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Get Institutions for : 
streetTRACKS Series Trust - SPDR DJ Wilshire Mid Capital Growth ETF (MDYG)  
$84.52 0.96 (1.12%) as of 4:30 Mon 6/3


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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  : 
14.37 (20.48%)  




 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Tradewinds Capital Management LLC 2 *New 2024-03-31 346,188 $30,219,000 346,188
   Envestnet Portfolio Solutions Inc. 270 *New 2024-03-31 94,467 $8,246,000 94,467
   Pinnacle Family Advisors LLC 6 *New 2024-03-31 76,195 $6,651,000 76,195
   PATHSTONE FAMILY OFFICE, LLC 272 *New 2023-09-30 70,562 $4,879,000 70,562
   BNP PARIBAS ARBITRAGE SA 1044 *New 2024-03-31 50,000 $4,365,000 50,000
   SigFig Wealth Management LLC 60 *New 2024-03-31 42,289 $3,691,000 42,289
   Colonial River Wealth Management LLC 43 *New 2024-03-31 13,334 $1,164,000 13,334
   Confluence Wealth Services Inc. 137 *New 2024-03-31 10,476 $914,000 10,476
   LINCOLN NATIONAL CORP 546 *New 2024-03-31 10,411 $909,000 10,411
   NORDEN GROUP LLC 135 *New 2024-03-31 9,822 $857,000 9,822
   New Century Financial Group LLC 95 *New 2024-03-31 5,766 $503,000 5,766
   BEAM Asset Management LLC 67 *New 2024-03-31 4,986 $435,000 4,986
   MOTIVE WEALTH ADVISORS 47 *New 2024-03-31 4,281 $374,000 4,281
   PFG Investments LLC 683 *New 2024-03-31 3,947 $344,000 3,947
   MORNINGSTAR INVESTMENT SERVICES, INC. 281 *New 2024-03-31 3,683 $321,000 3,683
   Simplicity WealthLLC 900 *New 2024-03-31 3,578 $312,000 3,578
   GeoWealth Management LLC 592 *New 2024-03-31 3,115 $272,000 3,115
   H D Vest Advisory Services 1365 *New 2024-03-31 3,030 $264,000 3,030
   Change Path LLC 766 *New 2024-03-31 2,912 $254,000 2,912
   Buckingham Strategic Partners 521 *New 2024-03-31 2,812 $246,000 2,812
   Signal Advisors Wealth LLC 258 *New 2024-03-31 2,789 $243,000 2,789
   Maltin Wealth Management Inc. 108 *New 2024-03-31 2,766 $241,000 2,766
   Idaho Trust Bank 82 *New 2024-03-31 2,753 $240,000 2,753
   Independent Advisor Alliance 625 *New 2024-03-31 2,696 $235,000 2,696
   Goldstein Advisors LLC 142 *New 2024-03-31 2,641 $231,000 2,641
   Fernwood Investment Management LLC 183 *New 2024-03-31 2,596 $227,000 2,596
   CABOT MONEY MANAGEMENT INC 135 *New 2024-03-31 2,571 $224,000 2,571
   PCA Investment Advisory Services Inc. 125 *New 2024-03-31 2,559 $223,000 2,559
   Somerset Trust Co 137 *New 2024-03-31 2,560 $223,000 2,560
   RFG Advisory Group LLC 676 *New 2024-03-31 2,502 $218,000 2,502
   Burt Wealth Advisors 115 *New 2024-03-31 2,460 $215,000 2,460
   MONETA GROUP INVESTMENT ADVISORS INC 521 *New 2023-12-31 2,817 $213,000 2,817
   Valeo Financial Advisors LLC 595 *New 2024-03-31 2,534 $211,000 2,534
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 661 *New 2024-03-31 2,408 $209,000 2,408
   Virtue Capital Management LLC 365 *New 2024-03-31 2,432 $204,000 2,432
   Harrison & Co Wealth Management LLC 78 *New 2022-12-31 3,129 $204,000 3,129
   Beacon Financial Advisory LLC 226 *New 2024-03-31 2,325 $203,000 2,325
   FLAGSHIP HARBOR ADVISORS LLC 641 *New 2024-03-31 2,304 $201,000 2,304
   Atlantic Trust Group LLC 1191 *New 2024-03-31 1,965 $171,000 1,965
   RICHARDSON FINANCIAL SERVICES INC. 257 *New 2024-03-31 484 $42,000 484
   Continuum Advisory LLC 693 *New 2024-03-31 362 $31,000 362
   Spectrum Wealth Counsel LLC 239 *New 2024-03-31 274 $24,000 274
   Crewe Advisors LLC 535 *New 2024-03-31 186 $16,000 186
   MASSMUTUAL TRUST CO FSB/ADV 947 *New 2024-03-31 145 $13,000 145
   Aspire Private Capital LLC 377 *New 2024-03-31 137 $12,000 137
   MATHER GROUP, INC. 1331 *New 2024-03-31 78 $6,000 78
   Aptus Capital Advisors LLC 1072 *New 2024-03-31 54 $5,000 54
   HHM Wealth Advisors LLC 625 *New 2024-03-31 53 $5,000 53
   AYRSHIRE ASSOCIATES INC 525 *New 2024-03-31 32 $3,000 32
   BFSG LLC 598 *New 2024-03-31 28 $2,000 28
   HANSON INVESTMENT MANAGEMENT 466 *New 2024-03-31 15 $1,000 15
   CFG ASSET MANAGEMENT LLC 407 *New 2024-03-31 1 $0 1
  52 Records found
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