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Get Institutions for : 
SPDR cnsmr discr sel sect (XLY)  
$177.91 1.19 (0.67%) as of 4:30 Fri 5/3


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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  : 
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
   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
   WELLS FARGO & CO/MN 158 - 2023-12-31 2,635,623 $471,276,000 -37,876
   CHURCHILL MANAGEMENT GROUP /CA/ 12 - 2024-03-31 1,578,353 $290,243,000 -46,895
   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
   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
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 145 - 2023-12-31 840,969 $150,374,000 -34,560
   ROYAL BANK OF CANADA 433 - 2023-12-31 632,128 $113,031,000 -5,646
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 150 - 2024-03-31 512,217 $94,192,000 -52,790
   FACTORY MUTUAL INSURANCE CO 27 - 2024-03-31 425,063 $78,165,000 -143,000
   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
   US BANCORP 174 - 2023-12-31 301,015 $53,825,000 -7,156
   NORTHERN TRUST CORP 977 - 2023-12-31 293,435 $52,469,000 -6,114
   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
   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
   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
   CITIGROUP INC 464 - 2023-12-31 162,885 $29,125,000 -41,251
   TWO SIGMA INVESTMENTS LLC 301 - 2023-12-31 151,671 $27,120,000 -26,829
   PNC FINANCIAL SERVICES GROUP INC 336 - 2023-12-31 146,070 $26,119,000 -9,746
   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
   SPINNAKER TRUST 14 - 2023-12-31 128,566 $22,989,000 -352
   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
   Bellwether Advisors LLC 4 - 2023-12-31 109,299 $19,544,000 -6,074
   JNB Advisors LLC 15 - 2023-12-31 108,628 $19,424,000 -3,944
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 263 - 2024-03-31 102,960 $18,933,000 -46,928
   NATIXIS 132 - 2023-12-31 100,711 $18,008,000 -900,540
   OLD NATIONAL BANCORP /IN/ 55 - 2024-03-31 93,962 $17,279,000 -9,359
   MARTIN & CO INC /TN/ 2 - 2023-12-31 92,734 $16,582,000 -3,103
   Harel Insurance Investments & Financial Services L 56 - 2023-12-31 85,170 $15,229,000 -1,222
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 325 - 2023-09-30 83,691 $13,473,000 -3,073
   AMERIVEST INVESTMENT MANAGEMENT LLC 59 - 2023-06-30 76,442 $12,980,000 -3,767
   FIFTH THIRD BANCORP 226 - 2024-03-31 65,843 $12,108,000 -6,730
   Krilogy Financial LLC 22 - 2024-03-31 65,128 $11,976,000 -2,643
   Cetera Investment Advisers 199 - 2023-12-31 62,341 $11,147,000 -87
   CREDIT SUISSE/ 870 - 2023-12-31 62,302 $11,140,000 -12,688
   Zurich Insurance Group Ltd/FI 122 - 2023-12-31 63,664 $11,075,000 -1,400
   STILLWATER CAPITAL ADVISORS, LLC 26 - 2024-03-31 59,426 $10,928,000 -654
   MULTIFINANCIAL SECURITIES CORP 147 - 2023-12-31 60,569 $10,830,000 -7,083
   Ayalon Holdings Ltd. 7 - 2024-03-31 58,769 $10,807,000 -25,025
   PETREDIS INVESTMENT ADVISORS LLC 17 - 2024-03-31 56,709 $10,428,000 -554
   MILLENNIUM MANAGEMENT LLC 1391 - 2023-12-31 56,913 $10,177,000 -16,941
   MMBG INVESTMENT ADVISORS CO. 19 - 2023-12-31 55,916 $9,998,000 -785
   Allspring Global Investments Holdings LLC 764 - 2024-03-31 54,237 $9,974,000 -8,700
   Clarity Financial LLC 25 - 2024-03-31 54,155 $9,959,000 -609
   Ameraudi Asset Management Inc. 9 - 2023-12-31 55,245 $9,878,000 -328
   Anfield Capital Management LLC 6 - 2023-12-31 54,539 $9,752,000 -16,920
   INNEALTA CAPITAL LLC 4 - 2023-12-31 53,007 $9,478,000 -52,974
   ALERUS FINANCIAL NA 25 - 2023-12-31 52,028 $9,303,000 -7,643
   OPPENHEIMER ASSET MANAGEMENT INC 195 - 2023-12-31 50,586 $9,045,000 -62
   BNP PARIBAS ARBITRAGE SA 712 - 2023-12-31 48,496 $8,672,000 -467,100
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 514 - 2024-03-31 46,820 $8,610,000 -2,619
   Invst LLC 27 - 2023-12-31 47,823 $8,411,000 -8,386
   Capital Financial Planning LLC 8 - 2023-09-30 51,941 $8,361,000 -2,773
   AE Wealth Management LLC 444 - 2023-12-31 48,160 $8,268,000 -43,704
   Ensign Peak Advisors Inc 498 - 2023-12-31 44,931 $8,034,000 -18,022
   ESTATE COUNSELORS, LLC - 2023-12-31 40,730 $7,283,000 -20,090
   Kranot Hishtalmut Le Morim Tichoniim Havera Menahe - 2023-12-31 40,539 $7,243,000 -24,200
   DAVIS R M INC 93 - 2023-12-31 39,696 $7,098,000 -8,672
   BARTLETT & CO. LLC 117 - 2023-12-31 39,166 $7,047,000 -1,177
   BARTLETT & CO. WEALTH MANAGEMENT LLC 117 - 2023-12-31 39,166 $7,047,000 -1,177
   Vickerman Investment Advisors Inc. 10 - 2023-12-31 39,324 $7,032,000 -2,443
   Keebeck Wealth Management LLC 18 - 2023-12-31 36,044 $6,445,000 -330
   BUTLER WICK TRUST CO 17 - 2024-03-31 35,033 $6,442,000 -272
   SYKON CAPITAL LLC 11 - 2023-12-31 35,039 $6,265,000 -881
   Robertson Stephens Wealth Management LLC 50 - 2023-12-31 34,204 $6,116,000 -2,526
   Harbour Trust & Investment Management Co 39 - 2024-03-31 33,194 $6,104,000 -2,214
   PINNACLE ASSOCIATES LTD 224 - 2024-03-31 32,907 $6,051,000 -437
   FIRST MERCHANTS CORP 75 - 2024-03-31 32,622 $5,999,000 -1,675
   Money Matters Financial Group Inc 5 - 2023-12-31 33,191 $5,935,000 -1,757
   ATLAS CAPITAL ADVISORS LLC 31 - 2024-03-31 30,275 $5,567,000 -5,939
   Trilogy Capital Inc. 61 - 2024-03-31 29,729 $5,467,000 -18,649
   SANDY SPRING BANK - 2023-12-31 30,484 $5,451,000 -1,177
   MERCER GLOBAL ADVISORS INC /ADV 458 - 2023-12-31 29,769 $5,323,000 -5,377
   Atria Wealth Solutions Inc. 303 - 2023-12-31 28,278 $5,056,000 -365
   ARROW INVESTMENT ADVISORS, LLC 8 - 2023-12-31 27,993 $5,005,000 -6,505
   Simmons Bank 71 - 2023-12-31 27,075 $4,841,000 -1,266
   Innova Wealth Partners 8 - 2023-12-31 26,722 $4,778,000 -2,327
   FERGUSON WELLMAN CAPITAL MANAGEMENT INC 102 - 2024-03-31 25,980 $4,777,000 -923
   Spire Wealth Management 168 - 2024-03-31 25,666 $4,720,000 -16,257
   HSBC HOLDINGS PLC 939 - 2023-12-31 25,948 $4,637,000 -8,066
   Foundations Investment Advisors LLC 128 - 2023-12-31 26,418 $4,602,000 -128,417
   Howard Capital Management Group LLC 37 - 2024-03-31 24,986 $4,595,000 -817
   STEPHENS INC /AR/ 252 - 2023-12-31 25,674 $4,591,000 -1,351
  100 Records found
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