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Get Institutions for : 
streetTRACKS Series Trust - SPDR DJ Wilshire Mid Capital Growth ETF (MDYG)  
$83.14 0.23 (0.28%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 306    4
Total shares held : 
 22,015,748  
% of shares held : 
 75.14%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   6  
Amount of shares held : 
 2,933,031  
% of shares held change : 
   10.01%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $68.30  
Last Quarter's Ending Price : 
 $75.67  
Last Quarter's Average Price : 
 $70.15  
Change from last quarter's     
avg. price to the last closing  : 
12.99 (18.52%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 60,177
 0.27%
 
Increased Positions :
118
 3,922,777
 17.82%
 
Unchanged Positions :
67
 394,677
 1.79%
 
Decreased Positions :
108
-839,393
-3.81%
 
Closed Positions :
17
-210,530
-0.96%
 
Guru Positions :
1
2,575
 0.01%
 
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
   CITIGROUP INC 83 - 2023-12-31 2,381,567 $180,213,000 2,381,557
   FINANCIAL ENGINES ADVISORS L.L.C. 32 - 2023-12-31 1,821,078 $137,801,000 -15,807
   LPL FINANCIAL CORP 232 - 2023-12-31 1,637,852 $123,936,000 182,379
   STIFEL FINANCIAL CORP 181 - 2023-12-31 1,249,121 $94,524,000 -128,706
   Parcion Private Wealth LLC - 2023-12-31 1,018,828 $77,095,000 429,985
   BENJAMIN F. EDWARDS & COMPANY INC. 6 - 2023-12-31 838,955 $63,484,000 -80,946
   FIRST NATIONAL TRUST CO 7 - 2023-12-31 820,090 $62,056,000 -219,328
   TOWNSQUARE CAPITAL LLC 22 - 2023-12-31 703,590 $53,241,000 22,260
   AE Wealth Management LLC 79 - 2023-12-31 629,912 $47,829,000 83,002
   ENVESTNET ASSET MANAGEMENT INC 633 - 2023-12-31 627,757 $47,502,000 45,638
   CONFLUENCE INVESTMENT MANAGEMENT LLC 62 - 2024-03-31 425,999 $37,185,000 -85,600
   CHARTIST INC /CA/ 3 - 2023-12-31 67,923 $34,463,000 -2,387
   NorthRock Partners LLC 7 - 2023-12-31 416,235 $31,497,000 -11,655
   Financial Advisory Service Inc. - 2023-12-31 410,944 $31,096,000 -4,887
   Tradewinds Capital Management LLC 2 *New 2024-03-31 346,188 $30,219,000 346,188
   Private Advisor Group LLC 101 - 2023-12-31 351,059 $26,565,000 195,914
   Klingman & Associates LLC 16 - 2023-12-31 307,979 $23,305,000 1,965
   Advisor Group Holdings Inc. 435 - 2023-12-31 303,743 $22,986,000 -55,577
   McAdam LLC 12 - 2023-12-31 293,772 $22,230,000 -5,156
   GHP INVESTMENT ADVISORS INC - 2023-12-31 269,941 $20,426,000 6,921
   AMERIPRISE FINANCIAL INC 1263 - 2023-12-31 265,265 $20,073,000 15,409
   CLARK CAPITAL MANAGEMENT GROUP INC 144 - 2023-12-31 260,125 $19,684,000 29,517
   CI Private Wealth LLC 396 - 2023-12-31 247,382 $18,719,000 22,318
   WELLS FARGO & CO/MN 1122 - 2023-12-31 246,142 $18,626,000 -14,015
   Rehmann Capital Advisory Group 14 - 2023-12-31 242,035 $18,315,000 38,605
   HIGHTOWER ADVISORS, LLC 494 - 2023-12-31 239,173 $18,096,000 12,161
   MORGAN STANLEY 2783 - 2023-12-31 237,238 $17,952,000 34,001
   JNBA FINANCIAL ADVISORS 17 - 2023-12-31 201,032 $15,212,000 8,999
   KWB Wealth 11 - 2024-03-31 170,127 $14,850,000 -6,822
   Rodgers & Associates LTD 16 - 2023-12-31 192,782 $14,588,000 9,900
   Krasney Financial LLC 5 - 2024-03-31 164,074 $14,322,000 -4,080
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 183,090 $13,854,000 10,385
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 615 - 2023-12-31 180,380 $13,649,000 31,754
   TIAA FSB 151 - 2023-06-30 173,699 $12,446,000 -26,126
   SHAKESPEARE WEALTH MANAGEMENT INC. 12 - 2023-12-31 157,387 $11,909,000 3,779
   COMMONWEALTH EQUITY SERVICES LLC. 729 - 2023-12-31 132,391 $10,018,000 3,444
   WCG Wealth Advisors LLC 43 - 2023-12-31 130,905 $9,906,000 -22,599
   BB&T CORP 612 - 2023-12-31 130,344 $9,863,000 1,656
   MARINER WEALTH ADVISORS, LLC 480 - 2023-12-31 128,171 $9,699,000 -2,387
   ETFIDEA LLC - 2023-12-31 126,880 $9,601,000 4,300
   BANK OF AMERICA CORP /DE/ 2450 - 2023-12-31 121,226 $9,173,000 13,040
   ERn Financial LLC 19 - 2024-03-31 94,801 $8,275,000 -1,339
   SFG Wealth Management LLC. 4 - 2023-12-31 94,914 $7,182,000 8,642
   Prestige Wealth Management Group LLC 13 - 2023-12-31 92,209 $6,977,000 -799
   Diligent Investors LLC 8 - 2023-12-31 85,891 $6,499,000 -6,362
   UBS Group AG 1810 - 2023-12-31 81,253 $6,148,000 17,370
   Syntegra Private Wealth Group LLC 16 - 2023-12-31 78,432 $5,935,000 -13,951
   Perennial Investment Advisors LLC 21 - 2023-12-31 78,352 $5,930,000 12,293
   Pathstone Holdings LLC 405 - 2023-12-31 74,358 $5,627,000 0
   MERCER GLOBAL ADVISORS INC /ADV 437 - 2023-12-31 72,828 $5,511,000 -4,119
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 59 - 2023-12-31 72,494 $5,486,000 -1,070
   Total Wealth Planning LLC 25 - 2024-03-31 62,789 $5,481,000 -5,048
   Emerald Investment Partners LLC - 2023-12-31 70,044 $5,300,000 2,759
   PATHSTONE FAMILY OFFICE, LLC 272 *New 2023-09-30 70,562 $4,879,000 70,562
   WALLER FINANCIAL PLANNING GROUP INC 21 - 2024-03-31 53,485 $4,669,000 -1,510
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 61 - 2023-12-31 56,948 $4,310,000 1,266
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 576 - 2023-12-31 55,708 $4,215,000 21,149
   Bernardo Wealth Planning LLC - 2023-12-31 53,918 $4,080,000 2,776
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 804 - 2023-12-31 53,476 $4,047,000 54
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 139 - 2023-12-31 53,193 $4,025,000 -861
   Cetera Investment Advisers 533 - 2023-12-31 50,338 $3,809,000 3,522
   Gladstone Institutional Advisory LLC 125 - 2023-12-31 50,020 $3,785,000 578
   ROYAL BANK OF CANADA 2097 - 2023-12-31 48,863 $3,697,000 -1,590
   Stratos Wealth Partners LTD. 301 - 2024-03-31 40,406 $3,527,000 2,929
   Foundations Investment Advisors LLC 168 - 2023-12-31 43,208 $3,312,000 34,772
   Portside Wealth Group LLC 37 - 2024-03-31 37,832 $3,302,000 1,496
   BENJAMIN EDWARDS INC 41 - 2023-12-31 41,521 $3,142,000 -3,116
   MML INVESTORS SERVICES LLC 825 - 2023-12-31 39,212 $2,967,000 -155
   Kingsview Wealth Management LLC 211 - 2023-12-31 38,476 $2,911,000 -1,780
   BALANCED WEALTH GROUP LLC 18 - 2023-12-31 36,937 $2,795,000 0
   Keeley-Teton Advisors LLC 93 - 2023-12-31 36,155 $2,736,000 -558
   Windsor Group LTD 46 - 2023-09-30 39,436 $2,727,000 1,840
   Chicago Partners Investment Group LLC 149 - 2023-12-31 35,549 $2,683,000 5,009
   PRINCIPAL SECURITIES INC. 194 - 2023-12-31 35,099 $2,656,000 0
   COURAGE MILLER PARTNERS, LLC 20 - 2024-03-31 29,774 $2,599,000 22
   Visionary Wealth Advisors 133 - 2023-12-31 33,799 $2,558,000 -4,890
   Thrive Capital Management LLC 21 - 2023-12-31 33,789 $2,557,000 -165
   JONES FINANCIAL COMPANIES LLLP 158 - 2023-12-31 32,306 $2,445,000 19,829
   COMERICA BANK 1060 - 2023-12-31 32,221 $2,438,000 1,247
   Bellwether Advisors LLC 41 *New 2023-12-31 32,145 $2,432,000 32,145
   Investors Research Corp 29 - 2023-12-31 30,686 $2,322,000 -252
   PACIFIC SUN FINANCIAL CORP 14 - 2023-12-31 30,004 $2,270,000 -180
   Equitable Holdings Inc. 382 - 2023-12-31 29,942 $2,266,000 4,125
   Cooper Financial Group 49 - 2024-03-31 25,923 $2,263,000 315
   CREATIVE PLANNING 876 - 2023-12-31 29,726 $2,249,000 -13,342
   Miracle Mile Advisors LLC 180 - 2024-03-31 23,488 $2,050,000 -8,820
   ATRIA INVESTMENTS LLC 588 - 2023-12-31 27,093 $2,050,000 -4,525
   Occidental Asset Management LLC 75 - 2024-03-31 23,205 $2,026,000 83
   GOLDMAN SACHS GROUP INC/ 3133 - 2023-12-31 26,521 $2,007,000 12,529
   PARK AVENUE SECURITIES LLC 412 - 2024-03-31 22,905 $1,999,000 9,479
   DESTINY CAPITAL SECURITIES CORPORATION 17 - 2023-09-30 28,524 $1,972,000 0
   Destiny Capital Corp/CO 18 - 2023-12-31 25,267 $1,912,000 -4,765
   J P MORGAN CHASE & CO 2986 - 2023-12-31 25,090 $1,899,000 14,841
   Barden Capital Management Inc. 24 - 2023-12-31 27,470 $1,899,000 0
   Laidlaw Wealth Management LLC 34 - 2023-12-31 24,250 $1,835,000 -10,739
   CWM LLC 655 - 2024-03-31 19,988 $1,745,000 -5,682
   IAG Wealth Partners LLC 38 - 2023-12-31 22,934 $1,735,000 -801
   Geneos Wealth Management Inc. - 2023-12-31 22,871 $1,731,000 -2,630
   SCS CAPITAL MANAGEMENT LLC 58 - 2023-12-31 22,705 $1,718,000 -109
   ASSET MANAGEMENT GROUP, INC. 68 - 2023-12-31 22,522 $1,704,000 84
  100 Records found
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