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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
   SigFig Wealth Management LLC 131 *Closed 2024-03-31 0 $0 -43,457
   FLOW TRADERS U.S. LLC 760 *Closed 2023-12-31 0 $0 -26,616
   RICHARDSON FINANCIAL SERVICES INC. 554 *Closed 2024-03-31 0 $0 -479
   Envestnet Portfolio Solutions Inc. 1601 *Closed 2024-03-31 0 $0 -75,899
   ADVISORY SERVICES NETWORK, LLC 2492 *Closed 2024-03-31 0 $0 -215
   FIFTH THIRD BANCORP 2391 *Closed 2024-03-31 0 $0 -1,598
   Richard W. Paul & Associates LLC *Closed 2023-12-31 0 $0 -16
   MODERA WEALTH MANAGEMENT, LLC 547 *Closed 2023-12-31 0 $0 -10,096
   Atomi Financial Group Inc. 732 *Closed 2024-03-31 0 $0 -4,947
   Northwest Financial Advisors 810 *Closed 2024-03-31 0 $0 -1,751
   Impact Partnership Wealth LLC 919 *Closed 2023-12-31 0 $0 -212
   TOWER RESEARCH CAPITAL LLC 5969 *Closed 2023-12-31 0 $0 -10,816
   Koss-Olinger Consulting LLC 123 *Closed 2024-03-31 0 $0 -69,727
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 3529 *Closed 2024-03-31 0 $0 -50,877
   MOSAIC FAMILY WEALTH PARTNERS LLC 197 *Closed 2023-12-31 0 $0 -4,673
   TUCKER ASSET MANAGEMENT LLC 1019 *Closed 2023-12-31 0 $0 -46
   Orin Green Financial LLC 19 *Closed 2024-03-31 0 $0 -6,621
   New Century Financial Group LLC 186 *Closed 2024-03-31 0 $0 -6,434
   TSFG LLC 856 *Closed 2024-03-31 0 $0 -200
   Meridian Wealth Management LLC 387 *Closed 2024-03-31 0 $0 -5,856
   PROSPERA FINANCIAL SERVICES 1081 *Closed 2023-12-31 0 $0 -62,123
   MONTICELLO WEALTH MANAGEMENT LLC 276 *Closed 2024-03-31 0 $0 -2,798
   Waterloo Capital L.P. 388 *Closed 2023-12-31 0 $0 -5,636
   VERITABLE LP 459 *Closed 2023-09-30 0 $0 -72,130
   Gerber Kawasaki Wealth & Investment Management 274 *Closed 2023-12-31 0 $0 -3,123
   CITIGROUP INC 4659 *Closed 2024-03-31 0 $0 -12
   Rockwood Wealth Management LLC 84 *Closed 2024-03-31 0 $0 -3,147
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 489 *Closed 2024-03-31 0 $0 -87
   Spire Wealth Management 2404 *Closed 2024-03-31 0 $0 -3,404
   Glass Jacobson Investment Advisors llc 782 *Closed 2024-03-31 0 $0 -201
   Colonial River Wealth Management LLC 205 *Closed 2024-03-31 0 $0 -12,346
   RIA Advisory Group LLC 217 *Closed 2024-03-31 0 $0 -2,665
   Ford Financial Group Inc. 59 *Closed 2023-03-31 0 $0 -82,228
   KPP Advisory Services LLC 222 *Closed 2023-12-31 0 $0 -7,557
  34 Records found
  1    
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