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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
   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
   LPL FINANCIAL CORP 37 - 2023-12-31 6,153,519 $839,217,000 -35,760
   GOLDMAN SACHS GROUP INC/ 196 - 2023-12-31 3,353,769 $457,387,000 -1,045,878
   Harel Insurance Investments & Financial Services L - 2024-03-31 2,823,685 $417,143,000 -198
   BESSEMER GROUP INC 27 - 2023-12-31 2,863,443 $390,515,000 -141,640
   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
   CITIGROUP INC 79 - 2023-12-31 1,439,818 $196,362,000 -227,494
   MEITAV DASH INVESTMENTS LTD 6 - 2024-03-31 1,252,827 $185,104,000 -50,644
   MBB PUBLIC MARKETS I LLC 1 - 2023-12-31 973,549 $132,773,000 -34,897
   Phoenix Holdings Ltd. 13 - 2023-12-31 828,551 $125,847,000 -545,683
   Advisor Group Holdings Inc. 105 - 2023-12-31 859,276 $117,218,000 -211,608
   MENORA MIVTACHIM HOLDINGS LTD. 35 - 2023-12-31 847,400 $115,568,000 -1,702,050
   Conservest Capital Advisors Inc. 4 - 2024-03-31 549,076 $81,115,000 -4,588
   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
   Spire Wealth Management 19 - 2024-03-31 212,199 $74,147,000 -8,230
   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
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 137 - 2023-12-31 484,941 $66,136,000 -8,492
   Summit Trail Advisors LLC 8 - 2024-03-31 399,744 $59,054,000 -38,132
   J.Safra Asset Management Corp 5 - 2023-12-31 421,444 $57,477,000 -33,728
   Clal Insurance Enterprises Holdings Ltd 36 - 2023-12-31 410,000 $55,916,000 -30,000
   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
   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
   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
   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
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 183 - 2023-09-30 315,601 $40,630,000 -94,139
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 70 - 2023-12-31 283,120 $38,612,000 -41,513
   SPINNAKER TRUST 10 - 2023-12-31 268,610 $36,633,000 -516
   Mivtachim The Workers Social Insurance Fund Ltd. ( - 2024-03-31 221,300 $32,693,000 -108,000
   Main Management LLC 13 - 2023-12-31 239,255 $32,630,000 -162,906
   FIFTH THIRD BANCORP 147 - 2024-03-31 220,486 $32,572,000 -25,442
   MMBG INVESTMENT ADVISORS CO. 7 - 2023-12-31 235,349 $32,097,000 -980
   TAIYO LIFE INSURANCE CO - 2024-03-31 210,000 $31,023,000 -136,500
   JNB Advisors LLC 9 - 2023-12-31 212,250 $28,947,000 -1,840
   Prime Capital Investment Advisors LLC - 2023-12-31 209,194 $28,530,000 -62,213
   Graves-Light Private Wealth Management Inc. 9 - 2023-12-31 187,814 $25,614,000 -1,153
   Yelin Lapidot Holdings Management Ltd. 4 - 2023-12-31 180,399 $24,603,000 -27
   FIRST INTERSTATE BANK 11 - 2023-12-31 164,667 $22,457,000 -2,713
   CHARTER TRUST CO 13 - 2024-03-31 151,092 $22,321,000 -1,766
   Kestra Advisory Services LLC 110 - 2023-12-31 162,487 $22,160,000 -19,872
   IMZ Advisory Inc 2 - 2024-03-31 149,200 $22,041,000 -2,717
   THRIVENT FINANCIAL FOR LUTHERANS 410 - 2023-12-31 160,181 $21,845,000 -839
   BCJ Capital Management LLC 12 - 2023-12-31 159,420 $21,742,000 -1,760
   Atria Wealth Solutions Inc. 79 - 2023-12-31 150,630 $20,543,000 -5,752
   Holt Capital Advisors L.L.C. dba Holt Capital Part 8 - 2023-12-31 140,559 $19,169,000 -45
   Stratos Wealth Partners LTD. 63 - 2024-03-31 125,047 $18,473,000 -33,835
   GLOBAL ENDOWMENT MANAGEMENT, LP 7 - 2023-12-31 133,471 $18,203,000 -56,517
   OLD NATIONAL BANCORP /IN/ 51 - 2024-03-31 122,837 $18,147,000 -13,999
   AE Wealth Management LLC 252 - 2023-12-31 129,324 $18,011,000 -51,312
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 434 - 2024-03-31 122,495 $17,879,000 -87,363
   COMERICA BANK 231 - 2023-12-31 130,752 $17,832,000 -67,153
   Cresset Asset Management LLC 141 - 2023-12-31 119,339 $16,275,000 -466
   MILLER INVESTMENT MANAGEMENT LP 12 - 2023-12-31 112,783 $15,381,000 -1,368
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 375 - 2024-03-31 104,074 $15,375,000 -24,840
   BLAIR WILLIAM & CO/IL 249 - 2023-12-31 111,031 $15,142,000 -8,006
   STATE STREET CORP 2284 - 2023-12-31 110,560 $15,078,000 -204,900
   Rezny Wealth Management Inc. 6 - 2024-03-31 99,361 $14,679,000 -155
   ATRIA INVESTMENTS LLC 97 - 2023-12-31 107,316 $14,636,000 -9,797
   CoreCap Advisors LLC 19 - 2023-12-31 102,578 $13,990,000 -20,114
   STILLWATER CAPITAL ADVISORS, LLC 22 - 2024-03-31 93,449 $13,805,000 -827
   BEDELL INVESTMENT COUNSELLING 4 - 2023-12-31 98,172 $13,389,000 -2,929
   Analyst IMS Investment Management Services Ltd. 14 - 2023-12-31 96,888 $13,213,000 -319
   Oversea-Chinese Banking CORP Ltd 51 - 2023-12-31 96,691 $13,187,000 -62,997
   Baird Financial Group Inc. 410 - 2023-12-31 96,391 $13,146,000 -7,935
   CREATIVE PLANNING 331 - 2023-12-31 94,635 $12,906,000 -2,195
   IHT Wealth Management LLC 31 - 2023-12-31 92,078 $12,558,000 -19,872
   Lido Advisors LLC 126 - 2023-12-31 86,389 $11,782,000 -1,689
   Private Wealth Advisors LLC - 2023-12-31 85,834 $11,706,000 -11,045
   Evolution Wealth Advisors LLC 9 - 2024-03-31 75,039 $11,086,000 -36,795
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 74 - 2023-12-31 80,983 $11,044,000 -338
   HILLTOP WEALTH ADVISORS LLC 8 - 2024-03-31 73,431 $10,848,000 -1,136
   RT CAPITAL MANAGEMENT, LLC 12 - 2023-12-31 78,050 $10,644,000 -24,462
   HSBC HOLDINGS PLC 757 - 2023-12-31 77,809 $10,593,000 -38,007
   WEALTH ADVISORS INC. 6 - 2023-09-30 81,344 $10,472,000 -2,059
   Hobart Private Capital LLC 9 - 2024-03-31 69,599 $10,282,000 -183
   FIRST MERCHANTS CORP 41 - 2024-03-31 69,203 $10,223,000 -3,980
   PFS INVESTMENTS INC. 130 - 2023-06-30 76,455 $10,148,000 -1,013
   HUDSON VALLEY INVESTMENT ADVISORS INC 28 - 2024-03-31 64,622 $9,547,000 -800
   Aspire Capital Advisors LLC 8 - 2023-12-31 68,623 $9,359,000 -15,988
   Focused Wealth Management Inc 15 - 2023-12-31 68,484 $9,340,000 -858
   MARTIN & CO INC /TN/ 9 - 2023-12-31 68,452 $9,335,000 -1,125
   Pictet North America Advisors SA 23 - 2023-12-31 64,016 $8,731,000 -1,055
   EAGLE WEALTH STRATEGIES LLC 3 - 2024-03-31 59,327 $8,690,000 -613
   EVERCORE WEALTH MANAGEMENT, LLC 72 - 2023-12-31 63,612 $8,675,000 -2,093
   Cornerstone Wealth Group LLC 35 - 2024-03-31 58,268 $8,608,000 -33,044
   NewEdge Wealth LLC 107 - 2023-12-31 62,988 $8,590,000 -475
   PETREDIS INVESTMENT ADVISORS LLC 24 - 2024-03-31 57,587 $8,507,000 -4,451
   McMahon Financial Advisors LLC 15 - 2024-03-31 56,007 $8,274,000 -488
   ARVEST INVESTMENTS INC. 21 - 2024-03-31 55,504 $8,200,000 -2,576
   Integrated Wealth Concepts LLC 168 - 2023-12-31 59,476 $8,111,000 -8,506
  100 Records found
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