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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
   WELLS FARGO & CO/MN 35 - 2023-12-31 10,704,636 $2,060,428,000 -36,588
   RAYMOND JAMES & ASSOCIATES 37 - 2024-03-31 3,434,467 $715,296,000 -147,576
   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
   Granite Bay Wealth Management LLC 10 - 2023-12-31 2,230,471 $394,989,000 -278,323
   J P MORGAN CHASE & CO 485 - 2023-12-31 1,431,806 $275,594,000 -6,641
   US BANCORP 54 - 2023-12-31 1,384,299 $266,450,000 -12,096
   Advisor Group Holdings Inc. 44 - 2023-12-31 1,105,188 $212,763,000 -281,206
   Migdal Insurance & Financial Holdings Ltd. 7 - 2023-12-31 955,098 $183,849,000 -740,586
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 74 - 2024-03-31 852,071 $177,461,000 -19,763
   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
   STIFEL FINANCIAL CORP 119 - 2023-12-31 814,129 $156,712,000 -23,837
   COMMONWEALTH EQUITY SERVICES LLC. 71 - 2023-12-31 774,889 $149,151,000 -33,200
   CI Private Wealth LLC 89 - 2023-12-31 726,923 $139,918,000 -7,444
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 41 - 2023-12-31 718,017 $138,204,000 -266,125
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 600,663 $115,616,000 -84,183
   RIVERFRONT INVESTMENT GROUP, LLC 9 - 2023-12-31 562,229 $108,218,000 -9,458
   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
   CHARTER TRUST CO 1 - 2024-03-31 480,766 $100,129,000 -114
   BARCLAYS PLC 344 - 2023-12-31 478,424 $92,087,000 -212,219
   AMERIVEST INVESTMENT MANAGEMENT LLC 24 - 2023-06-30 516,778 $89,847,000 -90,402
   FIFTH THIRD BANCORP 79 - 2024-03-31 405,961 $84,549,000 -14,829
   SPINNAKER TRUST 2 - 2023-12-31 437,725 $84,253,000 -4,190
   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
   Parker Investment Management LLC 2 - 2023-12-31 332,839 $61,299,000 -1,431
   Capital Investment Advisors LLC 12 - 2024-03-31 279,139 $58,136,000 -201,890
   CHEMUNG CANAL TRUST CO 1 - 2024-03-31 270,256 $56,286,000 -19,135
   Bellwether Advisors LLC 1 - 2023-12-31 269,599 $51,892,000 -64,548
   OLD NATIONAL BANCORP /IN/ 15 - 2024-03-31 242,855 $50,579,000 -26,088
   JNB Advisors LLC 4 - 2023-12-31 245,468 $47,248,000 -6,108
   Lido Advisors LLC 31 - 2023-12-31 228,961 $44,070,000 -52,137
   J. GOLDMAN & CO LP 4 - 2023-12-31 224,332 $43,179,000 -1,822
   UNITED ASSET STRATEGIES, INC. 1 - 2024-03-31 201,310 $41,927,000 -4,415
   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
   Kingsview Wealth Management LLC 11 - 2023-12-31 203,248 $39,121,000 -1,466
   MILLENNIUM MANAGEMENT LLC 617 - 2023-12-31 200,884 $38,666,000 -219,782
   PETREDIS INVESTMENT ADVISORS LLC 6 - 2024-03-31 183,922 $38,305,000 -2,268
   Foundations Investment Advisors LLC 24 - 2023-12-31 189,313 $37,895,000 -10,770
   Goss Wealth Management LLC 64 - 2023-12-31 186,270 $37,349,000 -3,469
   Integrated Wealth Concepts LLC 26 - 2023-12-31 186,437 $35,885,000 -188,878
   GRIMES & COMPANY INC 17 - 2024-03-31 171,638 $35,747,000 -33,110
   DIAM CO. LTD - 2023-12-31 184,000 $35,525,000 -10,900
   TD Waterhouse Canada Inc. 60 - 2023-12-31 186,585 $35,264,000 -12,655
   Zurich Insurance Group Ltd/FI 91 - 2023-12-31 177,984 $34,216,000 -510
   Krilogy Financial LLC 7 - 2024-03-31 161,230 $33,579,000 -6,308
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 16 - 2023-12-31 172,616 $33,225,000 -5,142
   MCCORMACK ADVISORS INTERNATIONAL 54 - 2023-12-31 167,398 $32,221,000 -3,079
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 257 - 2023-12-31 165,528 $31,861,000 -357,139
   STILLWATER CAPITAL ADVISORS, LLC 5 - 2024-03-31 152,587 $31,779,000 -10,044
   ALPS ADVISERS INC 46 - 2023-12-31 162,793 $31,334,000 -4,020
   Vickerman Investment Advisors Inc. 1 - 2023-12-31 162,317 $31,243,000 -7,577
   Steward Partners Investment Advisory LLC 51 - 2023-12-31 155,764 $29,982,000 -3,121
   Cornerstone Advisors LLC 9 - 2023-12-31 154,800 $29,796,000 -18,400
   Asset Advisors Investment Management LLC 7 - 2023-12-31 140,951 $27,130,000 -2,806
   Allspring Global Investments Holdings LLC 485 - 2024-03-31 129,372 $26,944,000 -18,800
   FTB Advisors Inc. 33 - 2024-03-31 129,155 $26,899,000 -5,834
   PEAPACK GLADSTONE FINANCIAL CORP 63 - 2023-12-31 134,175 $25,826,000 -2,210
   FIRST INTERSTATE BANK 10 - 2023-12-31 133,193 $25,637,000 -517
   MARTIN & CO INC /TN/ 1 - 2023-12-31 128,640 $24,761,000 -4,110
   COLONY GROUP LLC 67 - 2023-09-30 149,300 $24,475,000 -2,725
   Clarity Financial LLC 6 - 2024-03-31 117,316 $24,433,000 -14,733
   ADVISORY SERVICES NETWORK, LLC 17 - 2023-12-31 123,768 $23,823,000 -13,854
   Oakworth Capital Inc. 18 - 2024-03-31 110,505 $23,015,000 -37,197
   BUFFINGTON MOHR MCNEAL 4 - 2024-03-31 107,696 $22,430,000 -2,018
   MCKINLEY CARTER WEALTH SERVICES, INC. 13 - 2024-03-31 107,573 $22,404,000 -6,121
   KLINGENSTEIN FIELDS & CO LLC 39 - 2023-12-31 115,142 $22,163,000 -83,650
   M&T BANK CORP 191 - 2023-12-31 114,279 $21,996,000 -5,316
   BANCO BILBAO VIZCAYA ARGENTARIA S.A. 79 - 2023-12-31 113,079 $21,766,000 -16,517
   IHT Wealth Management LLC 15 - 2023-12-31 112,164 $21,589,000 -37,899
   Roble Belko & Company Inc 8 - 2024-03-31 102,118 $21,268,000 -3,255
   Northeast Financial Consultants Inc 20 - 2023-12-31 110,170 $21,205,000 -596
   Mutual Advisors LLC 15 - 2023-12-31 108,370 $20,859,000 -9,215
   Miracle Mile Advisors LLC 48 - 2024-03-31 95,414 $19,872,000 -1,935
   STRATEGIC POINT INVESTMENT ADVISORS LLC 10 - 2023-12-31 101,932 $19,620,000 -2,238
   CALLAN CAPITAL, LLC 14 - 2023-12-31 101,802 $19,595,000 -4,044
   HUDSON VALLEY INVESTMENT ADVISORS INC 8 - 2024-03-31 93,964 $19,570,000 -579
   ASSOCIATED BANC-CORP 43 - 2023-12-31 100,340 $19,313,000 -3,797
   High Note Wealth LLC 1 - 2023-12-31 95,820 $18,443,000 -755
   INNEALTA CAPITAL LLC 2 - 2023-12-31 95,681 $18,417,000 -41,772
   FINANCIAL COUNSELORS INC - 2023-12-31 89,251 $17,179,000 -550
   ATRIA INVESTMENTS LLC 82 - 2023-12-31 85,789 $16,513,000 -4,077
   Rezny Wealth Management Inc. 4 - 2024-03-31 74,198 $15,453,000 -1,005
   Ameritas Advisory Services LLC 24 - 2023-12-31 79,568 $15,446,000 -3,946
   CENTAURUS FINANCIAL INC. 11 - 2023-12-31 79,885 $15,376,000 -3,971
   SYKON CAPITAL LLC 2 - 2023-12-31 78,002 $15,014,000 -5,148
   Ciovacco Capital Management LLC 3 - 2023-12-31 76,760 $14,774,000 -16,884
   KEYBANK NATIONAL ASSOCIATION/OH 189 - 2023-12-31 75,591 $14,550,000 -1,322
   RWM Asset Management LLC 8 - 2024-03-31 69,820 $14,541,000 -6,361
   PITTENGER & ANDERSON INC 45 - 2023-12-31 74,445 $14,329,000 -515
   TSFG LLC 6 - 2024-03-31 65,330 $13,606,000 -6,162
   Simmons Bank 16 - 2023-12-31 69,818 $13,439,000 -3,390
   BANK HAPOALIM BM - 2023-12-31 68,841 $13,251,000 -2,259
  100 Records found
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