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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  
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            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
   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
   BLACKROCK INC. 1136 - 2023-12-31 2,144,651 $412,802,000 48,576
   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
   NORTHERN TRUST CORP 352 - 2023-12-31 1,404,851 $270,406,000 277
   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
   Congress Wealth Management LLC / DE / 2 - 2024-03-31 1,027,311 $213,958,000 7,946
   TWO SIGMA INVESTMENTS LLC 32 - 2023-12-31 1,055,201 $203,105,000 602,901
   Equitable Holdings Inc. 7 - 2023-12-31 1,008,815 $194,177,000 7,846
   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
   Main Management ETF Advisors LLC 4 - 2023-12-31 823,770 $158,559,000 47,920
   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
   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
   KCM INVESTMENT ADVISORS LLC 2 - 2023-12-31 725,257 $139,597,000 3,583
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 19 - 2024-03-31 659,016 $137,253,000 71,950
   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
   MARINER WEALTH ADVISORS, LLC 83 - 2023-12-31 559,113 $107,618,000 13,765
   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
   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
   FINANCIAL NETWORK 30 - 2023-12-31 446,221 $85,889,000 136,285
   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
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 131 - 2024-03-31 304,120 $63,339,000 4,390
   GTS SECURITIES LLC 9 - 2023-12-31 320,646 $61,706,000 306,444
   WHARTON BUSINESS GROUP, LLC 10 - 2023-12-31 304,200 $58,552,000 466
   Advisors Preferred LLC - 2023-12-31 305,900 $57,338,000 305,655
   Kestra Advisory Services LLC 31 - 2023-12-31 274,425 $52,821,000 9,699
   MML INVESTORS SERVICES LLC 87 - 2023-12-31 268,565 $51,693,000 12,925
   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
   COMMERCE BANK N A/MO 79 - 2023-12-31 233,101 $44,867,000 3,619
   Evolution Wealth Advisors LLC 2 - 2024-03-31 210,104 $43,758,000 11,007
   THRIVENT FINANCIAL FOR LUTHERANS 272 - 2023-12-31 227,210 $43,734,000 743
   CAPITAL FUND MANAGEMENT S.A. 40 - 2023-12-31 218,033 $41,967,000 218,033
   Main Management LLC 9 - 2023-12-31 211,066 $40,626,000 3,710
   Atria Wealth Solutions Inc. 29 - 2023-12-31 207,823 $40,002,000 16,163
   EXCHANGE TRADED CONCEPTS LLC 14 - 2024-03-31 191,081 $39,796,000 156,043
   IMZ Advisory Inc 1 - 2024-03-31 190,036 $39,579,000 1,565
   Cetera Investment Advisers 57 - 2023-12-31 196,348 $37,793,000 5,500
   H D Vest Advisory Services 30 - 2023-12-31 195,570 $37,643,000 14,697
   CREATIVE PLANNING 161 - 2023-12-31 189,083 $36,395,000 8,566
   TORONTO DOMINION BANK 225 - 2023-12-31 185,372 $35,680,000 175,372
   PATHSTONE FAMILY OFFICE, LLC 61 - 2023-09-30 217,131 $35,594,000 206,872
   HOLLENCREST SECURITIES LLC 5 - 2023-12-31 184,236 $35,462,000 41,357
   Full Sail Capital LLC 8 - 2023-12-31 177,799 $34,223,000 155,866
   Winton Capital Group Ltd 5 - 2023-12-31 177,335 $34,133,000 21,955
   AE Wealth Management LLC 120 - 2023-12-31 168,746 $34,045,000 35,774
   COMERICA BANK 120 - 2023-12-31 176,689 $34,009,000 4,582
   JANNEY CAPITAL MANAGEMENT LLC 4 - 2023-12-31 170,205 $32,761,000 30,869
   TIFF ADVISORY SERVICES INC 2 - 2023-12-31 162,475 $31,273,000 68,000
   CREDIT SUISSE/ 529 - 2023-12-31 159,556 $30,711,000 103,285
   Holt Capital Advisors L.L.C. dba Holt Capital Part 4 - 2023-12-31 155,304 $29,893,000 8,415
   PMFM INC. 10 - 2023-12-31 153,048 $29,459,000 153,048
   VIRTU FINANCIAL LLC 3 - 2023-12-31 152,170 $29,290,000 152,170
   Tradewinds Capital Management LLC 5 - 2024-03-31 137,524 $28,642,000 134,058
   Oakmont Partners LLC 26 - 2024-03-31 136,730 $28,477,000 4,708
   COLONY GROUP, LLC 71 - 2023-12-31 147,203 $28,334,000 31,970
   Robertson Stephens Wealth Management LLC 11 - 2023-12-31 145,425 $27,991,000 19,695
   Spire Wealth Management 35 - 2024-03-31 133,480 $27,800,000 3,638
   Cresset Asset Management LLC 91 - 2023-12-31 142,096 $27,351,000 13,557
   Baird Financial Group Inc. 267 - 2023-12-31 140,641 $27,071,000 10,064
   TOCQUEVILLE ASSET MANAGEMENT LP 61 - 2023-12-31 140,423 $27,029,000 2,653
   FMR LLC 1500 - 2023-12-31 138,583 $26,674,000 7,051
   WADE G W & INC 32 - 2023-12-31 134,783 $25,943,000 5,838
   WAGNER CAPITAL MANAGEMENT CORP 5 - 2024-03-31 122,797 $25,575,000 4,462
   Ayalon Holdings Ltd. 1 - 2024-03-31 122,655 $25,545,000 9,116
   Brave Asset Management Inc 2 - 2023-12-31 131,156 $25,245,000 199
   DAVENPORT & CO LLC - 2023-12-31 129,896 $25,002,000 6,726
   CIBC WORLD MARKETS INC. 142 - 2023-12-31 127,900 $24,618,000 791
   PRUDENTIAL FINANCIAL INC 398 - 2023-12-31 125,585 $24,173,000 21,148
   Biltmore Wealth Management LLC - 2023-12-31 123,018 $23,679,000 1,041
   Black Swift Group LLC - 2023-12-31 122,414 $23,562,000 8,505
   CoreCap Advisors LLC 11 - 2023-12-31 119,840 $23,067,000 12,696
   BAILARD BIEHL & KAISER INC 34 - 2023-12-31 119,224 $22,948,000 1,232
   INTL FCSTONE INC. 6 - 2023-12-31 113,221 $21,793,000 17,768
   ARS Wealth Advisors Group LLC 7 - 2023-12-31 111,628 $21,486,000 2,163
   ALERUS FINANCIAL NA 12 - 2023-12-31 153,086 $21,451,000 151,099
   MULTIFINANCIAL SECURITIES CORP 74 - 2023-12-31 111,255 $21,414,000 4,331
   Premier Path Wealth Partners LLC 3 - 2024-03-31 98,279 $20,475,000 16,628
   Wealthfront Advisers LLC 81 - 2024-03-31 96,771 $20,154,000 17,121

  100 Records found
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