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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
   Harel Insurance Investments & Financial Services L - 2024-03-31 2,918,968 $115,387,000 0
   Phoenix Holdings Ltd. 26 - 2023-12-31 1,584,380 $71,493,000 0
   FACTORY MUTUAL INSURANCE CO 85 - 2024-03-31 659,000 $26,050,000 0
   Auto-Owners Insurance Co 37 - 2024-03-31 584,048 $23,093,000 0
   Kranot Hishtalmut Le Morim Ve Gananot Havera Menah 33 - 2024-03-31 303,152 $11,987,000 0
   ARMSTRONG ADVISORY GROUP INC 25 - 2024-03-31 199,420 $7,989,000 0
   CITIZENS FINANCIAL GROUP INC/RI 110 - 2024-03-31 126,362 $5,062,000 0
   Kranot Hishtalmut Le Morim Tichoniim Havera Menahe 33 - 2024-03-31 104,758 $4,142,000 0
   StrongBox Wealth LLC 17 - 2024-03-31 92,244 $3,695,000 0
   FORBES J M & CO LLP 58 - 2024-03-31 76,511 $3,024,000 0
   Zurich Insurance Group Ltd/FI 179 - 2023-12-31 45,020 $1,780,000 0
   Horizons Wealth Management 20 - 2024-03-31 37,392 $1,498,000 0
   HBW Advisory Services LLC 117 - 2024-03-31 26,875 $1,077,000 0
   Banco Santander S.A. 290 - 2024-03-31 21,180 $837,000 0
   Clal Insurance Enterprises Holdings Ltd 106 - 2024-03-31 16,000 $632,000 0
   Colony Family Offices LLC 43 - 2024-03-31 15,507 $613,000 0
   HIRTLE CALLAGHAN & CO INC 53 - 2024-03-31 13,802 $546,000 0
   YALE CAPITAL CORP 326 - 2024-03-31 12,884 $509,000 0
   MONETARY MANAGEMENT GROUP INC 132 - 2023-12-31 11,118 $445,000 0
   Edmonds Duncan Registered Investment Advisors LLC 87 - 2024-03-31 9,292 $367,000 0
   CONNING ASSET MANAGEMENT CO. 241 - 2024-03-31 8,500 $336,000 0
   MGB Wealth Management LLC 147 - 2024-03-31 8,450 $334,000 0
   BUCKINGHAM CAPITAL MANAGEMENT, INC. 111 - 2024-03-31 8,300 $328,000 0
   SPINNAKER TRUST 231 - 2024-03-31 7,827 $309,000 0
   FIRST NATIONAL BANK OF HUTCHINSON 85 - 2024-03-31 7,736 $306,000 0
   Crescent Grove Advisors LLC 242 - 2024-03-31 7,378 $292,000 0
   Tandem Wealth Advisors LLC 47 - 2024-03-31 6,613 $261,000 0
   Barber Financial Group Inc. 117 - 2023-03-31 6,819 $255,000 0
   HOLLENCREST SECURITIES LLC 249 - 2024-03-31 6,430 $254,000 0
   GYL Financial Synergies LLC 313 - 2023-12-31 6,238 $250,000 0
   BARRETT & COMPANY INC. 120 - 2024-03-31 5,956 $235,000 0
   MADDEN ADVISORY SERVICES, INC. 84 - 2024-03-31 5,928 $234,000 0
   PETTYJOHN CO 173 - 2024-03-31 5,818 $230,000 0
   Security National Bank 134 - 2024-03-31 3,012 $119,000 0
   CHILTON CAPITAL MANAGEMENT LLC 297 - 2024-03-31 2,064 $82,000 0
   SMITHFIELD TRUST CO 483 - 2024-03-31 2,047 $81,000 0
   Viewpoint Capital Management LLC 117 - 2024-03-31 1,369 $54,000 0
   Tradition Wealth Management LLC 601 - 2023-12-31 1,344 $54,000 0
   WHITTIER TRUST CO OF NEVADA INC 671 - 2024-03-31 1,357 $54,000 0
   Bogart Wealth LLC 367 - 2024-03-31 1,322 $52,000 0
   Nalls Sherbakoff Group LLC 200 - 2023-12-31 787 $32,000 0
   AYRSHIRE ASSOCIATES INC 363 - 2023-12-31 735 $29,000 0
   HARBOR INVESTMENT ADVISORY LLC 707 - 2024-03-31 595 $24,000 0
   ANGELES WEALTH MANAGEMENT LLC 271 - 2024-03-31 543 $21,000 0
   PROVENCE WEALTH MANAGEMENT GROUP 282 - 2023-12-31 416 $17,000 0
   Newbridge Financial Services Group Inc. 668 - 2024-03-31 386 $15,000 0
   WETZEL INVESTMENT ADVISORS INC. 468 - 2024-03-31 362 $13,000 0
   Bank of New Hampshire 404 - 2024-03-31 300 $12,000 0
   Rice Partnership LLC 119 - 2023-12-31 278 $11,000 0
   Investors Research Corp 705 - 2024-03-31 272 $11,000 0
   DUNCKER STREETT & CO INC 410 - 2024-03-31 250 $10,000 0
   Dougherty Wealth Advisers LLC 102 - 2024-03-31 256 $10,000 0
   Financial Gravity Wealth Inc. 406 - 2023-12-31 277 $9,000 0
   Archer Investment Corp 653 - 2024-03-31 236 $9,000 0
   Carmichael Hill & Associates Inc. 520 - 2024-03-31 176 $7,000 0
   Farther Finance Advisors LLC 1792 - 2023-12-31 183 $7,000 0
   WEBSTER BANK 508 - 2024-03-31 170 $7,000 0
   FIRST COMMUNITY TRUST NA 247 - 2024-03-31 178 $7,000 0
   Founders Financial Alliance LLC 455 - 2023-12-31 154 $6,000 0
   Cape Investment Advisory Inc. 760 - 2023-12-31 138 $6,000 0
   JTC Employer Solutions Trusteee Ltd 316 - 2024-03-31 125 $5,000 0
   BELLEVUE ASSET MANAGEMENT LLC 312 - 2024-03-31 139 $5,000 0
   Element Wealth LLC 237 - 2024-03-31 125 $5,000 0
   RESOURCES MANAGEMENT CORP /CT/ /ADV 390 - 2023-12-31 136 $5,000 0
   Mascoma Wealth Management LLC 389 - 2024-03-31 96 $4,000 0
   Washington Trust Advisors Inc. 607 - 2024-03-31 99 $4,000 0
   ARROW FINANCIAL CORP 310 - 2023-12-31 74 $3,000 0
   ST GERMAIN D J CO INC 637 - 2024-03-31 66 $3,000 0
   Pinnacle Bank 773 - 2024-03-31 67 $3,000 0
   SRS Capital Advisors Inc. 979 - 2023-12-31 87 $3,000 0
   HAZLETT BURT & WATSON INC. 632 - 2024-03-31 80 $3,000 0
   Quent Capital LLC 1199 - 2024-03-31 82 $3,000 0
   VOISARD ASSET MANAGEMENT GROUP INC. 295 - 2024-03-31 75 $3,000 0
   Park Place Capital Corp 803 - 2024-03-31 83 $3,000 0
   Lee Financial CORP 706 - 2023-12-31 62 $2,000 0
   Moisand Fitzgerald Tamayo LLC 488 - 2024-03-31 41 $2,000 0
   Ritter Daniher Financial Advisory LLC / DE 310 - 2023-12-31 60 $2,000 0
   Sutton Wealth Advisors Inc. 742 - 2023-09-30 50 $2,000 0
   Mine & Arao Wealth Creation & Management LLC. 291 - 2024-03-31 60 $2,000 0
   Piscataqua Savings Bank 363 - 2024-03-31 41 $2,000 0
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 453 - 2024-03-31 24 $1,000 0
   Coston McIsaac & Partners 540 - 2024-03-31 29 $1,000 0
   McIlrath & Eck LLC 849 - 2024-03-31 22 $1,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 938 - 2022-12-31 29 $1,000 0
   Rosenberg Matthew Hamilton 786 - 2024-03-31 36 $1,000 0
   Pacifica Partners Inc. 479 - 2024-03-31 27 $1,000 0
   GUARDIAN WEALTH ADVISORS LLC / NC 428 - 2023-12-31 35 $1,000 0
   PIN OAK INVESTMENT ADVISORS INC 446 - 2023-12-31 16 $1,000 0
   HIGHLANDER CAPITAL MANAGEMENT, LLC - 2023-12-31 15 $1,000 0
   Eukles Asset Management 226 - 2023-12-31 21 $1,000 0
   Key Financial Inc 1214 - 2024-03-31 31 $1,000 0
   MEADOWBROOK INVESTMENT ADVISORS LLC 328 - 2024-03-31 16 $1,000 0
   OAK HARBOR WEALTH PARTNERS LLC 228 - 2024-03-31 18 $1,000 0
   Davis Capital Management 279 - 2024-03-31 18 $1,000 0
   AllSquare Wealth Management LLC 500 - 2024-03-31 3 $0 0
   DHJJ Financial Advisors Ltd. 696 - 2024-03-31 3 $0 0
   Northwest Financial Advisors 809 *New 2024-03-31 0 $0 0
   FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 120 *New 2022-12-31 0 $0 0
   Balentine LLC 607 - 2023-12-31 11 $0 0
   Covestor Ltd 2777 - 2024-03-31 6 $0 0
  100 Records found
  1    
  Page 1 of 1
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