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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 232 - 2023-12-31 12,275,928 $777,434,000 -1,988,183
   MORGAN STANLEY 292 - 2023-12-31 10,683,450 $676,583,000 -522,546
   GOLDMAN SACHS GROUP INC/ 225 - 2023-12-31 6,436,205 $407,605,000 -1,422,248
   WELLS FARGO & CO/MN 197 - 2023-12-31 5,674,706 $359,379,000 -511,828
   CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 27 - 2023-12-31 5,025,300 $318,252,000 -476,100
   ENVESTNET ASSET MANAGEMENT INC 223 - 2023-12-31 3,256,710 $206,247,000 -1,324,520
   TORONTO DOMINION BANK 53 - 2023-12-31 3,222,856 $204,103,000 -356,370
   FACTORY MUTUAL INSURANCE CO 11 - 2024-03-31 2,156,000 $141,541,000 -5,300
   BB&T CORP 116 - 2023-12-31 1,853,847 $117,404,000 -990,644
   JANNEY MONTGOMERY SCOTT LLC 56 - 2023-12-31 1,768,852 $112,022,000 -1,309,351
   Granite Bay Wealth Management LLC 23 - 2023-12-31 1,638,482 $99,196,000 -1,557,337
   WESTEND ADVISORS LLC 11 - 2023-12-31 1,261,109 $79,866,000 -1,077,149
   BW Gestao de Investimentos Ltda. 2 - 2023-12-31 1,244,935 $78,842,000 -169,905
   BESSEMER GROUP INC 186 - 2023-12-31 930,165 $58,907,000 -547,868
   Advisor Group Holdings Inc. 234 - 2023-12-31 707,375 $44,804,000 -149,675
   COMMONWEALTH EQUITY SERVICES LLC. 235 - 2023-12-31 706,279 $44,729,000 -8,729
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 276 - 2024-03-31 676,622 $44,420,000 -6,359
   BARCLAYS PLC 580 - 2023-12-31 596,571 $37,781,000 -1,049,624
   WOLVERINE TRADING LLC 28 - 2023-12-31 559,916 $35,459,000 -7,021
   US BANCORP 260 - 2023-12-31 419,502 $26,567,000 -56,244
   EXCHANGE TRADED CONCEPTS LLC 35 - 2024-03-31 367,496 $24,126,000 -627,838
   PNC FINANCIAL SERVICES GROUP INC 356 - 2023-12-31 370,751 $23,480,000 -73,616
   VICTORY CAPITAL MANAGEMENT INC 714 - 2023-12-31 358,594 $22,710,000 -287,014
   NATIXIS 115 - 2023-12-31 354,493 $22,450,000 -1,342,728
   BNP PARIBAS ARBITRAGE SA 431 - 2023-12-31 352,168 $22,303,000 -1,959,337
   FINANCIAL NETWORK 164 - 2023-12-31 347,129 $21,984,000 -10,207
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 237 - 2024-03-31 325,707 $21,383,000 -44,524
   NORTHERN TRUST CORP 1806 - 2023-12-31 239,537 $15,170,000 -34,713
   GTS SECURITIES LLC 46 - 2023-12-31 237,936 $15,072,000 -176,812
   Cetera Investment Advisers 173 - 2023-12-31 218,744 $13,853,000 -36,297
   Green Harvest Asset Management LLC 36 - 2023-12-31 215,607 $13,654,000 -435,615
   Swan Wealth Advisors Inc. 24 - 2023-12-31 212,978 $13,488,000 -53,625
   Goss Wealth Management LLC 172 - 2023-12-31 210,085 $12,910,000 -27,538
   FIRST FINANCIAL BANK - TRUST DIVISION 23 - 2024-03-31 189,157 $12,418,000 -24,271
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 250 - 2023-12-31 180,719 $11,445,000 -152,996
   MML INVESTORS SERVICES LLC 343 - 2023-12-31 178,742 $11,320,000 -60,416
   THRIVENT FINANCIAL FOR LUTHERANS 584 - 2023-12-31 171,402 $10,855,000 -582
   Atria Wealth Solutions Inc. 163 - 2023-12-31 162,302 $10,279,000 -126,862
   CIBC WORLD MARKETS CORP 238 - 2023-12-31 158,383 $10,030,000 -197,784
   Private Advisor Group LLC 265 - 2023-12-31 149,369 $9,457,000 -6,187
   AE Wealth Management LLC 431 - 2023-12-31 140,121 $8,577,000 -157,785
   Oak Harvest Investment Services 23 - 2024-03-31 127,541 $8,373,000 -3,747
   Kestra Advisory Services LLC 309 - 2023-12-31 131,601 $8,334,000 -1,226
   TUDOR INVESTMENT CORP ET AL 268 - 2023-12-31 128,253 $8,122,000 -32,186
   Clarity Financial LLC 31 - 2024-03-31 119,922 $7,873,000 -1,390
   TRUST CO OF VIRGINIA /VA 48 - 2024-03-31 118,504 $7,780,000 -323
   HSBC HOLDINGS PLC 843 - 2023-12-31 117,193 $7,395,000 -25,838
   BANK OF MONTREAL /CAN/ 944 - 2023-12-31 115,551 $7,339,000 -62,370
   MERITAGE PORTFOLIO MANAGEMENT 54 - 2023-12-31 115,333 $7,304,000 -79,768
   Orion Portfolio Solutions LLC 227 - 2023-12-31 110,672 $7,194,000 -10,356
   CLS INVESTMENT FIRM LLC 157 - 2022-12-31 98,659 $6,955,000 -1,490
   BEDELL INVESTMENT COUNSELLING 16 - 2023-12-31 109,164 $6,913,000 -22,956
   KCM INVESTMENT ADVISORS LLC 78 - 2023-12-31 109,161 $6,913,000 -31,990
   Capital Investment Advisors LLC 105 - 2024-03-31 105,047 $6,896,000 -9,781
   Dynamic Advisors Solutions LLC 110 - 2024-03-31 101,412 $6,658,000 -8,147
   Oakmont Partners LLC 126 - 2024-03-31 101,309 $6,651,000 -2,486
   DAVENPORT & CO LLC - 2023-12-31 97,999 $6,206,000 -42,614
   RT CAPITAL MANAGEMENT, LLC 21 - 2023-12-31 86,209 $5,460,000 -75
   Walleye Trading Advisors LLC 298 - 2023-12-31 82,861 $5,248,000 -134,199
   MARTIN & CO INC /TN/ 22 - 2023-12-31 82,338 $5,214,000 -825
   Csenge Advisory Group 58 - 2023-12-31 82,096 $5,199,000 -13,854
   BALYASNY ASSET MANAGEMENT LLC 748 - 2023-12-31 81,009 $5,130,000 -769,689
   Vectors Research Management LLC 16 - 2023-12-31 30,059 $4,914,000 -70,200
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 77,335 $4,898,000 -34,265
   Vantage Financial Partners Ltd. Inc. 22 - 2023-12-31 76,500 $4,845,000 -800
   HANSON MCCLAIN, INC. 201 - 2024-03-31 73,591 $4,831,000 -46,654
   COMERICA BANK 710 - 2023-12-31 75,188 $4,762,000 -11,895
   JSF Financial LLC 14 - 2023-12-31 73,890 $4,679,000 -14,767
   DRW SECURITIES, LLC 34 - 2023-12-31 73,814 $4,675,000 -66,423
   Symmetry Investments LP 33 - 2023-12-31 73,474 $4,653,000 -55,579
   VERITION FUND MANAGEGMENT LLC 354 - 2023-12-31 72,471 $4,590,000 -4,904
   Logan Stone Capital LLC 39 - 2023-12-31 71,647 $4,537,000 -4,035
   Mutual Advisors LLC 141 - 2023-12-31 70,264 $4,450,000 -703
   IFG Advisory LLC 85 - 2023-12-31 68,781 $4,356,000 -1,587
   Summit Trail Advisors LLC 74 - 2024-03-31 65,944 $4,329,000 -256,907
   Asset Allocation Strategies LLC 22 - 2023-12-31 67,699 $4,288,000 -37,329
   We Are One Seven LLC 100 - 2023-12-31 67,095 $4,249,000 -12,058
   BURNS WEALTH MANAGEMENT, INC. 133 - 2023-12-31 67,021 $4,244,000 -6,411
   Beacon Pointe Advisors LLC 316 - 2023-12-31 66,957 $4,240,000 -13,287
   CREATIVE PLANNING 613 - 2023-12-31 66,228 $4,194,000 -2,986
   MACKENZIE FINANCIAL CORP 592 - 2023-12-31 65,639 $4,157,000 -75,438
   BBJS FINANCIAL ADVISORS LLC 18 - 2023-12-31 64,654 $4,095,000 -2,189
   CAPTRUST FINANCIAL ADVISORS 621 - 2023-12-31 64,429 $4,080,000 -2,695
   Brave Asset Management Inc 17 - 2023-12-31 63,263 $4,006,000 -21
   FIFTH THIRD BANCORP 356 - 2024-03-31 58,347 $3,830,000 -11,191
   Grant/GrossMendelsohn LLC 13 - 2024-03-31 57,592 $3,798,000 -4,105
   DENVER WEALTH MANAGEMENT INC. 14 - 2024-03-31 57,813 $3,795,000 -8,446
   FIRST INTERSTATE BANK 46 - 2023-12-31 59,724 $3,782,000 -876
   BANCO BILBAO VIZCAYA ARGENTARIA S.A. 288 - 2023-12-31 59,981 $3,781,000 -49,244
   Integrated Wealth Concepts LLC 288 - 2023-12-31 59,246 $3,752,000 -33,915
   TWIN FOCUS CAPITAL PARTNERS, LLC 37 - 2023-12-31 56,765 $3,595,000 -62,549
   JANE STREET GROUP LLC 1793 - 2023-12-31 56,327 $3,567,000 -2,299,693
   APPLETON PARTNERS INC/MA 87 - 2024-03-31 53,722 $3,527,000 -1,682
   EP WEALTH ADVISORS, INC. 196 - 2023-12-31 55,598 $3,521,000 -266
   Second Half Financial Partners LLC 15 - 2023-12-31 55,432 $3,511,000 -238,621
   H&H Retirement Design & Management INC 14 - 2024-03-31 51,753 $3,417,000 -7,434
   Asset Advisors Investment Management LLC 45 - 2023-12-31 53,335 $3,378,000 -10,208
   BCJ Capital Management LLC 75 - 2023-12-31 52,400 $3,318,000 -18,650
   Sigma Planning Corp 79 - 2023-12-31 51,977 $3,292,000 -22,800
   ROUNDVIEW CAPITAL LLC 74 - 2023-12-31 51,855 $3,284,000 -10,106
  100 Records found
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