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Get Institutions for : 
streetTRACKS Dow Jones US SmallCap Value (SLYV)  
$80.00 1.17 (1.48%) as of 4:30 Thu 5/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 502    5
Total shares held : 
 28,444,556  
% of shares held : 
 71.47%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -16  
Amount of shares held : 
 -1,140,767  
% of shares held change : 
   -2.87%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $71.38  
Last Quarter's Ending Price : 
 $83.31  
Last Quarter's Average Price : 
 $73.95  
Change from last quarter's     
avg. price to the last closing  : 
6.05 (8.18%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
29
 418,914
 1.47%
 
Increased Positions :
181
 1,821,814
 6.4%
 
Unchanged Positions :
90
 718,797
 2.53%
 
Decreased Positions :
202
-3,153,980
-11.09%
 
Closed Positions :
24
-227,515
-0.8%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ACAS LLC 82 *Closed 2024-03-31 0 $0 -2,730
   Northern Capital Management Inc. 38 *Closed 2024-03-31 0 $0 -2,812
   Lehman & Derafelo Financial Resources LLC 156 *Closed 2022-12-31 0 $0 -136
   NBT BANK N A /NY 589 *Closed 2024-03-31 0 $0 -53
   Castle Rock Wealth Management LLC 235 *Closed 2024-03-31 0 $0 -8,272
   Arete Wealth Advisors LLC 490 *Closed 2024-03-31 0 $0 -7,720
   Leading Edge Financial Planning LLC 57 *Closed 2024-03-31 0 $0 -4,158
   Fortune Financial Advisors LLC 131 *Closed 2024-03-31 0 $0 -2,574
   Northwest Financial Advisors 800 *Closed 2024-03-31 0 $0 -1,449
   Financial Futures Ltd Liability Co. 49 *Closed 2024-03-31 0 $0 -2,556
   PALISADE ASSET MANAGEMENT, LLC 402 *Closed 2024-03-31 0 $0 -2,628
   BROWN BROTHERS HARRIMAN & CO 1171 *Closed 2024-03-31 0 $0 -173
   Evernest Financial Advisors LLC 130 *Closed 2024-03-31 0 $0 -2,734
   Global Wealth Management Investment Advisory Inc. 229 *Closed 2024-03-31 0 $0 -6
   Garden State Investment Advisory Services LLC 224 *Closed 2024-03-31 0 $0 -2,624
   Meridian Wealth Management LLC 383 *Closed 2024-03-31 0 $0 -5,648
   McGlone Suttner Wealth Management Inc. 619 *Closed 2024-03-31 0 $0 -16
   Ronald Blue Trust Inc. 2357 *Closed 2024-03-31 0 $0 -54
   TOTH FINANCIAL ADVISORY CORP 734 *Closed 2024-03-31 0 $0 -1,643
   TOWER RESEARCH CAPITAL LLC 5938 *Closed 2024-03-31 0 $0 -1,499
   FREEDOM WEALTH ALLIANCE LLC 66 *Closed 2023-09-30 0 $0 -2,659
   Granite Bay Wealth Management LLC *Closed 2024-03-31 0 $0 -12,537
   VERITABLE LP 745 *Closed 2023-09-30 0 $0 -33,670
   IFG Advisory LLC 537 *Closed 2024-03-31 0 $0 -3,865
   Barden Capital Management Inc. 73 *Closed 2024-03-31 0 $0 -25,432
   V Wealth ManagementLLC 351 *Closed 2023-09-30 0 $0 -3,711
   PRW Wealth Management LLC 117 *Closed 2023-09-30 0 $0 -108,484
   UMA Financial Services Inc. 185 *Closed 2024-03-31 0 $0 -2,479
   Keener Financial Planning LLC 211 *Closed 2024-03-31 0 $0 -111
   Accel Wealth Management 230 *Closed 2024-03-31 0 $0 -4,163
   ORG Partners LLC 1100 *Closed 2024-03-31 0 $0 -37
   Crabel Capital Management LLC 130 *Closed 2024-03-31 0 $0 -2,934
  32 Records found
  1    
  Page 1 of 1
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