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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
   CAAS CAPITAL MANAGEMENT LP 106 *Closed 2024-03-31 0 $0 -10,512
   XY Capital Ltd *Closed 2023-12-31 0 $0 -3,603
   Stonebridge Capital Advisors LLC 236 *Closed 2023-12-31 0 $0 -166
   V Wealth ManagementLLC 119 *Closed 2023-09-30 0 $0 -5,163
   MBB PUBLIC MARKETS I LLC 94 *Closed 2023-12-31 0 $0 -528,525
   3D/L Capital Management LLC 5 *Closed 2023-12-31 0 $0 -7,417
   QUANTLAB CAPITAL MANAGEMENT LTD 28 *Closed 2023-12-31 0 $0 -5,999
   Compagnie Lombard Odier SCA 555 *Closed 2023-12-31 0 $0 -142
   MATRIX PRIVATE CAPITAL GROUP LLC 145 *Closed 2023-12-31 0 $0 -45
   Passaic Partners LLC 7 *Closed 2023-12-31 0 $0 -197,849
   Kapitalo Investimentos Ltda 536 *Closed 2023-12-31 0 $0 -2,025
   Lehman & Derafelo Financial Resources LLC 147 *Closed 2022-12-31 0 $0 -1,390
   SIMPLEX TRADING LLC 2488 *Closed 2024-03-31 0 $0 -798,823
   RIA Advisory Group LLC 171 *Closed 2023-12-31 0 $0 -4,848
   LAKE STREET ADVISORS GROUP LLC 402 *Closed 2023-12-31 0 $0 -13,881
   SWMG LLC 99 *Closed 2023-12-31 0 $0 -4,556
   Joseph P. Lucia & Associates LLC 118 *Closed 2023-12-31 0 $0 -3,523
   Canton Hathaway LLC 240 *Closed 2023-12-31 0 $0 -2,687
   Impact Partnership Wealth LLC 850 *Closed 2023-12-31 0 $0 -682
   FLOW TRADERS U.S. LLC 927 *Closed 2023-12-31 0 $0 -29,837
   BKM Wealth Management LLC 321 *Closed 2024-03-31 0 $0 -4,215
   Briaud Financial Planning Inc 74 *Closed 2023-12-31 0 $0 -136,048
   Global Trust Asset Management LLC 451 *Closed 2024-03-31 0 $0 -250
   CAPITAL FUND MANAGEMENT S.A. 750 *Closed 2023-12-31 0 $0 -767,906
   Pictet Asset Management Holding SA 1966 *Closed 2023-12-31 0 $0 -7,700
   HEAD & ASSOCIATES LLC 288 *Closed 2023-12-31 0 $0 -23
   ANNEX ADVISORY SERVICES, LLC 292 *Closed 2024-03-31 0 $0 -3,663
   Kovack Advisors Inc. 505 *Closed 2024-03-31 0 $0 -9,776
   Gerber Kawasaki Wealth & Investment Management 271 *Closed 2023-12-31 0 $0 -7,194
   Twin Tree Management LP 542 *Closed 2023-12-31 0 $0 -164,054
   LINCOLN CAPITAL CORP 77 *Closed 2024-03-31 0 $0 -40,020
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 841 *Closed 2023-12-31 0 $0 -55
   Charles Schwab Trust Co 157 *Closed 2024-03-31 0 $0 -5,598
   Cornerstone Wealth Group LLC 246 *Closed 2024-03-31 0 $0 -196,253
   ROCK CREEK GROUP, LP 105 *Closed 2023-12-31 0 $0 -446
   Bogart Wealth LLC 1077 *Closed 2024-03-31 0 $0 -100
   Streettalk Advisors LLC 422 *Closed 2023-12-31 0 $0 -74,069
   Great Diamond Partners LLC 233 *Closed 2023-12-31 0 $0 -13,571
   LUMINA FUND MANAGEMENT LLC 21 *Closed 2023-12-31 0 $0 -5,000
   Curtis Advisory Group LLC 93 *Closed 2023-12-31 0 $0 -3,472
   Proficio Capital Partners LLC 321 *Closed 2023-12-31 0 $0 -38,320
   GYL Financial Synergies LLC 365 *Closed 2023-12-31 0 $0 -3,544
   Rokos Capital Management LLP 87 *Closed 2023-12-31 0 $0 -39,000
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 644 *Closed 2024-03-31 0 $0 -3,523
   Ethos Financial Group LLC 229 *Closed 2023-12-31 0 $0 -13,356
   Coppell Advisory Solutions Corp. 980 *Closed 2023-03-31 0 $0 -1,579
   Richard W. Paul & Associates LLC *Closed 2023-12-31 0 $0 -288
   QUATTRO FINANCIAL ADVISORS LLC 92 *Closed 2024-03-31 0 $0 -13,434
   Electron Capital Partners LLC 35 *Closed 2023-12-31 0 $0 -522,303
   TWO SIGMA ADVISERS, LLC 2556 *Closed 2023-12-31 0 $0 -2,383,100
   Laidlaw Wealth Management LLC 250 *Closed 2023-12-31 0 $0 -11,248
   PRUDENTIAL CORP PLC 879 *Closed 2023-12-31 0 $0 -7,832
   Family Investment Center Inc. 82 *Closed 2024-03-31 0 $0 -3,514
   Atom Investors LP 480 *Closed 2023-12-31 0 $0 -26,390
   Arlington Capital Management Inc. 120 *Closed 2024-03-31 0 $0 -7,808
   Old Port Advisors 218 *Closed 2023-09-30 0 $0 -3,078
   Y-Intercept (Hong Kong) Ltd 1354 *Closed 2023-12-31 0 $0 -49,159
   VERITABLE LP 378 *Closed 2023-09-30 0 $0 -303,693
   MCDANIEL TERRY & CO *Closed 2023-12-31 0 $0 -7,060
   SUNRISE PARTNERS LLC /CT 274 *Closed 2023-12-31 0 $0 -197,341
   VIRGINIA WEALTH MANAGEMENT GROUP INC. 55 *Closed 2024-03-31 0 $0 -5,590
   Client First Capital LLC 15 *Closed 2024-03-31 0 $0 -110,816
   Saudi Central Bank 2 *Closed 2023-12-31 0 $0 -1,549,733
   TKG Advisors LLC 102 *Closed 2023-12-31 0 $0 -44,574
   MONTICELLO WEALTH MANAGEMENT LLC 283 *Closed 2024-03-31 0 $0 -5,846
   PACIFIC SUN FINANCIAL CORP 174 *Closed 2023-12-31 0 $0 -3,591
   DONALDSON CAPITAL MANAGEMENT LLC 214 *Closed 2024-03-31 0 $0 -8,269
   Ignite Planners LLC 286 *Closed 2024-03-31 0 $0 -3,619
   TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC 213 *Closed 2023-12-31 0 $0 -30,848
   Allspring Global Investments Holdings LLC 2336 *Closed 2024-03-31 0 $0 -585
   State of Tennessee Treasury Department 1702 *Closed 2023-12-31 0 $0 -361,471
   M&R CAPITAL MANAGEMENT INC 569 *Closed 2024-03-31 0 $0 -359
   Trexquant Investment LP 1781 *Closed 2023-12-31 0 $0 -58,840
   Level Financial Advisors Inc. 160 *Closed 2024-03-31 0 $0 -1,002
   Moss Adams Wealth Advisors LLC 155 *Closed 2023-12-31 0 $0 -50
   Patriot Financial Group Insurance Agency LLC 491 *Closed 2023-12-31 0 $0 -4,009
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 1340 *Closed 2023-12-31 0 $0 -50,899
   ALESCO ADVISORS LLC 181 *Closed 2023-12-31 0 $0 -3,912
   Riggs Asset Managment Co. Inc. 436 *Closed 2023-12-31 0 $0 -185
   BAKER AVENUE ASSET MANAGEMENT, LP 1355 *Closed 2023-12-31 0 $0 -300
   Cox Capital Co LLC 78 *Closed 2024-03-31 0 $0 -5,069
   Authentikos Wealth Advisory LLC 499 *Closed 2023-12-31 0 $0 -68
   Trifecta Capital Advisors LLC 436 *Closed 2024-03-31 0 $0 -46
   Marietta Wealth Management LLC 103 *Closed 2024-03-31 0 $0 -5,138
   TEXAS CAPITAL BANCSHARES INC/TX 82 *Closed 2023-12-31 0 $0 -31,792
   DT INVESTMENT PARTNERS, LLC 477 *Closed 2023-12-31 0 $0 -94
   STRS OHIO 1957 *Closed 2023-12-31 0 $0 -100,000
   Money Matters Financial Group Inc 26 *Closed 2023-12-31 0 $0 -7,542
   Spectrum Asset Management Inc. (NB/CA) 96 *Closed 2024-03-31 0 $0 -71,442
   Optiver Holding B.V. 241 *Closed 2023-12-31 0 $0 -1,396
   CHOATE INVESTMENT ADVISORS 459 *Closed 2023-12-31 0 $0 -200
   WELCH GROUP, LLC 237 *Closed 2024-03-31 0 $0 -4,502
   Hibernia Wealth Partners LLC 337 *Closed 2023-12-31 0 $0 -9
   MARK SHEPTOFF FINANCIAL PLANNING LLC 409 *Closed 2023-12-31 0 $0 -430
   PIERSHALE FINANCIAL GROUP, INC. 293 *Closed 2023-06-30 0 $0 -125
   Moreno Evelyn V 144 *Closed 2023-12-31 0 $0 -28,056
   Family Asset Management LLC 198 *Closed 2023-12-31 0 $0 -9
   EHP Funds Inc. 249 *Closed 2023-12-31 0 $0 -35,000
   Fragasso Group Inc. 264 *Closed 2024-03-31 0 $0 -4,090
   Ironsides Asset Advisors LLC 84 *Closed 2023-12-31 0 $0 -12,825
  100 Records found
  1    
  Page 1 of 1
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