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Get Institutions for : 
Real Estate Select Sector Spdr Fund (XLRE)  
$37.91 0.10 (0.26%) as of 4:30 Mon 5/13


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 632    34
Total shares held : 
 102,754,047  
% of shares held : 
 16.75%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   53  
Amount of shares held : 
 23,385,230  
% of shares held change : 
   3.81%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $33.45  
Last Quarter's Ending Price : 
 $40.06  
Last Quarter's Average Price : 
 $35.91  
Change from last quarter's     
avg. price to the last closing  : 
2.00 (5.57%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
93
 11,762,704
 11.45%
 
Increased Positions :
224
 17,801,947
 17.32%
 
Unchanged Positions :
110
 3,092,953
 3.01%
 
Decreased Positions :
205
-4,488,438
-4.37%
 
Closed Positions :
59
-1,690,983
-1.65%
 
Guru Positions :
2
123,385
 0.12%
 
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
   CREATIVE PLANNING 20 - 2023-12-31 19,890,374 $796,808,000 4,766,311
   BANK OF AMERICA CORP /DE/ 356 - 2023-12-31 10,328,532 $413,761,000 1,219,558
   MORGAN STANLEY 763 - 2023-12-31 5,037,672 $201,809,000 337,434
   LPL FINANCIAL CORP 230 - 2024-03-31 3,654,926 $144,479,000 85,465
   Harel Insurance Investments & Financial Services L - 2024-03-31 2,918,968 $115,387,000 0
   Cassaday & Co Wealth Management LLC 7 - 2024-03-31 2,860,116 $113,060,000 208,762
   CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 110 - 2023-12-31 2,095,300 $83,938,000 604,700
   WELLS FARGO & CO/MN 552 - 2024-03-31 1,985,101 $78,471,000 778,015
   BNP PARIBAS ARBITRAGE SA 237 - 2024-03-31 1,897,653 $75,014,000 1,002,706
   Phoenix Holdings Ltd. 26 - 2023-12-31 1,584,380 $71,493,000 0
   AMERIPRISE FINANCIAL INC 655 - 2023-12-31 1,680,345 $67,300,000 -174,289
   Migdal Insurance & Financial Holdings Ltd. 29 - 2024-03-31 1,400,000 $55,342,000 -4,100,000
   WCG Wealth Advisors LLC 2 - 2023-12-31 1,165,138 $46,675,000 -156,080
   UBS Group AG 739 - 2023-12-31 1,070,624 $42,889,000 -183,124
   Baird Financial Group Inc. 222 - 2023-12-31 972,240 $38,948,000 878,229
   Capital Investment Advisors LLC 30 *New 2024-03-31 941,263 $37,208,000 941,263
   Varma Mutual Pension Insurance Co 25 *New 2023-12-31 910,000 $36,455,000 910,000
   Advisory Alpha LLC 21 - 2024-03-31 800,258 $31,634,000 608,942
   ALPS ADVISERS INC 47 - 2023-12-31 780,299 $31,259,000 14,535
   Winton Capital Group Ltd 6 - 2023-12-31 771,181 $30,894,000 76,492
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 378 - 2024-03-31 761,659 $30,108,000 14,652
   FACTORY MUTUAL INSURANCE CO 85 - 2024-03-31 659,000 $26,050,000 0
   MARINER WEALTH ADVISORS, LLC 249 - 2023-12-31 643,440 $25,776,000 -54,702
   Money Design Co.Ltd. 18 - 2024-03-31 650,047 $25,696,000 -38,237
   ENVESTNET ASSET MANAGEMENT INC 920 - 2023-12-31 623,043 $24,959,000 106,154
   PMFM INC. 12 - 2023-12-31 602,397 $24,132,000 -83,219
   GOLDMAN SACHS GROUP INC/ 1427 - 2023-12-31 599,816 $24,029,000 -185,705
   BANCO BILBAO VIZCAYA ARGENTARIA S.A. 75 *New 2023-12-31 588,875 $23,605,000 588,875
   MEITAV DASH INVESTMENTS LTD 59 - 2024-03-31 593,291 $23,453,000 14
   HIGHTOWER ADVISORS, LLC 425 - 2024-03-31 591,353 $23,357,000 -58,037
   J P MORGAN CHASE & CO 1573 - 2024-03-31 585,601 $23,149,000 -17,261
   Auto-Owners Insurance Co 37 - 2024-03-31 584,048 $23,093,000 0
   ROYAL BANK OF CANADA 1070 - 2023-12-31 566,528 $22,696,000 18,307
   AGF MANAGEMENT LTD 152 - 2023-12-31 555,212 $22,242,000 18,545
   Dean Jacobson Financial Services LLC 4 - 2024-03-31 497,880 $19,681,000 3,511
   CULLEN CAPITAL MANAGEMENT LLC 68 - 2023-12-31 474,772 $19,019,000 439,585
   FLAGSHIP HARBOR ADVISORS LLC 15 - 2024-03-31 478,928 $18,932,000 443,067
   WALLER FINANCIAL PLANNING GROUP INC 8 - 2024-03-31 458,726 $18,133,000 -23,964
   BLACKROCK INC. 2965 - 2024-03-31 449,971 $17,787,000 97
   FINANCIAL NETWORK 219 - 2023-12-31 426,576 $17,089,000 77,888
   JANNEY CAPITAL MANAGEMENT LLC 21 - 2024-03-31 431,080 $17,041,000 -11,262
   Green Harvest Asset Management LLC 33 - 2023-12-31 418,847 $16,779,000 205,177
   Mivtachim The Workers Social Insurance Fund Ltd. ( - 2024-03-31 416,000 $16,445,000 -400,000
   Oakmont Partners LLC 51 - 2024-03-31 400,435 $15,829,000 38,043
   RAYMOND JAMES & ASSOCIATES 909 - 2024-03-31 389,455 $15,395,000 81,715
   COUNTRY TRUST BANK 71 - 2024-03-31 370,724 $14,655,000 22,452
   ESTATE COUNSELORS, LLC - 2023-12-31 341,930 $13,698,000 247,220
   ALBION FINANCIAL GROUP /UT 27 - 2024-03-31 341,264 $13,490,000 2,752
   Swan Wealth Advisors Inc. 24 - 2024-03-31 335,132 $13,248,000 -28,057
   AMICA MUTUAL INSURANCE CO 15 *New 2023-12-31 322,894 $12,932,000 322,894
   Advisor Group Holdings Inc. 573 - 2024-03-31 319,997 $12,649,000 -102,225
   Kingsview Wealth Management LLC 64 - 2024-03-31 314,079 $12,416,000 -261,317
   Ameritas Advisory Services LLC 38 - 2023-12-31 307,770 $12,327,000 -18,323
   STIFEL FINANCIAL CORP 698 - 2023-12-31 306,894 $12,295,000 175,813
   Astor Investment Management LLC 6 *New 2024-03-31 308,268 $12,186,000 308,268
   Spire Wealth Management 85 - 2024-03-31 117,153 $12,174,000 -851
   Kranot Hishtalmut Le Morim Ve Gananot Havera Menah 33 - 2024-03-31 303,152 $11,987,000 0
   MEIJI YASUDA LIFE INSURANCE CO 23 - 2023-12-31 295,899 $11,854,000 95,575
   Trust Asset Management LLC 10 - 2023-12-31 294,111 $11,782,000 18,979
   American Financial Advisors LLC 21 - 2024-03-31 296,254 $11,711,000 1,304
   HUDOCK MOYER WEALTH RESOURCES, LLC 11 *New 2024-03-31 287,772 $11,376,000 287,772
   HANSON MCCLAIN, INC. 109 - 2024-03-31 286,811 $11,338,000 -4,323
   PNC FINANCIAL SERVICES GROUP INC 494 - 2024-03-31 284,143 $11,232,000 -10,383
   BALLENTINE FINN & COMPANY INC 45 - 2024-03-31 283,653 $11,213,000 -1,422
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 424 - 2024-03-31 278,217 $10,998,000 4,898
   KEYBANK NATIONAL ASSOCIATION/OH 216 - 2023-12-31 262,767 $10,526,000 -34,006
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 471 - 2024-03-31 252,647 $9,987,000 -56,043
   Rockefeller Capital Management L.P. 474 - 2023-12-31 235,796 $9,446,000 -38,257
   CITIGROUP INC 909 - 2024-03-31 238,023 $9,409,000 15,791
   CWM LLC 309 - 2024-03-31 223,435 $8,832,000 19,511
   Warwick Investment Management Inc. 11 - 2023-12-31 218,332 $8,746,000 1,720
   TOWER RESEARCH CAPITAL LLC 153 - 2023-12-31 211,593 $8,476,000 187,978
   Full Sail Capital LLC 45 - 2023-12-31 209,167 $8,379,000 194,117
   PROFFITT & GOODSON INC 18 - 2024-03-31 211,723 $8,369,000 52,094
   AE Wealth Management LLC 443 - 2023-12-31 215,856 $8,308,000 165,513
   ARMSTRONG ADVISORY GROUP INC 25 - 2024-03-31 199,420 $7,989,000 0
   FIRST INTERSTATE BANK 28 - 2024-03-31 191,343 $7,564,000 55,139
   Brio Consultants LLC 18 - 2024-03-31 187,057 $7,394,000 6,872
   FREESTONE CAPITAL HOLDINGS, LLC 60 - 2023-12-31 184,291 $7,383,000 -165,752
   Cornerstone Advisors LLC 89 *New 2024-03-31 183,200 $7,242,000 183,200
   COMMONWEALTH EQUITY SERVICES LLC. 959 - 2024-03-31 175,718 $6,946,000 6,758
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 272 - 2023-12-31 169,725 $6,799,000 -7,768
   Nelson Van Denburg & Campbell Wealth Management Gr 65 - 2024-03-31 171,824 $6,792,000 -77,366
   CAPITAL WEALTH MANAGEMENT LLC 13 - 2024-03-31 171,337 $6,773,000 10,862
   DRW SECURITIES, LLC 21 - 2023-12-31 165,195 $6,618,000 149,007
   MERRIMAN WEALTH MANAGEMENT, LLC 35 *New 2023-12-31 162,708 $6,518,000 162,708
   Symmetry Investments LP 32 - 2024-03-31 164,272 $6,494,000 164,272
   RFG Advisory Group LLC 79 - 2024-03-31 162,727 $6,433,000 15,531
   JNB Advisors LLC 46 - 2024-03-31 161,694 $6,392,000 29,218
   CI Private Wealth LLC 643 - 2024-03-31 161,350 $6,378,000 -28,075
   Banco BTG Pactual S.A. 18 - 2024-03-31 160,988 $6,364,000 78,373
   RTD Financial Advisors Inc. 34 - 2024-03-31 152,061 $6,011,000 -1,361
   GeoWealth Management LLC 52 - 2023-12-31 149,558 $5,989,000 21,383
   Stonebridge Capital Advisors LLC 54 - 2023-12-31 148,753 $5,959,000 6,980
   CHEMUNG CANAL TRUST CO 29 - 2024-03-31 150,107 $5,934,000 2,847
   Pathstone Holdings LLC 398 - 2023-12-31 143,646 $5,754,000 0
   FIRST MERCHANTS CORP 81 - 2024-03-31 143,315 $5,664,000 123,177
   H D Vest Advisory Services 293 - 2024-03-31 136,718 $5,404,000 -3,070
   RSM US WEALTH MANAGEMENT LLC 99 - 2024-03-31 135,817 $5,369,000 -66,692
   Beacon Pointe Advisors LLC 277 - 2023-12-31 129,712 $5,196,000 -8,986
  100 Records found
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