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Get Institutions for : 
streetTRACKS Series Trust - SPDRDJ Wilshire Large Capital ETF (ELR)  
$61.86 0.46 (0.74%) as of 4:30 Thu 5/23


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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  : 
9.47 (18.08%)  




 
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
   J P MORGAN CHASE & CO 307 - 2024-03-31 10,328,282 $635,499,000 -1,337,473
   Advisor Group Holdings Inc. 12 - 2024-03-31 7,227,596 $444,730,000 -116,428
   BANK OF AMERICA CORP /DE/ 367 - 2024-03-31 7,162,890 $440,733,000 -682,991
   Resources Investment Advisors Inc. 1 - 2024-03-31 7,126,502 $438,494,000 -784,576
   PMFM INC. 1 - 2024-03-31 6,778,667 $417,091,000 -496,854
   FINANCIAL ENGINES ADVISORS L.L.C. 28 - 2024-03-31 4,991,915 $307,153,000 -156,259
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 29 - 2024-03-31 3,997,075 $245,940,000 -249,097
   GRADIENT INVESTMENTS LLC 1 - 2024-03-31 3,619,712 $222,721,000 -136,417
   Private Advisor Group LLC 6 - 2024-03-31 3,562,314 $219,189,000 -648,049
   MANUFACTURERES LIFE INSURANCE CO 124 - 2024-03-31 3,162,700 $194,601,000 -989,995
   AE Wealth Management LLC 6 - 2024-03-31 2,653,204 $163,252,000 -5,143,664
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 94 - 2024-03-31 2,294,184 $141,161,000 -436,680
   AMERIPRISE FINANCIAL INC 434 - 2024-03-31 2,202,235 $135,627,000 -18,431
   Austin Private Wealth LLC 1 - 2024-03-31 2,005,125 $122,493,000 -363,888
   Integrated Wealth Concepts LLC 6 - 2024-03-31 1,729,149 $106,394,000 -3,188
   AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 1 - 2024-03-31 1,621,994 $98,730,000 -340,800
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 87 - 2024-03-31 1,591,394 $97,918,000 -67,666
   GOLDMAN SACHS GROUP INC/ 698 - 2024-03-31 1,495,353 $92,009,000 -47,358
   Stratos Wealth Partners LTD. 10 - 2024-03-31 1,429,938 $87,984,000 -3,231
   N.E.W. Advisory Services LLC 2 - 2024-03-31 1,420,518 $87,405,000 -33,038
   Brookstone Capital Management 9 - 2024-03-31 1,397,623 $85,996,000 -112,919
   CFS Investment Advisory Services LLC 2 - 2024-03-31 1,385,514 $85,251,000 -447,102
   KWB Wealth 2 - 2024-03-31 1,373,577 $84,516,000 -239,350
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 2 - 2024-03-31 1,323,434 $81,431,000 -397,047
   MML INVESTORS SERVICES LLC 53 - 2024-03-31 1,323,288 $81,422,000 -21,546
   OneAscent Financial Services LLC 1 - 2024-03-31 1,272,484 $78,296,000 -139,220
   SigFig Wealth Management LLC 11 - 2024-03-31 1,261,777 $77,637,000 -503,285
   Horst & Graben Wealth Management LLC 1 - 2024-03-31 1,139,237 $70,097,000 -329,065
   Security Financial Services INC. 1 - 2024-03-31 1,075,477 $66,174,000 -45,869
   Compass Ion Advisors LLC 2 - 2024-03-31 1,054,514 $64,884,000 -23,782
   RAYMOND JAMES & ASSOCIATES 351 - 2024-03-31 1,051,801 $64,717,000 -86,936
   One Wealth Advisors LLC 1 - 2024-03-31 1,025,677 $63,110,000 -232,128
   Detalus Advisors LLC 1 - 2024-03-31 987,657 $60,771,000 -24,799
   Change Path LLC 5 - 2024-03-31 923,036 $56,795,000 -69,385
   ROYAL BANK OF CANADA 681 - 2024-03-31 880,771 $54,194,000 -292,463
   ODell Group LLC 1 - 2024-03-31 843,503 $51,901,000 -12,591
   IHT Wealth Management LLC 4 - 2024-03-31 826,732 $50,869,000 -82,849
   UMA Financial Services Inc. 2 - 2024-03-31 855,793 $50,680,000 -187,913
   Sontag Advisory LLC 30 - 2024-03-31 813,255 $50,040,000 -21,344
   Dynamic Advisors Solutions LLC 5 - 2024-03-31 716,118 $44,063,000 -8,322
   Clear Creek Financial Management LLC 1 - 2024-03-31 681,913 $41,958,000 -89,194
   CCG WEALTH MANAGEMENT LLC 1 - 2024-03-31 670,043 $41,228,000 -12,641
   Gladstone Institutional Advisory LLC 5 - 2024-03-31 621,873 $38,264,000 -26,679
   Sequoia Financial Advisors LLC 48 - 2024-03-31 621,624 $38,249,000 -75,256
   Keystone Financial Group 2 - 2024-03-31 607,588 $37,385,000 -191,858
   Merit Financial Group LLC 21 - 2024-03-31 613,607 $36,896,000 -5,417
   West Wealth Group LLC 1 - 2024-03-31 599,480 $36,886,000 -815,229
   CAHABA WEALTH MANAGEMENT INC. 7 - 2024-03-31 586,094 $36,062,000 -8,474
   Buttonwood Financial Group LLC 1 - 2024-03-31 581,079 $35,754,000 -32,458
   MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 6 - 2024-03-31 542,137 $33,358,000 -51,167
   Crown Wealth Group LLC 1 - 2024-03-31 539,249 $33,180,000 -4,091
   NOTTINGHAM ADVISORS INC 6 - 2024-03-31 537,863 $33,095,000 -9,044
   Vertex Planning Partners LLC 3 - 2024-03-31 526,081 $32,370,000 -64,672
   MONETA GROUP INVESTMENT ADVISORS INC 39 - 2023-12-31 556,198 $31,091,000 -22,830
   PSI Advisors LLC 1 - 2024-03-31 491,150 $30,220,000 -15,812
   Cetera Investment Advisers 51 - 2024-03-31 490,037 $30,152,000 -3,184
   TSA Wealth Managment LLC 1 - 2024-03-31 450,810 $27,738,000 -93,529
   CLIENT 1ST ADVISORY GROUP LLC 2 - 2024-03-31 448,094 $27,571,000 -14,312
   Executive Wealth Management LLC 8 - 2024-03-31 413,777 $25,414,000 -165,391
   AFFINIA FINANCIAL GROUP LLC 2 - 2023-06-30 477,509 $25,284,000 -28,803
   Strategic Blueprint LLC 9 - 2024-03-31 407,191 $25,054,000 -28,005
   Astor Investment Management LLC 1 - 2024-03-31 404,082 $24,863,000 -33,260
   Cypress Wealth Services LLC 3 - 2024-03-31 353,164 $21,730,000 -60,256
   Wealth Advisors of Iowa LLC 2 - 2024-03-31 349,090 $21,480,000 -68,672
   Montz Harcus Wealth Management LLC 2 - 2024-03-31 341,249 $20,997,000 -17,226
   CSM Advisors LLC 19 - 2024-03-31 338,599 $20,833,000 -5,120
   TNF LLC 3 - 2024-03-31 341,605 $20,312,000 -8,274
   Vivaldi Capital Management LLC 1 - 2024-03-31 330,870 $20,272,000 -2,555
   IFP Advisors Inc 12 - 2023-12-31 358,157 $20,023,000 -48,561
   Steele Capital Management Inc. 23 - 2024-03-31 319,963 $19,687,000 -20,202
   WINDSOR CAPITAL MANAGEMENT, LLC 3 - 2024-03-31 313,854 $19,311,000 -12,763
   Ausdal Financial Partners Inc. 5 - 2024-03-31 309,591 $19,049,000 -46,183
   Tradition Wealth Management LLC 11 - 2024-03-31 309,061 $19,016,000 -92,068
   Mayflower Financial Advisors LLC 2 - 2024-03-31 304,839 $18,757,000 -54,202
   FFG RETIREMENT ADVISORS LLC 1 - 2024-03-31 301,329 $18,541,000 -20,298
   Core Wealth Advisors Inc. 4 - 2024-03-31 282,938 $17,409,000 -14,457
   Americana Partners LLC 13 - 2024-03-31 275,409 $16,946,000 -40,424
   JANNEY MONTGOMERY SCOTT LLC 387 - 2024-03-31 261,585 $16,095,000 -260,975
   Strategic Financial Group LLC - 2023-12-31 281,469 $15,734,000 -28,450
   S. R. Schill & Associates 5 - 2024-03-31 254,202 $15,641,000 -2,352
   NSI Retail Advisors LLC 13 - 2024-03-31 232,800 $14,324,000 -8,300
   Kohmann Bosshard Financial Services LLC 16 - 2024-03-31 231,806 $14,263,000 -4,100
   CI Private Wealth LLC 452 - 2024-03-31 230,716 $14,196,000 -17,924
   Jackson Wealth Management LLC 7 - 2023-12-31 246,583 $13,784,000 -11,866
   Connectus Wealth LLC 66 - 2024-03-31 213,697 $13,149,000 -6,458
   Csenge Advisory Group 23 - 2024-03-31 213,197 $13,118,000 -2,229
   FIRETHORN WEALTH PARTNERS LLC 3 - 2024-03-31 208,144 $12,807,000 -11,859
   Prairie Sky Financial Group LLC 3 - 2024-03-31 202,513 $12,461,000 -850
   SkyOak Wealt LLC 7 - 2024-03-31 199,569 $12,279,000 -2,689
   CoreCap Advisors LLC 24 - 2023-12-31 214,115 $11,969,000 -19,527
   Orion Portfolio Solutions LLC 159 - 2024-03-31 193,784 $11,924,000 -63,376
   Towercrest Capital Management 17 - 2024-03-31 185,800 $11,432,000 -3,514
   Pinnacle Wealth Planning Services Inc. 10 - 2024-03-31 182,903 $11,254,000 -425
   BB&T CORP 587 - 2024-03-31 180,948 $11,134,000 -160,051
   Apollon Financial LLC 6 - 2024-03-31 177,344 $10,912,000 -1,594
   WIN ADVISORS INC 12 - 2024-03-31 175,604 $10,805,000 -30,795
   HOLLENCREST SECURITIES LLC 40 - 2024-03-31 174,720 $10,751,000 -318
   Marathon Strategic Advisors LLC 1 - 2024-03-31 158,783 $9,770,000 -1,167
   Alliance Wealth Management Group 12 - 2024-03-31 158,641 $9,761,000 -3,413
   Beta Wealth Group Inc. 4 - 2024-03-31 156,790 $9,647,000 -6,193
  100 Records found
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