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Get Institutions for : 
streetTRACKS Series Trust - SPDRDJ Wilshire Large Capital ETF (ELR)  
$62.51 0.16 (0.26%) as of 4:30 Tue 5/21


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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  : 
10.12 (19.32%)  




 
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
   ENVESTNET ASSET MANAGEMENT INC 83 - 2024-03-31 9,048,636 $556,763,000 643,542
   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
   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
   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
   Peterson Wealth Advisors LLC 1 - 2024-03-31 2,393,901 $147,297,000 13,902
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 24 - 2024-03-31 2,020,451 $124,318,000 104,990
   Tennessee Valley Asset Management Partners 1 - 2024-03-31 1,946,378 $119,761,000 344,607
   HIGHTOWER ADVISORS, LLC 128 - 2024-03-31 1,730,508 $106,443,000 137,144
   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
   AlphaStar Capital Management LLC 1 - 2024-03-31 1,450,904 $89,274,000 24,875
   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
   Good Life Advisors LLC 1 - 2024-03-31 1,288,579 $79,286,000 554,804
   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
   GREAT VALLEY ADVISOR GROUP INC. 5 - 2024-03-31 1,076,126 $66,214,000 75,529
   Streettalk Advisors LLC 4 - 2024-03-31 1,047,786 $64,470,000 128,389
   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
   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
   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
   Brown Financial Advisory 1 - 2024-03-31 838,510 $51,594,000 4,777
   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
   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
   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
   Ascent Group LLC 1 - 2024-03-31 620,940 $38,206,000 25,353
   ODonnell Financial Services LLC 1 - 2024-03-31 592,972 $36,486,000 588,549
   NORTH STAR ASSET MANAGEMENT INC 14 - 2024-03-31 547,908 $33,713,000 254,791
   PENOBSCOT WEALTH MANAGEMENT 1 - 2024-03-31 547,247 $33,672,000 154,857
   Cornerstone Wealth Management LLC 5 - 2024-03-31 541,593 $33,324,000 1,504
   TWO SIGMA ADVISERS, LLC 245 - 2024-03-31 536,700 $33,023,000 189,000
   Leading Edge Financial Planning LLC 1 - 2024-03-31 536,675 $33,022,000 49,213
   PRINCIPAL SECURITIES INC. 11 - 2024-03-31 528,194 $32,500,000 69,348
   Vestmark Advisory Solutions Inc. 10 - 2024-03-31 518,971 $31,932,000 20,517
   LINCOLN NATIONAL CORP 36 - 2024-03-31 505,564 $31,107,000 97,909
   US BANCORP 254 - 2024-03-31 468,244 $28,811,000 33,824
   FIRST HEARTLAND CONSULTANTS INC 2 - 2024-03-31 467,940 $28,792,000 116,563
   Goodman Advisory Group LLC 2 - 2024-03-31 446,209 $27,455,000 10,143
   Sugarloaf Wealth Management LLC 5 - 2024-03-31 437,305 $26,907,000 90,786
   Walkner Condon Financial Advisors LLC 1 - 2024-03-31 435,734 $26,811,000 155,924
   AdvisorNet Financial Inc 2 - 2024-03-31 429,339 $26,417,000 104,979
   ALLIANZ ASSET MANAGEMENT AG 375 - 2024-03-31 427,062 $26,277,000 125,735
   Retirement Income Solutions Inc 4 - 2024-03-31 418,107 $25,726,000 14,012
   RFG Advisory Group LLC 17 - 2024-03-31 417,297 $25,676,000 120,081
   FLAGSHIP HARBOR ADVISORS LLC 11 - 2024-03-31 412,326 $25,370,000 114,002
   Atria Wealth Solutions Inc. 69 - 2024-03-31 409,118 $25,173,000 9,642
   Financial Insights Inc. 2 - 2024-03-31 408,862 $25,157,000 141,331
   Western Wealth Management LLC 6 - 2024-03-31 395,975 $24,364,000 41,752
   Highland Financial Advisors LLC 2 - 2024-03-31 378,065 $23,262,000 7,829
   HARBOUR INVESTMENTS INC. 17 - 2023-12-31 415,993 $23,254,000 55,048
   Envestnet Portfolio Solutions Inc. 121 - 2024-03-31 377,209 $23,210,000 64,154
   FIFTH THIRD BANCORP 170 - 2024-03-31 373,913 $23,007,000 74,018
   PRINCIPAL FINANCIAL GROUP INC 864 - 2024-03-31 357,795 $22,015,000 4,646
   Apeiron RIA LLC 1 - 2024-03-31 353,028 $21,722,000 777
   KICKSTAND VENTURES LLC. 2 - 2024-03-31 350,484 $21,565,000 138,976
   Tidemark LLC 1 - 2024-03-31 345,653 $21,268,000 5,286
   Eldridge Investment Advisors Inc. 3 - 2024-03-31 330,445 $20,332,000 73,490
   Spectrum Planning & Advisory Services Inc. 1 - 2023-12-31 359,043 $20,071,000 11,922
   WAGNER CAPITAL MANAGEMENT CORP 10 - 2024-03-31 323,974 $19,934,000 14,004
   SOL CAPITAL MANAGEMENT CO 3 - 2024-03-31 323,354 $19,896,000 140,124
   IFG Advisory LLC 11 - 2024-03-31 314,599 $19,357,000 206,487
   ATRIA INVESTMENTS LLC 70 - 2023-12-31 334,368 $18,691,000 36,066
   AMERICAN CENTURY COMPANIES INC 961 - 2024-03-31 299,100 $18,404,000 31,400
   My Legacy Advisors LLC 1 - 2023-12-31 327,463 $18,351,000 19,252
   MERCER GLOBAL ADVISORS INC /ADV 210 - 2024-03-31 295,280 $18,169,000 246,909
   RETIREMENT FINANCIAL SOLUTIONS LLC 1 - 2024-03-31 294,325 $18,110,000 12,309
   BAYSTATE WEALTH MANAGEMENT LLC 20 - 2023-12-31 322,274 $18,015,000 29,844
   LEVEL FOUR ADVISORY SERVICES LLC 11 - 2024-03-31 320,304 $17,905,000 8,300
   KMG FIDUCIARY PARTNERS LLC 11 - 2024-03-31 288,938 $17,778,000 8,297
   SPC FINANCIAL, INC. 24 - 2024-03-31 288,865 $17,774,000 9,287
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 319 - 2024-03-31 286,042 $17,600,000 77,720
   SageView Advisory Group LLC 15 - 2024-03-31 734,247 $17,225,000 708,260
  100 Records found
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