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Get Institutions for : 
streetTRACKS Series Trust - SPDR Dividend ETF (SDY)  
$127.49 0.41 (0.32%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1056    11
Total shares held : 
 71,136,232  
% of shares held : 
 44.8%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -156  
Amount of shares held : 
 -2,539,357  
% of shares held change : 
   -1.6%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $113.46  
Last Quarter's Ending Price : 
 $124.97  
Last Quarter's Average Price : 
 $117.40  
Change from last quarter's     
avg. price to the last closing  : 
10.09 (8.59%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
43
 359,878
 0.51%
 
Increased Positions :
309
 2,934,514
 4.13%
 
Unchanged Positions :
250
 2,951,495
 4.15%
 
Decreased Positions :
454
-5,348,701
-7.52%
 
Closed Positions :
54
-485,048
-0.68%
 
Guru Positions :
1
3,083
 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
   ARGENT CAPITAL MANAGEMENT LLC 51 *New 2023-12-31 121,163 $15,142,000 121,163
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 84 *New 2024-03-31 96,616 $12,680,000 96,616
   SMI Advisory Services LLC 39 *New 2024-03-31 21,527 $2,796,000 21,527
   GTS SECURITIES LLC 351 *New 2023-12-31 18,952 $2,368,000 18,952
   BREVAN HOWARD CAPITAL MANAGEMENT LP 78 *New 2023-12-31 16,267 $2,033,000 16,267
   WILEY BROS.-AINTREE CAPITAL LLC 96 *New 2024-03-31 11,999 $1,575,000 11,999
   Virtue Capital Management LLC 75 *New 2023-12-31 9,154 $1,134,000 9,154
   KEN ROBERTS INVESTMENT MANAGEMENT INC 56 *New 2023-12-31 8,228 $1,028,000 8,228
   AlphaStar Capital Management LLC 165 *New 2023-12-31 4,840 $605,000 4,840
   FIRST CITIZENS BANK & TRUST CO 305 *New 2024-03-31 4,254 $558,000 4,254
   Cannon Global Investment Management LLC 23 *New 2024-03-31 3,800 $499,000 3,800
   Simplicity WealthLLC 731 *New 2024-03-31 3,798 $498,000 3,798
   Vantage Financial Partners LLC 76 *New 2023-12-31 3,625 $453,000 3,625
   Alpha DNA Investment Management LLC 145 *New 2023-12-31 3,523 $440,000 3,523
   We Are One Seven LLC 582 *New 2023-12-31 3,429 $428,000 3,429
   Trexquant Investment LP 1168 *New 2023-12-31 3,137 $392,000 3,137
   Scissortail Wealth Management LLC 108 *New 2023-12-31 3,133 $390,000 3,133
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 817 *New 2023-12-31 3,083 $385,000 3,083
   QRG CAPITAL MANAGEMENT INC. 845 *New 2023-12-31 2,609 $326,000 2,609
   Financial Insights Inc. 134 *New 2024-03-31 2,250 $295,000 2,250
   TCG Advisory Services LLC 316 *New 2023-12-31 2,262 $283,000 2,262
   RMB CAPITAL MANAGEMENT LLC 448 *New 2023-12-31 2,236 $279,000 2,236
   Pine Valley Investments Ltd Liability Co 368 *New 2023-12-31 2,206 $276,000 2,206
   DAYMARK WEALTH PARTNERS LLC 360 *New 2024-03-31 2,095 $275,000 2,095
   BSW WEALTH PARTNERS 235 *New 2024-03-31 2,069 $272,000 2,069
   GM Advisory Group Inc. 178 *New 2023-12-31 2,044 $255,000 2,044
   Evergreen Wealth Solutions LLC 96 *New 2023-12-31 1,943 $243,000 1,943
   Oldfather Financial Services LLC 63 *New 2024-03-31 1,838 $241,000 1,838
   PITTENGER & ANDERSON INC 212 *New 2023-12-31 1,928 $241,000 1,928
   Great Lakes Retirement Inc. 203 *New 2023-12-31 1,918 $240,000 1,918
   Avant Capital LLC 53 *New 2023-09-30 1,865 $215,000 1,865
   Future Financial Wealth Managment LLC 108 *New 2024-03-31 1,600 $210,000 1,600
   Caerus Investment Advisors LLC 34 *New 2024-03-31 1,600 $210,000 1,600
   Stony Point Wealth Management Inc. 75 *New 2024-03-31 1,548 $203,000 1,548
   NICHOLS & PRATT ADVISERS LLP /MA 104 *New 2023-12-31 1,625 $203,000 1,625
   Orin Green Financial LLC 73 *New 2023-12-31 1,616 $202,000 1,616
   Global Assets Advisory LLC 464 *New 2024-03-31 22,862 $175,000 22,862
   WOODMONT INVESTMENT COUNSEL LLC 264 *New 2024-03-31 1,177 $154,000 1,177
   OXFORD FINANCIAL GROUP LTD 237 *New 2023-12-31 1,116 $139,000 1,116
   HOWE & RUSLING INC 241 *New 2023-12-31 1,040 $130,000 1,040
   CHILTON CAPITAL MANAGEMENT LLC 332 *New 2023-12-31 523 $65,000 523
   Davidson Capital Management Inc. 53 *New 2023-12-31 306 $38,000 306
   FARMERS & MERCHANTS INVESTMENTS INC 457 *New 2024-03-31 250 $33,000 250
   Scarborough Advisors LLC 229 *New 2023-12-31 237 $30,000 237
   MEADOWBROOK INVESTMENT ADVISORS LLC 211 *New 2023-12-31 180 $22,000 180
   FIRST UNITED BANK TRUST/ 293 *New 2023-12-31 174 $22,000 174
   TOTH FINANCIAL ADVISORY CORP 410 *New 2024-03-31 117 $15,000 117
   DAGCO INC. 193 *New 2023-12-31 100 $12,000 100
   Dunhill Financial LLC 204 *New 2023-12-31 82 $10,000 82
   JAMISON PRIVATE WEALTH MANAGEMENT INC. 365 *New 2024-03-31 28 $4,000 28
   Quent Capital LLC 1318 *New 2023-12-31 0 $0 0
  51 Records found
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