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Get Institutions for : 
streetTRACKS Series Trust - SPDR DJ Wilshire Mid Capital Value ETF (MDYV)  
$74.18 0.58 (0.79%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 323    16
Total shares held : 
 30,433,742  
% of shares held : 
 15.03%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   49  
Amount of shares held : 
 5,490,413  
% of shares held change : 
   2.71%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $63.95  
Last Quarter's Ending Price : 
 $73.38  
Last Quarter's Average Price : 
 $66.13  
Change from last quarter's     
avg. price to the last closing  : 
8.05 (12.17%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
37
 420,531
 1.38%
 
Increased Positions :
127
 7,442,862
 24.46%
 
Unchanged Positions :
65
 693,011
 2.28%
 
Decreased Positions :
94
-2,082,694
-6.84%
 
Closed Positions :
21
-290,286
-0.95%
 
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
   FINANCIAL ENGINES ADVISORS L.L.C. 35 - 2024-03-31 1,703,912 $129,497,000 -12,539
   LPL FINANCIAL CORP 312 - 2024-03-31 1,348,859 $102,513,000 -21,898
   TIAA TRUST NATIONAL ASSOCIATION 82 - 2024-03-31 642,775 $48,851,000 -10,496
   NorthRock Partners LLC 6 - 2024-03-31 598,993 $45,523,000 -13,409
   Financial Advisory Service Inc. 4 - 2024-03-31 559,855 $42,549,000 -4,002
   MORGAN STANLEY 2061 - 2024-03-31 473,764 $36,006,000 -52,034
   Klingman & Associates LLC 16 - 2024-03-31 345,645 $26,269,000 -3,804
   FIRST NATIONAL TRUST CO 17 - 2024-03-31 333,437 $25,341,000 -35,208
   CONFLUENCE INVESTMENT MANAGEMENT LLC 76 - 2024-03-31 326,099 $24,784,000 -278,165
   Asset Dedication LLC 13 - 2024-03-31 269,779 $20,506,000 -2,891
   AE Wealth Management LLC 114 - 2024-03-31 263,624 $20,035,000 -2,041
   JNBA FINANCIAL ADVISORS 13 - 2024-03-31 256,430 $19,489,000 -91,936
   McAdam LLC 16 - 2024-03-31 240,767 $18,298,000 -4,461
   ENVESTNET ASSET MANAGEMENT INC 1188 - 2024-03-31 228,113 $17,337,000 -2,909,251
   HIGHTOWER ADVISORS, LLC 527 - 2024-03-31 219,527 $16,695,000 -35,563
   KWB Wealth 12 - 2024-03-31 188,465 $14,323,000 -6,639
   Krasney Financial LLC 6 - 2024-03-31 186,548 $14,178,000 -3,124
   CLARK CAPITAL MANAGEMENT GROUP INC 155 - 2024-03-31 161,284 $12,258,000 -1,243,662
   FinTrust Capital Advisors LLC 8 - 2024-03-31 150,881 $11,467,000 -3,732
   Retirement Group LLC 5 - 2024-03-31 139,556 $10,606,000 -717
   ALESCO ADVISORS LLC 28 - 2024-03-31 134,897 $10,252,000 -71,800
   MARINER WEALTH ADVISORS, LLC 569 - 2024-03-31 105,853 $8,045,000 -2,680
   Advisor Group Holdings Inc. 794 - 2024-03-31 104,668 $7,956,000 -880,575
   Total Wealth Planning LLC 21 - 2024-03-31 102,463 $7,787,000 -3,973
   WCG Wealth Advisors LLC 50 - 2024-03-31 101,257 $7,696,000 -47,632
   FINANCIAL NETWORK 472 - 2024-03-31 98,164 $7,460,000 -37,468
   Diligent Investors LLC 8 - 2024-03-31 90,185 $6,854,000 -654
   AMERIVEST INVESTMENT MANAGEMENT LLC 74 - 2023-06-30 97,685 $6,719,000 -62,630
   SAGE FINANCIAL GROUP INC 24 - 2024-03-31 80,946 $6,152,000 -187
   EQIS CAPITAL MANAGEMENT, INC. 40 - 2024-03-31 77,206 $5,868,000 -14,590
   ROYAL BANK OF CANADA 1824 - 2024-03-31 73,965 $5,621,000 -34,692
   Marotta Asset Management 28 - 2024-03-31 71,753 $5,453,000 -6,740
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1083 - 2024-03-31 70,956 $5,393,000 -116,130
   BANK OF AMERICA CORP /DE/ 2935 - 2024-03-31 67,884 $5,159,000 -9,959
   Emerald Investment Partners LLC 31 - 2024-03-31 66,771 $5,075,000 -14,358
   RTD Financial Advisors Inc. 37 - 2024-03-31 66,403 $5,047,000 -1,707
   IAG Wealth Partners LLC 25 - 2024-03-31 63,346 $4,814,000 -1,104
   Gladstone Institutional Advisory LLC 103 - 2024-03-31 62,576 $4,756,000 -899
   UBS Group AG 2264 - 2024-03-31 60,115 $4,569,000 -1
   Garden State Investment Advisory Services LLC 16 - 2024-03-31 57,015 $4,345,000 -28,714
   BAILARD BIEHL & KAISER INC 164 - 2024-03-31 50,071 $3,805,000 -42
   CI Private Wealth LLC 796 - 2024-03-31 48,280 $3,669,000 -938
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 632 - 2024-03-31 47,834 $3,636,000 -47
   Kingsview Wealth Management LLC 227 - 2024-03-31 43,252 $3,287,000 -8
   Windsor Group LTD 41 - 2023-09-30 47,897 $3,107,000 -1,863
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 123 - 2024-03-31 37,524 $2,852,000 -1,413
   Geneos Wealth Management Inc. 190 - 2024-03-31 37,380 $2,841,000 -5,019
   LODESTAR PRIVATE ASSET MANAGEMENT LLC 59 - 2024-03-31 34,941 $2,655,000 -343
   Integrated Wealth Concepts LLC 427 - 2024-03-31 34,020 $2,585,000 -1,741
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1165 - 2024-03-31 30,421 $2,312,000 -1,141
   Farther Finance Advisors LLC 133 - 2024-03-31 28,490 $2,147,000 -4,264
   Stratos Wealth Advisors LLC 187 - 2024-03-31 28,197 $2,143,000 -1,001
   PRINCIPAL SECURITIES INC. 288 - 2024-03-31 24,538 $1,865,000 -152,885
   Omega Financial Group LLC 37 - 2024-03-31 23,061 $1,753,000 -1,215
   JUNCTURE WEALTH STRATEGIES LLC 25 - 2024-03-31 22,803 $1,733,000 -36
   Barden Capital Management Inc. 25 - 2024-03-31 21,733 $1,652,000 -7,416
   Financial Network Wealth Advisors LLC 13 - 2024-03-31 21,686 $1,648,000 -127
   CAPTRUST FINANCIAL ADVISORS 902 - 2024-03-31 20,654 $1,570,000 -1,646
   CREATIVE PLANNING 1088 - 2024-03-31 20,116 $1,529,000 -2,178
   ATRIA INVESTMENTS LLC 776 - 2024-03-31 19,609 $1,490,000 -5,689
   ACORN FINANCIAL ADVISORY SERVICES INC /ADV 46 - 2024-03-31 19,589 $1,489,000 -5,428
   IFP Advisors Inc 300 - 2023-12-31 20,103 $1,475,000 -298
   GREAT VALLEY ADVISOR GROUP INC. 317 - 2024-03-31 18,768 $1,426,000 -2,111
   D. SCOTT NEAL INC. 22 - 2024-03-31 18,211 $1,384,000 -529
   PRUDENTIAL FINANCIAL INC 1686 - 2024-03-31 17,341 $1,318,000 -25,487
   MY PURPOSEFUL WEALTH CORP. 23 - 2024-03-31 17,302 $1,315,000 -1,888
   MULTIFINANCIAL SECURITIES CORP 1039 - 2024-03-31 16,632 $1,264,000 -4,190
   HANSON MCCLAIN, INC. 387 - 2024-03-31 15,531 $1,180,000 -992
   LTG Capital LLC 22 - 2024-03-31 15,300 $1,163,000 -119
   MML INVESTORS SERVICES LLC 1331 - 2024-03-31 15,084 $1,146,000 -38,534
   Lewis Asset Management LLC 24 - 2024-03-31 14,659 $1,114,000 -663
   Waypoint Capital Advisors LLC 62 - 2024-03-31 14,024 $1,066,000 -31
   Measured Wealth Private Client Group LLC 37 - 2024-03-31 13,802 $1,049,000 -3,152
   Wambolt & Associates LLC 91 - 2024-03-31 13,814 $1,041,000 -6,172
   J P MORGAN CHASE & CO 3349 - 2024-03-31 13,476 $1,024,000 -1,000
   Krilogy Financial LLC 153 - 2024-03-31 12,788 $972,000 -510
   MERCER GLOBAL ADVISORS INC /ADV 979 - 2024-03-31 12,724 $967,000 -7,945
   Good Life Advisors LLC 176 - 2024-03-31 11,577 $880,000 -3,688
   WRAPMANAGER INC 92 - 2024-03-31 10,878 $827,000 -637
   DFPG INVESTMENTS INC. 276 - 2023-12-31 11,390 $816,000 -328
   ECLECTIC ASSOCIATES INC /ADV 45 - 2024-03-31 10,618 $807,000 -355
   DRIVE WEALTH MANAGEMENT LLC 87 - 2024-03-31 10,334 $785,000 -2,930
   RENAISSANCE TECHNOLOGIES LLC 2656 - 2024-03-31 10,025 $762,000 -275
   Keystone Financial Group 132 - 2024-03-31 9,972 $758,000 -82
   COLONY GROUP, LLC 652 - 2024-03-31 9,832 $747,000 -1,687
   Invera Wealth Advisors LLC 46 - 2024-03-31 9,909 $698,000 -19,110
   PARK AVENUE SECURITIES LLC 827 - 2024-03-31 9,037 $687,000 -18,758
   Brookstone Capital Management 554 - 2024-03-31 9,011 $685,000 -316
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3011 - 2024-03-31 8,960 $681,000 -60,153
   SOL CAPITAL MANAGEMENT CO 202 - 2024-03-31 8,280 $629,000 -50
   Wallace Advisory Group LLC 54 - 2024-03-31 8,190 $601,000 -473
   PFG Advisors 368 - 2024-03-31 7,465 $567,000 -608
   Everhart Financial Group Inc. 134 - 2024-03-31 7,369 $560,000 -187
   RAYMOND JAMES & ASSOCIATES 2972 - 2024-03-31 7,204 $548,000 -251
   Csenge Advisory Group 419 - 2024-03-31 6,891 $524,000 -5,029
   ABLE Financial Group LLC 88 - 2024-03-31 6,759 $514,000 -118,801
   ACAS LLC 42 - 2024-03-31 6,641 $505,000 -2,002
   SILVER OAK SECURITIES Inc 233 - 2024-03-31 6,586 $501,000 -1,715
   Sterling Financial Planning Inc. 71 - 2024-03-31 6,569 $499,000 -355
   BAKER TILLY FINANCIAL LLC 258 - 2024-03-31 6,357 $483,000 -1,572
  100 Records found
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