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Get Institutions for : 
Real Estate Select Sector Spdr Fund (XLRE)  
$37.81 0.14 (0.37%) as of 4:30 Fri 5/10


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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  : 
1.90 (5.29%)  




 
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
   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
   Baird Financial Group Inc. 222 - 2023-12-31 972,240 $38,948,000 878,229
   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
   ENVESTNET ASSET MANAGEMENT INC 920 - 2023-12-31 623,043 $24,959,000 106,154
   MEITAV DASH INVESTMENTS LTD 59 - 2024-03-31 593,291 $23,453,000 14
   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
   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
   Green Harvest Asset Management LLC 33 - 2023-12-31 418,847 $16,779,000 205,177
   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
   STIFEL FINANCIAL CORP 698 - 2023-12-31 306,894 $12,295,000 175,813
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 424 - 2024-03-31 278,217 $10,998,000 4,898
   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
   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
   COMMONWEALTH EQUITY SERVICES LLC. 959 - 2024-03-31 175,718 $6,946,000 6,758
   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
   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
   Banco BTG Pactual S.A. 18 - 2024-03-31 160,988 $6,364,000 78,373
   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
   FIRST MERCHANTS CORP 81 - 2024-03-31 143,315 $5,664,000 123,177
   Foundations Investment Advisors LLC 120 - 2023-12-31 130,849 $5,077,000 130,849
   ATRIA INVESTMENTS LLC 297 - 2023-12-31 123,289 $4,939,000 22,350
   BCJ Capital Management LLC 56 - 2023-12-31 123,156 $4,934,000 40,655
   PATHSTONE FAMILY OFFICE, LLC 274 - 2023-09-30 141,919 $4,835,000 63,910
   MML INVESTORS SERVICES LLC 632 - 2023-12-31 115,553 $4,629,000 17,239
   LEGACY PRIVATE TRUST CO. 63 - 2024-03-31 116,941 $4,623,000 5,490
   RT CAPITAL MANAGEMENT, LLC 22 - 2023-12-31 103,251 $4,136,000 2,155
   CAPITAL INSIGHT PARTNERS LLC 41 - 2024-03-31 104,340 $4,125,000 14
   New Millennium Group LLC 5 - 2023-12-31 100,100 $4,010,000 99,154
   Equitable Holdings Inc. 266 - 2023-12-31 95,569 $3,829,000 3,433
   NELSON ROBERTS INVESTMENT ADVISORS, LLC 38 - 2024-03-31 96,280 $3,806,000 14,759
   KCM INVESTMENT ADVISORS LLC 113 - 2024-03-31 95,485 $3,775,000 13,249
   SG AMERICAS SECURITIES LLC 597 - 2024-03-31 92,445 $3,654,000 52,841
   EVERGREEN CAPITAL MANAGEMENT LLC 168 - 2023-12-31 90,422 $3,622,000 5,161
   Cetera Investment Advisers 561 - 2023-12-31 89,643 $3,591,000 6,894
   BB&T CORP 991 - 2023-12-31 87,271 $3,496,000 32,295
   New England Capital Financial Advisors LLC 11 - 2024-03-31 88,118 $3,483,000 12,936
   Financial Advocates Investment Management 117 - 2024-03-31 68,200 $3,439,000 43,573
   Orion Portfolio Solutions LLC 433 - 2024-03-31 85,787 $3,391,000 1,051
   CHESLEY TAFT & ASSOCIATES LLC/IL 104 - 2024-03-31 85,310 $3,372,000 2,959
   AXXCESS WEALTH MANAGEMENT LLC 176 - 2023-12-31 80,129 $3,210,000 17,510
   Paladin Advisory Group LLC 12 - 2024-03-31 78,877 $3,064,000 7
   Vickerman Investment Advisors Inc. 36 - 2024-03-31 77,415 $3,060,000 320
   Wealth Advisors of Tampa Bay LLC 31 - 2024-03-31 77,331 $3,057,000 285
   CoreCap Advisors LLC 109 - 2023-12-31 73,930 $2,962,000 62,888
   Cresset Asset Management LLC 441 - 2023-12-31 71,410 $2,861,000 7,413
   CHARTER TRUST CO 116 - 2024-03-31 70,705 $2,795,000 2,393
   Farmers & Merchants Trust Co of Chambersburg PA 31 - 2024-03-31 69,580 $2,750,000 69,580
   CAP Partners LLC 12 - 2024-03-31 68,546 $2,710,000 1,100
   MONTAG A & ASSOCIATES INC 146 - 2024-03-31 68,518 $2,709,000 500
   Gratus Wealth Advisors LLC 28 - 2024-03-31 73,106 $2,613,000 258
   OLYMPUS WEALTH MANAGEMENT LLC 12 - 2024-03-31 63,850 $2,524,000 399
   WEDBUSH MORGAN SECURITIES INC 135 - 2023-12-31 61,944 $2,481,000 61,944
   IMZ Advisory Inc 15 - 2024-03-31 62,341 $2,464,000 2,173
   NBT BANK N A /NY 121 - 2024-03-31 62,105 $2,455,000 700
   CREATIVE FINANCIAL DESIGNS INC /ADV 91 - 2024-03-31 61,361 $2,426,000 4,018
   Bridgeworth LLC - 2023-12-31 60,013 $2,404,000 12,079
   ARKANSAS FINANCIAL GROUP INC. 33 - 2024-03-31 59,151 $2,338,000 7,356
   Prentice Wealth Management LLC 20 - 2024-03-31 59,118 $2,337,000 3,717
   CENTAURUS FINANCIAL INC. 125 - 2023-12-31 57,322 $2,296,000 17,618
   WAGNER CAPITAL MANAGEMENT CORP 80 - 2024-03-31 56,883 $2,249,000 1,090
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 701 - 2023-09-30 65,859 $2,244,000 13,644
   HORIZON FINANCIAL SERVICES LLC 24 - 2024-03-31 56,020 $2,214,000 49,613
   Solano Wealth Management Inc. 13 - 2023-12-31 55,083 $2,207,000 1,495
   MULTIFINANCIAL SECURITIES CORP 474 - 2023-12-31 53,752 $2,153,000 19,313
   Atria Wealth Solutions Inc. 579 - 2023-12-31 53,142 $2,129,000 10,696
   Pacific Center for Financial Services 19 - 2023-12-31 52,425 $2,100,000 1,630
  100 Records found
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