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Get Institutions for : 
streetTRACKS Series Trust - SPDRDJ Wilshire Large Capital ETF (ELR)  
$61.86 0.46 (0.74%) as of 4:30 Thu 5/23


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 857    55
Total shares held : 
 325,575,175  
% of shares held : 
 36.18%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   218  
Amount of shares held : 
 46,818,176  
% of shares held change : 
   5.2%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $50.24  
Last Quarter's Ending Price : 
 $55.90  
Last Quarter's Average Price : 
 $52.39  
Change from last quarter's     
avg. price to the last closing  : 
9.47 (18.08%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
81
 9,499,165
 2.92%
 
Increased Positions :
411
 45,913,964
 14.1%
 
Unchanged Positions :
117
 8,686,321
 2.67%
 
Decreased Positions :
248
-7,912,665
-2.43%
 
Closed Positions :
26
-682,288
-0.21%
 
Guru Positions :
0
 0%
 
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
   Betterment LLC 4 - 2024-03-31 33,627,999 $2,069,131,000 33,564,737
   LPL FINANCIAL CORP 14 - 2024-03-31 29,738,616 $1,829,817,000 2,300,741
   CREATIVE PLANNING 12 - 2024-03-31 27,570,244 $1,696,397,000 1,044,784
   Advance Capital Management Inc. 1 - 2024-03-31 13,167,766 $810,213,000 7,210,793
   J P MORGAN CHASE & CO 307 - 2024-03-31 10,328,282 $635,499,000 -1,337,473
   ENVESTNET ASSET MANAGEMENT INC 83 - 2024-03-31 9,048,636 $556,763,000 643,542
   Advisor Group Holdings Inc. 12 - 2024-03-31 7,227,596 $444,730,000 -116,428
   BANK OF AMERICA CORP /DE/ 367 - 2024-03-31 7,162,890 $440,733,000 -682,991
   Resources Investment Advisors Inc. 1 - 2024-03-31 7,126,502 $438,494,000 -784,576
   PMFM INC. 1 - 2024-03-31 6,778,667 $417,091,000 -496,854
   MORGAN STANLEY 513 - 2024-03-31 6,515,656 $400,908,000 392,941
   CWM LLC 4 - 2024-03-31 6,508,814 $400,487,000 587,774
   CLARK CAPITAL MANAGEMENT GROUP INC 3 - 2024-03-31 5,883,234 $361,995,000 172,097
   ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 1 - 2024-03-31 5,324,315 $327,605,000 3,341,587
   MIZUHO CORPORATE BANK, LTD. 1 *New 2024-03-31 5,100,000 $313,803,000 5,100,000
   FINANCIAL ENGINES ADVISORS L.L.C. 28 - 2024-03-31 4,991,915 $307,153,000 -156,259
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 29 - 2024-03-31 3,997,075 $245,940,000 -249,097
   GRADIENT INVESTMENTS LLC 1 - 2024-03-31 3,619,712 $222,721,000 -136,417
   Private Advisor Group LLC 6 - 2024-03-31 3,562,314 $219,189,000 -648,049
   MONTICELLO WEALTH MANAGEMENT LLC 1 - 2024-03-31 3,391,176 $208,659,000 958,524
   GM Advisory Group Inc. 1 - 2024-03-31 3,246,379 $199,750,000 205,689
   MANUFACTURERES LIFE INSURANCE CO 124 - 2024-03-31 3,162,700 $194,601,000 -989,995
   Wealthcare Advisory Partners LLC 1 - 2024-03-31 3,075,054 $189,208,000 437,306
   Capital Analysts Inc. 1 - 2024-03-31 2,947,700 $181,372,000 159,169
   MARINER WEALTH ADVISORS, LLC 59 - 2024-03-31 2,877,800 $177,071,000 401,208
   WELLS FARGO & CO/MN 323 - 2024-03-31 2,799,085 $172,228,000 664,051
   AE Wealth Management LLC 6 - 2024-03-31 2,653,204 $163,252,000 -5,143,664
   Peterson Wealth Advisors LLC 1 - 2024-03-31 2,393,901 $147,297,000 13,902
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 94 - 2024-03-31 2,294,184 $141,161,000 -436,680
   AMERIPRISE FINANCIAL INC 434 - 2024-03-31 2,202,235 $135,627,000 -18,431
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 24 - 2024-03-31 2,020,451 $124,318,000 104,990
   Austin Private Wealth LLC 1 - 2024-03-31 2,005,125 $122,493,000 -363,888
   Tennessee Valley Asset Management Partners 1 - 2024-03-31 1,946,378 $119,761,000 344,607
   TAIYO LIFE INSURANCE CO - 2024-03-31 1,940,500 $119,399,000 0
   HIGHTOWER ADVISORS, LLC 128 - 2024-03-31 1,730,508 $106,443,000 137,144
   Integrated Wealth Concepts LLC 6 - 2024-03-31 1,729,149 $106,394,000 -3,188
   AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 1 - 2024-03-31 1,621,994 $98,730,000 -340,800
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 87 - 2024-03-31 1,591,394 $97,918,000 -67,666
   SAND HILL ADVISORS INC/CA 7 - 2024-03-31 1,557,111 $95,809,000 46,541
   TWO SIGMA INVESTMENTS LLC 105 - 2024-03-31 1,545,300 $95,082,000 192,200
   FINANCIAL NETWORK 31 - 2024-03-31 1,521,777 $93,635,000 28,839
   Global Retirement Partners LLC 2 - 2024-03-31 1,509,975 $92,909,000 133,310
   GOLDMAN SACHS GROUP INC/ 698 - 2024-03-31 1,495,353 $92,009,000 -47,358
   AlphaStar Capital Management LLC 1 - 2024-03-31 1,450,904 $89,274,000 24,875
   Stratos Wealth Partners LTD. 10 - 2024-03-31 1,429,938 $87,984,000 -3,231
   N.E.W. Advisory Services LLC 2 - 2024-03-31 1,420,518 $87,405,000 -33,038
   Brookstone Capital Management 9 - 2024-03-31 1,397,623 $85,996,000 -112,919
   CFS Investment Advisory Services LLC 2 - 2024-03-31 1,385,514 $85,251,000 -447,102
   KWB Wealth 2 - 2024-03-31 1,373,577 $84,516,000 -239,350
   Goss Wealth Management LLC 17 - 2024-03-31 1,346,758 $82,866,000 38,709
   Bridgeworth LLC - 2023-12-31 1,467,784 $82,049,000 8,648
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 2 - 2024-03-31 1,323,434 $81,431,000 -397,047
   MML INVESTORS SERVICES LLC 53 - 2024-03-31 1,323,288 $81,422,000 -21,546
   Good Life Advisors LLC 1 - 2024-03-31 1,288,579 $79,286,000 554,804
   OneAscent Financial Services LLC 1 - 2024-03-31 1,272,484 $78,296,000 -139,220
   SigFig Wealth Management LLC 11 - 2024-03-31 1,261,777 $77,637,000 -503,285
   GIRARD PARTNERS LTD. 1 - 2024-03-31 1,194,024 $73,468,000 82,744
   RIVERFRONT INVESTMENT GROUP, LLC 15 - 2024-03-31 1,155,036 $71,069,000 27,889
   STATE STREET CORP 1530 - 2024-03-31 1,150,700 $70,803,000 459,900
   Horst & Graben Wealth Management LLC 1 - 2024-03-31 1,139,237 $70,097,000 -329,065
   GREAT VALLEY ADVISOR GROUP INC. 5 - 2024-03-31 1,076,126 $66,214,000 75,529
   Security Financial Services INC. 1 - 2024-03-31 1,075,477 $66,174,000 -45,869
   Compass Ion Advisors LLC 2 - 2024-03-31 1,054,514 $64,884,000 -23,782
   RAYMOND JAMES & ASSOCIATES 351 - 2024-03-31 1,051,801 $64,717,000 -86,936
   Streettalk Advisors LLC 4 - 2024-03-31 1,047,786 $64,470,000 128,389
   ARMSTRONG ADVISORY GROUP INC 3 - 2024-03-31 1,151,529 $64,370,000 0
   One Wealth Advisors LLC 1 - 2024-03-31 1,025,677 $63,110,000 -232,128
   Standpoint Asset Management LLC 1 - 2024-03-31 1,012,500 $62,299,000 33,700
   Aptus Capital Advisors LLC 12 - 2024-03-31 1,011,548 $62,241,000 153,115
   Horizon Wealth Management LLC 1 - 2024-03-31 992,354 $61,060,000 64,668
   Detalus Advisors LLC 1 - 2024-03-31 987,657 $60,771,000 -24,799
   Badgley Phelps Wealth Managers LLC 13 - 2024-03-31 980,077 $60,304,000 29,469
   Kestra Advisory Services LLC 38 - 2024-03-31 929,169 $57,172,000 33,321
   Change Path LLC 5 - 2024-03-31 923,036 $56,795,000 -69,385
   Allen Capital Group LLC 1 - 2024-03-31 917,934 $56,480,000 32,322
   New Perspectives Inc 1 - 2024-03-31 883,458 $54,359,000 80,368
   ROYAL BANK OF CANADA 681 - 2024-03-31 880,771 $54,194,000 -292,463
   ODell Group LLC 1 - 2024-03-31 843,503 $51,901,000 -12,591
   Brown Financial Advisory 1 - 2024-03-31 838,510 $51,594,000 4,777
   IHT Wealth Management LLC 4 - 2024-03-31 826,732 $50,869,000 -82,849
   UMA Financial Services Inc. 2 - 2024-03-31 855,793 $50,680,000 -187,913
   Sontag Advisory LLC 30 - 2024-03-31 813,255 $50,040,000 -21,344
   COMMONWEALTH EQUITY SERVICES LLC. 232 - 2024-03-31 805,203 $49,544,000 80,721
   Private Wealth Group LLC 1 - 2024-03-31 776,750 $47,793,000 15,474
   Davidson Capital Management Inc. 2 - 2024-03-31 772,513 $47,533,000 5,464
   Auour Investments LLC 1 - 2024-03-31 756,511 $46,548,000 9,423
   UBS Group AG 779 - 2024-03-31 748,108 $46,031,000 53,443
   IAG Wealth Partners LLC 1 - 2024-03-31 738,057 $45,413,000 4,118
   PARK AVENUE SECURITIES LLC 29 - 2024-03-31 718,958 $44,237,000 12,741
   Dynamic Advisors Solutions LLC 5 - 2024-03-31 716,118 $44,063,000 -8,322
   Forthright Family Wealth Advisory LLC 1 - 2024-03-31 708,568 $43,598,000 32,441
   Priebe Wealth Holdings LLC 1 - 2024-03-31 707,586 $43,538,000 17,746
   DENVER WEALTH MANAGEMENT INC. 1 - 2024-03-31 706,834 $43,491,000 260,679
   Financial Enhancement Group LLC 1 - 2024-03-31 707,399 $42,493,000 10,239
   Clear Creek Financial Management LLC 1 - 2024-03-31 681,913 $41,958,000 -89,194
   CCG WEALTH MANAGEMENT LLC 1 - 2024-03-31 670,043 $41,228,000 -12,641
   DAIDO LIFE INSURANCE CO 5 - 2024-03-31 669,441 $41,191,000 0
   Snowden Capital Advisors LLC 6 - 2024-03-31 647,894 $39,865,000 12,462
   THRIVENT FINANCIAL FOR LUTHERANS 295 - 2024-03-31 640,720 $39,423,000 297,037
   FOCUS FINANCIAL NETWORK INC /ADV 11 - 2023-12-31 690,604 $38,605,000 0
  100 Records found
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