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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
   CLARK CAPITAL MANAGEMENT GROUP INC 19 - 2023-12-31 1,404,946 $103,095,000 1,162,535
   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
   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
   GHP INVESTMENT ADVISORS INC 13 - 2024-03-31 265,962 $20,213,000 3,641
   AE Wealth Management LLC 232 - 2023-12-31 265,665 $19,194,000 133,556
   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
   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
   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
   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
   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
   Equitable Holdings Inc. 149 - 2023-12-31 123,339 $9,051,000 32,862
   CWM LLC 360 - 2024-03-31 89,488 $6,801,000 16,806
   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
   BANK OF AMERICA CORP /DE/ 2799 - 2023-12-31 77,843 $5,712,000 1,794
   CAPITAL WEALTH MANAGEMENT LLC 15 - 2024-03-31 69,113 $5,253,000 2,124
   WALLER FINANCIAL PLANNING GROUP INC 20 - 2024-03-31 63,484 $4,825,000 1,004
   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
   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
   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
   PRUDENTIAL FINANCIAL INC 1169 - 2023-12-31 42,828 $3,143,000 27,689
   Portside Wealth Group LLC 44 - 2024-03-31 40,536 $3,081,000 2,233
   BENJAMIN EDWARDS INC 43 - 2024-03-31 39,561 $3,007,000 1,094
   NATIONAL ASSET MANAGEMENT, INC. 273 - 2023-12-31 36,914 $2,709,000 33,807
   Integrated Wealth Concepts LLC 383 - 2023-12-31 35,761 $2,624,000 22,322
   JONES FINANCIAL COMPANIES LLLP 160 - 2023-12-31 32,741 $2,403,000 4,317
   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
   IMCCHICAGO, LLC 108 - 2024-03-31 28,622 $2,175,000 28,622
   Ignite Planners LLC 45 - 2024-03-31 26,201 $1,974,000 4,246
   Fullen Financial Group 22 - 2023-03-31 28,981 $1,895,000 143
   Occidental Asset Management LLC 80 - 2024-03-31 24,826 $1,887,000 147
   Wealthcare Advisory Partners LLC 251 - 2024-03-31 23,356 $1,775,000 2,510
   Smith Anglin Financial LLC 48 - 2024-03-31 22,749 $1,729,000 781
   COURIER CAPITAL CORP 145 - 2024-03-31 22,543 $1,713,000 103
   MULTIFINANCIAL SECURITIES CORP 601 - 2023-12-31 20,822 $1,528,000 12,617
   IFG Advisory LLC 215 - 2024-03-31 19,679 $1,496,000 322
   PURE FINANCIAL ADVISORS, INC. 130 - 2024-03-31 18,256 $1,387,000 549
   BB&T CORP 1444 - 2023-12-31 18,169 $1,333,000 2,373
   Stratos Wealth Partners LTD. 567 - 2024-03-31 16,088 $1,223,000 12,653
   LTG Capital LLC 20 - 2023-12-31 15,419 $1,131,000 115
   CX Institutional 273 - 2024-03-31 14,339 $1,090,000 753
   MONECO Advisors LLC 141 - 2024-03-31 14,072 $1,069,000 1,063
   Montz Harcus Wealth Management LLC 21 - 2024-03-31 13,838 $1,052,000 124
   We Are One Seven LLC 320 - 2023-12-31 13,859 $1,017,000 854
   Salomon & Ludwin LLC 96 - 2024-03-31 11,985 $911,000 1,613
   Cape Investment Advisory Inc. 49 - 2023-12-31 12,282 $901,000 71
   HFG Advisors Inc. 35 - 2024-03-31 11,720 $891,000 23
   KESTRA PRIVATE WEALTH SERVICES LLC 584 - 2024-03-31 11,618 $883,000 21
   Madison Park Capital Advisors LLC 30 - 2024-03-31 10,368 $788,000 550
   HF Advisory Group LLC 82 - 2024-03-31 10,197 $775,000 1,473
   RENAISSANCE TECHNOLOGIES LLC 2569 - 2023-12-31 10,300 $756,000 7,100
   Goss Wealth Management LLC 1081 - 2023-12-31 10,056 $732,000 3,690
   TAGStone Capital Inc. 43 - 2024-03-31 9,233 $702,000 33
   SJA Financial Advisory LLC 31 - 2024-03-31 9,081 $690,000 242
   Global Retirement Partners LLC 455 - 2024-03-31 8,812 $670,000 1,861
   Prime Capital Investment Advisors LLC - 2023-12-31 7,851 $576,000 3,323
   Steward Partners Investment Advisory LLC 949 - 2023-12-31 7,578 $556,000 2,028
   FirstPurpose Wealth LLC 91 - 2024-03-31 7,352 $538,000 107
   Alliance Wealth Advisors LLC /UT 119 - 2023-12-31 7,119 $522,000 84
   LongView Wealth Management 98 - 2024-03-31 6,711 $510,000 510
   LINCOLN NATIONAL CORP 737 - 2024-03-31 6,689 $508,000 2,747
   Bill Few Associates Inc. 89 - 2024-03-31 6,551 $498,000 2
   Onyx Bridge Wealth Group LLC 150 - 2024-03-31 6,715 $485,000 20
   Strategic Financial Concepts LLC 176 - 2024-03-31 5,964 $453,000 5,964
   CCG WEALTH MANAGEMENT LLC 43 - 2024-03-31 5,759 $438,000 429
   Sharper & Granite LLC 82 - 2024-03-31 5,755 $427,000 425
   Burt Wealth Advisors 78 - 2024-03-31 5,499 $418,000 577
   NorthCrest Asset Manangement LLC 414 - 2024-03-31 5,108 $388,000 5,108
   Feltz Wealth PLAN Inc. 229 - 2024-03-31 4,899 $372,000 2,139
   Financial Advocates Investment Management 534 - 2024-03-31 4,697 $357,000 225
   Fort Point Capital Partners LLC 211 - 2023-12-31 4,791 $352,000 14
   J.W. COLE ADVISORS INC. 639 - 2024-03-31 4,565 $347,000 137
   Integrys Wealth Advisors LLC 113 - 2024-03-31 4,313 $328,000 120
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 884 - 2024-03-31 4,305 $327,000 1,769
   Acorn Wealth Advisors LLC 128 - 2024-03-31 4,296 $326,000 10
   Fifth Third Securities Inc. 215 - 2024-03-31 4,246 $323,000 444
   BLAIR WILLIAM & CO/IL 1246 - 2024-03-31 3,986 $303,000 42
   SILVERLAKE WEALTH MANAGEMENT LLC 170 - 2024-03-31 3,970 $302,000 551
  100 Records found
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