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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


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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  : 
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
   CITIGROUP INC 83 - 2023-12-31 2,381,567 $180,213,000 2,381,557
   LPL FINANCIAL CORP 232 - 2023-12-31 1,637,852 $123,936,000 182,379
   BENJAMIN F. EDWARDS & COMPANY INC. 7 - 2024-03-31 857,383 $74,841,000 18,428
   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
   Financial Advisory Service Inc. 6 - 2024-03-31 423,477 $36,965,000 12,533
   GHP INVESTMENT ADVISORS INC 5 - 2024-03-31 273,495 $23,873,000 3,554
   Rehmann Capital Advisory Group 12 - 2024-03-31 258,485 $22,563,000 16,450
   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
   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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 577 - 2024-03-31 193,919 $16,927,000 13,539
   PRINCIPAL SECURITIES INC. 37 - 2024-03-31 177,219 $15,469,000 142,120
   Rodgers & Associates LTD 16 - 2023-12-31 192,782 $14,588,000 9,900
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 183,090 $13,854,000 10,385
   SHAKESPEARE WEALTH MANAGEMENT INC. 12 - 2023-12-31 157,387 $11,909,000 3,779
   ETFIDEA LLC 6 - 2024-03-31 127,181 $11,102,000 301
   BB&T CORP 612 - 2023-12-31 130,344 $9,863,000 1,656
   BANK OF AMERICA CORP /DE/ 2450 - 2023-12-31 121,226 $9,173,000 13,040
   SFG Wealth Management LLC. 4 - 2024-03-31 104,013 $9,079,000 9,099
   UBS Group AG 1810 - 2023-12-31 81,253 $6,148,000 17,370
   Perennial Investment Advisors LLC 21 - 2023-12-31 78,352 $5,930,000 12,293
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 670 - 2024-03-31 66,316 $5,789,000 12,840
   Centennial Wealth Advisory LLC 6 - 2024-03-31 54,767 $4,780,000 35,488
   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
   BENJAMIN EDWARDS INC 26 - 2024-03-31 44,964 $3,925,000 3,443
   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
   Chicago Partners Investment Group LLC 127 - 2024-03-31 42,847 $3,561,000 7,298
   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
   Geneos Wealth Management Inc. 187 - 2024-03-31 33,380 $2,914,000 10,509
   Windsor Group LTD 46 - 2023-09-30 39,436 $2,727,000 1,840
   COURAGE MILLER PARTNERS, LLC 20 - 2024-03-31 29,774 $2,599,000 22
   Larson Financial Group LLC 99 - 2024-03-31 29,040 $2,535,000 26,024
   Global Retirement Partners LLC 213 - 2024-03-31 28,625 $2,499,000 10,877
   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
   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
   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
   J P MORGAN CHASE & CO 2986 - 2023-12-31 25,090 $1,899,000 14,841
   SAGE FINANCIAL GROUP INC 41 - 2024-03-31 20,671 $1,804,000 765
   ASSET MANAGEMENT GROUP, INC. 68 - 2023-12-31 22,522 $1,704,000 84
   IHT Wealth Management LLC 258 - 2023-12-31 21,883 $1,656,000 1,587
   EQIS CAPITAL MANAGEMENT, INC. 139 - 2023-12-31 21,765 $1,647,000 525
   Peterson Financial Group Inc. 49 - 2024-03-31 18,677 $1,630,000 103
   PRUDENTIAL FINANCIAL INC 1575 - 2023-12-31 21,080 $1,595,000 8,206
   Pensionmark Financial Group LLC 102 - 2023-12-31 20,741 $1,569,000 775
   Smith Anglin Financial LLC 56 - 2024-03-31 17,735 $1,548,000 1,121
   Bristlecone Advisors LLC 119 - 2024-03-31 17,612 $1,537,000 2,108
   FINANCIAL NETWORK 1129 - 2023-12-31 19,358 $1,465,000 2,520
   SJA Financial Advisory LLC 23 - 2023-12-31 17,522 $1,326,000 520
   Atria Wealth Solutions Inc. 750 - 2023-12-31 17,230 $1,304,000 1,840
   LTG Capital LLC 21 - 2023-12-31 14,706 $1,113,000 87
   Salomon & Ludwin LLC 89 - 2024-03-31 11,874 $1,036,000 830
   Advance Capital Management Inc. 43 - 2024-03-31 11,778 $1,028,000 3
   Fullen Financial Group 30 - 2023-03-31 14,995 $1,021,000 37
   GIRARD PARTNERS LTD. 152 - 2023-12-31 11,996 $908,000 389
   Csenge Advisory Group 286 - 2024-03-31 10,186 $889,000 2,409
   PRUDENTIAL CORP PLC 629 - 2023-12-31 11,388 $862,000 3,830
   We Are One Seven LLC 355 - 2023-12-31 11,337 $858,000 285
   PFG Advisors 310 - 2023-12-31 10,154 $768,000 198
   New England Capital Financial Advisors LLC 21 - 2024-03-31 8,225 $718,000 541
   CAPTRUST FINANCIAL ADVISORS 1486 - 2023-12-31 9,310 $704,000 333
   Integrys Wealth Advisors LLC 78 - 2024-03-31 7,457 $651,000 20
   ALTFEST L J & CO INC 164 - 2024-03-31 7,094 $619,000 5
   Financial Advocates Investment Management 423 - 2024-03-31 6,818 $595,000 76
   HPM Partners LLC - 2023-12-31 7,837 $593,000 397
   WILLNER & HELLER LLC 48 - 2023-12-31 7,760 $587,000 101
   Beacon Pointe Advisors LLC 836 - 2023-12-31 7,650 $579,000 4
   John W. Brooker & Co. CPAs 50 - 2024-03-31 6,632 $579,000 38
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3556 - 2023-12-31 7,603 $575,000 1,836
   BAKER TILLY FINANCIAL LLC 249 - 2023-12-31 7,454 $564,000 2,674
   MULTIFINANCIAL SECURITIES CORP 1064 - 2023-12-31 7,344 $556,000 464
   AlphaStar Capital Management LLC 176 - 2023-12-31 7,264 $550,000 2,211
   Stratos Wealth Advisors LLC 439 - 2024-03-31 6,283 $548,000 6
   Bill Few Associates Inc. 87 - 2024-03-31 5,871 $512,000 30
   Clear Creek Financial Management LLC 243 - 2024-03-31 5,815 $508,000 7
   Sigma Planning Corp 749 - 2024-03-31 5,741 $501,000 5,741
   EP WEALTH ADVISORS, INC. 486 - 2023-12-31 6,560 $496,000 81
   Spire Wealth Management 550 - 2024-03-31 5,083 $444,000 3,196
   OneAscent Financial Services LLC 222 - 2024-03-31 4,901 $428,000 614
   SIGNATURE SECURITIES GROUP CORPORATION 138 - 2024-03-31 4,671 $408,000 1,543
   Crabel Capital Management LLC 86 - 2023-12-31 5,112 $387,000 5,112
   Brookstone Capital Management 679 - 2024-03-31 4,439 $387,000 209
   SILVER OAK SECURITIES Inc 331 - 2023-12-31 4,985 $377,000 406
   RETIREMENT PLANNING GROUP 166 - 2024-03-31 3,655 $319,000 127
   FMR LLC 2683 - 2023-12-31 3,803 $288,000 348
   RAYMOND JAMES & ASSOCIATES 3356 - 2024-03-31 3,216 $281,000 449
   BANK OF NEW YORK MELLON CORP 3735 - 2024-03-31 2,838 $248,000 193
   Sterling Financial Planning Inc. 94 - 2023-12-31 3,121 $236,000 31
  100 Records found
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