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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
   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
   RAYMOND JAMES & ASSOCIATES 28 - 2024-03-31 5,682,906 $839,536,000 82,804
   JANNEY MONTGOMERY SCOTT LLC 4 - 2024-03-31 4,578,337 $676,358,000 83,196
   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
   AMERIPRISE FINANCIAL INC 208 - 2023-12-31 2,611,460 $356,383,000 254,761
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 60 - 2024-03-31 1,540,643 $227,599,000 64,423
   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
   HIGHTOWER ADVISORS, LLC 101 - 2023-12-31 959,352 $130,869,000 144,169
   TD ASSET MANAGEMENT INC 155 - 2023-12-31 887,774 $121,075,000 18,474
   STIFEL FINANCIAL CORP 157 - 2023-12-31 853,246 $116,368,000 93,555
   InterOcean Capital Group LLC 7 - 2023-12-31 757,714 $103,337,000 11,084
   COMMONWEALTH EQUITY SERVICES LLC. 113 - 2024-03-31 687,155 $101,514,000 20,907
   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
   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
   NATIXIS 32 - 2023-12-31 553,080 $75,429,000 1,490
   RIVERFRONT INVESTMENT GROUP, LLC 14 - 2024-03-31 489,007 $72,241,000 7,927
   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
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 80 - 2024-03-31 392,428 $57,973,000 21,038
   PRUDENTIAL FINANCIAL INC 213 - 2023-12-31 412,145 $56,208,000 262,999
   FINANCIAL NETWORK 71 - 2023-12-31 373,759 $50,973,000 5,312
   EP WEALTH ADVISORS, INC. 44 - 2023-12-31 360,380 $49,149,000 11,137
   GRIMES & COMPANY INC 15 - 2024-03-31 294,820 $43,554,000 9,128
   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
   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
   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
   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
   Bouchey Financial Group Ltd 8 - 2024-03-31 238,796 $35,277,000 816
   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
   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
   ADAMS EXPRESS CO 21 - 2024-03-31 218,500 $32,279,000 218,500
   COUNTRY TRUST BANK 45 - 2024-03-31 218,213 $32,237,000 17,514
   ALPS ADVISERS INC 41 - 2023-12-31 232,636 $31,727,000 19,477
   CULLEN CAPITAL MANAGEMENT LLC 53 - 2023-12-31 229,619 $31,315,000 215,167
   Baltimore-Washington Financial Advisors Inc. 13 - 2023-12-31 215,032 $29,326,000 8,740
   MA GREENWOOD & ASSOCIATES INC 10 - 2023-12-31 207,751 $28,333,000 115,270
   EASTERN BANK - 2023-12-31 206,097 $28,108,000 2,283
   H D Vest Advisory Services 45 - 2023-12-31 205,706 $28,054,000 92
   Kingsview Wealth Management LLC 19 - 2023-12-31 204,736 $27,922,000 8,161
   PEAPACK GLADSTONE FINANCIAL CORP 59 - 2023-12-31 197,666 $26,958,000 1,750
   BANK HAPOALIM BM 6 - 2024-03-31 182,110 $26,901,000 18,784
   MCCORMACK ADVISORS INTERNATIONAL 61 - 2023-12-31 196,815 $26,842,000 3,429
   Full Sail Capital LLC 15 - 2023-12-31 194,324 $26,502,000 141,745
   CREDIT SUISSE/ 582 - 2023-12-31 190,178 $25,936,000 44,758
   MULTIFINANCIAL SECURITIES CORP 66 - 2023-12-31 180,775 $24,654,000 14,843
   DAVENPORT & CO LLC - 2023-12-31 179,780 $24,518,000 15,507
   SP Asset Management LLC 11 - 2023-12-31 177,504 $24,208,000 7,147
   Qube Research & Technologies Ltd 387 - 2023-12-31 176,741 $24,104,000 26,841
   CAPTRUST FINANCIAL ADVISORS 214 - 2023-12-31 166,420 $22,696,000 5,132
   Ayalon Holdings Ltd. 2 - 2024-03-31 151,112 $22,324,000 44,562
   Biltmore Wealth Management LLC - 2023-12-31 163,059 $22,238,000 4,906
   Benchmark Investment Advisors LLC 12 - 2023-12-31 159,420 $21,742,000 154,941
   American Financial Advisors LLC 14 - 2024-03-31 143,366 $21,180,000 1,832
   Equitable Holdings Inc. 84 - 2023-12-31 145,922 $19,901,000 13,679
   Krilogy Financial LLC 15 - 2024-03-31 134,261 $19,834,000 12,276
   Clarity Financial LLC 12 - 2024-03-31 129,198 $19,086,000 43,105
   CHEMUNG CANAL TRUST CO 3 - 2024-03-31 126,983 $18,759,000 2,840
   SG AMERICAS SECURITIES LLC 90 - 2023-12-31 134,507 $18,344,000 28,155
   PARK AVENUE SECURITIES LLC 64 - 2024-03-31 123,144 $18,192,000 30,540
   FOSTER DYKEMA CABOT & CO INC/MA 18 - 2023-09-30 136,034 $17,513,000 688
   CHEVY CHASE TRUST HOLDINGS, INC. - 2023-12-31 127,754 $17,423,000 111,398
   COMMERCE BANK N A/MO 143 - 2023-12-31 126,967 $17,316,000 2,149
   MCKINLEY CARTER WEALTH SERVICES, INC. 17 - 2024-03-31 114,775 $16,956,000 9,134
   Brave Asset Management Inc 7 - 2023-12-31 121,119 $16,518,000 1,274
   Perigon Wealth Management LLC 40 - 2023-12-31 118,883 $16,213,000 82,250
   OPPENHEIMER & CO INC 65 - 2023-12-31 115,110 $15,699,000 5,608
   INTL FCSTONE INC. 8 - 2024-03-31 105,670 $15,611,000 1,566
   SCOTIA CAPITAL INC. 130 - 2023-12-31 108,732 $14,829,000 5,383
   Oakmont Partners LLC 63 - 2024-03-31 95,513 $14,110,000 5,278
   TWO SIGMA INVESTMENTS LLC 493 - 2023-12-31 95,917 $13,081,000 87,017
   NATIONAL ASSET MANAGEMENT, INC. 52 - 2023-12-31 95,520 $13,027,000 9,629
   PINEBRIDGE INVESTMENTS LTD 183 - 2023-12-31 94,101 $12,833,000 75,528
   WAGNER CAPITAL MANAGEMENT CORP 20 - 2024-03-31 86,667 $12,803,000 5,263
   Long Run Wealth Advisors LLC 6 - 2024-03-31 85,532 $12,636,000 4,149
   FMR LLC 1722 - 2023-12-31 92,320 $12,591,000 8,706
   QUANTITATIVE ADVANTAGE LLC 17 - 2023-03-31 97,015 $12,560,000 33
   Parkside Investments LLC 12 - 2024-03-31 81,645 $12,061,000 450
   Legacy Financial Strategies LLC 9 - 2024-03-31 78,629 $11,616,000 1,023
   Measured Wealth Private Client Group LLC 6 - 2024-03-31 78,325 $11,571,000 2,132
   HARRELL INVESTMENT PARTNERS LLC - 2023-12-31 83,390 $11,373,000 6,813
   Fifth Third Securities Inc. 19 - 2024-03-31 76,405 $11,287,000 1,147
  100 Records found
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