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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   FINANCIAL ENGINES ADVISORS L.L.C. 35 - 2023-12-31 1,716,451 $125,953,000 -7,039
   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
   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
   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
   JNBA FINANCIAL ADVISORS 13 - 2024-03-31 256,430 $19,489,000 -91,936
   McAdam LLC 16 - 2024-03-31 240,767 $18,298,000 -4,461
   HIGHTOWER ADVISORS, LLC 527 - 2024-03-31 219,527 $16,695,000 -35,563
   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
   FinTrust Capital Advisors LLC 8 - 2024-03-31 150,881 $11,467,000 -3,732
   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
   IHT Wealth Management LLC 42 - 2023-12-31 129,270 $9,486,000 -3,799
   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
   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
   SAGE FINANCIAL GROUP INC 24 - 2024-03-31 80,946 $6,152,000 -187
   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
   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
   IAG Wealth Partners LLC 25 - 2024-03-31 63,346 $4,814,000 -1,104
   UBS Group AG 2103 - 2023-12-31 60,116 $4,411,000 -2,739
   BAILARD BIEHL & KAISER INC 164 - 2024-03-31 50,071 $3,805,000 -42
   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
   Kingsview Wealth Management LLC 227 - 2024-03-31 43,252 $3,287,000 -8
   Windsor Group LTD 41 - 2023-09-30 47,897 $3,107,000 -1,863
   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
   LODESTAR PRIVATE ASSET MANAGEMENT LLC 59 - 2024-03-31 34,941 $2,655,000 -343
   Farther Finance Advisors LLC 112 - 2023-12-31 32,754 $2,403,000 -1,061
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1165 - 2024-03-31 30,421 $2,312,000 -1,141
   Stratos Wealth Advisors LLC 187 - 2024-03-31 28,197 $2,143,000 -1,001
   PRINCIPAL SECURITIES INC. 288 - 2024-03-31 24,538 $1,865,000 -152,885
   ATRIA INVESTMENTS LLC 626 - 2023-12-31 25,298 $1,856,000 -12,381
   Visionary Wealth Advisors 168 - 2023-12-31 24,146 $1,772,000 -21,627
   Omega Financial Group LLC 37 - 2024-03-31 23,061 $1,753,000 -1,215
   JUNCTURE WEALTH STRATEGIES LLC 25 - 2024-03-31 22,803 $1,733,000 -36
   Barden Capital Management Inc. 25 - 2024-03-31 21,733 $1,652,000 -7,416
   CREATIVE PLANNING 989 - 2023-12-31 22,294 $1,636,000 -7,638
   CAPTRUST FINANCIAL ADVISORS 995 - 2023-12-31 22,300 $1,636,000 -876
   MERCER GLOBAL ADVISORS INC /ADV 820 - 2023-12-31 20,669 $1,517,000 -1,267
   ACORN FINANCIAL ADVISORY SERVICES INC /ADV 46 - 2024-03-31 19,589 $1,489,000 -5,428
   IFP Advisors Inc 300 - 2023-12-31 20,103 $1,475,000 -298
   GREAT VALLEY ADVISOR GROUP INC. 317 - 2024-03-31 18,768 $1,426,000 -2,111
   D. SCOTT NEAL INC. 22 - 2024-03-31 18,211 $1,384,000 -529
   MY PURPOSEFUL WEALTH CORP. 23 - 2024-03-31 17,302 $1,315,000 -1,888
   HANSON MCCLAIN, INC. 387 - 2024-03-31 15,531 $1,180,000 -992
   Lewis Asset Management LLC 24 - 2024-03-31 14,659 $1,114,000 -663
   SWMG LLC 32 - 2023-12-31 14,972 $1,099,000 -16,795
   GOLDMAN SACHS GROUP INC/ 3474 - 2023-12-31 14,837 $1,089,000 -13,758
   Waypoint Capital Advisors LLC 62 - 2024-03-31 14,024 $1,066,000 -31
   Measured Wealth Private Client Group LLC 37 - 2024-03-31 13,802 $1,049,000 -3,152
   Wambolt & Associates LLC 91 - 2024-03-31 13,814 $1,041,000 -6,172
   J P MORGAN CHASE & CO 3349 - 2024-03-31 13,476 $1,024,000 -1,000
   Krilogy Financial LLC 153 - 2024-03-31 12,788 $972,000 -510
   Commonwealth Financial Services LLC 58 - 2023-12-31 12,635 $927,000 -1,384
   Good Life Advisors LLC 176 - 2024-03-31 11,577 $880,000 -3,688
   WRAPMANAGER INC 92 - 2024-03-31 10,878 $827,000 -637
   DFPG INVESTMENTS INC. 276 - 2023-12-31 11,390 $816,000 -328
   ECLECTIC ASSOCIATES INC /ADV 45 - 2024-03-31 10,618 $807,000 -355
   DRIVE WEALTH MANAGEMENT LLC 87 - 2024-03-31 10,334 $785,000 -2,930
   Keystone Financial Group 132 - 2024-03-31 9,972 $758,000 -82
   COMERICA BANK 1706 - 2023-12-31 9,621 $706,000 -7,279
   Invera Wealth Advisors LLC 46 - 2024-03-31 9,909 $698,000 -19,110
   PARK AVENUE SECURITIES LLC 827 - 2024-03-31 9,037 $687,000 -18,758
   Brookstone Capital Management 554 - 2024-03-31 9,011 $685,000 -316
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3011 - 2024-03-31 8,960 $681,000 -60,153
   SOL CAPITAL MANAGEMENT CO 202 - 2024-03-31 8,280 $629,000 -50
   Wallace Advisory Group LLC 54 - 2024-03-31 8,190 $601,000 -473
   PFG Advisors 368 - 2024-03-31 7,465 $567,000 -608
   Everhart Financial Group Inc. 103 - 2023-12-31 7,556 $554,000 -14
   RAYMOND JAMES & ASSOCIATES 2972 - 2024-03-31 7,204 $548,000 -251
   ARQ WEALTH ADVISORS LLC 39 - 2023-12-31 7,251 $532,000 -1,514
   Csenge Advisory Group 419 - 2024-03-31 6,891 $524,000 -5,029
   ABLE Financial Group LLC 88 - 2024-03-31 6,759 $514,000 -118,801
   ACAS LLC 42 - 2024-03-31 6,641 $505,000 -2,002
   SILVER OAK SECURITIES Inc 233 - 2024-03-31 6,586 $501,000 -1,715
   Sterling Financial Planning Inc. 71 - 2024-03-31 6,569 $499,000 -355
   BAKER TILLY FINANCIAL LLC 258 - 2024-03-31 6,357 $483,000 -1,572
   OneAscent Financial Services LLC 210 - 2024-03-31 6,146 $467,000 -408
   Joseph Group Capital Management 44 - 2023-12-31 6,187 $454,000 -496
   CITADEL ADVISORS LLC 3699 - 2023-12-31 6,167 $453,000 -11,770
   Apeiron RIA LLC 133 - 2024-03-31 5,702 $433,000 -392
   Insight Advisors LLC/ PA 183 - 2024-03-31 5,447 $414,000 -393
   Foresight Wealth Management LLC 6 - 2022-12-31 5,925 $383,000 -48,661
   CONDOR CAPITAL MANAGEMENT 153 - 2024-03-31 5,016 $381,000 -733
  100 Records found
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