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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Tactive Advisors LLC 91 *Closed 2023-12-31 0 $0 -31,642
   KPP Advisory Services LLC 151 *Closed 2023-12-31 0 $0 -3,162
   Psagot Value Holdings Ltd. / (Israel) 524 *Closed 2023-12-31 0 $0 -1,264
   HEAD & ASSOCIATES LLC 237 *Closed 2023-12-31 0 $0 -977
   NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 750 *Closed 2023-12-31 0 $0 -139,249
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 866 *Closed 2023-12-31 0 $0 -102,460
   CYPRESS CAPITAL MANAGEMENT LLC 18 *Closed 2022-12-31 0 $0 -7,952
   Annapolis Financial Services LLC 355 *Closed 2024-03-31 0 $0 -20
   Hibernia Wealth Partners LLC 70 *Closed 2023-12-31 0 $0 -21
   KARLINSKI ANDREW C 5 *Closed 2022-12-31 0 $0 -136
   Portfolio Strategies Inc. 42 *Closed 2023-12-31 0 $0 -55,296
   Stonebridge Capital Advisors LLC 355 *Closed 2023-12-31 0 $0 -500
   USAdvisors Wealth Management LLC 138 *Closed 2024-03-31 0 $0 -1,492
   Private Advisory Group LLC 198 *Closed 2023-12-31 0 $0 -2,883
   Inscription Capital LLC 204 *Closed 2024-03-31 0 $0 -1,912
   APCM Wealth Management for Individuals 117 *Closed 2024-03-31 0 $0 -562
   Massey Quick & Co. LLC 423 *Closed 2024-03-31 0 $0 -1,327
   One River Asset Management LLC 93 *Closed 2023-12-31 0 $0 -11,553
   Kapitalo Investimentos Ltda 556 *Closed 2023-12-31 0 $0 -1,142
   Richardson Capital Management LLC 158 *Closed 2024-03-31 0 $0 -31
   BOURGEON CAPITAL MANAGEMENT LLC 267 *Closed 2024-03-31 0 $0 -38
   Iron Horse Wealth Management LLC 433 *Closed 2024-03-31 0 $0 -33
   FSC Wealth Advisors LLC 268 *Closed 2024-03-31 0 $0 -36,111
   Centiva Capital LP 1483 *Closed 2023-12-31 0 $0 -5,947
   FULTON BANK, N.A. 547 *Closed 2024-03-31 0 $0 -2,081
   Ten Capital Wealth Advisors LLC 270 *Closed 2023-06-30 0 $0 -28
   LVZ Advisors Inc. 146 *Closed 2024-03-31 0 $0 -7,010
   Coppell Advisory Solutions Corp. 851 *Closed 2023-03-31 0 $0 -75
   QUATTRO FINANCIAL ADVISORS LLC 89 *Closed 2024-03-31 0 $0 -29,078
   MATRIX PRIVATE CAPITAL GROUP LLC 155 *Closed 2023-12-31 0 $0 -16
   3D/L Capital Management LLC 51 *Closed 2023-12-31 0 $0 -4,167
   Rokos Capital Management LLP 79 *Closed 2023-12-31 0 $0 -8,100
   Beaumont Capital Management LLC 47 *Closed 2023-12-31 0 $0 -1,310
   Main Management Fund Advisors LLC 8 *Closed 2023-12-31 0 $0 -219,900
   IAG Wealth Partners LLC 451 *Closed 2024-03-31 0 $0 -55
   Crescent Grove Advisors LLC 288 *Closed 2023-12-31 0 $0 -4,886
   PINNACLE FINANCIAL PARTNERS INC *Closed 2023-12-31 0 $0 -1,358
   Advisors Preferred LLC *Closed 2023-12-31 0 $0 -256
   SILVER OAK SECURITIES Inc 512 *Closed 2023-12-31 0 $0 -198
   Burns Matteson Capital Management LLC 144 *Closed 2023-12-31 0 $0 -2,246
   GOTHAM ASSET MANAGEMENT, LLC 1398 *Closed 2023-12-31 0 $0 -9,525
   Manhattan West Asset Management LLC 141 *Closed 2023-12-31 0 $0 -1,334
   TAIYO LIFE INSURANCE CO *Closed 2024-03-31 0 $0 -279,500
   Marathon Trading Investment Management LLC 175 *Closed 2023-12-31 0 $0 -3,228
   Bank Julius Baer & Co. Ltd Zurich 532 *Closed 2023-12-31 0 $0 -450
   Impact Partnership Wealth LLC 1002 *Closed 2023-12-31 0 $0 -53
   SUNRISE PARTNERS LLC /CT 296 *Closed 2023-12-31 0 $0 -46,199
   MANUFACTURERES LIFE INSURANCE CO 2970 *Closed 2023-12-31 0 $0 -215,652
   Koshinski Asset Management Inc. 581 *Closed 2023-12-31 0 $0 -6,762
   Eschler Asset Management LLP 93 *Closed 2023-12-31 0 $0 -2,462
   Main Management LLC 146 *Closed 2023-12-31 0 $0 -108,729
   BESSEMER SECURITIES LLC 55 *Closed 2023-12-31 0 $0 -2,250
   Kozak & Associates Inc. 411 *Closed 2023-12-31 0 $0 -29
   Granite Bay Wealth Management LLC *Closed 2024-03-31 0 $0 -6,948
   Lansing Street Advisors 274 *Closed 2023-12-31 0 $0 -47
   MIZUHO MARKETS AMERICAS LLC 186 *Closed 2023-12-31 0 $0 -39,700
   EXCHANGE TRADED CONCEPTS LLC 1377 *Closed 2024-03-31 0 $0 -31,507
   ALESCO ADVISORS LLC 183 *Closed 2023-12-31 0 $0 -4,573
   VisionPoint Advisory Group LLC 845 *Closed 2023-12-31 0 $0 -32
   Cox Capital Co LLC 79 *Closed 2024-03-31 0 $0 -1,759
   Kovack Advisors Inc. 524 *Closed 2024-03-31 0 $0 -7,386
   Baron Silver Stevens Financial Advisors LLC 107 *Closed 2023-12-31 0 $0 -1,320
   CenterStar Asset Management LLC 56 *Closed 2024-03-31 0 $0 -1,362
   Schrum Private Wealth Management LLC *Closed 2023-12-31 0 $0 -4,178
   PEAK FINANCIAL ADVISORS LLC 77 *Closed 2024-03-31 0 $0 -3,917
   FDX ADVISORS, INC. *Closed 2024-03-31 0 $0 -19,018
   VERITABLE LP 809 *Closed 2023-09-30 0 $0 -86,336
   APPLETON PARTNERS INC/MA 288 *Closed 2024-03-31 0 $0 -5,016
   Authentikos Wealth Advisory LLC 613 *Closed 2023-12-31 0 $0 -174
   Meridian Wealth Management LLC 498 *Closed 2024-03-31 0 $0 -20,569
   Wambolt & Associates LLC 252 *Closed 2023-12-31 0 $0 -1,359
   BKM Wealth Management LLC 523 *Closed 2024-03-31 0 $0 -128
   West Financial Advisors LLC 165 *Closed 2024-03-31 0 $0 -11,606
   CAPSTONE INVESTMENT ADVISORS LLC 1308 *Closed 2024-03-31 0 $0 -120
   KWMG LLC 132 *Closed 2024-03-31 0 $0 -2,024
   Wealth Advisors of Tampa Bay LLC *Closed 2023-12-31 0 $0 -1,408
   Patten Group Inc. 245 *Closed 2024-03-31 0 $0 -1,220
   APPLETON GROUP WEALTH MANAGEMENT LLC 38 *Closed 2023-09-30 0 $0 -1,266
   Cedar Wealth Management LLC 295 *Closed 2023-12-31 0 $0 -333
   Hennion & Walsh Asset Management Inc. 857 *Closed 2024-03-31 0 $0 -1,669
   Headlands Technologies LLC 1366 *Closed 2023-12-31 0 $0 -1,887
   Winton Capital Group Ltd 891 *Closed 2023-12-31 0 $0 -3,294
   National Wealth Management Group LLC 152 *Closed 2023-12-31 0 $0 -1,763
   Arista Wealth Management LLC 48 *Closed 2024-03-31 0 $0 -1,870
   MIRABELLA FINANCIAL SERVICES LLP 618 *Closed 2023-12-31 0 $0 -1,900
   Lavaca Capital LLC 136 *Closed 2023-12-31 0 $0 -7,792
   Trellis Advisors LLC 86 *Closed 2023-12-31 0 $0 -4,233
   Y-Intercept (Hong Kong) Ltd 1711 *Closed 2023-12-31 0 $0 -5,669
   Varma Mutual Pension Insurance Co 353 *Closed 2023-12-31 0 $0 -363,000
   Aveo Capital Partners LLC 374 *Closed 2023-12-31 0 $0 -2,316
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 896 *Closed 2023-12-31 0 $0 -276
   DIAM CO. LTD 1001 *Closed 2024-03-31 0 $0 -20,600
   Signify Wealth 30 *Closed 2024-03-31 0 $0 -2,018
  93 Records found
  1    
  Page 1 of 1
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