Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
streetTRACKS Series Trust - SPDR DJ Wilshire Mid Capital Growth ETF (MDYG)  
$85.93 0.15 (0.17%) as of 4:30 Fri 5/10


Download
     
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  : 
15.78 (22.49%)  




 
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
   Tradewinds Capital Management LLC 2 *New 2024-03-31 346,188 $30,219,000 346,188
   PATHSTONE FAMILY OFFICE, LLC 272 *New 2023-09-30 70,562 $4,879,000 70,562
   BNP PARIBAS ARBITRAGE SA 1044 *New 2024-03-31 50,000 $4,365,000 50,000
   Bellwether Advisors LLC 41 *New 2023-12-31 32,145 $2,432,000 32,145
   Confluence Wealth Services Inc. 137 *New 2024-03-31 10,476 $914,000 10,476
   LINCOLN NATIONAL CORP 546 *New 2024-03-31 10,411 $909,000 10,411
   NORDEN GROUP LLC 135 *New 2024-03-31 9,822 $857,000 9,822
   New Century Financial Group LLC 95 *New 2024-03-31 5,766 $503,000 5,766
   BEAM Asset Management LLC 67 *New 2024-03-31 4,986 $435,000 4,986
   PFG Investments LLC 683 *New 2024-03-31 3,947 $344,000 3,947
   Simplicity WealthLLC 900 *New 2024-03-31 3,578 $312,000 3,578
   Signal Advisors Wealth LLC 258 *New 2024-03-31 2,789 $243,000 2,789
   Maltin Wealth Management Inc. 108 *New 2024-03-31 2,766 $241,000 2,766
   CABOT MONEY MANAGEMENT INC 135 *New 2024-03-31 2,571 $224,000 2,571
   Somerset Trust Co 137 *New 2024-03-31 2,560 $223,000 2,560
   RFG Advisory Group LLC 676 *New 2024-03-31 2,502 $218,000 2,502
   Burt Wealth Advisors 115 *New 2024-03-31 2,460 $215,000 2,460
   MONETA GROUP INVESTMENT ADVISORS INC 521 *New 2023-12-31 2,817 $213,000 2,817
   Valeo Financial Advisors LLC 595 *New 2024-03-31 2,534 $211,000 2,534
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 661 *New 2024-03-31 2,408 $209,000 2,408
   Harrison & Co Wealth Management LLC 78 *New 2022-12-31 3,129 $204,000 3,129
   Beacon Financial Advisory LLC 226 *New 2024-03-31 2,325 $203,000 2,325
   FLAGSHIP HARBOR ADVISORS LLC 641 *New 2024-03-31 2,304 $201,000 2,304
   RICHARDSON FINANCIAL SERVICES INC. 257 *New 2024-03-31 484 $42,000 484
   MASSMUTUAL TRUST CO FSB/ADV 947 *New 2024-03-31 145 $13,000 145
   Aspire Private Capital LLC 377 *New 2024-03-31 137 $12,000 137
   ANGELES WEALTH MANAGEMENT LLC 250 *New 2023-12-31 81 $6,000 81
   MATHER GROUP, INC. 1331 *New 2024-03-31 78 $6,000 78
   Raleigh Capital Management Inc. 720 *New 2023-12-31 80 $6,000 80
   BFSG LLC 598 *New 2024-03-31 28 $2,000 28
   HANSON INVESTMENT MANAGEMENT 466 *New 2024-03-31 15 $1,000 15
   ADVISORY SERVICES NETWORK, LLC 3740 *New 2023-12-31 1 $0 1
  32 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us