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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
   CITIGROUP INC 93 - 2024-03-31 2,338,006 $204,066,000 -43,561
   FINANCIAL ENGINES ADVISORS L.L.C. 32 - 2024-03-31 1,786,214 $155,919,000 -34,864
   LPL FINANCIAL CORP 243 - 2024-03-31 1,534,582 $133,954,000 -103,270
   STIFEL FINANCIAL CORP 182 - 2024-03-31 1,186,230 $103,546,000 -62,891
   Parcion Private Wealth LLC 5 - 2024-03-31 669,453 $58,437,000 -349,375
   CONFLUENCE INVESTMENT MANAGEMENT LLC 62 - 2024-03-31 425,999 $37,185,000 -85,600
   CHARTIST INC /CA/ 3 - 2024-03-31 65,737 $36,576,000 -2,186
   NorthRock Partners LLC 7 - 2024-03-31 410,599 $35,841,000 -5,636
   FIRST NATIONAL TRUST CO 13 - 2024-03-31 395,228 $34,499,000 -424,862
   Klingman & Associates LLC 15 - 2024-03-31 301,972 $26,359,000 -6,007
   McAdam LLC 11 - 2024-03-31 288,351 $25,170,000 -5,421
   Private Advisor Group LLC 126 - 2024-03-31 245,334 $21,415,000 -105,725
   CI Private Wealth LLC 380 - 2024-03-31 240,377 $20,983,000 -7,005
   AMERIPRISE FINANCIAL INC 1317 - 2024-03-31 216,340 $18,901,000 -48,925
   TIAA TRUST NATIONAL ASSOCIATION 147 - 2024-03-31 177,602 $15,503,000 -5,488
   KWB Wealth 11 - 2024-03-31 170,127 $14,850,000 -6,822
   Krasney Financial LLC 5 - 2024-03-31 164,074 $14,322,000 -4,080
   SHAKESPEARE WEALTH MANAGEMENT INC. 12 - 2024-03-31 152,582 $13,319,000 -4,805
   JNBA FINANCIAL ADVISORS 21 - 2024-03-31 147,934 $12,913,000 -53,098
   TIAA FSB 151 - 2023-06-30 173,699 $12,446,000 -26,126
   BANK OF AMERICA CORP /DE/ 2433 - 2024-03-31 119,145 $10,400,000 -2,081
   COMMONWEALTH EQUITY SERVICES LLC. 829 - 2024-03-31 103,502 $9,035,000 -28,889
   WCG Wealth Advisors LLC 42 - 2024-03-31 95,884 $8,370,000 -35,021
   ERn Financial LLC 19 - 2024-03-31 94,801 $8,275,000 -1,339
   Prestige Wealth Management Group LLC 14 - 2024-03-31 85,496 $7,463,000 -6,713
   Diligent Investors LLC 5 - 2024-03-31 84,838 $7,405,000 -1,053
   MERCER GLOBAL ADVISORS INC /ADV 410 - 2024-03-31 70,995 $6,197,000 -1,833
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 83 - 2024-03-31 67,601 $5,901,000 -4,893
   Total Wealth Planning LLC 25 - 2024-03-31 62,789 $5,481,000 -5,048
   Emerald Investment Partners LLC 29 - 2024-03-31 60,214 $5,256,000 -9,830
   WALLER FINANCIAL PLANNING GROUP INC 21 - 2024-03-31 53,485 $4,669,000 -1,510
   Syntegra Private Wealth Group LLC 23 - 2024-03-31 52,530 $4,585,000 -25,902
   Bernardo Wealth Planning LLC 22 - 2024-03-31 51,216 $4,471,000 -2,702
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 58 - 2024-03-31 49,080 $4,284,000 -7,868
   Gladstone Institutional Advisory LLC 116 - 2024-03-31 48,811 $4,261,000 -1,209
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 154 - 2024-03-31 42,885 $3,743,000 -10,308
   Kingsview Wealth Management LLC 223 - 2024-03-31 38,339 $3,347,000 -137
   Investors Research Corp 26 - 2024-03-31 30,380 $2,652,000 -306
   PACIFIC SUN FINANCIAL CORP 11 - 2024-03-31 29,904 $2,610,000 -100
   COMERICA BANK 1055 - 2024-03-31 29,848 $2,605,000 -2,373
   Miracle Mile Advisors LLC 180 - 2024-03-31 23,488 $2,050,000 -8,820
   ATRIA INVESTMENTS LLC 588 - 2023-12-31 27,093 $2,050,000 -4,525
   Destiny Capital Corp/CO 16 - 2024-03-31 23,135 $2,019,000 -2,132
   SCS CAPITAL MANAGEMENT LLC 59 - 2024-03-31 22,655 $1,978,000 -50
   IAG Wealth Partners LLC 37 - 2024-03-31 21,535 $1,880,000 -1,399
   Financial Network Wealth Advisors LLC 10 - 2024-03-31 20,498 $1,789,000 -168
   CWM LLC 655 - 2024-03-31 19,988 $1,745,000 -5,682
   Barden Capital Management Inc. 22 - 2024-03-31 19,852 $1,733,000 -7,618
   Laidlaw Wealth Management LLC 28 - 2024-03-31 18,882 $1,648,000 -5,368
   Key Financial Inc 49 - 2024-03-31 18,686 $1,631,000 -201
   SJA Financial Advisory LLC 23 - 2024-03-31 17,145 $1,497,000 -377
   Pensionmark Financial Group LLC 101 - 2024-03-31 17,031 $1,487,000 -3,710
   Moloney Securities Asset Management LLC 119 - 2024-03-31 16,132 $1,408,000 -625
   Twelve Points Wealth Management LLC 52 - 2024-03-31 15,625 $1,364,000 -17
   Wambolt & Associates LLC 77 - 2024-03-31 15,694 $1,362,000 -2,721
   Heritage Wealth Management Inc. /CA/ 20 - 2024-03-31 15,475 $1,351,000 -1,790
   GUARANTY TRUST CO OF MISSOURI /MO/ 286 - 2024-03-31 15,055 $1,314,000 -863
   PURE FINANCIAL ADVISORS, INC. 135 - 2024-03-31 14,669 $1,280,000 -269
   LTG Capital LLC 20 - 2024-03-31 14,540 $1,269,000 -166
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1125 - 2024-03-31 14,428 $1,259,000 -662
   Lewis Asset Management LLC 22 - 2024-03-31 13,255 $1,157,000 -261
   LINSCOMB & WILLIAMS INC 155 - 2024-03-31 12,907 $1,127,000 -638
   Trilogy Capital Inc. 150 - 2024-03-31 12,474 $1,089,000 -109
   Measured Wealth Private Client Group LLC 41 - 2024-03-31 11,407 $996,000 -3,918
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 972 - 2023-09-30 14,384 $994,000 -1,819
   DRIVE WEALTH MANAGEMENT LLC 79 - 2024-03-31 10,646 $929,000 -3,034
   Integrated Advisors Network LLC 318 - 2024-03-31 10,619 $927,000 -20
   WRAPMANAGER INC 90 - 2024-03-31 10,130 $884,000 -299
   First International Bank & Trust 28 - 2024-03-31 10,089 $881,000 -307
   Foster Victor Wealth Advisors LLC 102 - 2024-03-31 9,880 $839,000 -789
   YHB INVESTMENT ADVISORS, INC. 159 - 2024-03-31 8,759 $765,000 -1,193
   DFPG INVESTMENTS INC. 296 - 2023-12-31 10,398 $764,000 -512
   PROEQUITIES INC. 368 - 2024-03-31 8,273 $722,000 -371
   ESSEX FINANCIAL SERVICES INC 261 - 2024-03-31 7,983 $697,000 -122
   Merit Financial Group LLC 499 - 2024-03-31 8,199 $689,000 -1,707
   AMERIVEST INVESTMENT MANAGEMENT LLC 111 - 2023-06-30 9,366 $671,000 -1,868
   GSB Wealth Management LLC 124 - 2024-03-31 7,644 $667,000 -120
   CONDOR CAPITAL MANAGEMENT 138 - 2024-03-31 7,509 $655,000 -38
   DENVER WEALTH MANAGEMENT INC. 44 - 2024-03-31 6,873 $600,000 -176
   HANSON MCCLAIN, INC. 510 - 2024-03-31 6,805 $594,000 -200
   IFP Advisors Inc 520 - 2023-12-31 7,607 $576,000 -690
   FirstPurpose Wealth LLC 84 - 2024-03-31 6,744 $572,000 -25
   VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 36 - 2024-03-31 6,494 $567,000 -650
   LexAurum Advisors LLC 138 - 2024-03-31 6,207 $542,000 -36
   Wallace Advisory Group LLC 67 - 2024-03-31 7,036 $532,000 -546
   First Pacific Financial 91 - 2024-03-31 5,986 $522,000 -656
   GAMBLE JONES MORPHY & BENT 146 - 2022-12-31 7,971 $521,000 -457
   BAKER TILLY FINANCIAL LLC 244 - 2024-03-31 5,893 $514,000 -1,561
   Onyx Bridge Wealth Group LLC 146 - 2024-03-31 6,045 $503,000 -88
   Beacon Pointe Advisors LLC 923 - 2024-03-31 5,439 $475,000 -2,211
   B.O.S.S. Retirement Advisors LLC 105 - 2024-03-31 6,126 $464,000 -121
   ACAS LLC 47 - 2024-03-31 5,112 $446,000 -805
   Arkadios Wealth Advisors 408 - 2024-03-31 5,031 $439,000 -35
   CAP Partners LLC 67 - 2024-03-31 4,743 $414,000 -14
   PRUDENTIAL CORP PLC 636 - 2024-03-31 4,398 $384,000 -6,990
   Foresight Wealth Management LLC 7 - 2022-12-31 5,805 $379,000 -49,647
   MONECO Advisors LLC 270 - 2024-03-31 4,328 $378,000 -157
   Good Life Advisors LLC 307 - 2024-03-31 4,181 $365,000 -731
   Consolidated Portfolio Review Corp 191 - 2024-03-31 3,947 $344,000 -7
   Ignite Planners LLC 198 - 2024-03-31 3,848 $334,000 -200
  100 Records found
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