Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
SPDR cnsmr discr sel sect (XLY)  
$177.91 1.19 (0.67%) as of 4:30 Fri 5/3


Download
     
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  : 
12.27 (7.41%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Longbow Finance SA 1 *New 2024-03-31 478,534 $88,045,000 478,534
   Benchmark Investment Advisors LLC 8 *New 2023-12-31 139,730 $24,985,000 139,730
   Walleye Trading Advisors LLC 58 *New 2023-12-31 109,660 $19,608,000 109,660
   Mivtachim The Workers Social Insurance Fund Ltd. ( *New 2024-03-31 86,000 $15,815,000 86,000
   Wellspring Financial Advisors LLC 10 *New 2023-12-31 63,698 $11,390,000 63,698
   D E SHAW & CO INC 783 *New 2023-12-31 50,810 $9,085,000 50,810
   Cornerstone Wealth Group LLC 33 *New 2024-03-31 47,280 $8,694,000 47,280
   GARDA CAPITAL PARTNERS LP 9 *New 2023-12-31 32,987 $5,898,000 32,987
   Northstar Advisory Group LLC 12 *New 2023-12-31 26,080 $4,663,000 26,080
   AdvisorShares Investments LLC 32 *New 2023-12-31 18,600 $3,326,000 18,600
   IMCCHICAGO, LLC 109 *New 2024-03-31 11,637 $2,140,000 11,637
   Colony Family Offices LLC 21 *New 2023-12-31 11,336 $2,027,000 11,336
   BEECH HILL ADVISORS INC 47 *New 2024-03-31 10,172 $1,871,000 10,172
   HANCOCK HOLDING CO 209 *New 2023-12-31 10,400 $1,860,000 10,400
   Lionsbridge Wealth Management LLC 27 *New 2024-03-31 9,272 $1,705,000 9,272
   OKABENA INVESTMENT SERVICES INC 47 *New 2023-12-31 8,091 $1,447,000 8,091
   RPg Family Wealth Advisory LLC *New 2023-12-31 7,881 $1,409,000 7,881
   ExodusPoint Capital Management LP 649 *New 2023-12-31 7,576 $1,355,000 7,576
   Adviser Investments LLC 290 *New 2023-12-31 5,455 $975,000 5,455
   Sentinus LLC 64 *New 2023-06-30 5,289 $898,000 5,289
   PFG Investments LLC 408 *New 2024-03-31 4,027 $741,000 4,027
   Worth Asset Management LLC 50 *New 2024-03-31 3,907 $718,000 3,907
   D.B. Root & Company LLC 100 *New 2024-03-31 3,505 $645,000 3,505
   Global Assets Advisory LLC 298 *New 2024-03-31 115,900 $635,000 115,900
   QRG CAPITAL MANAGEMENT INC. 684 *New 2023-12-31 3,130 $560,000 3,130
   USA Financial Portformulas Corp 81 *New 2023-12-31 3,115 $557,000 3,115
   BRADY FAMILY WEALTH LLC 82 *New 2023-12-31 2,796 $500,000 2,796
   Truadvice LLC 128 *New 2023-09-30 3,072 $496,000 3,072
   Wealth Quarterback LLC 74 *New 2023-12-31 2,737 $489,000 2,737
   JB Capital LLC *New 2023-12-31 2,672 $478,000 2,672
   Cardinal Point Wealth Management Partners LLC 54 *New 2023-03-31 3,105 $464,000 3,105
   Sontag Advisory LLC 431 *New 2023-12-31 2,513 $449,000 2,513
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 220 *New 2023-12-31 2,466 $441,000 2,466
   DEARBORN PARTNERS LLC *New 2023-12-31 2,375 $425,000 2,375
   CITIZENS & NORTHERN CORP 90 *New 2023-12-31 2,345 $419,000 2,345
   UNIVEST CORP OF PENNSYLVANIA 74 *New 2023-12-31 2,312 $413,000 2,312
   TAP Consulting LLC 128 *New 2024-03-31 2,105 $387,000 2,105
   Kathmere Capital Management LLC 195 *New 2024-03-31 2,072 $381,000 2,072
   HARTLINE INVESTMENT CORP/ 251 *New 2024-03-31 2,047 $376,000 2,047
   FREESTONE CAPITAL HOLDINGS, LLC 299 *New 2023-12-31 1,988 $355,000 1,988
   Empirical Asset Management LLC 121 *New 2023-12-31 1,962 $351,000 1,962
   SILVERLAKE WEALTH MANAGEMENT LLC 157 *New 2024-03-31 1,771 $326,000 1,771
   Good Life Advisors LLC 319 *New 2023-12-31 1,775 $318,000 1,775
   DAGCO INC. 40 *New 2023-12-31 1,774 $317,000 1,774
   SMITH MOORE & CO. 330 *New 2023-12-31 1,604 $287,000 1,604
   TELEMUS CAPITAL LLC 293 *New 2023-12-31 1,538 $275,000 1,538
   Tyche Wealth Partners LLC 216 *New 2024-03-31 1,463 $269,000 1,463
   Curtis Advisory Group LLC 81 *New 2023-12-31 1,422 $254,000 1,422
   BANCO BILBAO VIZCAYA ARGENTARIA S.A. 634 *New 2023-12-31 1,400 $250,000 1,400
   BCS Wealth Management 203 *New 2024-03-31 1,342 $247,000 1,342
   Alta Wealth Advisors LLC 114 *New 2023-12-31 1,381 $247,000 1,381
   Motley Fool Wealth Management LLC 122 *New 2023-12-31 1,374 $244,000 1,374
   Vivaldi Capital Management LLC 187 *New 2023-12-31 1,378 $243,000 1,378
   TNF LLC 95 *New 2024-03-31 1,381 $241,000 1,381
   Whalen Wealth Management Inc. 87 *New 2024-03-31 1,304 $240,000 1,304
   Sierra Capital LLC 124 *New 2024-03-31 1,281 $236,000 1,281
   Confluence Wealth Services Inc. 312 *New 2024-03-31 1,191 $219,000 1,191
   WARREN AVERETT ASSET MANAGEMENT, LLC 412 *New 2023-12-31 1,189 $213,000 1,189
   Gallacher Capital Management LLC 240 *New 2023-12-31 1,168 $209,000 1,168
   YALE CAPITAL CORP 411 *New 2023-12-31 1,161 $208,000 1,161
   Point72 Europe (London) LLP 254 *New 2023-12-31 1,152 $206,000 1,152
   AVIANCE CAPITAL PARTNERS, LLC 300 *New 2024-03-31 1,108 $204,000 1,108
   MARCO INVESTMENT MANAGEMENT LLC 202 *New 2023-12-31 1,132 $202,000 1,132
   SOL CAPITAL MANAGEMENT CO 293 *New 2024-03-31 1,100 $202,000 1,100
   YHB INVESTMENT ADVISORS, INC. 382 *New 2024-03-31 458 $84,000 458
   MATHER GROUP, INC. 756 *New 2024-03-31 466 $83,000 466
   MA GREENWOOD & ASSOCIATES INC 157 *New 2023-12-31 350 $63,000 350
   Dunhill Financial LLC 86 *New 2023-12-31 327 $58,000 327
   WOODMONT INVESTMENT COUNSEL LLC 306 *New 2024-03-31 221 $41,000 221
   Provident Wealth Management LLC 89 *New 2024-03-31 198 $36,000 198
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 551 *New 2023-12-31 165 $30,000 165
   HOWE & RUSLING INC 310 *New 2023-12-31 94 $17,000 94
   MCMILLION CAPITAL MANAGEMENT INC 137 *New 2023-06-30 97 $16,000 97
   FSA Wealth Management LLC 268 *New 2023-12-31 88 $16,000 88
   MILESTONE GROUP INC 345 *New 2023-12-31 73 $13,000 73
   SJS Investment Consulting Inc. 338 *New 2024-03-31 58 $11,000 58
   Future Financial Wealth Managment LLC 409 *New 2024-03-31 50 $9,000 50
   Silicon Valley Capital Partners 279 *New 2023-12-31 44 $8,000 44
   RICHARD BERNSTEIN ADVISORS LLC 213 *New 2023-12-31 34 $6,000 34
   LOGAN CAPITAL MANAGEMENT INC 431 *New 2023-12-31 27 $5,000 27
   True Wealth Design LLC 261 *New 2023-12-31 27 $5,000 27
   EdgeRock Capital LLC 252 *New 2023-12-31 23 $4,000 23
   VitalStone Financial LLC 363 *New 2023-12-31 14 $3,000 14
   KISTLERTIFFANY COMPANIES, LLC 806 *New 2023-06-30 13 $2,000 13
   LifeSteps Financial Inc. 396 *New 2024-03-31 12 $2,000 12
   Financial Advisory Service Inc. *New 2023-12-31 7 $1,000 7
  86 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us