Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
SPDR Consmr Stpls Sector (XLP)  
$75.88 0.23 (0.3%) as of 4:30 Fri 5/3


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 1048    3
Total shares held : 
 183,104,087  
% of shares held : 
 8.87%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -79  
Amount of shares held : 
 -19,063,736  
% of shares held change : 
   -0.92%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $68.34  
Last Quarter's Ending Price : 
 $72.03  
Last Quarter's Average Price : 
 $69.27  
Change from last quarter's     
avg. price to the last closing  : 
6.61 (9.54%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
95
 2,730,083
 1.49%
 
Increased Positions :
347
 13,861,529
 7.57%
 
Unchanged Positions :
183
 6,500,068
 3.55%
 
Decreased Positions :
423
-29,881,509
-16.32%
 
Closed Positions :
98
-5,773,839
-3.15%
 
Guru Positions :
2
1,014,418
 0.55%
 
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
   MA GREENWOOD & ASSOCIATES INC 8 *New 2023-12-31 406,372 $29,271,000 406,372
   ExodusPoint Capital Management LP 75 *New 2023-12-31 283,095 $20,391,000 283,095
   Full Sail Capital LLC 40 *New 2023-12-31 173,073 $12,466,000 173,073
   Benchmark Investment Advisors LLC 24 *New 2023-12-31 169,748 $12,227,000 169,748
   PRUDENT INVESTORS NETWORK 13 *New 2023-09-30 107,457 $7,394,000 107,457
   Davidson Kempner Capital Management LP 60 *New 2023-12-31 86,541 $6,234,000 86,541
   Beaumont Capital Management LLC 14 *New 2023-12-31 61,127 $4,403,000 61,127
   WT Wealth Management 17 *New 2023-12-31 56,453 $4,066,000 56,453
   Concentric Capital Strategies LP 56 *New 2023-12-31 55,985 $4,033,000 55,985
   PATHSTONE FAMILY OFFICE, LLC 321 *New 2023-09-30 56,859 $3,912,000 56,859
   BREVAN HOWARD CAPITAL MANAGEMENT LP 32 *New 2023-12-31 48,694 $3,507,000 48,694
   Van Hulzen Asset Management LLC 77 *New 2023-12-31 45,316 $3,264,000 45,316
   MAIRS & POWER INC 105 *New 2023-12-31 44,420 $3,200,000 44,420
   UNIVEST CORP OF PENNSYLVANIA 40 *New 2023-12-31 43,494 $3,133,000 43,494
   RETIREMENT PLANNING GROUP 46 *New 2024-03-31 39,845 $3,043,000 39,845
   PCG Wealth Advisors LLC 28 *New 2024-03-31 39,045 $2,982,000 39,045
   Lodge Hill Capital LLC 21 *New 2023-12-31 35,000 $2,521,000 35,000
   GIRARD PARTNERS LTD. 81 *New 2023-12-31 32,198 $2,319,000 32,198
   JSF Financial LLC 29 *New 2023-12-31 24,432 $1,760,000 24,432
   VAUGHAN DAVID INVESTMENTS INC/IL 119 *New 2023-12-31 21,716 $1,564,000 21,716
   COLONY GROUP, LLC 396 *New 2023-12-31 19,997 $1,440,000 19,997
   Edgestream Partners L.P. 344 *New 2023-12-31 18,855 $1,358,000 18,855
   HILLSTRUST 107 *New 2023-12-31 18,425 $1,327,000 18,425
   SYON CAPITAL LLC 117 *New 2023-12-31 17,627 $1,270,000 17,627
   Soltis Investment Advisors LLC *New 2023-12-31 16,825 $1,212,000 16,825
   Pacitti Group Inc. 44 *New 2023-12-31 16,644 $1,199,000 16,644
   Colony Family Offices LLC 34 *New 2023-12-31 16,243 $1,170,000 16,243
   SFI Advisors LLC 31 *New 2023-12-31 14,759 $1,063,000 14,759
   OPPENHEIMER ASSET MANAGEMENT INC 692 *New 2023-12-31 14,700 $1,059,000 14,700
   PERSONAL CFO SOLUTIONS LLC 127 *New 2023-12-31 13,101 $944,000 13,101
   St. Louis Financial Planners Asset Management LLC 32 *New 2024-03-31 12,423 $926,000 12,423
   OKABENA INVESTMENT SERVICES INC 69 *New 2023-12-31 10,655 $767,000 10,655
   Worth Asset Management LLC 46 *New 2024-03-31 9,483 $724,000 9,483
   CTC Capital Management LLC 30 *New 2023-03-31 7,300 $545,000 7,300
   Providence Capital Advisors LLC 94 *New 2023-12-31 7,407 $534,000 7,407
   MADDEN ADVISORY SERVICES, INC. 57 *New 2023-12-31 7,308 $526,000 7,308
   Truadvice LLC 138 *New 2023-09-30 6,607 $456,000 6,607
   Lunt Capital Management Inc. 64 *New 2024-03-31 5,436 $415,000 5,436
   Green Square Asset Management LLC 135 *New 2023-12-31 5,539 $399,000 5,539
   Cardinal Point Wealth Management Partners LLC 57 *New 2023-03-31 5,243 $392,000 5,243
   Schonfeld Strategic Advisors LLC 1330 *New 2023-12-31 4,394 $316,000 4,394
   MAGNOLIA CAPITAL ADVISORS LLC 78 *New 2023-12-31 4,272 $314,000 4,272
   Triumph Capital Management 167 *New 2024-03-31 3,769 $286,000 3,769
   Kraft Davis & Associates LLC 103 *New 2023-12-31 3,864 $281,000 3,864
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 439 *New 2024-03-31 3,672 $280,000 3,672
   PALISADE ASSET MANAGEMENT, LLC 183 *New 2023-12-31 3,700 $267,000 3,700
   XTX Topco Ltd 718 *New 2023-12-31 3,696 $266,000 3,696
   PUTNAM FL INVESTMENT MANAGEMENT CO 435 *New 2023-12-31 3,601 $259,000 3,601
   HEARTLAND ADVISORS INC 182 *New 2023-12-31 3,583 $258,000 3,583
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 310 *New 2023-12-31 3,355 $242,000 3,355
   Arlington Capital Management Inc. 70 *New 2024-03-31 3,145 $240,000 3,145
   BFT FINANCIAL GROUP LLC 263 *New 2023-06-30 3,181 $236,000 3,181
   TITLEIST ASSET MANAGEMENT LTD. 208 *New 2022-12-31 3,166 $236,000 3,166
   COLDSTREAM CAPITAL MANAGEMENT INC 811 *New 2023-12-31 3,256 $235,000 3,256
   L & S ADVISORS INC 188 *New 2023-12-31 3,199 $230,000 3,199
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 322 *New 2023-12-31 3,156 $227,000 3,156
   Prosperitas Financial LLC 57 *New 2023-12-31 3,085 $222,000 3,085
   Tyche Wealth Partners LLC 254 *New 2024-03-31 2,847 $217,000 2,847
   Commonwealth Retirement Investments LLC *New 2023-12-31 2,999 $216,000 2,999
   Americana Partners LLC *New 2023-12-31 2,968 $214,000 2,968
   Apeiron RIA LLC 200 *New 2024-03-31 2,803 $214,000 2,803
   Atlas Private Wealth Advisors 150 *New 2023-12-31 2,966 $214,000 2,966
   MARIPAU WEALTH MANAGEMENT LLC 100 *New 2023-12-31 2,965 $214,000 2,965
   LCNB CORP 169 *New 2023-12-31 2,925 $211,000 2,925
   GOFEN & GLOSSBERG LLC /IL/ 476 *New 2022-12-31 2,827 $211,000 2,827
   PATTON ALBERTSON & MILLER, LLC 198 *New 2024-03-31 2,710 $207,000 2,710
   COUNTRY CLUB BANK /GFN 293 *New 2024-03-31 2,692 $206,000 2,692
   Commonwealth Financial Services LLC 170 *New 2023-12-31 2,808 $202,000 2,808
   Dunhill Financial LLC 72 *New 2023-12-31 1,355 $98,000 1,355
   YHB INVESTMENT ADVISORS, INC. 373 *New 2024-03-31 1,196 $91,000 1,196
   CAPITAL INVESTMENT COUNSEL INC 187 *New 2023-12-31 1,200 $86,000 1,200
   BARTLETT & CO. LLC 643 *New 2023-12-31 885 $64,000 885
   BARTLETT & CO. WEALTH MANAGEMENT LLC 643 *New 2023-12-31 885 $64,000 885
   Provident Wealth Management LLC 81 *New 2024-03-31 721 $55,000 721
   Ahrens Investment Partners LLC 320 *New 2023-03-31 671 $50,000 671
   MATHER GROUP, INC. 905 *New 2024-03-31 593 $43,000 593
   Spartan Planning & Wealth Management 157 *New 2023-12-31 381 $27,000 381
   SHEETS SMITH & ASSOCIATES INC 418 *New 2023-09-30 367 $25,000 367
   DAGCO INC. 167 *New 2023-12-31 272 $20,000 272
   Planning Capital Management Corp 357 *New 2024-03-31 200 $15,000 200
   OXFORD FINANCIAL GROUP LTD 279 *New 2023-12-31 188 $14,000 188
   Future Financial Wealth Managment LLC 414 *New 2024-03-31 120 $9,000 120
   ROGCO LP 202 *New 2023-12-31 105 $8,000 105
   Scarborough Advisors LLC 429 *New 2023-12-31 104 $7,000 104
   LMR Partners LLP 513 *New 2023-12-31 67 $5,000 67
   Silicon Valley Capital Partners 302 *New 2023-12-31 56 $4,000 56
   Cedar Wealth Management LLC 247 *New 2023-12-31 50 $4,000 50
   Nordwand Advisors LLC 136 *New 2023-12-31 50 $4,000 50
   LOGAN CAPITAL MANAGEMENT INC 440 *New 2023-12-31 49 $4,000 49
   EdgeRock Capital LLC 282 *New 2023-12-31 21 $2,000 21
   LifeSteps Financial Inc. 394 *New 2024-03-31 20 $2,000 20
   ANGELES WEALTH MANAGEMENT LLC 257 *New 2023-12-31 27 $2,000 27
   DecisionPoint Financial LLC 191 *New 2023-12-31 20 $1,000 20
  93 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us