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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   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
   BANCO BILBAO VIZCAYA ARGENTARIA S.A. 75 *New 2023-12-31 588,875 $23,605,000 588,875
   AMICA MUTUAL INSURANCE CO 15 *New 2023-12-31 322,894 $12,932,000 322,894
   Astor Investment Management LLC 6 *New 2024-03-31 308,268 $12,186,000 308,268
   HUDOCK MOYER WEALTH RESOURCES, LLC 11 *New 2024-03-31 287,772 $11,376,000 287,772
   Cornerstone Advisors LLC 89 *New 2024-03-31 183,200 $7,242,000 183,200
   MERRIMAN WEALTH MANAGEMENT, LLC 35 *New 2023-12-31 162,708 $6,518,000 162,708
   Benchmark Investment Advisors LLC 56 *New 2023-12-31 123,156 $4,934,000 123,156
   TKG Advisors LLC 20 *New 2024-03-31 84,708 $3,349,000 84,708
   LEUCADIA NATIONAL CORP -- Notable Guru -- 298 *New 2023-12-31 80,809 $3,237,000 80,809
   CARDIFF PARK ADVISORS LLC 48 *New 2023-12-31 74,591 $2,988,000 74,591
   INNEALTA CAPITAL LLC 22 *New 2023-12-31 73,259 $2,935,000 73,259
   CITADEL ADVISORS LLC 2096 *New 2023-12-31 65,748 $2,634,000 65,748
   G&S Capital LLC 35 *New 2024-03-31 61,418 $2,428,000 61,418
   Berger Financial Group Inc 108 *New 2024-03-31 59,397 $2,348,000 59,397
   Palumbo Wealth Management LLC 25 *New 2024-03-31 57,391 $2,269,000 57,391
   Schonfeld Strategic Advisors LLC 700 *New 2023-12-31 56,155 $2,250,000 56,155
   Cordatus Wealth Management LLC 22 *New 2024-03-31 52,605 $2,079,000 52,605
   Legacy Capital Group California Inc. 23 *New 2024-03-31 48,890 $1,933,000 48,890
   Lake Hills Wealth Management LLC 23 *New 2024-03-31 48,731 $1,926,000 48,731
   TAP Consulting LLC 83 *New 2024-03-31 41,812 $1,653,000 41,812
   Symmetry Partner LLC 128 *New 2024-03-31 35,810 $1,416,000 35,810
   Elevated Capital Advisors LLC 85 *New 2024-03-31 28,510 $1,127,000 28,510
   Simplicity WealthLLC 501 *New 2024-03-31 26,652 $1,054,000 26,652
   Per Stirling Capital Management LLC. 83 *New 2023-12-31 26,183 $1,049,000 26,183
   PERSONAL CFO SOLUTIONS LLC 132 *New 2023-12-31 22,972 $920,000 22,972
   ESG Planning 20 *New 2024-03-31 19,433 $768,000 19,433
   DOHJ LLC 97 *New 2024-03-31 17,799 $704,000 17,799
   TELEMUS CAPITAL LLC 204 *New 2023-12-31 16,635 $666,000 16,635
   Summit X LLC 107 *New 2024-03-31 14,748 $583,000 14,748
   TUDOR INVESTMENT CORP ET AL 1125 *New 2023-12-31 13,140 $526,000 13,140
   D L CARLSON INVESTMENT GROUP INC 111 *New 2023-12-31 12,354 $479,000 12,354
   Terra Nova Asset Management LLC 58 *New 2024-03-31 12,068 $477,000 12,068
   RMB CAPITAL MANAGEMENT LLC 395 *New 2023-12-31 11,173 $448,000 11,173
   HILLTOP HOLDINGS INC. 386 *New 2023-12-31 11,043 $442,000 11,043
   KLK CAPITAL MANAGEMENT LLC 41 *New 2023-09-30 12,617 $430,000 12,617
   Portfolio Strategies Inc. 78 *New 2024-03-31 10,009 $396,000 10,009
   WOLVERINE TRADING LLC 782 *New 2023-12-31 9,816 $393,000 9,816
   CFO4Life L.P. 118 *New 2022-12-31 10,608 $392,000 10,608
   DAVENPORT & CO LLC 850 *New 2024-03-31 9,895 $391,000 9,895
   OKABENA INVESTMENT SERVICES INC 89 *New 2023-12-31 9,116 $365,000 9,116
   Berkeley Capital Partners LLC 132 *New 2023-12-31 8,643 $346,000 8,643
   17 CAPITAL PARTNERS LLC 97 *New 2024-03-31 8,390 $332,000 8,390
   Fulcrum Equity Management 84 *New 2024-03-31 8,298 $328,000 8,298
   Arlington Capital Management Inc. 64 *New 2024-03-31 7,937 $314,000 7,937
   BRIGHTON JONES LLC 459 *New 2024-03-31 7,778 $307,000 7,778
   Fortis Group Advisors LLC 164 *New 2024-03-31 7,625 $301,000 7,625
   Belpointe Asset Management LLC 600 *New 2024-03-31 7,381 $292,000 7,381
   JOHNSON FINANCIAL GROUP, INC. 262 *New 2023-12-31 6,700 $268,000 6,700
   Blue Fin Capital Inc. 126 *New 2023-12-31 6,584 $264,000 6,584
   Waterloo Capital L.P. 318 *New 2023-12-31 6,498 $260,000 6,498
   BRAGG FINANCIAL ADVISORS INC 297 *New 2023-12-31 6,185 $248,000 6,185
   REUTER JAMES WEALTH MANAGEMENT LLC 116 *New 2024-03-31 6,076 $240,000 6,076
   SCOTIA CAPITAL INC. 705 *New 2023-12-31 5,889 $236,000 5,889
   Y-Intercept (Hong Kong) Ltd 1087 *New 2024-03-31 5,740 $227,000 5,740
   Truadvice LLC 211 *New 2023-09-30 6,602 $227,000 6,602
   BROWN ADVISORY HOLDINGS INC 1156 *New 2024-03-31 5,694 $225,000 5,694
   We Are One Seven LLC 798 *New 2023-12-31 5,559 $223,000 5,559
   Outlook Wealth Advisors LLC 247 *New 2024-03-31 5,399 $213,000 5,399
   AMUNDI 1515 *New 2023-12-31 5,300 $210,000 5,300
   BEECH HILL ADVISORS INC 93 *New 2024-03-31 5,288 $209,000 5,288
   CONTRAVISORY RESEARCH & MANAGEMENT CORP. 220 *New 2024-03-31 3,656 $145,000 3,656
   Anfield Capital Management LLC 86 *New 2024-03-31 2,288 $90,000 2,288
   Ahrens Investment Partners LLC 311 *New 2023-03-31 1,456 $54,000 1,456
   MATHER GROUP, INC. 886 *New 2024-03-31 1,152 $46,000 1,152
   YHB INVESTMENT ADVISORS, INC. 503 *New 2024-03-31 914 $36,000 914
   Atlantic Trust Group LLC 1906 *New 2024-03-31 709 $28,000 709
   WASHINGTON TRUST CO 523 *New 2024-03-31 704 $28,000 704
   EverSource Wealth Advisors LLC 1229 *New 2023-12-31 488 $20,000 488
   TORONTO DOMINION BANK 1003 *New 2023-12-31 148 $6,000 148
   HOWE & RUSLING INC 338 *New 2023-12-31 140 $6,000 140
   Koesten Hirschmann & Crabtree INC. 135 *New 2023-12-31 121 $5,000 121
   LifeSteps Financial Inc. 359 *New 2024-03-31 94 $4,000 94
   HM PAYSON & CO 928 *New 2023-12-31 37 $1,000 37
   MANCHESTER CAPITAL MANAGEMENT LLC 938 *New 2024-03-31 34 $1,000 34
   EdgeRock Capital LLC 317 *New 2023-12-31 11 $0 11
   Rakuten Securities Inc. 663 *New 2024-03-31 8 $0 8
   First Command Advisory Services Inc. 551 *New 2024-03-31 10 $0 10
   Northwest Financial Advisors 809 *New 2024-03-31 0 $0 0
   FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 120 *New 2022-12-31 0 $0 0
  81 Records found
  1    
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