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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
   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
   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
   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
   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
   WALLER FINANCIAL PLANNING GROUP INC 8 - 2024-03-31 458,726 $18,133,000 -23,964
   JANNEY CAPITAL MANAGEMENT LLC 21 - 2024-03-31 431,080 $17,041,000 -11,262
   Mivtachim The Workers Social Insurance Fund Ltd. ( - 2024-03-31 416,000 $16,445,000 -400,000
   Swan Wealth Advisors Inc. 24 - 2024-03-31 335,132 $13,248,000 -28,057
   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
   Spire Wealth Management 85 - 2024-03-31 117,153 $12,174,000 -851
   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
   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
   FREESTONE CAPITAL HOLDINGS, LLC 60 - 2023-12-31 184,291 $7,383,000 -165,752
   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
   CI Private Wealth LLC 643 - 2024-03-31 161,350 $6,378,000 -28,075
   RTD Financial Advisors Inc. 34 - 2024-03-31 152,061 $6,011,000 -1,361
   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
   PSI Advisors LLC 11 - 2024-03-31 126,137 $4,986,000 -748
   Ayalon Holdings Ltd. 20 - 2024-03-31 119,987 $4,743,000 -42,800
   Trilogy Capital Inc. 75 - 2024-03-31 119,571 $4,727,000 -71,702
   HRT FINANCIAL LLC 305 - 2023-12-31 117,671 $4,713,000 -124,946
   M&T BANK CORP 439 - 2024-03-31 117,813 $4,657,000 -4,919
   FOSTER & MOTLEY INC 87 - 2024-03-31 117,421 $4,642,000 -674
   Private Advisor Group LLC 502 - 2024-03-31 110,375 $4,363,000 -40,101
   Certified Advisory Corp 56 - 2024-03-31 106,947 $4,228,000 -2,308
   Goss Wealth Management LLC 405 - 2023-12-31 106,110 $4,144,000 -5,397
   Beaumont Capital Management LLC 18 - 2024-03-31 103,890 $4,107,000 -9,953
   Sontag Advisory LLC 127 - 2024-03-31 101,495 $4,012,000 -21,867
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1140 - 2024-03-31 100,939 $3,990,000 -27,855
   Western Wealth Management LLC 69 - 2024-03-31 99,037 $3,915,000 -9,289
   VIRTU FINANCIAL LLC 43 - 2023-12-31 96,459 $3,864,000 -64,841
   Private Wealth Advisors LLC 23 - 2024-03-31 97,233 $3,844,000 -4,796
   Asset Allocation Strategies LLC 26 - 2024-03-31 94,148 $3,722,000 -3,088
   Capital Analysts Inc. 103 - 2023-12-31 90,065 $3,608,000 -188
   1ST SOURCE BANK 68 - 2024-03-31 89,107 $3,522,000 -891
   LDR Capital Management LLC 11 - 2024-03-31 84,403 $3,336,000 -49,267
   NORTHERN TRUST CORP 2723 - 2023-12-31 80,653 $3,231,000 -3,350
   COMMUNITY TRUST & INVESTMENT CO 66 - 2023-12-31 79,646 $3,191,000 -381
   JFS WEALTH ADVISORS, LLC 61 - 2024-03-31 76,897 $3,040,000 -2,967
   JANNEY MONTGOMERY SCOTT LLC 996 - 2024-03-31 71,471 $2,825,000 -2,349
   OLD NATIONAL BANCORP /IN/ 196 - 2024-03-31 67,967 $2,687,000 -8,562
   ALPHAMARK ADVISORS LLC 19 - 2024-03-31 67,790 $2,680,000 -3,454
   TD Waterhouse Canada Inc. 354 - 2024-03-31 69,115 $2,655,000 -166,914
   BAILARD BIEHL & KAISER INC 203 - 2024-03-31 64,649 $2,556,000 -754
   IHT Wealth Management LLC 194 - 2023-12-31 59,222 $2,372,000 -4,447
   Geneos Wealth Management Inc. 236 - 2024-03-31 55,408 $2,190,000 -2,719
   GTS SECURITIES LLC 372 - 2023-12-31 53,620 $2,147,000 -72,479
   EP WEALTH ADVISORS, INC. 248 - 2023-12-31 51,885 $2,079,000 -9,714
   Integrated Wealth Concepts LLC 489 - 2023-12-31 48,665 $1,950,000 -18,662
   BLAIR WILLIAM & CO/IL 691 - 2024-03-31 47,015 $1,858,000 -62
   Gladstone Institutional Advisory LLC 214 - 2023-12-31 43,966 $1,761,000 -55,777
   Beck Bode LLC 74 - 2023-12-31 43,030 $1,724,000 -1,907
   FIFTH THIRD BANCORP 491 - 2024-03-31 42,946 $1,698,000 -8,169
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 1282 - 2024-03-31 42,835 $1,693,000 -103,765
   COMERICA BANK 1273 - 2023-12-31 41,215 $1,651,000 -6,907
   Mutual Advisors LLC 319 - 2024-03-31 41,736 $1,650,000 -8,749
   LexAurum Advisors LLC 54 - 2024-03-31 37,256 $1,473,000 -314
   MILLENNIUM MANAGEMENT LLC 2513 - 2023-12-31 36,680 $1,469,000 -38,224
   HARBOUR INVESTMENTS INC. 297 - 2023-12-31 34,969 $1,401,000 -15
   CALLAN CAPITAL, LLC 84 - 2024-03-31 35,085 $1,387,000 -718
   Empirical Asset Management LLC 36 - 2024-03-31 34,597 $1,368,000 -405
   RPg Family Wealth Advisory LLC - 2023-12-31 33,140 $1,328,000 -244
   Kestra Advisory Services LLC 980 - 2023-12-31 32,998 $1,322,000 -4,340
   US BANCORP 1002 - 2024-03-31 32,448 $1,283,000 -635
   MERCER GLOBAL ADVISORS INC /ADV 896 - 2023-12-31 30,641 $1,227,000 -14,088
   STILLWATER CAPITAL ADVISORS, LLC 47 - 2024-03-31 30,214 $1,194,000 -285
   PRIVATE TRUST CO NA 180 - 2024-03-31 29,913 $1,182,000 -1,097
   CASTLE WEALTH MANAGEMENT LLC 41 - 2024-03-31 29,833 $1,179,000 -16,248
   ASSET MANAGEMENT INVESTORS LLC 62 - 2023-12-31 29,147 $1,168,000 -879
   TRUST CO OF OKLAHOMA 56 - 2024-03-31 29,464 $1,165,000 -111
   BANK OF MONTREAL /CAN/ 1561 - 2023-12-31 28,498 $1,154,000 -39,868
   RVW Wealth LLC 63 - 2024-03-31 28,240 $1,116,000 -496
   Patriot Investment Management Inc. 102 - 2024-03-31 27,776 $1,098,000 -11,196
   LINCOLN NATIONAL CORP 500 - 2024-03-31 27,094 $1,071,000 -193
   TIAA FSB 314 - 2023-06-30 27,373 $1,032,000 -6,972
   Winthrop Capital Management LLC 39 - 2024-03-31 25,725 $1,017,000 -458
   Cornerstone Wealth Management LLC 211 - 2024-03-31 24,156 $955,000 -1,362
   Sequoia Financial Advisors LLC 490 - 2024-03-31 23,643 $935,000 -1,482
   MONETA GROUP INVESTMENT ADVISORS INC 252 - 2023-12-31 22,992 $921,000 -380
   Simmons Bank 185 - 2023-12-31 22,820 $914,000 -1,038
   D. SCOTT NEAL INC. 26 - 2024-03-31 22,976 $908,000 -250
   Pacitti Group Inc. 60 - 2023-12-31 22,636 $907,000 -1,658
   Gerber Kawasaki Wealth & Investment Management 135 - 2023-12-31 22,454 $900,000 -41,424
   NOVARE CAPITAL MANAGEMENT LLC 112 - 2024-03-31 22,344 $883,000 -5,810
   JAMES INVESTMENT RESEARCH INC 158 - 2024-03-31 22,200 $878,000 -1,015
  100 Records found
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