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Get Institutions for : 
streetTRACKS Series Trust - SPDR DJ Wilshire Mid Capital Value ETF (MDYV)  
$75.88 0.84 (1.12%) as of 4:30 Tue 5/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 323    16
Total shares held : 
 30,433,742  
% of shares held : 
 15.03%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   49  
Amount of shares held : 
 5,490,413  
% of shares held change : 
   2.71%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $63.95  
Last Quarter's Ending Price : 
 $73.38  
Last Quarter's Average Price : 
 $66.13  
Change from last quarter's     
avg. price to the last closing  : 
9.75 (14.74%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
37
 420,531
 1.38%
 
Increased Positions :
127
 7,442,862
 24.46%
 
Unchanged Positions :
65
 693,011
 2.28%
 
Decreased Positions :
94
-2,082,694
-6.84%
 
Closed Positions :
21
-290,286
-0.95%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 16 - 2024-03-31 5,237,228 $398,029,000 721,830
   ENVESTNET ASSET MANAGEMENT INC 199 - 2023-12-31 3,137,364 $230,220,000 2,726,536
   FINANCIAL ENGINES ADVISORS L.L.C. 35 - 2023-12-31 1,716,451 $125,953,000 -7,039
   CLARK CAPITAL MANAGEMENT GROUP INC 19 - 2023-12-31 1,404,946 $103,095,000 1,162,535
   LPL FINANCIAL CORP 312 - 2024-03-31 1,348,859 $102,513,000 -21,898
   STIFEL FINANCIAL CORP 230 - 2023-12-31 930,579 $68,286,000 -607,066
   TOWNSQUARE CAPITAL LLC 19 - 2023-12-31 773,444 $56,755,000 43,764
   Lutz Financial Services LLC 6 - 2024-03-31 665,207 $50,556,000 20,004
   BENJAMIN F. EDWARDS & COMPANY INC. 16 - 2024-03-31 656,557 $49,898,000 7,635
   TIAA TRUST NATIONAL ASSOCIATION 82 - 2024-03-31 642,775 $48,851,000 -10,496
   NorthRock Partners LLC 6 - 2024-03-31 598,993 $45,523,000 -13,409
   Financial Advisory Service Inc. 4 - 2024-03-31 559,855 $42,549,000 -4,002
   MORGAN STANLEY 1990 - 2023-12-31 525,798 $38,583,000 45,672
   TIAA FSB 87 - 2023-06-30 550,270 $37,848,000 14,620
   WELLS FARGO & CO/MN 965 - 2024-03-31 350,933 $26,671,000 35,187
   First Pacific Financial 2 - 2024-03-31 349,360 $26,551,000 6,502
   Klingman & Associates LLC 16 - 2024-03-31 345,645 $26,269,000 -3,804
   FIRST NATIONAL TRUST CO 17 - 2024-03-31 333,437 $25,341,000 -35,208
   CONFLUENCE INVESTMENT MANAGEMENT LLC 76 - 2024-03-31 326,099 $24,784,000 -278,165
   Asset Dedication LLC 13 - 2024-03-31 269,779 $20,506,000 -2,891
   GHP INVESTMENT ADVISORS INC 13 - 2024-03-31 265,962 $20,213,000 3,641
   JNBA FINANCIAL ADVISORS 13 - 2024-03-31 256,430 $19,489,000 -91,936
   AE Wealth Management LLC 232 - 2023-12-31 265,665 $19,194,000 133,556
   McAdam LLC 16 - 2024-03-31 240,767 $18,298,000 -4,461
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 26 - 2024-03-31 231,300 $17,579,000 3,722
   Tradewinds Capital Management LLC 9 - 2024-03-31 220,951 $16,792,000 218,808
   HIGHTOWER ADVISORS, LLC 527 - 2024-03-31 219,527 $16,695,000 -35,563
   ERn Financial LLC 8 - 2024-03-31 219,510 $16,683,000 328
   Rodgers & Associates LTD 15 - 2024-03-31 209,729 $15,939,000 6,458
   Rockbridge Investment Management LCC 11 - 2023-12-31 203,569 $14,938,000 26,755
   KWB Wealth 12 - 2024-03-31 188,465 $14,323,000 -6,639
   Krasney Financial LLC 6 - 2024-03-31 186,548 $14,178,000 -3,124
   Michael S. Ryan Inc. 3 - 2024-03-31 176,554 $13,418,000 9,512
   Nelson Van Denburg & Campbell Wealth Management Gr 36 - 2024-03-31 164,008 $12,465,000 10,641
   FinTrust Capital Advisors LLC 8 - 2024-03-31 150,881 $11,467,000 -3,732
   Kestra Advisory Services LLC 252 - 2023-12-31 154,761 $11,356,000 143,259
   Private Wealth Management Group LLC 6 - 2024-03-31 144,852 $11,009,000 4,497
   WCG Wealth Advisors LLC 38 - 2023-12-31 148,889 $10,925,000 -11,839
   Retirement Group LLC 5 - 2024-03-31 139,556 $10,606,000 -717
   ALESCO ADVISORS LLC 28 - 2024-03-31 134,897 $10,252,000 -71,800
   COMMONWEALTH EQUITY SERVICES LLC. 782 - 2024-03-31 131,314 $9,980,000 10,936
   FINANCIAL NETWORK 344 - 2023-12-31 135,632 $9,953,000 45,778
   Cetera Investment Advisers 237 - 2023-12-31 131,642 $9,660,000 79,425
   IHT Wealth Management LLC 42 - 2023-12-31 129,270 $9,486,000 -3,799
   Equitable Holdings Inc. 149 - 2023-12-31 123,339 $9,051,000 32,862
   THRIVENT FINANCIAL FOR LUTHERANS 636 - 2023-12-31 120,675 $8,855,000 -862
   ROYAL BANK OF CANADA 1583 - 2023-12-31 108,657 $7,973,000 -13,032
   MARINER WEALTH ADVISORS, LLC 544 - 2023-12-31 108,533 $7,964,000 -1,786
   Advisor Group Holdings Inc. 794 - 2024-03-31 104,668 $7,956,000 -880,575
   Total Wealth Planning LLC 21 - 2024-03-31 102,463 $7,787,000 -3,973
   Diligent Investors LLC 8 - 2024-03-31 90,185 $6,854,000 -654
   CWM LLC 360 - 2024-03-31 89,488 $6,801,000 16,806
   EQIS CAPITAL MANAGEMENT, INC. 34 - 2023-12-31 91,796 $6,736,000 -3,570
   AMERIVEST INVESTMENT MANAGEMENT LLC 74 - 2023-06-30 97,685 $6,719,000 -62,630
   AMERIPRISE FINANCIAL INC 2092 - 2023-12-31 87,563 $6,426,000 21,883
   Prestige Wealth Management Group LLC 18 - 2024-03-31 83,605 $6,354,000 9,600
   Garden State Investment Advisory Services LLC 10 - 2023-12-31 85,729 $6,291,000 3,763
   SAGE FINANCIAL GROUP INC 24 - 2024-03-31 80,946 $6,152,000 -187
   BANK OF AMERICA CORP /DE/ 2799 - 2023-12-31 77,843 $5,712,000 1,794
   Marotta Asset Management 28 - 2024-03-31 71,753 $5,453,000 -6,740
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1083 - 2024-03-31 70,956 $5,393,000 -116,130
   Pathstone Holdings LLC 421 - 2023-12-31 71,805 $5,269,000 0
   CAPITAL WEALTH MANAGEMENT LLC 15 - 2024-03-31 69,113 $5,253,000 2,124
   Emerald Investment Partners LLC 31 - 2024-03-31 66,771 $5,075,000 -14,358
   RTD Financial Advisors Inc. 37 - 2024-03-31 66,403 $5,047,000 -1,707
   WALLER FINANCIAL PLANNING GROUP INC 20 - 2024-03-31 63,484 $4,825,000 1,004
   IAG Wealth Partners LLC 25 - 2024-03-31 63,346 $4,814,000 -1,104
   PATHSTONE FAMILY OFFICE, LLC 276 *New 2023-09-30 73,280 $4,753,000 73,280
   Private Advisor Group LLC 476 - 2024-03-31 61,948 $4,708,000 2,194
   Gladstone Institutional Advisory LLC 103 - 2023-12-31 63,475 $4,658,000 1,983
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 57 - 2023-12-31 62,569 $4,591,000 2,274
   UBS Group AG 2103 - 2023-12-31 60,116 $4,411,000 -2,739
   Perennial Investment Advisors LLC 36 - 2023-12-31 57,902 $4,249,000 14,979
   Clarus Wealth Advisors 12 - 2024-03-31 57,643 $4,219,000 733
   MML INVESTORS SERVICES LLC 709 - 2023-12-31 53,618 $3,934,000 42,960
   BAILARD BIEHL & KAISER INC 164 - 2024-03-31 50,071 $3,805,000 -42
   Financial Guidance Group Inc. 16 - 2024-03-31 50,015 $3,801,000 878
   Koshinski Asset Management Inc. 55 - 2024-03-31 49,859 $3,789,000 49,859
   Annapolis Financial Services LLC 29 - 2024-03-31 49,729 $3,779,000 49
   CI Private Wealth LLC 796 - 2024-03-31 48,280 $3,669,000 -938
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 616 - 2023-12-31 47,881 $3,513,000 -3,561
   BMS Financial Advisors LLC 15 *New 2023-06-30 48,989 $3,369,000 48,989
   Kingsview Wealth Management LLC 227 - 2024-03-31 43,252 $3,287,000 -8
   PRUDENTIAL FINANCIAL INC 1169 - 2023-12-31 42,828 $3,143,000 27,689
   Windsor Group LTD 41 - 2023-09-30 47,897 $3,107,000 -1,863
   Portside Wealth Group LLC 44 - 2024-03-31 40,536 $3,081,000 2,233
   BALANCED WEALTH GROUP LLC 16 - 2023-12-31 41,826 $3,069,000 0
   BENJAMIN EDWARDS INC 43 - 2024-03-31 39,561 $3,007,000 1,094
   Foundations Investment Advisors LLC 181 *New 2023-12-31 41,665 $2,989,000 41,665
   Atria Wealth Solutions Inc. 466 *New 2023-12-31 39,940 $2,931,000 39,940
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 123 - 2024-03-31 37,524 $2,852,000 -1,413
   Geneos Wealth Management Inc. 190 - 2024-03-31 37,380 $2,841,000 -5,019
   NATIONAL ASSET MANAGEMENT, INC. 273 - 2023-12-31 36,914 $2,709,000 33,807
   LODESTAR PRIVATE ASSET MANAGEMENT LLC 59 - 2024-03-31 34,941 $2,655,000 -343
   Integrated Wealth Concepts LLC 383 - 2023-12-31 35,761 $2,624,000 22,322
   Farther Finance Advisors LLC 112 - 2023-12-31 32,754 $2,403,000 -1,061
   JONES FINANCIAL COMPANIES LLLP 160 - 2023-12-31 32,741 $2,403,000 4,317
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1165 - 2024-03-31 30,421 $2,312,000 -1,141
   Chicago Partners Investment Group LLC 187 - 2024-03-31 31,945 $2,310,000 1,134
   COURAGE MILLER PARTNERS, LLC 23 - 2024-03-31 29,073 $2,210,000 365
  100 Records found
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