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Get Institutions for : 
SPDR Consmr Stpls Sector (XLP)  
$75.88 0.23 (0.3%) as of 4:30 Fri 5/3


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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
   BANK OF AMERICA CORP /DE/ 99 - 2023-12-31 28,481,048 $2,051,490,000 -525,258
   MORGAN STANLEY 262 - 2023-12-31 11,003,818 $792,605,000 -1,702,533
   GOLDMAN SACHS GROUP INC/ 124 - 2023-12-31 9,964,245 $717,725,000 -2,016,819
   Granite Bay Wealth Management LLC 5 - 2023-12-31 8,360,960 $578,703,000 -558,733
   J P MORGAN CHASE & CO 456 - 2023-12-31 4,216,215 $303,694,000 -32,187
   JANNEY MONTGOMERY SCOTT LLC 12 - 2023-12-31 3,958,365 $285,121,000 -102,871
   WELLS FARGO & CO/MN 232 - 2023-12-31 3,787,190 $272,791,000 -721,140
   UBS Group AG 213 - 2023-12-31 3,398,384 $244,786,000 -237,124
   LPL FINANCIAL CORP 132 - 2023-12-31 3,334,591 $240,191,000 -643,577
   HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 21 - 2023-12-31 3,200,000 $230,496,000 -200,000
   RAYMOND JAMES & ASSOCIATES 119 - 2024-03-31 2,856,260 $218,104,000 -1,855,329
   BARCLAYS PLC 248 - 2023-12-31 2,106,871 $151,759,000 -7,438,779
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 409 - 2023-12-31 2,043,800 $147,215,000 -80,781
   BESSEMER GROUP INC 138 - 2023-12-31 1,418,227 $102,155,000 -9,514
   ROYAL BANK OF CANADA 473 - 2023-12-31 1,413,322 $101,801,000 -455,765
   MENORA MIVTACHIM HOLDINGS LTD. 42 - 2023-12-31 1,270,842 $91,539,000 -1,436,000
   CHURCHILL MANAGEMENT GROUP /CA/ 18 - 2024-03-31 1,148,926 $87,732,000 -1,329,199
   CITADEL ADVISORS LLC 361 - 2023-12-31 931,953 $67,129,000 -258,510
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 11 - 2023-12-31 915,711 $65,959,000 -113,692
   Qube Research & Technologies Ltd 206 - 2023-12-31 809,290 $58,293,000 -114,564
   Advisor Group Holdings Inc. 192 - 2023-12-31 791,656 $57,035,000 -264,977
   Conservest Capital Advisors Inc. 5 - 2023-12-31 668,788 $48,173,000 -16,819
   COMMONWEALTH EQUITY SERVICES LLC. 225 - 2023-12-31 647,412 $46,633,000 -69,672
   NATIXIS 77 - 2023-12-31 552,142 $39,771,000 -410,121
   STIFEL FINANCIAL CORP 334 - 2023-12-31 538,916 $38,819,000 -26,763
   Swan Wealth Advisors Inc. 11 - 2023-12-31 493,416 $35,541,000 -114,605
   Mivtachim The Workers Social Insurance Fund Ltd. ( - 2023-12-31 491,900 $35,431,000 -292,088
   AMERIVEST INVESTMENT MANAGEMENT LLC 40 - 2023-06-30 409,329 $30,360,000 -18,646
   CREDIT SUISSE/ 556 - 2023-12-31 389,886 $28,083,000 -18,553
   KCM INVESTMENT ADVISORS LLC 26 - 2023-12-31 382,775 $27,571,000 -17,089
   MML INVESTORS SERVICES LLC 183 - 2023-12-31 372,886 $26,859,000 -3,236
   Spire Wealth Management 41 - 2024-03-31 132,263 $25,128,000 -11,804
   US BANCORP 282 - 2023-12-31 310,119 $22,338,000 -45,985
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 246 - 2023-12-31 305,557 $22,009,000 -6,872
   BW Gestao de Investimentos Ltda. 10 - 2023-12-31 298,885 $21,529,000 -301,755
   J.Safra Asset Management Corp 9 - 2023-12-31 291,893 $21,025,000 -11,236
   WFA Asset Management Corp 3 - 2024-03-31 262,269 $20,027,000 -61,823
   PNC FINANCIAL SERVICES GROUP INC 381 - 2023-12-31 272,909 $19,658,000 -15,261
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 254 - 2024-03-31 257,058 $19,629,000 -50,431
   Prime Capital Investment Advisors LLC - 2023-12-31 257,220 $18,528,000 -85,510
   GLOBAL ENDOWMENT MANAGEMENT, LP 10 - 2023-12-31 231,509 $16,676,000 -101,558
   Capital Advantage Inc. - 2023-12-31 231,300 $16,661,000 -31,090
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 301 - 2023-09-30 238,941 $16,442,000 -39,859
   MARINER WEALTH ADVISORS, LLC 344 - 2023-12-31 223,155 $16,074,000 -84,478
   Private Advisor Group LLC 163 - 2023-12-31 212,517 $15,307,000 -5,805
   BANK OF MONTREAL /CAN/ 761 - 2023-12-31 209,440 $15,092,000 -112,912
   RIVERFRONT INVESTMENT GROUP, LLC 44 - 2023-12-31 196,655 $14,165,000 -216,406
   MILLENNIUM MANAGEMENT LLC 1198 - 2023-12-31 195,746 $14,100,000 -462,173
   Valence8 US LP 6 - 2023-12-31 192,519 $13,867,000 -51,224
   MILLER INVESTMENT MANAGEMENT LP 15 - 2023-12-31 191,170 $13,770,000 -1,210
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 189,400 $13,642,000 -40,000
   PEAPACK GLADSTONE FINANCIAL CORP 115 - 2023-12-31 187,453 $13,501,000 -3,121
   NORTHERN TRUST CORP 1905 - 2023-12-31 176,575 $12,719,000 -9,899
   AE Wealth Management LLC 345 - 2023-12-31 168,929 $12,269,000 -70,171
   CI Private Wealth LLC 477 - 2023-12-31 167,341 $12,054,000 -73,821
   DAVENPORT & CO LLC - 2023-12-31 163,491 $11,776,000 -3,226
   PARK AVENUE SECURITIES LLC 111 - 2024-03-31 131,086 $10,010,000 -7,249
   RT CAPITAL MANAGEMENT, LLC 13 - 2023-12-31 138,500 $9,976,000 -186
   Cornerstone Wealth Group LLC 26 - 2024-03-31 128,817 $9,836,000 -44,534
   PACIFIC CAPITAL WEALTH ADVISORS INC 9 - 2023-12-31 136,388 $9,824,000 -20,307
   MAVEN SECURITIES Ltd 13 - 2023-12-31 131,576 $9,477,000 -164,302
   Atria Wealth Solutions Inc. 175 - 2023-12-31 128,703 $9,270,000 -10,151
   Kestra Advisory Services LLC 289 - 2023-12-31 128,402 $9,249,000 -13,362
   Orion Portfolio Solutions LLC 189 - 2023-12-31 127,468 $9,247,000 -7,759
   IMZ Advisory Inc 8 - 2024-03-31 117,695 $8,987,000 -2,879
   IFG Advisory LLC 26 - 2023-12-31 121,318 $8,739,000 -1,515
   NOVARE CAPITAL MANAGEMENT LLC 53 - 2023-12-31 121,021 $8,717,000 -13,030
   PFS INVESTMENTS INC. 147 - 2023-06-30 116,463 $8,638,000 -1,697
   Goss Wealth Management LLC 230 - 2023-12-31 116,674 $8,424,000 -541
   Integrated Wealth Concepts LLC 165 - 2023-12-31 116,230 $8,372,000 -6,606
   H D Vest Advisory Services 197 - 2023-12-31 112,974 $8,138,000 -44,710
   FIRST MERCHANTS CORP 53 - 2024-03-31 102,778 $7,848,000 -4,173
   SPINNAKER TRUST 43 - 2023-12-31 108,276 $7,799,000 -515
   OLD NATIONAL BANCORP /IN/ 121 - 2024-03-31 100,634 $7,684,000 -16,429
   Summit Trail Advisors LLC 48 - 2024-03-31 98,433 $7,516,000 -267,678
   Fifth Third Securities Inc. 36 - 2024-03-31 97,966 $7,481,000 -5,335
   UNITED ASSET STRATEGIES, INC. 47 - 2024-03-31 92,994 $7,101,000 -27,825
   Allspring Global Investments Holdings LLC 859 - 2024-03-31 92,389 $7,055,000 -12,210
   PARALLAX VOLATILITY ADVISERS, LLC 87 - 2023-12-31 97,855 $7,048,000 -49,017
   FERGUSON WELLMAN CAPITAL MANAGEMENT INC 81 - 2024-03-31 91,446 $6,983,000 -1,069
   STILLWATER CAPITAL ADVISORS, LLC 32 - 2024-03-31 86,849 $6,632,000 -855
   Circle Wealth Management LLC 36 - 2023-12-31 88,831 $6,399,000 -4,518
   Pictet North America Advisors SA 31 - 2023-12-31 86,029 $6,197,000 -17,943
   GTS SECURITIES LLC 147 - 2023-12-31 80,746 $5,814,000 -215,579
   WAYNE HUMMER ASSET MANAGEMENT CO 277 - 2023-12-31 78,727 $5,671,000 -2,594
   NATIONAL ASSET MANAGEMENT, INC. 157 - 2023-12-31 75,917 $5,468,000 -35,960
   INNEALTA CAPITAL LLC 12 - 2023-12-31 74,351 $5,356,000 -27,316
   ADVISORY SERVICES NETWORK, LLC 176 - 2023-12-31 73,958 $5,327,000 -9,911
   COMERICA BANK 678 - 2023-12-31 70,464 $5,076,000 -97,491
   Dynamic Advisors Solutions LLC 165 - 2024-03-31 64,747 $4,944,000 -2,940
   FIFTH THIRD BANCORP 321 - 2024-03-31 62,767 $4,793,000 -8,631
   H&H Retirement Design & Management INC 7 - 2024-03-31 63,442 $4,768,000 -8,932
   Privium Fund Management (UK) Ltd 6 - 2023-12-31 61,539 $4,483,000 -27,790
   WAGNER CAPITAL MANAGEMENT CORP 52 - 2024-03-31 58,400 $4,459,000 -457
   Measured Wealth Private Client Group LLC 12 - 2024-03-31 54,664 $4,174,000 -892
   MARTIN & CO INC /TN/ 29 - 2023-12-31 57,628 $4,151,000 -1,100
   Lido Advisors LLC 269 - 2023-12-31 56,535 $4,072,000 -7,495
   Asset Advisors Investment Management LLC 42 - 2023-12-31 55,402 $3,991,000 -211
   Stratos Wealth Advisors LLC 107 - 2024-03-31 50,535 $3,859,000 -1,085
   LOWE BROCKENBROUGH & CO INC 93 - 2023-12-31 49,767 $3,585,000 -17,620
  100 Records found
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