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Get Institutions for : 
Spdr Ssga Us Sector Rotation Etf (XLSR)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 76    1
Total shares held : 
 8,533,750  
% of shares held : 
 36.47%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   6  
Amount of shares held : 
 1,793,350  
% of shares held change : 
   7.66%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 229,622
 2.69%
 
Increased Positions :
31
 1,742,537
 20.42%
 
Unchanged Positions :
15
 147,383
 1.73%
 
Decreased Positions :
26
-137,375
-1.61%
 
Closed Positions :
3
-41,434
-0.49%
 
Guru Positions :
0
 0%
 
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
   LPL FINANCIAL CORP 192 - 2023-12-31 3,259,642 $149,154,000 1,072,431
   ENVESTNET ASSET MANAGEMENT INC 632 - 2023-12-31 1,040,074 $47,591,000 46,436
   Envestnet Portfolio Solutions Inc. 84 - 2023-12-31 795,142 $36,384,000 220,765
   AE Wealth Management LLC 226 - 2023-12-31 418,888 $19,600,000 88,214
   PARK AVENUE SECURITIES LLC 61 - 2024-03-31 381,687 $19,029,000 17,406
   Aspire Private Capital LLC 7 - 2024-03-31 250,321 $12,480,000 -28,082
   GeoWealth Management LLC 25 - 2023-12-31 253,764 $11,613,000 22,910
   Hibernia Wealth Partners LLC 3 *New 2023-12-31 214,986 $9,837,000 214,986
   Goss Wealth Management LLC 231 - 2023-12-31 183,734 $8,419,000 30,500
   Private Advisor Group LLC - 2024-03-31 119,459 $5,956,000 5,311
   HARBOUR INVESTMENTS INC. 72 - 2023-12-31 126,335 $5,781,000 -4,797
   Mosley Wealth Management 4 - 2024-03-31 104,923 $5,231,000 14,966
   TAP Consulting LLC 23 - 2024-03-31 100,447 $5,008,000 445
   AXXCESS WEALTH MANAGEMENT LLC 132 - 2023-12-31 102,205 $4,677,000 -1,462
   Foundations Investment Advisors LLC 129 - 2023-12-31 97,544 $4,573,000 -509
   Raleigh Capital Management Inc. 4 - 2023-12-31 89,611 $4,100,000 3,464
   HIGHTOWER ADVISORS, LLC 1119 - 2023-12-31 77,391 $3,539,000 9,810
   COMMONWEALTH EQUITY SERVICES LLC. 1417 - 2024-03-31 67,014 $3,341,000 -181
   Change Path LLC 111 - 2023-12-31 61,679 $2,822,000 -1,215
   MULTIFINANCIAL SECURITIES CORP 412 - 2023-12-31 60,215 $2,755,000 -7,626
   MORGAN STANLEY 4230 - 2023-12-31 58,393 $2,672,000 15,377
   Austin Private Wealth LLC 40 - 2024-03-31 52,173 $2,582,000 10,725
   Lokken Investment Group LLC 18 - 2023-12-31 52,200 $2,389,000 1,755
   Advisor Group Holdings Inc. 1784 - 2023-12-31 48,255 $2,208,000 -63,691
   Cetera Investment Advisers 778 - 2023-12-31 45,466 $2,080,000 -450
   Worth Financial Advisory Group LLC - 2024-03-31 41,492 $2,069,000 13,006
   Outlook Wealth Advisors LLC 34 - 2024-03-31 40,435 $2,016,000 -1,118
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1962 - 2023-12-31 40,859 $1,870,000 40,859
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1373 - 2024-03-31 33,796 $1,685,000 -2,040
   Kestra Advisory Services LLC 892 - 2023-12-31 35,501 $1,624,000 -6,145
   Apella Capital LLC 116 - 2024-03-31 28,988 $1,434,000 23
   Atria Wealth Solutions Inc. 721 - 2023-12-31 31,276 $1,431,000 1,135
   Truadvice LLC 51 - 2023-09-30 33,363 $1,413,000 -20,305
   Balboa Wealth Partners 49 - 2023-12-31 24,111 $1,103,000 -523
   ROYAL BANK OF CANADA 3204 - 2023-12-31 18,553 $849,000 15,261
   Argent Trust Co 319 - 2023-12-31 18,199 $833,000 -3,128
   CITADEL ADVISORS LLC 3166 - 2023-12-31 16,959 $776,000 1,045
   Richard W. Paul & Associates LLC - 2023-12-31 16,798 $769,000 -1,284
   LOCKERMAN FINANCIAL GROUP INC. 14 - 2024-03-31 14,533 $725,000 9
   Atomi Financial Group Inc. 183 - 2023-12-31 15,720 $719,000 3,862
   Aveo Capital Partners LLC 174 - 2023-12-31 14,199 $650,000 866
   Family Wealth Group LLC 32 - 2023-12-31 13,475 $617,000 0
   Capital Asset Advisory Services LLC 171 - 2024-03-31 12,198 $602,000 7,119
   SILVERLAKE WEALTH MANAGEMENT LLC 85 - 2024-03-31 11,530 $575,000 -630
   SILVER OAK SECURITIES Inc 251 - 2023-12-31 12,451 $570,000 451
   Spectrum Planning & Advisory Services Inc. 28 - 2023-12-31 11,079 $507,000 2,884
   FINANCIAL NETWORK 1909 - 2023-12-31 10,350 $474,000 2,471
   EQIS CAPITAL MANAGEMENT, INC. 454 - 2023-12-31 10,066 $461,000 -1,176
   Absolute Capital Management LLC - 2024-03-31 8,793 $438,000 -1,009
   Triumph Capital Management 128 - 2024-03-31 8,563 $426,000 484
   IAMS WEALTH MANAGEMENT LLC 87 *New 2024-03-31 8,600 $415,000 8,600
   Gladstone Institutional Advisory LLC 466 - 2023-12-31 8,515 $390,000 2,650
   Capital CS Group LLC 40 - 2024-03-31 7,449 $371,000 7,449
   BB&T CORP 2184 - 2023-12-31 7,381 $338,000 0
   USAdvisors Wealth Management LLC 111 - 2024-03-31 6,218 $309,000 11
   CREATIVE PLANNING 2082 - 2023-12-31 6,540 $299,000 -118
   Maia Wealth LLC 145 - 2023-12-31 6,481 $297,000 0
   Signal Advisors Wealth LLC 236 - 2024-03-31 5,699 $284,000 3
   Fort Point Capital Partners LLC 240 - 2023-12-31 6,125 $280,000 0
   Castleview Partners LLC 115 - 2023-12-31 5,885 $269,000 -851
   MARIPAU WEALTH MANAGEMENT LLC 88 - 2023-12-31 5,696 $261,000 -1,059
   Patriot Financial Group Insurance Agency LLC - 2024-03-31 5,199 $259,000 -5,129
   JANNEY MONTGOMERY SCOTT LLC 2415 *New 2024-03-31 5,125 $256,000 5,125
   VisionPoint Advisory Group LLC 146 - 2023-12-31 5,158 $236,000 2,039
   VERUS CAPITAL PARTNERS LLC 279 *New 2023-12-31 5,049 $231,000 5,049
   NWAM LLC 510 *New 2023-12-31 4,708 $215,000 4,708
   Caitlin John LLC 113 - 2023-12-31 4,081 $187,000 0
   TD CAPITAL MANAGEMENT LLC 113 - 2023-12-31 3,051 $140,000 0
   Parallel Advisors LLC 979 - 2023-12-31 2,917 $133,000 1
   Farther Finance Advisors LLC 728 - 2023-12-31 2,629 $120,000 -532
   RICHARDSON FINANCIAL SERVICES INC. *New 2024-03-31 2,141 $107,000 2,141
   Frazier Financial Advisors LLC 99 - 2023-12-31 1,801 $82,000 0
   Smartleaf Asset Management LLC - 2024-03-31 1,596 $73,000 412
   UBS Group AG 5195 - 2023-12-31 1,260 $58,000 307
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1978 - 2023-12-31 1,244 $57,000 0
   Global Retirement Partners LLC 1640 - 2024-03-31 582 $29,000 21
   Able Wealth Management LLC 203 - 2023-12-31 429 $20,000 0
   Householder Group Estate & Retirement Specialist L - 2024-03-31 378 $19,000 0
   First Capital Advisors Group LLC. 431 *New 2023-06-30 443 $19,000 443
   Tidemark LLC 372 - 2023-12-31 322 $15,000 0
   Future Financial Wealth Managment LLC 407 *New 2024-03-31 181 $9,000 181
   WELLS FARGO & CO/MN 5227 - 2023-12-31 139 $6,000 138
   Covestor Ltd 1771 - 2023-12-31 108 $5,000 -59
   Lunt Capital Management Inc. 94 *Closed 2024-03-31 0 $0 -4,879
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   CAMBRIDGE TRUST CO 678 *Closed 2023-12-31 0 $0 -2,461
   KARLINSKI ANDREW C 180 *Closed 2022-12-31 0 $0 -148
  87 Records found
  1    
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