-31 1,000 $192,000 1,000
   Avalon Trust Co 133 *New 2023-12-31 901 $173,000 901
   MATHER GROUP, INC. 597 *New 2024-03-31 786 $151,000 786
   SHEETS SMITH & ASSOCIATES INC 323 *New 2023-09-30 879 $144,000 879
   Provident Wealth Management LLC 72 *New 2024-03-31 531 $111,000 531
   HARBOR CAPITAL ADVISORS INC. 415 *New 2023-12-31 548 $105,000 548
   DB Wealth Management Group LLC 124 *New 2023-12-31 440 $85,000 440
  100 Records found
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