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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
   NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 7 - 2023-12-31 2,249,677 $433,018,000 0
   Salomon & Ludwin LLC 2 - 2023-12-31 350,186 $57,472,000 0
   Kranot Hishtalmut Le Morim Ve Gananot Havera Menah - 2023-12-31 238,616 $45,891,000 0
   Yarbrough Capital LLC 16 - 2024-03-31 122,040 $25,417,000 0
   FORBES J M & CO LLP 11 - 2024-03-31 89,297 $18,598,000 0
   Kranot Hishtalmut Le Morim Tichoniim Havera Menahe - 2023-12-31 84,253 $16,204,000 0
   SEQUENT ASSET MANAGEMENT, LLC 2 - 2024-03-31 70,886 $14,764,000 0
   RT CAPITAL MANAGEMENT, LLC 7 - 2023-12-31 75,636 $14,558,000 0
   CLIFFORD ASSOCIATES LLC 92 - 2024-03-31 36,635 $7,630,000 0
   HALL KATHRYN A. 14 - 2023-12-31 28,746 $5,533,000 0
   BigSur Wealth Management LLC 7 - 2023-12-31 28,000 $5,389,000 0
   HBW Advisory Services LLC 21 - 2024-03-31 25,027 $4,817,000 0
   WSFS CAPITAL MANAGEMENT LLC 85 - 2023-12-31 23,887 $4,598,000 0
   MATHES COMPANY INC 16 - 2023-12-31 22,550 $4,340,000 0
   Yelin Lapidot Holdings Management Ltd. 24 - 2023-12-31 22,430 $4,317,000 0
   MANCHESTER CAPITAL MANAGEMENT LLC 31 - 2023-12-31 22,325 $4,297,000 0
   STALEY CAPITAL ADVISERS INC 58 - 2023-12-31 22,000 $4,235,000 0
   BALLENTINE FINN & COMPANY INC 90 - 2024-03-31 20,298 $4,227,000 0
   Heritage Wealth Advisors 45 - 2023-12-31 20,106 $3,870,000 0
   ALPINE WOODS CAPITAL INVESTORS LLC - 2023-12-31 18,730 $3,605,000 0
   PATTON ALBERTSON & MILLER, LLC 74 - 2024-03-31 16,325 $3,400,000 0
   GAMCO INVESTORS INC ET AL 410 - 2023-12-31 16,075 $3,094,000 0
   Sendero Wealth Management LLC 41 - 2024-03-31 14,021 $2,920,000 0
   FIDUCIARY TRUST CO 210 - 2023-12-31 14,506 $2,792,000 0
   FIRST BUSINESS FINANCIAL SERVICES INC. 24 - 2023-12-31 13,385 $2,576,000 0
   VAN CLEEF ASSET MANAGEMENT,INC 42 - 2023-12-31 12,210 $2,350,000 0
   Lion Street Advisors LLC 20 - 2024-03-31 12,145 $2,338,000 0
   JMG FINANCIAL GROUP, LTD. 48 - 2023-12-31 12,101 $2,329,000 0
   LCNB CORP 27 - 2023-12-31 11,990 $2,308,000 0
   SENTINEL TRUST CO LBA 48 - 2023-12-31 11,990 $2,308,000 0
   CPA Asset Management LLC 17 - 2023-12-31 11,777 $2,267,000 0
   Summit Trail Advisors LLC 128 - 2024-03-31 10,067 $2,097,000 0
   Laraway Financial Inc 12 - 2023-12-31 10,827 $2,084,000 0
   Sailer Financial LLC 20 - 2023-12-31 9,512 $1,831,000 0
   Grubman Wealth Management 27 - 2024-03-31 8,507 $1,772,000 0
   ACIMA PRIVATE WEALTH LLC 34 - 2023-12-31 8,701 $1,675,000 0
   WINDHAM CAPITAL MANAGEMENT, LLC 43 - 2023-12-31 8,577 $1,651,000 0
   Optas LLC 40 - 2024-03-31 7,489 $1,560,000 0
   Searle & Co. 56 - 2023-12-31 8,100 $1,559,000 0
   Baron Silver Stevens Financial Advisors LLC 37 - 2023-12-31 7,890 $1,519,000 0
   SkyView Investment Advisors LLC 51 - 2023-12-31 7,790 $1,499,000 0
   CAPITAL PERFORMANCE ADVISORS LLP 28 - 2024-03-31 7,057 $1,470,000 0
   First National Bank of South Miami 19 - 2023-06-30 8,383 $1,457,000 0
   AVALON ADVISORS L P 186 - 2023-03-31 9,064 $1,369,000 0
   VANGUARD GROUP INC 3734 - 2023-12-31 6,936 $1,335,000 0
   DT INVESTMENT PARTNERS, LLC 67 - 2023-12-31 6,510 $1,315,000 0
   Zhang Financial LLC 117 - 2024-03-31 6,214 $1,294,000 0
   TRIANGLE SECURITIES WEALTH MANAGEMENT 81 - 2024-03-31 5,825 $1,213,000 0
   DORCHESTER WEALTH MANAGEMENT Co - 2023-12-31 6,015 $1,158,000 0
   Clarius Group LLC 108 - 2024-03-31 5,411 $1,127,000 0
   AUREUS ASSET MANAGEMENT LLC 82 - 2023-12-31 5,689 $1,095,000 0
   Sunflower Bank N.A. 37 - 2024-03-31 5,253 $1,094,000 0
   BTIM CORP. 274 - 2024-03-31 5,166 $1,076,000 0
   BECKER CAPITAL MANAGEMENT INC 159 - 2023-12-31 5,499 $1,058,000 0
   CHELSEA COUNSEL CO 41 - 2023-12-31 5,405 $1,040,000 0
   ELEMENT POINTE ADVISORS LLC 36 - 2023-12-31 5,379 $1,035,000 0
   ICAPITAL WEALTH LLC 38 - 2023-12-31 5,326 $1,025,000 0
   NVWM LLC 100 - 2023-12-31 5,270 $1,014,000 0
   CHOATE INVESTMENT ADVISORS 184 - 2023-12-31 5,265 $1,013,000 0
   SCHMIDT P J INVESTMENT MANAGEMENT INC 71 - 2024-03-31 4,826 $1,005,000 0
   Sunesis Advisors LLC 30 - 2023-12-31 5,151 $991,000 0
   Biltmore Family Office LLC 74 - 2023-12-31 5,121 $986,000 0
   Carlton Hofferkamp 58 - 2024-03-31 4,900 $968,000 0
   UNITED BANK /VA/ 66 - 2023-12-31 5,000 $962,000 0
   Kaydan Wealth Management Inc. 38 - 2024-03-31 4,388 $914,000 0
   Norwood Financial Corp 16 - 2024-03-31 4,358 $908,000 0
   Signature Wealth Management Partners LLC 29 - 2024-03-31 4,353 $907,000 0
   Athena Investment Management 42 - 2023-12-31 4,510 $868,000 0
   MCF Advisors LLC 94 - 2024-03-31 4,116 $857,000 0
   SS&H Financial Advisors Inc. 64 - 2023-12-31 4,366 $840,000 0
   True Capital Management 44 - 2023-03-31 5,480 $828,000 0
   EVERETT HARRIS & CO /CA/ 148 - 2024-03-31 3,925 $817,000 0
   Eldridge Investment Advisors Inc. 86 - 2023-12-31 4,188 $806,000 0
   Forza Wealth Management LLC 64 - 2024-03-31 3,861 $804,000 0
   Kohmann Bosshard Financial Services LLC 85 - 2024-03-31 3,853 $802,000 0
   SATHER FINANCIAL GROUP INC - 2023-12-31 4,112 $791,000 0
   Grant/GrossMendelsohn LLC 54 - 2024-03-31 3,764 $780,000 0
   FIRST WILSHIRE SECURITIES MANAGEMENT INC 44 - 2023-12-31 3,950 $760,000 0
   Next Capital Management LLC 56 - 2023-12-31 3,869 $745,000 0
   VAUGHAN DAVID INVESTMENTS INC/IL 135 - 2023-12-31 3,837 $739,000 0
   AQR CAPITAL MANAGEMENT LLC 1740 - 2023-12-31 3,637 $700,000 0
   BDO Wealth Advisors LLC 156 - 2023-06-30 3,985 $693,000 0
   ELCO Management Co. LLC 55 - 2023-12-31 3,543 $682,000 0
   Stuart Chaussee & Associates Inc. 15 - 2023-12-31 3,524 $678,000 0
   Summit Financial Wealth Advisors LLC 67 - 2023-12-31 3,500 $674,000 0
   WealthBridge Capital Management LLC 75 - 2023-12-31 3,451 $664,000 0
   Pacific Wealth Strategies Group Inc. 35 - 2023-12-31 3,412 $657,000 0
   Breakwater Capital Group 125 - 2024-03-31 3,156 $657,000 0
   Red Door Wealth Management LLC 99 - 2024-03-31 3,147 $655,000 0
   HTG Investment Advisors Inc. 32 - 2023-12-31 3,327 $640,000 0
   HARVEY CAPITAL MANAGEMENT INC 56 - 2023-12-31 3,255 $627,000 0
   STAR Financial Bank 42 - 2023-12-31 3,222 $620,000 0
   OXFORD FINANCIAL GROUP LTD 113 - 2023-12-31 3,211 $618,000 0
   Compass Wealth Management LLC 103 - 2024-03-31 2,960 $616,000 0
   LAFLEUR & GODFREY INC 90 - 2024-03-31 2,958 $616,000 0
   Pictet North America Advisors SA 97 - 2023-12-31 3,187 $613,000 0
   BANQUE PICTET & CIE SA 250 - 2023-12-31 3,140 $604,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 217 - 2024-03-31 2,892 $602,000 0
   PCG Wealth Advisors LLC 64 - 2024-03-31 2,811 $585,000 0
   INTREPID CAPITAL MANAGEMENT INC 53 - 2023-12-31 3,004 $578,000 0
  100 Records found
  1    
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