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Get Institutions for : 
SPDR Select Sector Health (XLV)  
$139.48 0.53 (0.38%) as of 4:30 Mon 4/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1545    1
Total shares held : 
 212,116,290  
% of shares held : 
 9.46%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   22  
Amount of shares held : 
 -5,384,446  
% of shares held change : 
   -0.24%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $128.56  
Last Quarter's Ending Price : 
 $136.38  
Last Quarter's Average Price : 
 $130.09  
Change from last quarter's     
avg. price to the last closing  : 
9.39 (7.22%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
102
 1,586,892
 0.75%
 
Increased Positions :
583
 10,579,832
 4.99%
 
Unchanged Positions :
298
 10,000,569
 4.71%
 
Decreased Positions :
562
-14,004,618
-6.6%
 
Closed Positions :
101
-3,546,552
-1.67%
 
Guru Positions :
2
43,715
 0.02%
 
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/ 25 - 2023-12-31 41,384,351 $5,643,998,000 -712,916
   J P MORGAN CHASE & CO 112 - 2023-12-31 14,676,978 $2,001,646,000 -844,672
   MORGAN STANLEY 129 - 2023-12-31 12,034,365 $1,641,247,000 202,612
   ENVESTNET ASSET MANAGEMENT INC 47 - 2023-12-31 6,969,963 $950,564,000 520,611
   WELLS FARGO & CO/MN 84 - 2023-12-31 6,870,018 $936,933,000 218,055
   Granite Bay Wealth Management LLC 2 - 2023-12-31 6,985,543 $908,297,000 -257,156
   LPL FINANCIAL CORP 37 - 2023-12-31 6,153,519 $839,217,000 -35,760
   NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 2 - 2023-12-31 5,740,591 $782,902,000 0
   RAYMOND JAMES & ASSOCIATES 26 - 2023-12-31 5,600,102 $763,742,000 378,702
   JANNEY MONTGOMERY SCOTT LLC 4 - 2023-12-31 4,495,141 $613,047,000 183,757
   BB&T CORP 15 - 2023-12-31 4,097,404 $558,804,000 141,190
   UBS Group AG 101 - 2023-12-31 3,915,025 $533,931,000 137,132
   WESTEND ADVISORS LLC 1 - 2023-12-31 3,577,711 $487,928,000 237,210
   ROYAL BANK OF CANADA 163 - 2023-12-31 3,519,999 $480,057,000 254,765
   GOLDMAN SACHS GROUP INC/ 196 - 2023-12-31 3,353,769 $457,387,000 -1,045,878
   BESSEMER GROUP INC 27 - 2023-12-31 2,863,443 $390,515,000 -141,640
   Harel Insurance Investments & Financial Services L 1 - 2023-12-31 2,823,883 $385,121,000 766,066
   AMERIPRISE FINANCIAL INC 208 - 2023-12-31 2,611,460 $356,383,000 254,761
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 231 - 2023-12-31 2,206,329 $300,899,000 -233,611
   CHURCHILL MANAGEMENT GROUP /CA/ 11 - 2024-03-31 1,980,560 $292,588,000 -178,635
   CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 39 - 2023-12-31 1,717,100 $234,178,000 -1,340,300
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 64 - 2023-12-31 1,476,220 $201,327,000 71,952
   CITIGROUP INC 79 - 2023-12-31 1,439,818 $196,362,000 -227,494
   MEITAV DASH INVESTMENTS LTD 8 - 2023-12-31 1,303,471 $177,694,000 -1,643
   BNP PARIBAS ARBITRAGE SA 70 - 2023-12-31 1,252,191 $170,774,000 611,191
   BLACKROCK INC. 1743 - 2023-12-31 1,222,085 $166,668,000 3,358
   VICTORY CAPITAL MANAGEMENT INC 155 - 2023-12-31 1,009,057 $137,615,000 104,696
   MBB PUBLIC MARKETS I LLC 1 - 2023-12-31 973,549 $132,773,000 -34,897
   HIGHTOWER ADVISORS, LLC 101 - 2023-12-31 959,352 $130,869,000 144,169
   Phoenix Holdings Ltd. 13 - 2023-12-31 828,551 $125,847,000 -545,683
   HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 36 - 2023-12-31 920,000 $125,470,000 0
   TD ASSET MANAGEMENT INC 155 - 2023-12-31 887,774 $121,075,000 18,474
   Advisor Group Holdings Inc. 105 - 2023-12-31 859,276 $117,218,000 -211,608
   STIFEL FINANCIAL CORP 157 - 2023-12-31 853,246 $116,368,000 93,555
   MENORA MIVTACHIM HOLDINGS LTD. 35 - 2023-12-31 847,400 $115,568,000 -1,702,050
   InterOcean Capital Group LLC 7 - 2023-12-31 757,714 $103,337,000 11,084
   Congress Wealth Management LLC / DE / 6 - 2024-03-31 685,689 $101,297,000 245,066
   Green Harvest Asset Management LLC 9 - 2023-12-31 705,841 $96,263,000 100,909
   COMMONWEALTH EQUITY SERVICES LLC. 120 - 2023-12-31 666,248 $90,863,000 36,567
   Winton Capital Group Ltd 3 - 2023-12-31 594,921 $81,135,000 116,859
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 9 - 2023-12-31 584,011 $79,647,000 9,132
   AMERIVEST INVESTMENT MANAGEMENT LLC 27 - 2023-06-30 597,264 $79,274,000 -19,290
   US BANCORP 146 - 2023-12-31 563,567 $76,859,000 -24,853
   Conservest Capital Advisors Inc. 4 - 2023-12-31 553,664 $75,509,000 -2,648
   NATIXIS 32 - 2023-12-31 553,080 $75,429,000 1,490
   Main Management ETF Advisors LLC 11 - 2023-12-31 535,130 $72,981,000 -290,830
   Swan Wealth Advisors Inc. 5 - 2023-12-31 534,324 $72,871,000 -151,591
   NORTHERN TRUST CORP 792 - 2023-12-31 511,899 $69,813,000 6,225
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 81 - 2023-12-31 498,313 $67,960,000 41,049
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 137 - 2023-12-31 484,941 $66,136,000 -8,492
   RIVERFRONT INVESTMENT GROUP, LLC 16 - 2023-12-31 481,080 $65,609,000 -6,144
   Rockefeller Capital Management L.P. 114 - 2023-12-31 474,285 $64,683,000 40,486
   AGF MANAGEMENT LTD 87 - 2023-12-31 461,106 $62,886,000 16,802
   Summit Trail Advisors LLC 7 - 2023-12-31 437,876 $59,718,000 30,876
   J.Safra Asset Management Corp 5 - 2023-12-31 421,444 $57,477,000 -33,728
   PRUDENTIAL FINANCIAL INC 213 - 2023-12-31 412,145 $56,208,000 262,999
   Clal Insurance Enterprises Holdings Ltd 36 - 2023-12-31 410,000 $55,916,000 -30,000
   Varma Mutual Pension Insurance Co 23 *New 2023-12-31 406,000 $55,370,000 406,000
   FINANCIAL NETWORK 71 - 2023-12-31 373,759 $50,973,000 5,312
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 84 - 2023-12-31 371,390 $50,650,000 -22,617
   EP WEALTH ADVISORS, INC. 44 - 2023-12-31 360,380 $49,149,000 11,137
   Private Advisor Group LLC 50 - 2023-12-31 357,362 $48,737,000 -24,908
   PNC FINANCIAL SERVICES GROUP INC 259 - 2023-12-31 352,461 $48,069,000 -6,424
   MML INVESTORS SERVICES LLC 95 - 2023-12-31 351,199 $47,897,000 -9,578
   TAIYO LIFE INSURANCE CO - 2023-12-31 346,500 $47,256,000 0
   Miracle Mile Advisors LLC 22 - 2024-03-31 319,707 $47,230,000 -51,253
   Capital Investment Advisors LLC 17 - 2024-03-31 309,902 $45,782,000 -309,461
   Mivtachim The Workers Social Insurance Fund Ltd. ( - 2023-12-31 329,300 $44,910,000 -230,745
   MARSHALL WACE LLP 225 - 2023-12-31 326,655 $44,549,000 -134,607
   BANK OF MONTREAL /CAN/ 464 - 2023-12-31 324,986 $44,344,000 -119,844
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 187 - 2023-12-31 321,456 $43,840,000 -19,898
   GRIMES & COMPANY INC 15 - 2024-03-31 294,820 $43,554,000 9,128
   BARCLAYS PLC 542 - 2023-12-31 317,892 $43,354,000 -545,151
   KCM INVESTMENT ADVISORS LLC 11 - 2023-12-31 315,992 $43,095,000 -8,112
   Gerber Kawasaki Wealth & Investment Management 10 - 2023-12-31 308,105 $42,020,000 9,630
   CWM LLC 97 - 2024-03-31 280,946 $41,504,000 46,684
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 183 - 2023-09-30 315,601 $40,630,000 -94,139
   Quotient Wealth Partners LLC 18 - 2023-12-31 290,034 $39,555,000 0
   TIFF ADVISORY SERVICES INC 1 - 2023-12-31 286,581 $39,084,000 242,229
   Foundations Investment Advisors LLC 23 - 2023-12-31 272,260 $38,715,000 123,203
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 70 - 2023-12-31 283,120 $38,612,000 -41,513
   Kranot Hishtalmut Le Morim Ve Gananot Havera Menah - 2023-12-31 281,325 $38,335,000 0
   STATE TREASURER STATE OF MICHIGAN 82 - 2024-03-31 255,788 $37,788,000 5,500
   GTS SECURITIES LLC 18 - 2023-12-31 273,510 $37,295,000 169,634
   SPINNAKER TRUST 10 - 2023-12-31 268,610 $36,633,000 -516
   Advisory Alpha LLC - 2023-12-31 266,370 $36,328,000 261
   WHARTON BUSINESS GROUP, LLC 14 - 2023-12-31 262,104 $35,746,000 23,970
   TD Waterhouse Canada Inc. 59 - 2023-12-31 244,891 $35,666,000 779
   MARINER WEALTH ADVISORS, LLC 217 - 2023-12-31 252,349 $34,415,000 15,304
   MERCER GLOBAL ADVISORS INC /ADV 138 - 2023-12-31 252,046 $34,374,000 189,059
   Goss Wealth Management LLC 73 - 2023-12-31 247,967 $34,349,000 17,513
   HAVERFORD TRUST CO 60 *New 2023-12-31 250,668 $34,186,000 250,668
   FIFTH THIRD BANCORP 138 - 2023-12-31 245,928 $33,540,000 21,765
   Cetera Investment Advisers 70 - 2023-12-31 243,526 $33,212,000 15,279
   CI Private Wealth LLC 293 - 2023-12-31 241,572 $32,945,000 121,754
   Main Management LLC 13 - 2023-12-31 239,255 $32,630,000 -162,906
   Bouchey Financial Group Ltd 8 - 2023-12-31 237,980 $32,456,000 -3,262
   COUNTRY TRUST BANK 45 - 2024-03-31 218,213 $32,237,000 17,514
   MMBG INVESTMENT ADVISORS CO. 7 - 2023-12-31 235,349 $32,097,000 -980
   ALPS ADVISERS INC 41 - 2023-12-31 232,636 $31,727,000 19,477
  100 Records found
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