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Get Institutions for : 
streetTRACKS Series Trust - SPDRDJ Wilshire Large Capital ETF (ELR)  
$61.27 0.08 (0.13%) as of 4:30 Fri 5/10


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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  : 
8.88 (16.95%)  




 
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
   SAND HILL ADVISORS INC/CA 7 *New 2023-12-31 1,510,570 $84,441,000 1,510,570
   STATE STREET CORP 1844 *New 2023-12-31 690,800 $38,616,000 690,800
   HUNTINGTON ASSET ADVISORS INC. 14 *New 2024-03-31 339,880 $20,913,000 339,880
   Jump Financial LLC 10 *New 2023-12-31 328,605 $18,369,000 328,605
   Core Wealth Advisors Inc. 4 *New 2023-12-31 297,395 $16,624,000 297,395
   RETIREMENT FINANCIAL SOLUTIONS LLC 1 *New 2023-12-31 282,016 $15,765,000 282,016
   Procyon Private Wealth Partners LLC 34 *New 2024-03-31 145,733 $8,967,000 145,733
   PATHSTONE FAMILY OFFICE, LLC 184 *New 2023-09-30 177,570 $8,925,000 177,570
   BNP PARIBAS ARBITRAGE SA *New 2024-03-31 113,268 $6,969,000 113,268
   FSC Wealth Advisors LLC 12 *New 2024-03-31 74,896 $4,608,000 74,896
   OARSMAN CAPITAL, INC. 20 *New 2023-12-31 82,282 $4,600,000 82,282
   Fortis Group Advisors LLC *New 2024-03-31 49,682 $3,057,000 49,682
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV *New 2024-03-31 45,770 $2,816,000 45,770
   WOODMONT INVESTMENT COUNSEL LLC 80 *New 2024-03-31 43,000 $2,646,000 43,000
   OBrien Wealth Partners LLC 19 *New 2024-03-31 39,187 $2,411,000 39,187
   Alpha Financial Partners LLC 11 *New 2023-12-31 36,800 $2,057,000 36,800
   Tilson Financial Group Inc. 27 *New 2024-03-31 32,849 $2,021,000 32,849
   OXFORD FINANCIAL GROUP LTD 49 *New 2023-12-31 35,226 $1,969,000 35,226
   Gerber Kawasaki Wealth & Investment Management 98 *New 2023-12-31 34,828 $1,947,000 34,828
   Resonant Capital Advisors LLC *New 2024-03-31 28,817 $1,773,000 28,817
   STRATEGIC ADVISORS LLC 75 *New 2024-03-31 24,798 $1,526,000 24,798
   HILLSTRUST 99 *New 2023-12-31 26,768 $1,496,000 26,768
   NORDEN GROUP LLC 77 *New 2024-03-31 24,117 $1,484,000 24,117
   Worth Asset Management LLC 26 *New 2024-03-31 24,026 $1,478,000 24,026
   PVG ASSET MANAGEMENT CORP 5 *New 2023-12-31 25,491 $1,425,000 25,491
   TCG Advisory Services LLC 144 *New 2023-12-31 24,794 $1,386,000 24,794
   Redhawk Wealth Advisors Inc. 94 *New 2023-12-31 22,329 $1,248,000 22,329
   TELEMUS CAPITAL LLC 146 *New 2023-12-31 21,367 $1,194,000 21,367
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 1488 *New 2024-03-31 17,760 $1,093,000 17,760
   Five Oceans Advisors 45 *New 2024-03-31 13,810 $850,000 13,810
   MISSION WEALTH MANAGEMENT LLC *New 2024-03-31 13,672 $841,000 13,672
   HARTFORD FINANCIAL MANAGEMENT INC. 117 *New 2024-03-31 13,225 $814,000 13,225
   CPR Investments Inc. 25 *New 2024-03-31 13,080 $805,000 13,080
   Benchmark Investment Advisors LLC 155 *New 2023-12-31 12,612 $705,000 12,612
   American Planning Services Inc. 17 *New 2023-12-31 12,085 $676,000 12,085
   BROGAN FINANCIAL INC. 15 *New 2023-12-31 11,069 $619,000 11,069
   Rockwood Wealth Management LLC 46 *New 2024-03-31 9,239 $568,000 9,239
   Pensionmark Financial Group LLC 206 *New 2023-12-31 9,783 $547,000 9,783
   Platform Technology Partners 115 *New 2023-12-31 8,387 $494,000 8,387
   WILEY BROS.-AINTREE CAPITAL LLC 273 *New 2024-03-31 7,949 $489,000 7,949
   WAYNE HUMMER INVESTMENTS L.L.C. 280 *New 2023-12-31 8,209 $459,000 8,209
   360 Financial Inc. 56 *New 2023-12-31 7,237 $405,000 7,237
   QRG CAPITAL MANAGEMENT INC. 807 *New 2023-12-31 6,633 $371,000 6,633
   Evanson Asset Management LLC 218 *New 2024-03-31 5,732 $353,000 5,732
   WEDBUSH MORGAN SECURITIES INC 724 *New 2023-12-31 5,940 $332,000 5,940
   DEFINED WEALTH MANAGEMENT LLC 91 *New 2024-03-31 5,319 $327,000 5,319
   Personal Capital Advisors Corp 371 *New 2022-12-31 7,077 $318,000 7,077
   Root Financial Partners LLC 74 *New 2024-03-31 5,098 $314,000 5,098
   BRIGHTON JONES LLC 433 *New 2023-12-31 5,524 $309,000 5,524
   PURE FINANCIAL ADVISORS, INC. 253 *New 2024-03-31 4,819 $297,000 4,819
   SYNOVUS FINANCIAL CORP 724 *New 2023-12-31 5,143 $288,000 5,143
   BP WEALTH MANAGEMENT LLC 637 *New 2023-12-31 5,128 $287,000 5,128
   Miracle Mile Advisors LLC 423 *New 2024-03-31 4,418 $272,000 4,418
   JONES FINANCIAL COMPANIES LLLP 294 *New 2023-12-31 4,873 $272,000 4,873
   MOODY LYNN & CO/ 199 *New 2024-03-31 4,244 $261,000 4,244
   COLONY GROUP, LLC 702 *New 2023-12-31 4,587 $256,000 4,587
   CHARLES SCHWAB INVESTMENT ADVISORY, INC. 96 *New 2023-12-31 4,495 $251,000 4,495
   Xcel Wealth Management LLC 113 *New 2024-03-31 3,967 $244,000 3,967
   Wealth Alliance 440 *New 2023-12-31 4,341 $243,000 4,341
   DEUTSCHE BANK AG 2671 *New 2023-12-31 4,312 $241,000 4,312
   Clarus Group Inc. 97 *New 2024-03-31 3,854 $237,000 3,854
   Argent Trust Co 552 *New 2023-12-31 4,209 $235,000 4,209
   Berger Financial Group Inc 334 *New 2024-03-31 3,626 $223,000 3,626
   SlateStone Wealth LLC 261 *New 2024-03-31 3,496 $215,000 3,496
   Sheaff Brock Investment Advisors LLC 399 *New 2023-12-31 3,825 $214,000 3,825
   Patten Group Inc. 239 *New 2024-03-31 3,370 $207,000 3,370
   Cornerstone Wealth Group LLC 235 *New 2024-03-31 3,335 $205,000 3,335
   SeaCrest Wealth Management LLC 563 *New 2024-03-31 3,322 $204,000 3,322
   Financial & Tax Architects LLC *New 2023-12-31 3,631 $203,000 3,631
   Measured Wealth Private Client Group LLC 181 *New 2024-03-31 3,295 $203,000 3,295
   BCGM Wealth Management LLC 132 *New 2023-12-31 3,604 $201,000 3,604
   Aspire Capital Advisors LLC 68 *New 2023-12-31 3,581 $200,000 3,581
   Sage Mountain Advisors LLC 320 *New 2024-03-31 3,120 $192,000 3,120
   PrairieView Partners LLC 136 *New 2024-03-31 1,812 $112,000 1,812
   Centerpoint Advisors LLC 143 *New 2024-03-31 1,119 $69,000 1,119
   NBT BANK N A /NY 407 *New 2024-03-31 775 $48,000 775
   LifeSteps Financial Inc. 165 *New 2024-03-31 711 $44,000 711
   CHILTON CAPITAL MANAGEMENT LLC 393 *New 2023-12-31 563 $31,000 563
   EVENSKY & KATZ INC 82 *New 2024-03-31 441 $27,000 441
   SJS Investment Consulting Inc. 258 *New 2024-03-31 399 $25,000 399
   Ahrens Investment Partners LLC 446 *New 2023-03-31 488 $23,000 488
   CVA Family Office LLC 694 *New 2024-03-31 233 $14,000 233
   Dunhill Financial LLC 203 *New 2023-12-31 184 $10,000 184
   Cassady Schiller Wealth Management LLC 362 *New 2023-12-31 65 $4,000 65
   Sunbelt Securities Inc. 1399 *New 2024-03-31 69 $4,000 69
   BFSG LLC 589 *New 2024-03-31 40 $2,000 40
   ATTICUS WEALTH MANAGEMENT LLC 493 *New 2024-03-31 10 $1,000 10
  87 Records found
  1    
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