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Get Institutions for : 
SPDR Utilities Select (XLU)  
$68.41 0.54 (0.8%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1072    5
Total shares held : 
 173,023,930  
% of shares held : 
 19.22%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   20  
Amount of shares held : 
 -16,436,352  
% of shares held change : 
   -1.83%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $56.19  
Last Quarter's Ending Price : 
 $63.33  
Last Quarter's Average Price : 
 $61.14  
Change from last quarter's     
avg. price to the last closing  : 
7.27 (11.89%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
116
 5,404,380
 3.12%
 
Increased Positions :
397
 20,552,099
 11.88%
 
Unchanged Positions :
177
 41,665,894
 24.08%
 
Decreased Positions :
382
-33,397,992
-19.3%
 
Closed Positions :
111
-8,994,839
-5.2%
 
Guru Positions :
3
6,513
 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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   HUDSON BAY CAPITAL MANAGEMENT LP 30 *New 2023-12-31 945,000 $59,847,000 945,000
   ARGENT CAPITAL MANAGEMENT LLC 33 *New 2023-12-31 447,260 $28,325,000 447,260
   PATHSTONE FAMILY OFFICE, LLC 106 *New 2023-09-30 305,433 $17,999,000 305,433
   MOORE CAPITAL MANAGEMENT, LP 54 *New 2023-12-31 245,185 $15,528,000 245,185
   Main Management LLC 22 *New 2023-12-31 196,000 $12,413,000 196,000
   MA GREENWOOD & ASSOCIATES INC 33 *New 2023-12-31 183,633 $11,629,000 183,633
   AMICA MUTUAL INSURANCE CO 23 *New 2023-12-31 151,883 $9,619,000 151,883
   GATEWAY ADVISORY, LLC 10 *New 2023-12-31 137,261 $8,693,000 137,261
   ExodusPoint Capital Management LP 203 *New 2023-12-31 131,012 $8,297,000 131,012
   DECADE RENEWABLE PARTNERS LP 10 *New 2023-12-31 121,300 $7,682,000 121,300
   ADAMS EXPRESS CO 87 *New 2024-03-31 110,000 $7,222,000 110,000
   Varma Mutual Pension Insurance Co 119 *New 2023-12-31 100,000 $6,333,000 100,000
   FORTE CAPITAL LLC /ADV 32 *New 2023-12-31 91,886 $5,819,000 91,886
   HUNTINGTON ASSET ADVISORS INC. 24 *New 2024-03-31 83,338 $5,471,000 83,338
   Beaumont Capital Management LLC 15 *New 2023-12-31 68,233 $4,321,000 68,233
   AQR CAPITAL MANAGEMENT LLC 1039 *New 2023-12-31 65,128 $4,125,000 65,128
   Pariax LLC 5 *New 2023-12-31 64,754 $4,101,000 64,754
   Benchmark Investment Advisors LLC 75 *New 2023-12-31 52,400 $3,318,000 52,400
   LMR Partners LLP 170 *New 2023-12-31 51,493 $3,261,000 51,493
   RIVERNORTH CAPITAL MANAGEMENT, INC. 111 *New 2023-12-31 50,000 $3,167,000 50,000
   Morningstar Investment Management LLC 40 *New 2023-12-31 45,007 $2,850,000 45,007
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2508 *New 2023-12-31 44,985 $2,849,000 44,985
   UNIVEST CORP OF PENNSYLVANIA 42 *New 2023-12-31 44,542 $2,821,000 44,542
   GIRARD PARTNERS LTD. 101 *New 2023-12-31 30,780 $1,949,000 30,780
   WEST CHESTER CAPITAL ADVISORS INC 7 *New 2023-09-30 29,477 $1,737,000 29,477
   SYON CAPITAL LLC 92 *New 2023-12-31 26,384 $1,671,000 26,384
   Econ Financial Services Corp 31 *New 2023-12-31 26,229 $1,661,000 26,229
   Ascendant Capital Management LLC 15 *New 2023-03-31 22,000 $1,489,000 22,000
   GREENWOOD CAPITAL ASSOCIATES LLC 108 *New 2023-12-31 21,162 $1,340,000 21,162
   PETERSEN FLYNN & DINSMORE INC 55 *New 2023-12-31 20,189 $1,279,000 20,189
   Connective Portfolio Management LLC 14 *New 2023-12-31 20,000 $1,267,000 20,000
   Kraft Davis & Associates LLC 49 *New 2023-12-31 20,198 $1,235,000 20,198
   Pacitti Group Inc. 42 *New 2023-12-31 19,449 $1,232,000 19,449
   Eagle Strategies LLC 91 *New 2024-03-31 17,043 $1,119,000 17,043
   One Capital Management LLC 174 *New 2023-12-31 17,004 $1,077,000 17,004
   Measured Wealth Private Client Group LLC 34 *New 2024-03-31 16,237 $1,066,000 16,237
   Certified Advisory Corp 126 *New 2023-12-31 16,154 $1,023,000 16,154
   Headlands Technologies LLC 79 *New 2023-12-31 14,890 $943,000 14,890
   STACK FINANCIAL MANAGEMENT INC 38 *New 2023-12-31 14,424 $913,000 14,424
   PERSONAL CFO SOLUTIONS LLC 140 *New 2023-12-31 13,809 $875,000 13,809
   Engineers Gate Manager LP 900 *New 2023-12-31 13,069 $828,000 13,069
   CABANA LLC 11 *New 2023-12-31 12,979 $822,000 12,979
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 287 *New 2024-03-31 11,709 $769,000 11,709
   WCG Wealth Advisors LLC 216 *New 2023-12-31 12,127 $768,000 12,127
   MITSUBISHI UFJ MORGAN STANLEY SECURITIES CO., LTD. 11 *New 2023-12-31 10,640 $674,000 10,640
   CFO4Life L.P. 91 *New 2022-12-31 8,995 $634,000 8,995
   Point72 Europe (London) LLP 142 *New 2023-12-31 9,828 $622,000 9,828
   Matthew Goff Investment Advisor LLC 70 *New 2024-03-31 7,972 $523,000 7,972
   Carson Advisory Inc. 81 *New 2023-12-31 8,087 $512,000 8,087
   GSB Wealth Management LLC 136 *New 2023-12-31 7,850 $497,000 7,850
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 234 *New 2023-12-31 7,617 $482,000 7,617
   Connecticut Wealth Management LLC 216 *New 2023-12-31 7,500 $475,000 7,500
   NVWM LLC 167 *New 2023-12-31 7,338 $465,000 7,338
   Hunting Hill Global Capital LLC 48 *New 2023-12-31 7,000 $443,000 7,000
   Smith Anglin Financial LLC 117 *New 2024-03-31 6,612 $434,000 6,612
   MAIRS & POWER INC 178 *New 2023-12-31 6,685 $423,000 6,685
   NewEdge Wealth LLC 547 *New 2023-12-31 6,554 $415,000 6,554
   Van Hulzen Asset Management LLC 234 *New 2023-12-31 6,553 $415,000 6,553
   Terra Nova Asset Management LLC 64 *New 2024-03-31 6,105 $401,000 6,105
   Lodestone Wealth Management LLC *New 2023-12-31 6,108 $387,000 6,108
   Colony Family Offices LLC 51 *New 2023-12-31 5,876 $372,000 5,876
   JAMES INVESTMENT RESEARCH INC 225 *New 2023-12-31 5,812 $368,000 5,812
   Glenview Trust Co 382 *New 2023-12-31 5,609 $355,000 5,609
   Centiva Capital LP 688 *New 2023-12-31 5,556 $352,000 5,556
   CHANNEL WEALTH LLC 115 *New 2024-03-31 5,277 $346,000 5,277
   FIRST CITIZENS BANK & TRUST CO 357 *New 2024-03-31 5,225 $343,000 5,225
   Chemistry Wealth Management LLC 128 *New 2024-03-31 5,198 $341,000 5,198
   Centric Wealth Management 111 *New 2023-12-31 5,494 $331,000 5,494
   OKABENA INVESTMENT SERVICES INC 92 *New 2023-12-31 4,995 $316,000 4,995
   OPPENHEIMER ASSET MANAGEMENT INC 980 *New 2023-12-31 4,847 $307,000 4,847
   SILVER OAK SECURITIES Inc 371 *New 2023-12-31 4,816 $305,000 4,816
   Desjardins Global Asset Management Inc. 299 *New 2023-12-31 4,567 $289,000 4,567
   XTX Topco Ltd 703 *New 2023-12-31 4,310 $273,000 4,310
   DEARBORN PARTNERS LLC *New 2023-12-31 4,137 $262,000 4,137
   Talisman Wealth Advisors LLC 73 *New 2023-12-31 3,993 $253,000 3,993
   DF DENT & CO INC 230 *New 2023-12-31 3,950 $250,000 3,950
   PUTNAM FL INVESTMENT MANAGEMENT CO 439 *New 2023-12-31 3,935 $249,000 3,935
   Actinver Wealth Management Inc. 62 *New 2023-12-31 3,900 $247,000 3,900
   RIVERFRONT INVESTMENT GROUP, LLC 102 *New 2023-12-31 3,756 $238,000 3,756
   RMR Wealth Builders 236 *New 2024-03-31 3,543 $233,000 3,543
   ORLEANS CAPITAL MANAGEMENT CORP/LA 76 *New 2023-12-31 3,610 $229,000 3,610
   BLUEFIN CAPITAL MANAGEMENT LLC 86 *New 2023-12-31 3,600 $228,000 3,600
   Secure Asset Management LLC *New 2023-12-31 3,558 $225,000 3,558
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 127 *New 2024-03-31 3,211 $211,000 3,211
   NICOLET BANKSHARES INC 200 *New 2023-12-31 3,231 $205,000 3,231
   LGL PARTNERS LLC 95 *New 2023-12-31 3,232 $205,000 3,232
   ARTHUR M. COHEN & ASSOCIATES LLC 131 *New 2024-03-31 3,078 $202,000 3,078
   HOWE & RUSLING INC 235 *New 2023-12-31 2,692 $170,000 2,692
   SHEETS SMITH & ASSOCIATES INC 326 *New 2023-09-30 2,365 $139,000 2,365
   Ahrens Investment Partners LLC 249 *New 2023-03-31 1,200 $81,000 1,200
   OXFORD FINANCIAL GROUP LTD 255 *New 2023-12-31 1,103 $70,000 1,103
   Security National Bank 180 *New 2024-03-31 944 $62,000 944
   Evolution Advisers Inc. 91 *New 2023-12-31 679 $44,000 679
   MATHER GROUP, INC. 943 *New 2024-03-31 555 $35,000 555
   Belvedere Trading LLC 196 *New 2023-12-31 419 $27,000 419
   MITCHELL SINKLER & STARR/PA 201 *New 2023-12-31 327 $21,000 327
   Provident Wealth Management LLC 93 *New 2024-03-31 277 $18,000 277
   LifeSteps Financial Inc. 255 *New 2024-03-31 241 $16,000 241
   Scarborough Advisors LLC 343 *New 2023-12-31 202 $13,000 202
   Spartan Planning & Wealth Management 169 *New 2023-12-31 176 $11,000 176
  100 Records found
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