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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  
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            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
   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
   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
   MANUFACTURERES LIFE INSURANCE CO 106 - 2023-12-31 4,152,695 $232,136,000 377,862
   MONTICELLO WEALTH MANAGEMENT LLC 1 - 2024-03-31 3,391,176 $208,659,000 958,524
   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
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 24 - 2024-03-31 2,020,451 $124,318,000 104,990
   AMERIPRISE FINANCIAL INC 449 - 2023-12-31 2,220,666 $123,956,000 446,694
   Tennessee Valley Asset Management Partners 1 - 2024-03-31 1,946,378 $119,761,000 344,607
   WELLS FARGO & CO/MN 400 - 2023-12-31 2,135,034 $119,348,000 166,022
   CFS Investment Advisory Services LLC 1 - 2023-12-31 1,832,616 $102,443,000 124,282
   Global Retirement Partners LLC 2 - 2024-03-31 1,509,975 $92,909,000 133,310
   HIGHTOWER ADVISORS, LLC 145 - 2023-12-31 1,593,364 $89,080,000 218,569
   GOLDMAN SACHS GROUP INC/ 726 - 2023-12-31 1,542,711 $86,238,000 759,583
   FINANCIAL NETWORK 32 - 2023-12-31 1,492,938 $83,455,000 347,557
   Bridgeworth LLC - 2023-12-31 1,467,784 $82,049,000 8,648
   AlphaStar Capital Management LLC 2 - 2023-12-31 1,426,029 $79,715,000 374,568
   Good Life Advisors LLC 1 - 2024-03-31 1,288,579 $79,286,000 554,804
   West Wealth Group LLC 1 - 2023-12-31 1,414,709 $79,082,000 64,323
   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
   RIVERFRONT INVESTMENT GROUP, LLC 15 - 2024-03-31 1,155,036 $71,069,000 27,889
   ROYAL BANK OF CANADA 601 - 2023-12-31 1,173,234 $65,584,000 335,380
   Streettalk Advisors LLC 4 - 2024-03-31 1,047,786 $64,470,000 128,389
   Standpoint Asset Management LLC 1 - 2024-03-31 1,012,500 $62,299,000 33,700
   Horizon Wealth Management LLC 1 - 2024-03-31 992,354 $61,060,000 64,668
   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
   New Perspectives Inc 1 - 2024-03-31 883,458 $54,359,000 80,368
   Badgley Phelps Wealth Managers LLC 17 - 2023-12-31 950,608 $53,139,000 10,370
   Brown Financial Advisory 1 - 2024-03-31 838,510 $51,594,000 4,777
   IHT Wealth Management LLC 4 - 2023-12-31 909,581 $50,846,000 4,087
   Kestra Advisory Services LLC 35 - 2023-12-31 895,848 $50,078,000 97,095
   COMMONWEALTH EQUITY SERVICES LLC. 232 - 2024-03-31 805,203 $49,544,000 80,721
   Private Wealth Group LLC 1 - 2024-03-31 776,750 $47,793,000 15,474
   Auour Investments LLC 1 - 2024-03-31 756,511 $46,548,000 9,423
   IAG Wealth Partners LLC 1 - 2024-03-31 738,057 $45,413,000 4,118
   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
   Forthright Family Wealth Advisory LLC 1 - 2024-03-31 708,568 $43,598,000 32,441
   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
   Davidson Capital Management Inc. 2 - 2023-12-31 767,049 $42,878,000 10,938
   Financial Enhancement Group LLC 1 - 2024-03-31 707,399 $42,493,000 10,239
   UBS Group AG 783 - 2023-12-31 694,665 $38,832,000 62,965
   ODonnell Financial Services LLC 1 - 2024-03-31 592,972 $36,486,000 588,549
   Snowden Capital Advisors LLC 6 - 2023-12-31 635,432 $35,521,000 8,862
   Ascent Group LLC 3 - 2023-12-31 595,587 $35,092,000 43,870
   Cornerstone Wealth Management LLC 5 - 2024-03-31 541,593 $33,324,000 1,504
   Vertex Planning Partners LLC 3 - 2023-12-31 590,753 $33,023,000 184,715
   Leading Edge Financial Planning LLC 1 - 2024-03-31 536,675 $33,022,000 49,213
   PRINCIPAL SECURITIES INC. 11 - 2024-03-31 528,194 $32,500,000 69,348
   Executive Wealth Management LLC - 2023-12-31 579,168 $32,376,000 16,261
   LINCOLN NATIONAL CORP 36 - 2024-03-31 505,564 $31,107,000 97,909
   Vestmark Advisory Solutions Inc. 12 - 2023-12-31 498,454 $27,864,000 204,592
   Cetera Investment Advisers 79 - 2023-12-31 493,221 $27,571,000 81,607
   Sugarloaf Wealth Management LLC 5 - 2024-03-31 437,305 $26,907,000 90,786
   Walkner Condon Financial Advisors LLC 1 - 2024-03-31 435,734 $26,811,000 155,924
   AdvisorNet Financial Inc 2 - 2024-03-31 429,339 $26,417,000 104,979
   Retirement Income Solutions Inc 4 - 2024-03-31 418,107 $25,726,000 14,012
   RFG Advisory Group LLC 17 - 2024-03-31 417,297 $25,676,000 120,081
   FLAGSHIP HARBOR ADVISORS LLC 11 - 2024-03-31 412,326 $25,370,000 114,002
   Financial Insights Inc. 2 - 2024-03-31 408,862 $25,157,000 141,331
   NOTTINGHAM ADVISORS INC 9 - 2023-12-31 546,907 $24,480,000 77,167
   Goodman Advisory Group LLC 2 - 2023-12-31 436,066 $24,376,000 78,801
   Western Wealth Management LLC 6 - 2024-03-31 395,975 $24,364,000 41,752
   US BANCORP 274 - 2023-12-31 434,420 $24,285,000 36,958
   HARBOUR INVESTMENTS INC. 17 - 2023-12-31 415,993 $23,254,000 55,048
   FIFTH THIRD BANCORP 170 - 2024-03-31 373,913 $23,007,000 74,018
   Tradition Wealth Management LLC 10 - 2023-12-31 401,129 $22,423,000 49,836
   Atria Wealth Solutions Inc. 73 - 2023-12-31 399,476 $22,331,000 32,231
   PRINCIPAL FINANCIAL GROUP INC 864 - 2024-03-31 357,795 $22,015,000 4,646
   Apeiron RIA LLC 1 - 2024-03-31 353,028 $21,722,000 777
   Highland Financial Advisors LLC 2 - 2023-12-31 370,236 $20,696,000 32,113
   Spectrum Planning & Advisory Services Inc. 1 - 2023-12-31 359,043 $20,071,000 11,922
   WAGNER CAPITAL MANAGEMENT CORP 10 - 2024-03-31 323,974 $19,934,000 14,004
   SOL CAPITAL MANAGEMENT CO 3 - 2024-03-31 323,354 $19,896,000 140,124
   FIRST HEARTLAND CONSULTANTS INC 6 - 2023-12-31 351,377 $19,642,000 3,092
   TWO SIGMA ADVISERS, LLC 342 - 2023-12-31 347,700 $19,436,000 186,800
   Vivaldi Capital Management LLC 1 - 2023-12-31 333,425 $19,385,000 21,695
   CSM Advisors LLC 17 - 2023-12-31 343,719 $19,213,000 66,544
   BB&T CORP 417 - 2023-12-31 340,999 $19,062,000 158,523
   ATRIA INVESTMENTS LLC 70 - 2023-12-31 334,368 $18,691,000 36,066
  100 Records found
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