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Get Institutions for : 
streetTRACKS Series Trust - SPDR DJ Wilshire Mid Capital Value ETF (MDYV)  
$74.18 0.58 (0.79%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 323    16
Total shares held : 
 30,433,742  
% of shares held : 
 15.03%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   49  
Amount of shares held : 
 5,490,413  
% of shares held change : 
   2.71%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $63.95  
Last Quarter's Ending Price : 
 $73.38  
Last Quarter's Average Price : 
 $66.13  
Change from last quarter's     
avg. price to the last closing  : 
8.05 (12.17%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
37
 420,531
 1.38%
 
Increased Positions :
127
 7,442,862
 24.46%
 
Unchanged Positions :
65
 693,011
 2.28%
 
Decreased Positions :
94
-2,082,694
-6.84%
 
Closed Positions :
21
-290,286
-0.95%
 
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
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 16 - 2024-03-31 5,237,228 $398,029,000 721,830
   FINANCIAL ENGINES ADVISORS L.L.C. 35 - 2024-03-31 1,703,912 $129,497,000 -12,539
   LPL FINANCIAL CORP 312 - 2024-03-31 1,348,859 $102,513,000 -21,898
   STIFEL FINANCIAL CORP 243 - 2024-03-31 933,400 $70,938,000 2,821
   TOWNSQUARE CAPITAL LLC 21 - 2024-03-31 803,852 $61,093,000 30,408
   Lutz Financial Services LLC 6 - 2024-03-31 665,207 $50,556,000 20,004
   BENJAMIN F. EDWARDS & COMPANY INC. 16 - 2024-03-31 656,557 $49,898,000 7,635
   TIAA TRUST NATIONAL ASSOCIATION 82 - 2024-03-31 642,775 $48,851,000 -10,496
   NorthRock Partners LLC 6 - 2024-03-31 598,993 $45,523,000 -13,409
   Financial Advisory Service Inc. 4 - 2024-03-31 559,855 $42,549,000 -4,002
   Kestra Advisory Services LLC 67 - 2024-03-31 529,356 $40,231,000 374,595
   TIAA FSB 87 - 2023-06-30 550,270 $37,848,000 14,620
   MORGAN STANLEY 2061 - 2024-03-31 473,764 $36,006,000 -52,034
   WELLS FARGO & CO/MN 965 - 2024-03-31 350,933 $26,671,000 35,187
   First Pacific Financial 2 - 2024-03-31 349,360 $26,551,000 6,502
   Klingman & Associates LLC 16 - 2024-03-31 345,645 $26,269,000 -3,804
   FIRST NATIONAL TRUST CO 17 - 2024-03-31 333,437 $25,341,000 -35,208
   CONFLUENCE INVESTMENT MANAGEMENT LLC 76 - 2024-03-31 326,099 $24,784,000 -278,165
   Asset Dedication LLC 13 - 2024-03-31 269,779 $20,506,000 -2,891
   GHP INVESTMENT ADVISORS INC 13 - 2024-03-31 265,962 $20,213,000 3,641
   AE Wealth Management LLC 114 - 2024-03-31 263,624 $20,035,000 -2,041
   JNBA FINANCIAL ADVISORS 13 - 2024-03-31 256,430 $19,489,000 -91,936
   McAdam LLC 16 - 2024-03-31 240,767 $18,298,000 -4,461
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 26 - 2024-03-31 231,300 $17,579,000 3,722
   ENVESTNET ASSET MANAGEMENT INC 1188 - 2024-03-31 228,113 $17,337,000 -2,909,251
   Tradewinds Capital Management LLC 9 - 2024-03-31 220,951 $16,792,000 218,808
   HIGHTOWER ADVISORS, LLC 527 - 2024-03-31 219,527 $16,695,000 -35,563
   ERn Financial LLC 8 - 2024-03-31 219,510 $16,683,000 328
   Rockbridge Investment Management LCC 12 - 2024-03-31 211,265 $16,056,000 7,696
   Rodgers & Associates LTD 15 - 2024-03-31 209,729 $15,939,000 6,458
   KWB Wealth 12 - 2024-03-31 188,465 $14,323,000 -6,639
   Krasney Financial LLC 6 - 2024-03-31 186,548 $14,178,000 -3,124
   Michael S. Ryan Inc. 3 - 2024-03-31 176,554 $13,418,000 9,512
   Equitable Holdings Inc. 116 - 2024-03-31 176,085 $13,382,000 52,746
   Nelson Van Denburg & Campbell Wealth Management Gr 36 - 2024-03-31 164,008 $12,465,000 10,641
   CLARK CAPITAL MANAGEMENT GROUP INC 155 - 2024-03-31 161,284 $12,258,000 -1,243,662
   Cetera Investment Advisers 609 - 2024-03-31 153,983 $11,703,000 22,341
   FinTrust Capital Advisors LLC 8 - 2024-03-31 150,881 $11,467,000 -3,732
   Private Wealth Management Group LLC 6 - 2024-03-31 144,852 $11,009,000 4,497
   Retirement Group LLC 5 - 2024-03-31 139,556 $10,606,000 -717
   ALESCO ADVISORS LLC 28 - 2024-03-31 134,897 $10,252,000 -71,800
   IHT Wealth Management LLC 45 - 2024-03-31 131,480 $9,992,000 2,210
   COMMONWEALTH EQUITY SERVICES LLC. 782 - 2024-03-31 131,314 $9,980,000 10,936
   THRIVENT FINANCIAL FOR LUTHERANS 637 - 2024-03-31 123,201 $9,363,000 2,526
   BALANCED WEALTH GROUP LLC 6 - 2024-03-31 234,401 $8,545,000 192,575
   MARINER WEALTH ADVISORS, LLC 569 - 2024-03-31 105,853 $8,045,000 -2,680
   Advisor Group Holdings Inc. 794 - 2024-03-31 104,668 $7,956,000 -880,575
   Total Wealth Planning LLC 21 - 2024-03-31 102,463 $7,787,000 -3,973
   WCG Wealth Advisors LLC 50 - 2024-03-31 101,257 $7,696,000 -47,632
   FINANCIAL NETWORK 472 - 2024-03-31 98,164 $7,460,000 -37,468
   Diligent Investors LLC 8 - 2024-03-31 90,185 $6,854,000 -654
   CWM LLC 360 - 2024-03-31 89,488 $6,801,000 16,806
   AMERIPRISE FINANCIAL INC 2059 - 2024-03-31 89,354 $6,786,000 1,791
   AMERIVEST INVESTMENT MANAGEMENT LLC 74 - 2023-06-30 97,685 $6,719,000 -62,630
   GOLDMAN SACHS GROUP INC/ 2342 - 2024-03-31 88,029 $6,690,000 73,192
   Prestige Wealth Management Group LLC 18 - 2024-03-31 83,605 $6,354,000 9,600
   SAGE FINANCIAL GROUP INC 24 - 2024-03-31 80,946 $6,152,000 -187
   EQIS CAPITAL MANAGEMENT, INC. 40 - 2024-03-31 77,206 $5,868,000 -14,590
   ROYAL BANK OF CANADA 1824 - 2024-03-31 73,965 $5,621,000 -34,692
   Pathstone Holdings LLC 478 - 2024-03-31 71,805 $5,457,000 0
   Marotta Asset Management 28 - 2024-03-31 71,753 $5,453,000 -6,740
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1083 - 2024-03-31 70,956 $5,393,000 -116,130
   CAPITAL WEALTH MANAGEMENT LLC 15 - 2024-03-31 69,113 $5,253,000 2,124
   BANK OF AMERICA CORP /DE/ 2935 - 2024-03-31 67,884 $5,159,000 -9,959
   Emerald Investment Partners LLC 31 - 2024-03-31 66,771 $5,075,000 -14,358
   RTD Financial Advisors Inc. 37 - 2024-03-31 66,403 $5,047,000 -1,707
   Foundations Investment Advisors LLC 138 - 2024-03-31 64,183 $4,878,000 22,518
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 52 - 2024-03-31 64,140 $4,875,000 1,571
   WALLER FINANCIAL PLANNING GROUP INC 20 - 2024-03-31 63,484 $4,825,000 1,004
   IAG Wealth Partners LLC 25 - 2024-03-31 63,346 $4,814,000 -1,104
   Perennial Investment Advisors LLC 35 - 2024-03-31 62,587 $4,757,000 4,685
   Gladstone Institutional Advisory LLC 103 - 2024-03-31 62,576 $4,756,000 -899
   PATHSTONE FAMILY OFFICE, LLC 276 *New 2023-09-30 73,280 $4,753,000 73,280
   Private Advisor Group LLC 476 - 2024-03-31 61,948 $4,708,000 2,194
   UBS Group AG 2264 - 2024-03-31 60,115 $4,569,000 -1
   Garden State Investment Advisory Services LLC 16 - 2024-03-31 57,015 $4,345,000 -28,714
   Clarus Wealth Advisors 12 - 2024-03-31 57,643 $4,219,000 733
   BAILARD BIEHL & KAISER INC 164 - 2024-03-31 50,071 $3,805,000 -42
   Financial Guidance Group Inc. 16 - 2024-03-31 50,015 $3,801,000 878
   Aptus Capital Advisors LLC 197 *New 2024-03-31 50,015 $3,801,000 50,015
   Koshinski Asset Management Inc. 55 - 2024-03-31 49,859 $3,789,000 49,859
   Annapolis Financial Services LLC 29 - 2024-03-31 49,729 $3,779,000 49
   CI Private Wealth LLC 796 - 2024-03-31 48,280 $3,669,000 -938
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 632 - 2024-03-31 47,834 $3,636,000 -47
   BMS Financial Advisors LLC 15 *New 2023-06-30 48,989 $3,369,000 48,989
   Kingsview Wealth Management LLC 227 - 2024-03-31 43,252 $3,287,000 -8
   Windsor Group LTD 41 - 2023-09-30 47,897 $3,107,000 -1,863
   Portside Wealth Group LLC 44 - 2024-03-31 40,536 $3,081,000 2,233
   BENJAMIN EDWARDS INC 43 - 2024-03-31 39,561 $3,007,000 1,094
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 123 - 2024-03-31 37,524 $2,852,000 -1,413
   Geneos Wealth Management Inc. 190 - 2024-03-31 37,380 $2,841,000 -5,019
   JONES FINANCIAL COMPANIES LLLP 176 - 2024-03-31 36,597 $2,781,000 3,856
   LODESTAR PRIVATE ASSET MANAGEMENT LLC 59 - 2024-03-31 34,941 $2,655,000 -343
   Integrated Wealth Concepts LLC 427 - 2024-03-31 34,020 $2,585,000 -1,741
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1165 - 2024-03-31 30,421 $2,312,000 -1,141
   Chicago Partners Investment Group LLC 187 - 2024-03-31 31,945 $2,310,000 1,134
   COURAGE MILLER PARTNERS, LLC 23 - 2024-03-31 29,073 $2,210,000 365
   IMCCHICAGO, LLC 108 - 2024-03-31 28,622 $2,175,000 28,622
   Farther Finance Advisors LLC 133 - 2024-03-31 28,490 $2,147,000 -4,264
   Stratos Wealth Advisors LLC 187 - 2024-03-31 28,197 $2,143,000 -1,001
  100 Records found
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