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Get Institutions for : 
SPDR Select Sector Health (XLV)  
$140.83 0.35 (0.25%) as of 4:30 Fri 5/3


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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  : 
10.74 (8.26%)  




 
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
   Varma Mutual Pension Insurance Co 23 *New 2023-12-31 406,000 $55,370,000 406,000
   HAVERFORD TRUST CO 60 *New 2023-12-31 250,668 $34,186,000 250,668
   Rye Brook Capital LLC 7 *New 2024-03-31 65,000 $9,602,000 65,000
   Royal Fund Management LLC 21 *New 2024-03-31 59,598 $8,804,000 59,598
   SYKON CAPITAL LLC 9 *New 2023-12-31 63,941 $8,720,000 63,941
   Insight Wealth Strategies LLC 22 *New 2024-03-31 56,098 $8,287,000 56,098
   FSC Wealth Advisors LLC 6 *New 2024-03-31 43,869 $6,481,000 43,869
   EXCHANGE TRADED CONCEPTS LLC 147 *New 2024-03-31 40,890 $6,041,000 40,890
   MAVEN SECURITIES Ltd 29 *New 2023-12-31 40,813 $5,566,000 40,813
   GERMAN AMERICAN BANCORP INC. 39 *New 2023-12-31 34,891 $4,758,000 34,891
   Beaumont Capital Management LLC 13 *New 2023-12-31 32,453 $4,426,000 32,453
   COLONY GROUP, LLC 253 *New 2023-12-31 31,336 $4,274,000 31,336
   B&D White Capital Company LLC 19 *New 2023-12-31 29,712 $4,052,000 29,712
   Point72 Asset Management L.P. 750 *New 2023-12-31 24,249 $3,307,000 24,249
   MOULTON WEALTH MANAGEMENT INC 7 *New 2024-03-31 20,802 $3,073,000 20,802
   MAIRS & POWER INC 113 *New 2023-12-31 19,483 $2,657,000 19,483
   Lionsbridge Wealth Management LLC 22 *New 2024-03-31 17,095 $2,525,000 17,095
   EAGLE GLOBAL ADVISORS LLC 110 *New 2023-12-31 17,500 $2,387,000 17,500
   Envision Financial Planning LLC *New 2023-12-31 15,298 $2,086,000 15,298
   Colony Family Offices LLC 20 *New 2023-12-31 14,962 $2,041,000 14,962
   Horizon Wealth Management LLC 22 *New 2024-03-31 12,651 $1,869,000 12,651
   Pensionmark Financial Group LLC 97 *New 2023-12-31 12,958 $1,767,000 12,958
   OKABENA INVESTMENT SERVICES INC 42 *New 2023-12-31 11,982 $1,634,000 11,982
   Eagle Strategies LLC 80 *New 2024-03-31 9,670 $1,429,000 9,670
   HARTLINE INVESTMENT CORP/ 86 *New 2024-03-31 9,500 $1,403,000 9,500
   PETERSEN FLYNN & DINSMORE INC 54 *New 2023-12-31 9,473 $1,292,000 9,473
   LVZ Advisors Inc. 39 *New 2024-03-31 8,725 $1,289,000 8,725
   AlphaStar Capital Management LLC 99 *New 2023-12-31 4,539 $1,238,000 4,539
   WILEY BROS.-AINTREE CAPITAL LLC 129 *New 2024-03-31 8,214 $1,213,000 8,214
   Vista Private Wealth Partners. LLC 29 *New 2023-12-31 300,436 $1,182,000 300,436
   Bridge Advisory LLC 51 *New 2024-03-31 7,012 $1,036,000 7,012
   FRG Family Wealth Advisors LLC 74 *New 2023-12-31 7,300 $996,000 7,300
   PERSONAL CFO SOLUTIONS LLC 126 *New 2023-12-31 7,026 $958,000 7,026
   MBL Wealth LLC 91 *New 2024-03-31 6,413 $947,000 6,413
   Fortune Financial Advisors LLC 52 *New 2024-03-31 6,328 $935,000 6,328
   Cardinal Point Wealth Management Partners LLC 33 *New 2023-03-31 6,777 $877,000 6,777
   UNIVEST CORP OF PENNSYLVANIA 56 *New 2023-12-31 5,892 $804,000 5,892
   Prana Capital Management LP 82 *New 2023-12-31 5,652 $771,000 5,652
   FREESTONE CAPITAL HOLDINGS, LLC 223 *New 2023-12-31 5,636 $769,000 5,636
   PEAK FINANCIAL ADVISORS LLC 40 *New 2024-03-31 4,915 $726,000 4,915
   LEAVELL T & ASSOCIATES INC 306 *New 2024-03-31 4,777 $706,000 4,777
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 301 *New 2024-03-31 4,507 $666,000 4,507
   Matthew Goff Investment Advisor LLC 69 *New 2024-03-31 3,721 $550,000 3,721
   GRUSS & CO INC *New 2023-12-31 4,000 $546,000 4,000
   BRADY FAMILY WEALTH LLC 79 *New 2023-12-31 3,899 $532,000 3,899
   CITIZENS & NORTHERN CORP 86 *New 2023-12-31 3,550 $484,000 3,550
   Wealth Alliance 286 *New 2023-12-31 3,156 $430,000 3,156
   ETFIDEA LLC *New 2023-12-31 3,117 $425,000 3,117
   JB Capital LLC *New 2023-12-31 3,039 $414,000 3,039
   Scissortail Wealth Management LLC 110 *New 2023-12-31 2,721 $382,000 2,721
   S.C. Financial Services Inc. 59 *New 2022-12-31 2,786 $378,000 2,786
   Empirical Asset Management LLC 123 *New 2023-12-31 2,534 $346,000 2,534
   SpiderRock Advisors LLC 466 *New 2024-03-31 2,211 $320,000 2,211
   Fortis Capital Advisors LLC 87 *New 2023-12-31 2,238 $305,000 2,238
   DUMONT & BLAKE INVESTMENT ADVISORS LLC 160 *New 2024-03-31 2,018 $298,000 2,018
   PENOBSCOT WEALTH MANAGEMENT 59 *New 2023-12-31 2,135 $291,000 2,135
   DAGCO INC. 45 *New 2023-12-31 2,093 $285,000 2,093
   EUDAIMONIA ADVISORS LLC 138 *New 2024-03-31 1,917 $283,000 1,917
   HEARTLAND ADVISORS INC 181 *New 2023-12-31 2,029 $277,000 2,029
   Invst LLC 181 *New 2023-12-31 1,890 $272,000 1,890
   WARATAH CAPITAL ADVISORS LTD. 125 *New 2023-12-31 1,930 $263,000 1,930
   Resolute Wealth Strategies LLC 77 *New 2023-12-31 1,853 $253,000 1,853
   Truadvice LLC 194 *New 2023-09-30 2,007 $253,000 2,007
   White Lighthouse Investment Management Inc. *New 2023-12-31 1,850 $252,000 1,850
   Cornerstone Advisory LLP 202 *New 2023-12-31 1,756 $239,000 1,756
   CAPE COD FIVE CENTS SAVINGS BANK 174 *New 2023-12-31 1,713 $234,000 1,713
   Altus Wealth Group LLC 120 *New 2023-12-31 1,685 $230,000 1,685
   Gallacher Capital Management LLC 219 *New 2023-12-31 1,661 $227,000 1,661
   Braun-Bostich & Associates Inc. 111 *New 2023-12-31 1,656 $226,000 1,656
   Continuum Advisory LLC 421 *New 2023-12-31 1,656 $226,000 1,656
   Wealth Dimensions Group Ltd. 124 *New 2023-12-31 1,633 $223,000 1,633
   Green Square Asset Management LLC 194 *New 2023-12-31 1,635 $223,000 1,635
   Breakwater Capital Group 244 *New 2024-03-31 1,509 $223,000 1,509
   ALERUS FINANCIAL NA 143 *New 2023-12-31 1,617 $221,000 1,617
   Charles Schwab Trust Co 147 *New 2024-03-31 1,474 $218,000 1,474
   GSB Wealth Management LLC 201 *New 2023-12-31 1,590 $217,000 1,590
   MinichMacGregor Wealth Management LLC 99 *New 2024-03-31 1,444 $212,000 1,444
   180 WEALTH ADVISORS LLC 364 *New 2024-03-31 1,424 $210,000 1,424
   Capital Management Associates Inc 70 *New 2024-03-31 1,421 $210,000 1,421
   Trueblood Wealth Management LLC 212 *New 2024-03-31 1,399 $207,000 1,399
   TELEMUS CAPITAL LLC 308 *New 2023-12-31 1,515 $207,000 1,515
   1ST SOURCE BANK 247 *New 2023-12-31 1,510 $206,000 1,510
   Andesa Financial Management Inc. 137 *New 2022-12-31 1,495 $203,000 1,495
   MainStreet Investment Advisors LLC 169 *New 2023-12-31 1,480 $202,000 1,480
   YHB INVESTMENT ADVISORS, INC. 274 *New 2024-03-31 1,317 $195,000 1,317
   PACIFIC CAPITAL WEALTH ADVISORS INC 84 *New 2023-12-31 914 $125,000 914
   Provident Wealth Management LLC 73 *New 2024-03-31 742 $110,000 742
   OXFORD FINANCIAL GROUP LTD 243 *New 2023-12-31 809 $110,000 809
   PINNACLE HOLDINGS LLC 152 *New 2023-12-31 627 $86,000 627
   Dunhill Financial LLC 110 *New 2023-12-31 300 $41,000 300
   Independence Bank of Kentucky 340 *New 2024-03-31 263 $39,000 263
   Rise Advisors LLC 287 *New 2024-03-31 262 $39,000 262
   Scarborough Advisors LLC 328 *New 2023-12-31 103 $14,000 103
   Silicon Valley Capital Partners 243 *New 2023-12-31 91 $12,000 91
   Bell Investment Advisors Inc 567 *New 2023-12-31 76 $10,000 76
   LifeSteps Financial Inc. 356 *New 2024-03-31 24 $4,000 24
   EdgeRock Capital LLC 251 *New 2023-12-31 30 $4,000 30
   THOMPSON INVESTMENT MANAGEMENT INC 395 *New 2024-03-31 18 $3,000 18
   FSA Wealth Management LLC 544 *New 2023-12-31 13 $2,000 13
   CAPSTONE INVESTMENT ADVISORS LLC 1350 *New 2024-03-31 1 $0 1
  100 Records found
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