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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
   PMFM INC. 1 - 2023-12-31 7,275,521 $406,702,000 -396,541
   CLARK CAPITAL MANAGEMENT GROUP INC 3 - 2023-12-31 5,711,137 $319,253,000 -119,806
   GRADIENT INVESTMENTS LLC 1 - 2024-03-31 3,619,712 $222,721,000 -136,417
   Private Advisor Group LLC 6 - 2024-03-31 3,562,314 $219,189,000 -648,049
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 94 - 2024-03-31 2,294,184 $141,161,000 -436,680
   Austin Private Wealth LLC 1 - 2024-03-31 2,005,125 $122,493,000 -363,888
   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
   Stratos Wealth Partners LTD. 10 - 2024-03-31 1,429,938 $87,984,000 -3,231
   N.E.W. Advisory Services LLC 2 - 2024-03-31 1,420,518 $87,405,000 -33,038
   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
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 2 - 2024-03-31 1,323,434 $81,431,000 -397,047
   OneAscent Financial Services LLC 1 - 2024-03-31 1,272,484 $78,296,000 -139,220
   Horst & Graben Wealth Management LLC 1 - 2024-03-31 1,139,237 $70,097,000 -329,065
   Security Financial Services INC. 1 - 2024-03-31 1,075,477 $66,174,000 -45,869
   Compass Ion Advisors LLC 2 - 2024-03-31 1,054,514 $64,884,000 -23,782
   RAYMOND JAMES & ASSOCIATES 351 - 2024-03-31 1,051,801 $64,717,000 -86,936
   One Wealth Advisors LLC 1 - 2024-03-31 1,025,677 $63,110,000 -232,128
   GIRARD PARTNERS LTD. 2 - 2023-12-31 1,111,280 $62,121,000 -11,230
   Detalus Advisors LLC 1 - 2024-03-31 987,657 $60,771,000 -24,799
   UMA Financial Services Inc. 2 - 2024-03-31 855,793 $50,680,000 -187,913
   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
   Dynamic Advisors Solutions LLC 5 - 2024-03-31 716,118 $44,063,000 -8,322
   Clear Creek Financial Management LLC 1 - 2024-03-31 681,913 $41,958,000 -89,194
   CCG WEALTH MANAGEMENT LLC 1 - 2024-03-31 670,043 $41,228,000 -12,641
   Sequoia Financial Advisors LLC 48 - 2024-03-31 621,624 $38,249,000 -75,256
   Gladstone Institutional Advisory LLC 7 - 2023-12-31 648,552 $36,254,000 -44,793
   CAHABA WEALTH MANAGEMENT INC. 7 - 2024-03-31 586,094 $36,062,000 -8,474
   Buttonwood Financial Group LLC 1 - 2024-03-31 581,079 $35,754,000 -32,458
   Merit Financial Group LLC 19 - 2023-12-31 619,024 $34,603,000 -16,471
   MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 6 - 2024-03-31 542,137 $33,358,000 -51,167
   Crown Wealth Group LLC 1 - 2024-03-31 539,249 $33,180,000 -4,091
   MONETA GROUP INVESTMENT ADVISORS INC 39 - 2023-12-31 556,198 $31,091,000 -22,830
   PSI Advisors LLC 1 - 2024-03-31 491,150 $30,220,000 -15,812
   Advisory Alpha LLC - 2023-12-31 534,153 $29,859,000 -48,543
   CLIENT 1ST ADVISORY GROUP LLC 2 - 2023-12-31 462,406 $25,849,000 -92,848
   AFFINIA FINANCIAL GROUP LLC 2 - 2023-06-30 477,509 $25,284,000 -28,803
   Strategic Blueprint LLC 9 - 2024-03-31 407,191 $25,054,000 -28,005
   Astor Investment Management LLC 1 - 2024-03-31 404,082 $24,863,000 -33,260
   Wealth Advisors of Iowa LLC 2 - 2023-12-31 417,762 $23,353,000 -148,715
   PENOBSCOT WEALTH MANAGEMENT 2 - 2023-12-31 392,390 $21,935,000 -4,409
   Cypress Wealth Services LLC 3 - 2024-03-31 353,164 $21,730,000 -60,256
   TNF LLC 3 - 2024-03-31 341,605 $20,312,000 -8,274
   Montz Harcus Wealth Management LLC - 2023-12-31 358,475 $20,039,000 -16,139
   IFP Advisors Inc 12 - 2023-12-31 358,157 $20,023,000 -48,561
   Steele Capital Management Inc. 23 - 2024-03-31 319,963 $19,687,000 -20,202
   WINDSOR CAPITAL MANAGEMENT, LLC 3 - 2024-03-31 313,854 $19,311,000 -12,763
   THRIVENT FINANCIAL FOR LUTHERANS 441 - 2023-12-31 343,683 $19,212,000 -29,088
   Ausdal Financial Partners Inc. 5 - 2024-03-31 309,591 $19,049,000 -46,183
   Mayflower Financial Advisors LLC 2 - 2024-03-31 304,839 $18,757,000 -54,202
   FFG RETIREMENT ADVISORS LLC 1 - 2024-03-31 301,329 $18,541,000 -20,298
   JANNEY MONTGOMERY SCOTT LLC 387 - 2024-03-31 261,585 $16,095,000 -260,975
   Strategic Financial Group LLC - 2023-12-31 281,469 $15,734,000 -28,450
   S. R. Schill & Associates 5 - 2024-03-31 254,202 $15,641,000 -2,352
   Equitable Holdings Inc. 102 - 2023-12-31 262,070 $14,650,000 -1,361
   Kohmann Bosshard Financial Services LLC 16 - 2024-03-31 231,806 $14,263,000 -4,100
   CI Private Wealth LLC 456 - 2023-12-31 248,640 $13,899,000 -58,995
   Jackson Wealth Management LLC 7 - 2023-12-31 246,583 $13,784,000 -11,866
   Csenge Advisory Group 23 - 2024-03-31 213,197 $13,118,000 -2,229
   FIRETHORN WEALTH PARTNERS LLC 3 - 2024-03-31 208,144 $12,807,000 -11,859
   Prairie Sky Financial Group LLC 3 - 2024-03-31 202,513 $12,461,000 -850
   Connectus Wealth LLC 90 - 2023-12-31 220,155 $12,307,000 -1,549
   SkyOak Wealt LLC 7 - 2024-03-31 199,569 $12,279,000 -2,689
   CoreCap Advisors LLC 24 - 2023-12-31 214,115 $11,969,000 -19,527
   Apollon Financial LLC 6 - 2024-03-31 177,344 $10,912,000 -1,594
   WIN ADVISORS INC 12 - 2024-03-31 175,604 $10,805,000 -30,795
   HOLLENCREST SECURITIES LLC 40 - 2024-03-31 174,720 $10,751,000 -318
   Marathon Strategic Advisors LLC 1 - 2024-03-31 158,783 $9,770,000 -1,167
   Alliance Wealth Management Group 12 - 2024-03-31 158,641 $9,761,000 -3,413
   Continuum Advisory LLC 12 - 2023-12-31 171,455 $9,589,000 -12,556
   NovaPoint Capital LLC 5 - 2024-03-31 154,818 $9,526,000 -11,388
   Patriot Financial Group Insurance Agency LLC 9 - 2024-03-31 154,604 $9,513,000 -15,993
   Financial Advocates Investment Management 37 - 2024-03-31 152,869 $9,406,000 -55,018
   Econ Financial Services Corp 2 - 2023-12-31 164,565 $9,199,000 -8,159
   Advisor OS LLC 16 - 2023-12-31 163,716 $9,152,000 -12,571
   McNamara Financial Services Inc. 9 - 2024-03-31 147,488 $9,075,000 -975
   ACORN FINANCIAL ADVISORY SERVICES INC /ADV 12 - 2023-12-31 160,730 $8,980,000 -42,381
   MARIPAU WEALTH MANAGEMENT LLC 3 - 2023-12-31 158,696 $8,871,000 -348
   Dentgroup LLC 1 - 2024-03-31 143,420 $8,825,000 -8,036
   WCG Wealth Advisors LLC 47 - 2023-12-31 153,298 $8,569,000 -15,181
   FSB PREMIER WEALTH MANAGEMENT INC. 4 - 2023-12-31 151,487 $8,468,000 -2,638
   Baltimore-Washington Financial Advisors Inc. 55 - 2023-12-31 149,746 $8,371,000 -1,111
   Adams Wealth Management 12 - 2023-12-31 149,043 $8,332,000 -181,194
   Moisand Fitzgerald Tamayo LLC 18 - 2024-03-31 126,652 $7,793,000 -61,733
   RICHARDSON FINANCIAL SERVICES INC. 1 - 2024-03-31 121,659 $7,486,000 -7,374
   Aveo Capital Partners LLC 30 - 2023-12-31 128,292 $7,172,000 -6,115
   Sowell Financial Services LLC 76 - 2024-03-31 112,785 $6,940,000 -13,155
   Morling Financial Advisors LLC 6 - 2023-12-31 123,644 $6,912,000 -1,100
   W.H. Cornerstone Investments Inc. 2 - 2023-12-31 122,088 $6,825,000 -45,359
   MCKINLEY CARTER WEALTH SERVICES, INC. 57 - 2024-03-31 105,462 $6,489,000 -5,534
   Range Financial Group LLC 2 - 2024-03-31 101,931 $6,272,000 -1,629
   FLYNN ZITO CAPITAL MANAGEMENT LLC 10 - 2024-03-31 99,040 $6,094,000 -112,957
   Authentikos Wealth Advisory LLC 3 - 2023-12-31 108,173 $6,047,000 -6,425
   ST GERMAIN D J CO INC 85 - 2024-03-31 97,982 $6,029,000 -47,027
   USAdvisors Wealth Management LLC 11 - 2024-03-31 97,126 $5,975,000 -5,747
   BlackDiamond Wealth Management Inc. 2 - 2023-12-31 101,204 $5,865,000 -7,703
  100 Records found
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