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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
   TAIYO LIFE INSURANCE CO - 2024-03-31 1,940,500 $119,399,000 0
   ARMSTRONG ADVISORY GROUP INC 3 - 2024-03-31 1,151,529 $64,370,000 0
   DAIDO LIFE INSURANCE CO 5 - 2024-03-31 669,441 $41,191,000 0
   BLUE CREEK INVESTMENT PARTNERS LLC 5 - 2024-03-31 550,171 $33,852,000 0
   RBF CAPITAL, LLC 24 - 2023-12-31 214,574 $11,995,000 0
   GREENLEAF TRUST 148 - 2024-03-31 41,012 $2,523,000 0
   Schneider Downs Wealth Management Advisors LP 33 - 2023-12-31 33,334 $1,863,000 0
   My Personal CFO LLC 27 - 2024-03-31 30,000 $1,846,000 0
   VANTAGE INVESTMENT PARTNERS, LLC 50 - 2024-03-31 28,305 $1,742,000 0
   Stegent Equity Advisors Inc. 20 - 2024-03-31 26,739 $1,645,000 0
   MAS Advisors LLC 16 - 2023-12-31 24,248 $1,355,000 0
   Flower City Capital 11 - 2024-03-31 20,948 $1,289,000 0
   Cherry Tree Wealth Management LLC 62 - 2024-03-31 17,438 $1,073,000 0
   Bluesphere Advisors LLC 29 - 2024-03-31 16,661 $1,025,000 0
   WELCH CAPITAL PARTNERS LLC/NY 11 - 2023-12-31 14,780 $826,000 0
   Capital Advisors Ltd. LLC 120 - 2024-03-31 12,156 $748,000 0
   HBW Advisory Services LLC 146 - 2024-03-31 13,099 $732,000 0
   Cranbrook Wealth Management LLC 62 - 2024-03-31 9,496 $584,000 0
   Archford Capital Strategies LLC 164 - 2024-03-31 9,013 $555,000 0
   MAGNOLIA CAPITAL MANAGEMENT LTD 47 - 2024-03-31 8,895 $547,000 0
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 318 - 2023-12-31 9,680 $541,000 0
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 145 - 2024-03-31 8,514 $524,000 0
   Chemistry Wealth Management LLC 94 - 2024-03-31 8,407 $517,000 0
   ORBA Wealth Advisors L.L.C. 56 - 2024-03-31 8,175 $503,000 0
   Global Strategic Investment Solutions LLC 96 - 2024-03-31 8,000 $492,000 0
   M3 Advisory Group LLC 49 - 2024-03-31 7,777 $479,000 0
   Key Financial Inc 129 - 2024-03-31 8,468 $473,000 0
   OPUS INVESTMENT MANAGEMENT INC 37 - 2024-03-31 7,185 $442,000 0
   MY Wealth Management Inc. 20 - 2023-12-31 7,396 $413,000 0
   BKD WEALTH ADVISORS LLC 307 - 2024-03-31 6,666 $410,000 0
   Adviser Investments LLC 419 - 2024-03-31 6,430 $396,000 0
   Trust Co of the South 81 - 2024-03-31 6,079 $374,000 0
   Wilson & Boucher Capital Management LLC 85 - 2024-03-31 5,900 $363,000 0
   Campbell Wealth Management 42 - 2023-12-31 6,384 $357,000 0
   ABSOLUTE INVESTMENT MANAGEMENT LLC 53 - 2024-03-31 5,765 $355,000 0
   Wellington Wealth Strategies LLC. 58 - 2023-12-31 6,070 $339,000 0
   Northstar Group Inc. 110 - 2024-03-31 5,400 $332,000 0
   Hardy Reed LLC 86 - 2024-03-31 5,177 $319,000 0
   TPG Financial Advisors LLC 52 - 2023-12-31 5,575 $311,000 0
   CLARIS ADVISORS LLC / MO / 41 - 2024-03-31 4,908 $302,000 0
   Heartwood Wealth Advisors LLC 115 - 2024-03-31 4,875 $300,000 0
   Steigerwald Gordon & Koch Inc. 103 - 2024-03-31 4,804 $296,000 0
   EDGEMOOR CAPITAL MANAGEMENT INC 138 - 2023-12-31 5,129 $287,000 0
   Westside Investment Management Inc. 182 - 2024-03-31 4,636 $285,000 0
   Krueger & Catalano Capital Partners LLC 90 - 2024-03-31 4,118 $253,000 0
   ROMANO BROTHERS AND COMPANY 281 - 2024-03-31 4,000 $246,000 0
   HARBOR ADVISORY CORP /MA/ 80 - 2024-03-31 3,936 $242,000 0
   CWA Asset Management Group LLC 378 - 2023-12-31 4,310 $241,000 0
   WADE G W & INC 369 - 2023-12-31 4,300 $240,000 0
   COLONY GROUP LLC 701 - 2023-09-30 4,527 $228,000 0
   Fusion Family Wealth LLC 40 - 2023-12-31 4,022 $225,000 0
   F/M Investments LLC 62 - 2024-03-31 3,631 $223,000 0
   GUYASUTA INVESTMENT ADVISORS INC 238 - 2024-03-31 3,976 $222,000 0
   Orion Capital Management LLC 124 - 2023-12-31 3,503 $196,000 0
   Pinnacle Bank 206 - 2024-03-31 3,109 $191,000 0
   Provident Wealth Management LLC 67 - 2024-03-31 2,691 $166,000 0
   Glassman Wealth Services 76 - 2024-03-31 2,207 $136,000 0
   PHILLIPS FINANCIAL MANAGEMENT LLC 189 - 2024-03-31 2,025 $125,000 0
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 197 - 2024-03-31 2,000 $123,000 0
   GRAND WEALTH MANAGEMENT LLC 51 - 2023-12-31 1,720 $96,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 370 - 2024-03-31 1,300 $80,000 0
   Colonial Trust Co / SC 469 - 2023-12-31 1,119 $63,000 0
   Salomon & Ludwin LLC 334 - 2024-03-31 925 $57,000 0
   BALLAST ADVISORS LLC 143 - 2024-03-31 884 $54,000 0
   Kalos Management Inc. 67 - 2023-06-30 1,025 $53,000 0
   SMITHFIELD TRUST CO 545 - 2023-12-31 925 $52,000 0
   Sachetta LLC 246 - 2024-03-31 888 $50,000 0
   CALDWELL SUTTER CAPITAL INC. 360 - 2024-03-31 747 $46,000 0
   DIVIDEND GROWTH ADVISORS LLC 249 - 2023-12-31 704 $39,000 0
   Venturi Wealth Management LLC 560 - 2024-03-31 620 $38,000 0
   WOLFF WIESE MAGANA LLC 175 - 2024-03-31 563 $35,000 0
   ATLAS CAPITAL ADVISORS LLC 585 - 2024-03-31 500 $31,000 0
   BARCLAYS PLC 3768 - 2023-12-31 500 $28,000 0
   CAROLINAS WEALTH CONSULTING LLC 426 - 2023-12-31 425 $24,000 0
   TOTH FINANCIAL ADVISORY CORP 370 - 2024-03-31 394 $24,000 0
   AMUNDI 1833 - 2023-12-31 396 $22,000 0
   HORIZON BANCORP /IN/ 185 - 2024-03-31 196 $12,000 0
   AllSquare Wealth Management LLC 377 - 2023-12-31 160 $9,000 0
   FinTrust Capital Advisors LLC 956 - 2024-03-31 78 $5,000 0
   CAMBRIDGE TRUST CO 624 - 2023-12-31 97 $5,000 0
   Element Wealth LLC 233 - 2023-12-31 65 $4,000 0
   Nemes Rush Group LLC 535 - 2023-12-31 45 $3,000 0
   SUMMIT INVESTMENT ADVISORS INC 3054 - 2023-12-31 43 $2,000 0
   Davis Capital Management 277 - 2024-03-31 21 $1,000 0
   Nalls Sherbakoff Group LLC 396 - 2023-12-31 10 $1,000 0
   Sanctuary Wealth Management L.L.C. 244 - 2023-12-31 16 $1,000 0
   OPTIMUM INVESTMENT ADVISORS 615 - 2024-03-31 10 $1,000 0
   MANCHESTER CAPITAL MANAGEMENT LLC 898 - 2023-12-31 10 $1,000 0
   Versant Capital Management Inc 1668 - 2024-03-31 9 $1,000 0
   WETZEL INVESTMENT ADVISORS INC. 959 - 2024-03-31 2 $0 0
   Your Advocates Ltd. LLP 248 - 2024-03-31 1 $0 0
   Princeton Global Asset Management LLC 665 - 2024-03-31 6 $0 0
  92 Records found
  1    
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