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Get Institutions for : 
streetTRACKS Series Trust - SPDR DJ Wilshire Mid Capital Value ETF (MDYV)  
$75.04 0.23 (0.31%) as of 4:30 Mon 5/13


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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  : 
8.91 (13.47%)  




 
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
   TEXAS PERMANENT SCHOOL FUND 1249 - 2024-03-31 16,551 $1,258,000 0
   PACIFIC SUN FINANCIAL CORP 74 - 2024-03-31 9,329 $709,000 0
   Advance Capital Management Inc. 65 - 2024-03-31 9,091 $691,000 0
   JOHNSON INVESTMENT COUNSEL INC 465 - 2024-03-31 7,986 $607,000 0
   SJS Investment Consulting Inc. 45 - 2024-03-31 7,000 $532,000 0
   LexAurum Advisors LLC 145 - 2024-03-31 6,788 $516,000 0
   PROVISE MANAGEMENT GROUP LLC 195 - 2024-03-31 5,961 $453,000 0
   Crescent Grove Advisors LLC 194 - 2024-03-31 5,864 $446,000 0
   STALEY CAPITAL ADVISERS INC 145 - 2024-03-31 5,111 $388,000 0
   COLONY GROUP LLC 599 - 2023-09-30 5,668 $368,000 0
   KMG FIDUCIARY PARTNERS LLC 191 - 2024-03-31 4,848 $368,000 0
   BROWN ADVISORY HOLDINGS INC 1034 - 2024-03-31 4,527 $344,000 0
   Centerpoint Advisors LLC 61 - 2024-03-31 4,400 $334,000 0
   Capital Advisory Group Advisory Services LLC 118 - 2024-03-31 3,950 $300,000 0
   Schneider Downs Wealth Management Advisors LP 107 - 2024-03-31 3,644 $277,000 0
   Beaumont Financial Advisors LLC 300 - 2024-03-31 3,385 $257,000 0
   Rehmann Capital Advisory Group 496 - 2024-03-31 3,318 $252,000 0
   BIP Wealth LLC 191 - 2024-03-31 3,182 $242,000 0
   ESSEX FINANCIAL SERVICES INC 472 - 2024-03-31 3,090 $235,000 0
   DORSEY & WHITNEY TRUST CO LLC 573 - 2024-03-31 2,890 $220,000 0
   YALE CAPITAL CORP 416 - 2024-03-31 2,825 $215,000 0
   PNC FINANCIAL SERVICES GROUP INC 2245 - 2024-03-31 2,394 $182,000 0
   DHJJ Financial Advisors Ltd. 150 - 2024-03-31 2,285 $174,000 0
   Sachetta LLC 160 - 2024-03-31 1,998 $147,000 0
   UMB BANK N A/MO 697 - 2024-03-31 1,301 $99,000 0
   Carmichael Hill & Associates Inc. 243 - 2024-03-31 1,060 $81,000 0
   SMITHFIELD TRUST CO 559 - 2024-03-31 700 $53,000 0
   Capital Analysts Inc. 636 - 2023-12-31 710 $52,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 730 - 2024-03-31 635 $48,000 0
   EVENSKY & KATZ INC 79 - 2024-03-31 603 $46,000 0
   Capital Investment Advisory Services LLC 671 - 2024-03-31 562 $43,000 0
   Beacon Capital Management LLC 332 - 2023-12-31 407 $26,000 0
   Sunbelt Securities Inc. 1038 - 2024-03-31 311 $24,000 0
   Front Row Advisors LLC 251 - 2023-12-31 300 $22,000 0
   NBC SECURITIES INC. 1436 - 2024-03-31 271 $21,000 0
   Key Financial Inc 587 - 2024-03-31 274 $20,000 0
   FAMILY CAPITAL TRUST CO 56 - 2024-03-31 251 $19,000 0
   OAK HARBOR WEALTH PARTNERS LLC 206 - 2024-03-31 233 $18,000 0
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1619 - 2023-12-31 226 $17,000 0
   MANCHESTER CAPITAL MANAGEMENT LLC 576 - 2024-03-31 228 $17,000 0
   Cherry Tree Wealth Management LLC 326 - 2024-03-31 209 $16,000 0
   TD CAPITAL MANAGEMENT LLC 251 - 2024-03-31 211 $15,000 0
   Tower View Investment Management & Research LLC 131 - 2024-03-31 148 $11,000 0
   THOMPSON INVESTMENT MANAGEMENT INC 348 - 2024-03-31 125 $10,000 0
   Householder Group Estate & Retirement Specialist L 810 - 2024-03-31 125 $10,000 0
   BAYSTATE WEALTH MANAGEMENT LLC 765 - 2023-12-31 105 $8,000 0
   RE Dickinson Investment Advisors LLC 172 - 2024-03-31 82 $6,000 0
   M&R CAPITAL MANAGEMENT INC 476 - 2024-03-31 42 $3,000 0
   Cedar Mountain Advisors LLC 269 - 2024-03-31 26 $2,000 0
   MATRIX PRIVATE CAPITAL GROUP LLC 143 - 2023-12-31 25 $2,000 0
   Archer Investment Corp 893 - 2024-03-31 23 $2,000 0
   Financial Gravity Wealth Inc. 590 - 2023-12-31 13 $1,000 0
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 879 - 2024-03-31 17 $1,000 0
   Provident Wealth Management LLC 110 - 2024-03-31 1 $0 0
   TOMPKINS FINANCIAL CORP 707 - 2024-03-31 6 $0 0
  55 Records found
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