Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
streetTRACKS Series Trust - SPDRDJ Wilshire Large Capital ETF (ELR)  
$59.79 0.56 (0.95%) as of 4:30 Fri 4/26


Download
     
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  : 
7.40 (14.12%)  




 
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
   LPL FINANCIAL CORP 14 - 2023-12-31 27,437,875 $1,533,777,000 4,614,754
   CREATIVE PLANNING 9 - 2023-12-31 26,525,460 $1,482,773,000 467,975
   Advance Capital Management Inc. 1 - 2024-03-31 13,167,766 $810,213,000 7,210,793
   J P MORGAN CHASE & CO 275 - 2023-12-31 11,665,755 $652,116,000 1,621,184
   ENVESTNET ASSET MANAGEMENT INC 94 - 2023-12-31 8,405,094 $469,845,000 4,080,428
   AE Wealth Management LLC 3 - 2023-12-31 7,796,868 $446,916,000 511,684
   Resources Investment Advisors Inc. 1 - 2023-12-31 7,911,078 $442,229,000 1,884,078
   BANK OF AMERICA CORP /DE/ 342 - 2023-12-31 7,845,881 $438,585,000 2,332,132
   Advisor Group Holdings Inc. 15 - 2023-12-31 7,344,024 $410,556,000 83,606
   PMFM INC. 1 - 2023-12-31 7,275,521 $406,702,000 -396,541
   CWM LLC 4 - 2024-03-31 6,508,814 $400,487,000 587,774
   MORGAN STANLEY 546 - 2023-12-31 6,122,715 $342,260,000 2,540,749
   ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 1 - 2024-03-31 5,324,315 $327,605,000 3,341,587
   CLARK CAPITAL MANAGEMENT GROUP INC 3 - 2023-12-31 5,711,137 $319,253,000 -119,806
   FINANCIAL ENGINES ADVISORS L.L.C. 29 - 2023-12-31 5,148,174 $287,783,000 129,812
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 28 - 2023-12-31 4,246,172 $237,361,000 57,221
   Private Advisor Group LLC 4 - 2023-12-31 4,210,363 $235,360,000 361,904
   MANUFACTURERES LIFE INSURANCE CO 106 - 2023-12-31 4,152,695 $232,136,000 377,862
   GRADIENT INVESTMENTS LLC 1 - 2023-12-31 3,756,129 $209,968,000 87,951
   Wealthcare Advisory Partners LLC 1 - 2024-03-31 3,075,054 $189,208,000 437,306
   GM Advisory Group Inc. 1 - 2023-12-31 3,040,690 $169,975,000 149,365
   Capital Analysts Inc. 1 - 2023-12-31 2,788,531 $155,879,000 19,095
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 82 - 2023-12-31 2,730,864 $152,655,000 1,099,715
   Peterson Wealth Advisors LLC 1 - 2024-03-31 2,393,901 $147,297,000 13,902
   MARINER WEALTH ADVISORS, LLC 66 - 2023-12-31 2,476,592 $138,441,000 334,204
   MONTICELLO WEALTH MANAGEMENT LLC 1 - 2023-12-31 2,432,652 $135,985,000 2,303,056
   AMERIPRISE FINANCIAL INC 449 - 2023-12-31 2,220,666 $123,956,000 446,694
   Austin Private Wealth LLC 1 - 2024-03-31 2,005,125 $122,493,000 -363,888
   WELLS FARGO & CO/MN 400 - 2023-12-31 2,135,034 $119,348,000 166,022
   TAIYO LIFE INSURANCE CO - 2023-12-31 1,940,500 $108,474,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 28 - 2023-12-31 1,915,461 $107,074,000 -128,066
   CFS Investment Advisory Services LLC 1 - 2023-12-31 1,832,616 $102,443,000 124,282
   SigFig Wealth Management LLC 7 - 2023-12-31 1,765,062 $98,667,000 -598,558
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 87 - 2024-03-31 1,591,394 $97,918,000 -67,666
   Integrated Wealth Concepts LLC 5 - 2023-12-31 1,732,337 $96,838,000 -68,815
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 2 - 2023-12-31 1,720,481 $96,175,000 247,940
   Tennessee Valley Asset Management Partners 1 - 2023-12-31 1,601,771 $89,539,000 11,434
   HIGHTOWER ADVISORS, LLC 145 - 2023-12-31 1,593,364 $89,080,000 218,569
   Stratos Wealth Partners LTD. 10 - 2024-03-31 1,429,938 $87,984,000 -3,231
   GOLDMAN SACHS GROUP INC/ 726 - 2023-12-31 1,542,711 $86,238,000 759,583
   Brookstone Capital Management 9 - 2024-03-31 1,397,623 $85,996,000 -112,919
   KWB Wealth 2 - 2024-03-31 1,373,577 $84,516,000 -239,350
   SAND HILL ADVISORS INC/CA 7 *New 2023-12-31 1,510,570 $84,441,000 1,510,570
   FINANCIAL NETWORK 32 - 2023-12-31 1,492,938 $83,455,000 347,557
   Horst & Graben Wealth Management LLC 1 - 2023-12-31 1,468,302 $82,078,000 110,590
   Bridgeworth LLC - 2023-12-31 1,467,784 $82,049,000 8,648
   N.E.W. Advisory Services LLC 2 - 2023-12-31 1,453,556 $81,254,000 -22,878
   AlphaStar Capital Management LLC 2 - 2023-12-31 1,426,029 $79,715,000 374,568
   West Wealth Group LLC 1 - 2023-12-31 1,414,709 $79,082,000 64,323
   OneAscent Financial Services LLC 1 - 2024-03-31 1,272,484 $78,296,000 -139,220
   Global Retirement Partners LLC 2 - 2023-12-31 1,376,665 $76,928,000 199,731
   TWO SIGMA INVESTMENTS LLC 147 - 2023-12-31 1,353,100 $75,638,000 1,024,733
   MML INVESTORS SERVICES LLC 53 - 2023-12-31 1,344,834 $75,176,000 745,750
   Goss Wealth Management LLC 16 - 2023-12-31 1,308,049 $74,029,000 303,708
   Security Financial Services INC. 1 - 2024-03-31 1,075,477 $66,174,000 -45,869
   ROYAL BANK OF CANADA 601 - 2023-12-31 1,173,234 $65,584,000 335,380
   Compass Ion Advisors LLC 2 - 2024-03-31 1,054,514 $64,884,000 -23,782
   ARMSTRONG ADVISORY GROUP INC 3 - 2024-03-31 1,151,529 $64,370,000 0
   RAYMOND JAMES & ASSOCIATES 323 - 2023-12-31 1,138,737 $63,655,000 268,157
   One Wealth Advisors LLC 1 - 2024-03-31 1,025,677 $63,110,000 -232,128
   RIVERFRONT INVESTMENT GROUP, LLC 17 *New 2023-12-31 1,127,147 $63,007,000 1,127,147
   GIRARD PARTNERS LTD. 2 - 2023-12-31 1,111,280 $62,121,000 -11,230
   Horizon Wealth Management LLC 1 - 2024-03-31 992,354 $61,060,000 64,668
   Detalus Advisors LLC - 2023-12-31 1,012,456 $56,596,000 66,994
   Allen Capital Group LLC 1 - 2024-03-31 917,934 $56,480,000 32,322
   GREAT VALLEY ADVISOR GROUP INC. 4 - 2023-12-31 1,000,597 $55,933,000 186,070
   Change Path LLC 3 - 2023-12-31 992,421 $55,477,000 189,214
   Standpoint Asset Management LLC 1 - 2023-12-31 978,800 $54,715,000 20,300
   Badgley Phelps Wealth Managers LLC 17 - 2023-12-31 950,608 $53,139,000 10,370
   Streettalk Advisors LLC 5 - 2023-12-31 919,397 $51,394,000 232,942
   IHT Wealth Management LLC 4 - 2023-12-31 909,581 $50,846,000 4,087
   UMA Financial Services Inc. 2 - 2024-03-31 855,793 $50,680,000 -187,913
   Kestra Advisory Services LLC 35 - 2023-12-31 895,848 $50,078,000 97,095
   Aptus Capital Advisors LLC 11 - 2023-12-31 858,433 $47,986,000 -220,158
   ODell Group LLC 1 - 2023-12-31 856,094 $47,856,000 -15,247
   Sontag Advisory LLC 31 - 2023-12-31 834,599 $46,654,000 -20,385
   Brown Financial Advisory - 2023-12-31 833,733 $46,606,000 -1,408
   Keystone Financial Group 2 - 2023-12-31 799,446 $44,689,000 118,187
   PARK AVENUE SECURITIES LLC 29 - 2024-03-31 718,958 $44,237,000 12,741
   Dynamic Advisors Solutions LLC 5 - 2024-03-31 716,118 $44,063,000 -8,322
   Priebe Wealth Holdings LLC 1 - 2024-03-31 707,586 $43,538,000 17,746
   DENVER WEALTH MANAGEMENT INC. 1 - 2024-03-31 706,834 $43,491,000 260,679
   Clear Creek Financial Management LLC - 2023-12-31 771,107 $43,105,000 374,763
   Davidson Capital Management Inc. 2 - 2023-12-31 767,049 $42,878,000 10,938
   Auour Investments LLC - 2023-12-31 747,088 $42,599,000 7,748
   Private Wealth Group LLC - 2023-12-31 761,276 $42,555,000 206,477
   Financial Enhancement Group LLC 1 - 2024-03-31 707,399 $42,493,000 10,239
   CCG WEALTH MANAGEMENT LLC 1 - 2024-03-31 670,043 $41,228,000 -12,641
   IAG Wealth Partners LLC 2 - 2023-12-31 733,939 $41,027,000 1,528
   Good Life Advisors LLC 4 - 2023-12-31 733,775 $41,018,000 26,767
   COMMONWEALTH EQUITY SERVICES LLC. 250 - 2023-12-31 724,482 $40,499,000 181,509
   Sequoia Financial Advisors LLC - 2023-12-31 696,880 $38,956,000 358,038
   UBS Group AG 783 - 2023-12-31 694,665 $38,832,000 62,965
   STATE STREET CORP 1844 *New 2023-12-31 690,800 $38,616,000 690,800
   FOCUS FINANCIAL NETWORK INC /ADV 11 - 2023-12-31 690,604 $38,605,000 0
   Forthright Family Wealth Advisory LLC 1 - 2023-12-31 676,127 $37,795,000 0
   DAIDO LIFE INSURANCE CO 5 - 2023-12-31 669,441 $37,422,000 0
   Maia Wealth LLC 1 - 2023-12-31 651,315 $36,409,000 0
   Gladstone Institutional Advisory LLC 7 - 2023-12-31 648,552 $36,254,000 -44,793
   New Perspectives Inc 1 - 2022-12-31 803,090 $36,123,000 38,657
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us