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Get Institutions for : 
streetTRACKS Series Trust - SPDR DJ Wilshire Mid Capital Growth ETF (MDYG)  
$85.86 0.70 (0.81%) as of 4:30 Wed 5/22


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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  : 
15.71 (22.39%)  




 
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
   CLARK CAPITAL MANAGEMENT GROUP INC 24 - 2024-03-31 1,209,618 $105,588,000 949,493
   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
   AE Wealth Management LLC 26 - 2024-03-31 663,869 $57,949,000 33,957
   Financial Advisory Service Inc. 6 - 2024-03-31 423,477 $36,965,000 12,533
   Orion Portfolio Solutions LLC 45 - 2024-03-31 386,927 $33,775,000 384,171
   Advisor Group Holdings Inc. 312 - 2024-03-31 320,933 $28,015,000 17,190
   MORGAN STANLEY 2419 - 2024-03-31 290,673 $25,373,000 53,435
   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
   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
   PRINCIPAL SECURITIES INC. 37 - 2024-03-31 177,219 $15,469,000 142,120
   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
   SFG Wealth Management LLC. 4 - 2024-03-31 104,013 $9,079,000 9,099
   BALANCED WEALTH GROUP LLC 8 - 2024-03-31 214,115 $8,073,000 177,178
   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
   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
   ROYAL BANK OF CANADA 1778 - 2024-03-31 70,416 $6,147,000 21,553
   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
   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
   Centennial Wealth Advisory LLC 6 - 2024-03-31 54,767 $4,780,000 35,488
   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
   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
   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
   CREATIVE PLANNING 858 - 2024-03-31 30,004 $2,619,000 278
   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
   Global Retirement Partners LLC 213 - 2024-03-31 28,625 $2,499,000 10,877
   J P MORGAN CHASE & CO 2887 - 2024-03-31 26,959 $2,353,000 1,869
   Cooper Financial Group 49 - 2024-03-31 25,923 $2,263,000 315
   Occidental Asset Management LLC 75 - 2024-03-31 23,205 $2,026,000 83
   PARK AVENUE SECURITIES LLC 412 - 2024-03-31 22,905 $1,999,000 9,479
   EQIS CAPITAL MANAGEMENT, INC. 121 - 2024-03-31 22,621 $1,975,000 856
   ASSET MANAGEMENT GROUP, INC. 66 - 2024-03-31 22,556 $1,969,000 34
   SWMG LLC 26 - 2024-03-31 20,860 $1,821,000 381
   SAGE FINANCIAL GROUP INC 41 - 2024-03-31 20,671 $1,804,000 765
   Snowden Capital Advisors LLC 339 - 2024-03-31 20,217 $1,765,000 11,337
   Peterson Financial Group Inc. 49 - 2024-03-31 18,677 $1,630,000 103
   Smith Anglin Financial LLC 56 - 2024-03-31 17,735 $1,548,000 1,121
   Bristlecone Advisors LLC 119 - 2024-03-31 17,612 $1,537,000 2,108
   GIRARD PARTNERS LTD. 118 - 2024-03-31 17,380 $1,517,000 5,384
   Kestra Advisory Services LLC 1038 - 2024-03-31 15,828 $1,382,000 2,614
   Salomon & Ludwin LLC 89 - 2024-03-31 11,874 $1,036,000 830
   Advance Capital Management Inc. 43 - 2024-03-31 11,778 $1,028,000 3
   Fullen Financial Group 30 - 2023-03-31 14,995 $1,021,000 37
   Parallel Advisors LLC 358 - 2024-03-31 11,612 $1,014,000 11,480
   We Are One Seven LLC 350 - 2024-03-31 11,360 $992,000 23
   PFG Advisors 295 - 2024-03-31 10,908 $952,000 754
   Csenge Advisory Group 286 - 2024-03-31 10,186 $889,000 2,409
   CAPTRUST FINANCIAL ADVISORS 1231 - 2024-03-31 9,334 $815,000 24
   Prime Capital Investment Advisors LLC 507 - 2024-03-31 9,080 $793,000 4,177
   AlphaStar Capital Management LLC 146 - 2024-03-31 8,845 $772,000 1,581
   New England Capital Financial Advisors LLC 21 - 2024-03-31 8,225 $718,000 541
   HPM Partners LLC 1443 - 2024-03-31 8,430 $700,000 593
   KPP Advisory Services LLC 104 - 2024-03-31 7,651 $668,000 7,651
   Integrys Wealth Advisors LLC 78 - 2024-03-31 7,457 $651,000 20
   ALTFEST L J & CO INC 164 - 2024-03-31 7,094 $619,000 5
   Alliance Wealth Advisors LLC /UT 120 - 2024-03-31 6,841 $597,000 178
   Financial Advocates Investment Management 423 - 2024-03-31 6,818 $595,000 76
   WILLNER & HELLER LLC 48 - 2023-12-31 7,760 $587,000 101
   John W. Brooker & Co. CPAs 50 - 2024-03-31 6,632 $579,000 38
   EP WEALTH ADVISORS, INC. 486 - 2024-03-31 6,567 $573,000 7
   Stratos Wealth Advisors LLC 439 - 2024-03-31 6,283 $548,000 6
   GREAT VALLEY ADVISOR GROUP INC. 477 - 2024-03-31 6,240 $545,000 2,141
   Bill Few Associates Inc. 87 - 2024-03-31 5,871 $512,000 30
   Clear Creek Financial Management LLC 243 - 2024-03-31 5,815 $508,000 7
   Clear Point Advisors Inc. 63 - 2024-03-31 5,777 $504,000 3
   Sigma Planning Corp 749 - 2024-03-31 5,741 $501,000 5,741
   US BANCORP 1505 - 2024-03-31 5,688 $497,000 3,236
   FMR LLC 2578 - 2024-03-31 5,400 $471,000 1,597
   Feltz Wealth PLAN Inc. 213 - 2024-03-31 5,129 $448,000 2,440
   Spire Wealth Management 550 - 2024-03-31 5,083 $444,000 3,196
   OneAscent Financial Services LLC 222 - 2024-03-31 4,901 $428,000 614
  100 Records found
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