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Get Institutions for : 
streetTRACKS Series Trust - SPDR DJ Wilshire Mid Capital Growth ETF (MDYG)  
$85.78 0.79 (0.93%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 306    4
Total shares held : 
 22,015,748  
% of shares held : 
 75.14%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   6  
Amount of shares held : 
 2,933,031  
% of shares held change : 
   10.01%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $68.30  
Last Quarter's Ending Price : 
 $75.67  
Last Quarter's Average Price : 
 $70.15  
Change from last quarter's     
avg. price to the last closing  : 
15.63 (22.28%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 60,177
 0.27%
 
Increased Positions :
118
 3,922,777
 17.82%
 
Unchanged Positions :
67
 394,677
 1.79%
 
Decreased Positions :
108
-839,393
-3.81%
 
Closed Positions :
17
-210,530
-0.96%
 
Guru Positions :
1
2,575
 0.01%
 
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
   ENVESTNET ASSET MANAGEMENT INC 169 - 2024-03-31 3,545,893 $309,521,000 2,918,136
   CITIGROUP INC 93 - 2024-03-31 2,338,006 $204,066,000 -43,561
   FINANCIAL ENGINES ADVISORS L.L.C. 32 - 2024-03-31 1,786,214 $155,919,000 -34,864
   LPL FINANCIAL CORP 243 - 2024-03-31 1,534,582 $133,954,000 -103,270
   CLARK CAPITAL MANAGEMENT GROUP INC 24 - 2024-03-31 1,209,618 $105,588,000 949,493
   STIFEL FINANCIAL CORP 182 - 2024-03-31 1,186,230 $103,546,000 -62,891
   BENJAMIN F. EDWARDS & COMPANY INC. 7 - 2024-03-31 857,383 $74,841,000 18,428
   TOWNSQUARE CAPITAL LLC 17 - 2024-03-31 727,372 $63,492,000 23,782
   Parcion Private Wealth LLC 5 - 2024-03-31 669,453 $58,437,000 -349,375
   AE Wealth Management LLC 26 - 2024-03-31 663,869 $57,949,000 33,957
   CONFLUENCE INVESTMENT MANAGEMENT LLC 62 - 2024-03-31 425,999 $37,185,000 -85,600
   Financial Advisory Service Inc. 6 - 2024-03-31 423,477 $36,965,000 12,533
   CHARTIST INC /CA/ 3 - 2024-03-31 65,737 $36,576,000 -2,186
   NorthRock Partners LLC 7 - 2024-03-31 410,599 $35,841,000 -5,636
   FIRST NATIONAL TRUST CO 13 - 2024-03-31 395,228 $34,499,000 -424,862
   Orion Portfolio Solutions LLC 45 - 2024-03-31 386,927 $33,775,000 384,171
   Tradewinds Capital Management LLC 2 *New 2024-03-31 346,188 $30,219,000 346,188
   Advisor Group Holdings Inc. 312 - 2024-03-31 320,933 $28,015,000 17,190
   Klingman & Associates LLC 15 - 2024-03-31 301,972 $26,359,000 -6,007
   MORGAN STANLEY 2419 - 2024-03-31 290,673 $25,373,000 53,435
   McAdam LLC 11 - 2024-03-31 288,351 $25,170,000 -5,421
   GHP INVESTMENT ADVISORS INC 5 - 2024-03-31 273,495 $23,873,000 3,554
   WELLS FARGO & CO/MN 1043 - 2024-03-31 265,096 $23,140,000 18,954
   Rehmann Capital Advisory Group 12 - 2024-03-31 258,485 $22,563,000 16,450
   HIGHTOWER ADVISORS, LLC 434 - 2024-03-31 258,261 $22,551,000 19,088
   Private Advisor Group LLC 126 - 2024-03-31 245,334 $21,415,000 -105,725
   CI Private Wealth LLC 380 - 2024-03-31 240,377 $20,983,000 -7,005
   AMERIPRISE FINANCIAL INC 1317 - 2024-03-31 216,340 $18,901,000 -48,925
   Rodgers & Associates LTD 14 - 2024-03-31 194,666 $16,992,000 1,884
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 577 - 2024-03-31 193,919 $16,927,000 13,539
   TIAA TRUST NATIONAL ASSOCIATION 147 - 2024-03-31 177,602 $15,503,000 -5,488
   PRINCIPAL SECURITIES INC. 37 - 2024-03-31 177,219 $15,469,000 142,120
   KWB Wealth 11 - 2024-03-31 170,127 $14,850,000 -6,822
   Krasney Financial LLC 5 - 2024-03-31 164,074 $14,322,000 -4,080
   SHAKESPEARE WEALTH MANAGEMENT INC. 12 - 2024-03-31 152,582 $13,319,000 -4,805
   JNBA FINANCIAL ADVISORS 21 - 2024-03-31 147,934 $12,913,000 -53,098
   TIAA FSB 151 - 2023-06-30 173,699 $12,446,000 -26,126
   MARINER WEALTH ADVISORS, LLC 452 - 2024-03-31 140,894 $12,299,000 12,723
   BB&T CORP 574 - 2024-03-31 134,064 $11,702,000 3,720
   ETFIDEA LLC 6 - 2024-03-31 127,181 $11,102,000 301
   BANK OF AMERICA CORP /DE/ 2433 - 2024-03-31 119,145 $10,400,000 -2,081
   SFG Wealth Management LLC. 4 - 2024-03-31 104,013 $9,079,000 9,099
   COMMONWEALTH EQUITY SERVICES LLC. 829 - 2024-03-31 103,502 $9,035,000 -28,889
   WCG Wealth Advisors LLC 42 - 2024-03-31 95,884 $8,370,000 -35,021
   ERn Financial LLC 19 - 2024-03-31 94,801 $8,275,000 -1,339
   Envestnet Portfolio Solutions Inc. 270 *New 2024-03-31 94,467 $8,246,000 94,467
   BALANCED WEALTH GROUP LLC 8 - 2024-03-31 214,115 $8,073,000 177,178
   Prestige Wealth Management Group LLC 14 - 2024-03-31 85,496 $7,463,000 -6,713
   Diligent Investors LLC 5 - 2024-03-31 84,838 $7,405,000 -1,053
   Cetera Investment Advisers 224 - 2024-03-31 84,271 $7,356,000 33,933
   UBS Group AG 1849 - 2024-03-31 82,568 $7,207,000 1,315
   Perennial Investment Advisors LLC 20 - 2024-03-31 82,298 $7,185,000 3,946
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 501 - 2024-03-31 76,340 $6,664,000 20,632
   Pinnacle Family Advisors LLC 6 *New 2024-03-31 76,195 $6,651,000 76,195
   Pathstone Holdings LLC 427 - 2024-03-31 75,821 $6,618,000 1,463
   Executive Wealth Management LLC 63 - 2024-03-31 74,793 $6,490,000 74,793
   MERCER GLOBAL ADVISORS INC /ADV 410 - 2024-03-31 70,995 $6,197,000 -1,833
   ROYAL BANK OF CANADA 1778 - 2024-03-31 70,416 $6,147,000 21,553
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 83 - 2024-03-31 67,601 $5,901,000 -4,893
   MML INVESTORS SERVICES LLC 581 - 2024-03-31 66,571 $5,811,000 27,359
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 670 - 2024-03-31 66,316 $5,789,000 12,840
   FINANCIAL NETWORK 587 - 2024-03-31 63,859 $5,574,000 44,501
   Total Wealth Planning LLC 25 - 2024-03-31 62,789 $5,481,000 -5,048
   Foundations Investment Advisors LLC 129 - 2024-03-31 62,646 $5,468,000 19,438
   Atria Wealth Solutions Inc. 317 - 2024-03-31 60,955 $5,321,000 43,725
   Emerald Investment Partners LLC 29 - 2024-03-31 60,214 $5,256,000 -9,830
   PATHSTONE FAMILY OFFICE, LLC 272 *New 2023-09-30 70,562 $4,879,000 70,562
   Centennial Wealth Advisory LLC 6 - 2024-03-31 54,767 $4,780,000 35,488
   WALLER FINANCIAL PLANNING GROUP INC 21 - 2024-03-31 53,485 $4,669,000 -1,510
   Syntegra Private Wealth Group LLC 23 - 2024-03-31 52,530 $4,585,000 -25,902
   Bernardo Wealth Planning LLC 22 - 2024-03-31 51,216 $4,471,000 -2,702
   BNP PARIBAS ARBITRAGE SA 1044 *New 2024-03-31 50,000 $4,365,000 50,000
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 58 - 2024-03-31 49,080 $4,284,000 -7,868
   Gladstone Institutional Advisory LLC 116 - 2024-03-31 48,811 $4,261,000 -1,209
   MULTIFINANCIAL SECURITIES CORP 535 - 2024-03-31 45,690 $3,988,000 38,346
   BENJAMIN EDWARDS INC 26 - 2024-03-31 44,964 $3,925,000 3,443
   PRUDENTIAL FINANCIAL INC 1070 - 2024-03-31 44,294 $3,866,000 23,214
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1171 - 2024-03-31 44,024 $3,843,000 36,421
   GOLDMAN SACHS GROUP INC/ 2758 - 2024-03-31 43,718 $3,816,000 17,197
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 154 - 2024-03-31 42,885 $3,743,000 -10,308
   SigFig Wealth Management LLC 60 *New 2024-03-31 42,289 $3,691,000 42,289
   Chicago Partners Investment Group LLC 127 - 2024-03-31 42,847 $3,561,000 7,298
   Stratos Wealth Partners LTD. 301 - 2024-03-31 40,406 $3,527,000 2,929
   Koshinski Asset Management Inc. 64 - 2024-03-31 39,932 $3,486,000 36,609
   Kingsview Wealth Management LLC 223 - 2024-03-31 38,339 $3,347,000 -137
   Portside Wealth Group LLC 37 - 2024-03-31 37,832 $3,302,000 1,496
   Keeley-Teton Advisors LLC 84 - 2024-03-31 37,739 $3,294,000 1,584
   JONES FINANCIAL COMPANIES LLLP 167 - 2024-03-31 36,695 $3,203,000 4,389
   IHT Wealth Management LLC 160 - 2024-03-31 35,937 $3,137,000 14,054
   Visionary Wealth Advisors 127 - 2024-03-31 33,845 $2,954,000 46
   Geneos Wealth Management Inc. 187 - 2024-03-31 33,380 $2,914,000 10,509
   Bellwether Advisors LLC 41 - 2024-03-31 33,223 $2,900,000 1,078
   Equitable Holdings Inc. 361 - 2024-03-31 31,747 $2,771,000 1,805
   Windsor Group LTD 46 - 2023-09-30 39,436 $2,727,000 1,840
   Investors Research Corp 26 - 2024-03-31 30,380 $2,652,000 -306
   CREATIVE PLANNING 858 - 2024-03-31 30,004 $2,619,000 278
   PACIFIC SUN FINANCIAL CORP 11 - 2024-03-31 29,904 $2,610,000 -100
   COMERICA BANK 1055 - 2024-03-31 29,848 $2,605,000 -2,373
   COURAGE MILLER PARTNERS, LLC 20 - 2024-03-31 29,774 $2,599,000 22
   Larson Financial Group LLC 99 - 2024-03-31 29,040 $2,535,000 26,024
  100 Records found
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