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Get Institutions for : 
SPDR cnsmr discr sel sect (XLY)  
$172.54 2.03 (1.19%) as of 4:30 Tue 4/23


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1082    11
Total shares held : 
 78,098,925  
% of shares held : 
 7.2%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   11  
Amount of shares held : 
 -3,769,579  
% of shares held change : 
   -0.35%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $161.11  
Last Quarter's Ending Price : 
 $178.81  
Last Quarter's Average Price : 
 $165.64  
Change from last quarter's     
avg. price to the last closing  : 
6.90 (4.17%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
88
 640,084
 0.82%
 
Increased Positions :
378
 5,901,609
 7.56%
 
Unchanged Positions :
238
 2,081,819
 2.67%
 
Decreased Positions :
378
-8,686,869
-11.12%
 
Closed Positions :
77
-1,624,403
-2.08%
 
Guru Positions :
1
840,969
 1.08%
 
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
   BANK OF AMERICA CORP /DE/ 56 - 2023-12-31 18,669,224 $3,338,244,000 -735,372
   J P MORGAN CHASE & CO 268 - 2023-12-31 3,764,435 $673,119,000 -1,505,089
   MORGAN STANLEY 319 - 2023-12-31 3,473,416 $621,082,000 -197,913
   BARCLAYS PLC 60 - 2023-12-31 3,374,364 $603,370,000 356,684
   WELLS FARGO & CO/MN 158 - 2023-12-31 2,635,623 $471,276,000 -37,876
   ENVESTNET ASSET MANAGEMENT INC 116 - 2023-12-31 2,142,647 $383,127,000 49,178
   UBS Group AG 153 - 2023-12-31 1,901,167 $339,948,000 40,004
   RAYMOND JAMES & ASSOCIATES 78 - 2023-12-31 1,639,749 $293,203,000 -50,046
   CHURCHILL MANAGEMENT GROUP /CA/ 12 - 2024-03-31 1,578,353 $290,243,000 -46,895
   Green Harvest Asset Management LLC 3 - 2023-12-31 1,485,276 $265,582,000 9,281
   JANNEY MONTGOMERY SCOTT LLC 18 - 2023-12-31 1,352,725 $241,881,000 -102,148
   CIBC WORLD MARKETS INC. 33 - 2023-12-31 1,262,261 $225,705,000 -17,535
   AMERIPRISE FINANCIAL INC 305 - 2023-12-31 1,194,157 $213,540,000 -316,000
   LPL FINANCIAL CORP 151 - 2023-12-31 1,175,207 $210,139,000 -12,777
   GOLDMAN SACHS GROUP INC/ 409 - 2023-12-31 1,166,429 $208,569,000 42,849
   BB&T CORP 65 - 2023-12-31 1,162,381 $207,845,000 -63,568
   WESTEND ADVISORS LLC 7 - 2023-12-31 964,300 $172,426,000 -59,494
   BLACKROCK INC. 1771 - 2023-12-31 891,036 $159,326,000 37,784
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 145 - 2023-12-31 840,969 $150,374,000 -34,560
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 433 - 2023-12-31 780,455 $139,553,000 709,528
   Migdal Insurance & Financial Holdings Ltd. 12 - 2023-12-31 674,128 $120,543,000 51,721
   HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 38 - 2023-12-31 650,000 $116,227,000 0
   ROYAL BANK OF CANADA 433 - 2023-12-31 632,128 $113,031,000 -5,646
   BANK OF MONTREAL /CAN/ 251 - 2023-12-31 606,717 $109,719,000 551,986
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 134 - 2023-12-31 565,007 $101,029,000 83,928
   AGF MANAGEMENT LTD 62 - 2023-12-31 521,887 $93,319,000 17,537
   BANK OF NOVA SCOTIA / 103 - 2023-12-31 507,816 $90,799,000 472,436
   FACTORY MUTUAL INSURANCE CO 27 - 2024-03-31 425,063 $78,165,000 -143,000
   MARSHALL WACE LLP 135 - 2023-12-31 430,700 $77,013,000 141,145
   Advisor Group Holdings Inc. 154 - 2023-12-31 415,757 $74,355,000 -40,937
   Swan Wealth Advisors Inc. 6 - 2023-12-31 349,986 $62,581,000 -75,047
   Squarepoint Ops LLC 96 - 2023-12-31 345,469 $61,773,000 345,469
   STIFEL FINANCIAL CORP 244 - 2023-12-31 341,139 $61,004,000 20,006
   Qube Research & Technologies Ltd 212 - 2023-12-31 322,285 $57,628,000 284,288
   US BANCORP 174 - 2023-12-31 301,015 $53,825,000 -7,156
   HIGHTOWER ADVISORS, LLC 236 - 2023-12-31 293,667 $52,511,000 7,125
   NORTHERN TRUST CORP 977 - 2023-12-31 293,435 $52,469,000 -6,114
   COMMONWEALTH EQUITY SERVICES LLC. 203 - 2023-12-31 286,004 $51,140,000 29,189
   TAIYO LIFE INSURANCE CO - 2023-12-31 279,500 $49,977,000 0
   VICTORY CAPITAL MANAGEMENT INC 425 - 2023-12-31 274,020 $48,998,000 -1,536
   STATE STREET CORP 1713 - 2023-12-31 273,720 $48,944,000 -599,743
   WOLVERINE TRADING LLC 24 - 2023-12-31 257,342 $46,015,000 -1,863
   MEITAV DASH INVESTMENTS LTD 52 - 2023-12-31 234,735 $41,987,000 -330,630
   Capital Investment Advisors LLC 25 - 2024-03-31 222,168 $40,854,000 183,922
   RIVERFRONT INVESTMENT GROUP, LLC 27 - 2023-12-31 223,042 $39,882,000 -3,564
   KCM INVESTMENT ADVISORS LLC 13 - 2023-12-31 222,630 $39,808,000 -7,275
   AlphaStar Capital Management LLC 8 - 2023-12-31 109,604 $39,196,000 -30,410
   PEAPACK GLADSTONE FINANCIAL CORP 36 - 2023-12-31 218,677 $39,101,000 -2,002
   GRIMES & COMPANY INC 16 - 2024-03-31 210,488 $38,707,000 155,903
   Gerber Kawasaki Wealth & Investment Management 13 - 2023-12-31 214,098 $38,282,000 9,863
   MML INVESTORS SERVICES LLC 141 - 2023-12-31 198,158 $35,433,000 11,362
   ARMSTRONG ADVISORY GROUP INC 9 - 2024-03-31 196,822 $35,194,000 0
   Advisory Alpha LLC - 2023-12-31 192,155 $34,359,000 -2,042
   FINANCIAL NETWORK 105 - 2023-12-31 190,867 $34,129,000 -87,374
   ALPS ADVISERS INC 48 - 2023-12-31 174,148 $31,139,000 10,147
   BALYASNY ASSET MANAGEMENT LLC 317 - 2023-12-31 173,323 $30,992,000 142,874
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 162,966 $29,140,000 26,666
   CITIGROUP INC 464 - 2023-12-31 162,885 $29,125,000 -41,251
   Full Sail Capital LLC 13 - 2023-12-31 160,704 $28,735,000 68,868
   Rockefeller Capital Management L.P. 221 - 2023-12-31 158,695 $28,376,000 4,055
   GTS SECURITIES LLC 21 - 2023-12-31 157,449 $28,154,000 25,839
   CI Private Wealth LLC 324 - 2023-12-31 155,766 $27,853,000 36,579
   TWO SIGMA INVESTMENTS LLC 301 - 2023-12-31 151,671 $27,120,000 -26,829
   TD ASSET MANAGEMENT INC 401 - 2023-12-31 150,000 $26,822,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 171 - 2023-12-31 149,888 $26,801,000 20,241
   PNC FINANCIAL SERVICES GROUP INC 336 - 2023-12-31 146,070 $26,119,000 -9,746
   MARINER WEALTH ADVISORS, LLC 254 - 2023-12-31 141,998 $25,391,000 9,710
   DRW SECURITIES, LLC 6 - 2023-12-31 140,483 $25,120,000 125,844
   BCJ Capital Management LLC 8 - 2023-12-31 139,730 $24,985,000 66,901
   Benchmark Investment Advisors LLC 8 *New 2023-12-31 139,730 $24,985,000 139,730
   Congress Wealth Management LLC / DE / 53 - 2024-03-31 132,393 $24,346,000 -120,733
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 184 - 2023-12-31 132,981 $23,778,000 -99,088
   CHARTER TRUST CO 11 - 2023-12-31 131,184 $23,457,000 -58
   J. GOLDMAN & CO LP 21 - 2023-12-31 129,591 $23,172,000 92,414
   SPINNAKER TRUST 14 - 2023-12-31 128,566 $22,989,000 -352
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 357 - 2023-12-31 124,187 $22,206,000 57,841
   Kingsview Wealth Management LLC 28 - 2023-12-31 123,384 $22,062,000 -1,088
   Lido Advisors LLC 69 - 2023-12-31 122,766 $21,952,000 -18,123
   CWM LLC 184 - 2024-03-31 119,026 $21,888,000 -138
   Kranot Hishtalmut Le Morim Ve Gananot Havera Menah - 2023-12-31 115,537 $20,642,000 -69,200
   TOWER RESEARCH CAPITAL LLC 68 - 2023-12-31 112,839 $20,177,000 69,299
   Private Advisor Group LLC 127 - 2023-12-31 110,221 $19,709,000 25,779
   Walleye Trading Advisors LLC 58 *New 2023-12-31 109,660 $19,608,000 109,660
   Bellwether Advisors LLC 4 - 2023-12-31 109,299 $19,544,000 -6,074
   CITADEL ADVISORS LLC 835 - 2023-12-31 108,877 $19,468,000 51,887
   JNB Advisors LLC 15 - 2023-12-31 108,628 $19,424,000 -3,944
   Salomon & Ludwin LLC 14 - 2023-12-31 117,829 $18,995,000 0
   TUDOR INVESTMENT CORP ET AL 70 - 2023-12-31 104,408 $18,669,000 73,282
   THRIVENT FINANCIAL FOR LUTHERANS 446 - 2023-12-31 103,645 $18,533,000 5,779
   Pathstone Holdings LLC 145 - 2023-12-31 102,851 $18,395,000 0
   Biltmore Wealth Management LLC - 2023-12-31 100,943 $18,050,000 814
   NATIXIS 132 - 2023-12-31 100,711 $18,008,000 -900,540
   JANNEY CAPITAL MANAGEMENT LLC 21 - 2023-12-31 99,815 $17,848,000 6,706
   EP WEALTH ADVISORS, INC. 82 - 2023-12-31 99,056 $17,712,000 14,575
   PATHSTONE FAMILY OFFICE, LLC 108 - 2023-09-30 108,671 $17,494,000 107,234
   SG AMERICAS SECURITIES LLC 93 - 2023-12-31 97,813 $17,490,000 396
   OLD NATIONAL BANCORP /IN/ 55 - 2024-03-31 93,962 $17,279,000 -9,359
   HARBOR CAPITAL ADVISORS INC. 2 - 2023-12-31 95,091 $17,003,000 787
   MARTIN & CO INC /TN/ 2 - 2023-12-31 92,734 $16,582,000 -3,103
   IMZ Advisory Inc 5 - 2024-03-31 87,507 $16,092,000 1,595
  100 Records found
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