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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Joel Isaacson & Co. LLC - 2023-12-31 2,373,538 $296,621,000 2,775
   J P MORGAN CHASE & CO 466 - 2023-12-31 2,322,593 $290,254,000 1,993,698
   UBS Group AG 205 - 2023-12-31 1,993,538 $249,132,000 67,304
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 47 - 2023-09-30 1,478,260 $170,015,000 231,382
   JANNEY MONTGOMERY SCOTT LLC 40 - 2023-12-31 1,115,618 $139,419,000 2,835
   PATHSTONE FAMILY OFFICE, LLC 25 - 2023-09-30 801,808 $92,216,000 783,834
   VANGUARD GROUP INC 2078 - 2023-12-31 515,308 $64,398,000 273
   MML INVESTORS SERVICES LLC 76 - 2023-12-31 456,654 $57,068,000 23,653
   GOLDMAN SACHS GROUP INC/ 948 - 2023-12-31 427,206 $53,388,000 3,328
   Legacy Financial Group LLC 2 - 2024-03-31 393,594 $51,655,000 370,094
   BANK OF MONTREAL /CAN/ 553 - 2023-12-31 243,386 $30,489,000 8,669
   Graves-Light Private Wealth Management Inc. 6 - 2023-12-31 239,256 $29,900,000 1,409
   Baird Financial Group Inc. 257 - 2023-12-31 230,904 $28,856,000 408
   Wolff Financial Management LLC 3 - 2024-03-31 219,566 $28,816,000 3,338
   CAPTRUST FINANCIAL ADVISORS 191 - 2023-12-31 206,792 $25,843,000 51,402
   STIFEL FINANCIAL CORP 420 - 2023-12-31 206,129 $25,760,000 7,266
   Rockefeller Capital Management L.P. 255 - 2023-12-31 190,666 $23,828,000 21,531
   MERCER GLOBAL ADVISORS INC /ADV 179 - 2023-12-31 178,664 $22,328,000 1,955
   Hyperion Partners LLC 1 - 2024-03-31 168,621 $22,130,000 5,398
   Flaharty Asset Management LLC 12 - 2023-12-31 175,135 $21,887,000 2,742
   Steward Partners Investment Advisory LLC 83 - 2023-12-31 141,381 $17,668,000 5,879
   CWM LLC 227 - 2024-03-31 118,784 $15,589,000 60,790
   ASSOCIATED BANC-CORP 59 - 2023-12-31 116,895 $14,608,000 11,984
   SAR WEALTH MANAGEMENT GROUP LLC 2 - 2024-03-31 98,670 $12,949,000 523
   CIBC WORLD MARKETS INC. 203 - 2023-12-31 98,129 $12,263,000 4,624
   SAGE RHINO CAPITAL LLC 8 - 2024-03-31 84,522 $11,093,000 889
   IRONWOOD WEALTH MANAGEMENT INC. 10 - 2024-03-31 83,084 $10,587,000 1,173
   FMR LLC 1775 - 2023-12-31 83,593 $10,447,000 4,229
   ADAMSBROWN WEALTH CONSULTANTS LLC 9 - 2023-12-31 79,604 $9,948,000 3,802
   Sargent Bickham Lagudis LLC 27 - 2022-12-31 77,851 $9,740,000 47,852
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 713 - 2023-12-31 76,375 $9,545,000 69,797
   RWM Asset Management LLC 22 - 2024-03-31 71,375 $9,367,000 27
   MONECO Advisors LLC 13 - 2024-03-31 65,376 $8,580,000 858
   ALBION FINANCIAL GROUP /UT 36 - 2024-03-31 63,467 $8,329,000 1,615
   STEPHENS INC /AR/ 175 - 2023-12-31 64,641 $8,078,000 112
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 57 - 2023-12-31 62,184 $7,771,000 2
   American Money Management LLC 15 - 2023-12-31 60,295 $7,535,000 752
   COLONY GROUP, LLC 182 - 2023-12-31 60,128 $7,514,000 49,753
   Miracle Mile Advisors LLC 87 - 2024-03-31 56,964 $7,476,000 55,096
   GUNMA BANK,LTD. 16 - 2024-03-31 55,000 $7,218,000 55,000
   Cornerstone Wealth Management LLC 36 - 2024-03-31 54,389 $7,138,000 2,051
   J.W. COLE ADVISORS INC. 48 - 2023-12-31 55,260 $6,906,000 25,430
   Aries Wealth Management 7 - 2023-12-31 55,114 $6,888,000 6,506
   Americana Partners LLC - 2023-12-31 54,301 $6,786,000 6,407
   PECAUT & CO. 9 - 2023-12-31 54,045 $6,754,000 3,584
   Strategic Family Wealth Counselors L.L.C. 11 - 2023-12-31 53,495 $6,685,000 3,196
   Aspen Grove Capital LLC 11 - 2023-12-31 51,527 $6,439,000 320
   JANNEY CAPITAL MANAGEMENT LLC 87 - 2023-12-31 49,757 $6,218,000 47,500
   CITIZENS FINANCIAL GROUP INC/RI 98 - 2023-12-31 47,529 $5,940,000 44,442
   NATIONAL BANK OF CANADA /FI/ 611 - 2023-12-31 46,874 $5,876,000 144
   Trilogy Capital Inc. 58 - 2024-03-31 44,370 $5,823,000 1,984
   ESSEX FINANCIAL SERVICES INC 41 - 2024-03-31 43,105 $5,657,000 285
   GUARANTY TRUST CO OF MISSOURI /MO/ 119 - 2024-03-31 43,023 $5,646,000 1,275
   AE Wealth Management LLC 552 - 2023-12-31 45,510 $5,641,000 2,590
   PROEQUITIES INC. 53 - 2023-12-31 42,995 $5,373,000 658
   Houlihan Financial Resource Group Ltd. 11 - 2023-12-31 42,814 $5,350,000 360
   MULTIFINANCIAL SECURITIES CORP 277 - 2023-12-31 40,768 $5,095,000 967
   IEQ CAPITAL LLC 157 - 2023-12-31 40,568 $5,070,000 563
   MADISON ASSET MANAGEMENT LLC 169 - 2023-12-31 39,018 $4,876,000 13,952
   IFG Advisory LLC 71 - 2023-12-31 38,897 $4,861,000 1,224
   TRANSCEND WEALTH COLLECTIVE LLC 49 - 2023-12-31 37,868 $4,732,000 13,902
   Forbes Financial Planning Inc. 10 - 2023-12-31 36,278 $4,534,000 1,629
   Firestone Capital Management 20 - 2023-12-31 35,897 $4,486,000 66
   Envestnet Portfolio Solutions Inc. 352 - 2023-12-31 35,837 $4,479,000 1,776
   FIRST TRUST ADVISORS LP 1344 - 2023-12-31 34,458 $4,306,000 17,451
   Westside Investment Management Inc. 24 - 2024-03-31 31,132 $4,086,000 231
   FLOW TRADERS U.S. LLC 111 - 2023-12-31 32,690 $4,085,000 28,131
   Stonegate Investment Group LLC 82 - 2024-03-31 29,521 $3,874,000 386
   Perennial Investment Advisors LLC 39 - 2023-12-31 30,971 $3,870,000 758
   Intrua Financial LLC 30 - 2023-03-31 31,550 $3,833,000 18,948
   Moloney Securities Asset Management LLC 39 - 2023-12-31 29,342 $3,667,000 149
   Fifth Third Wealth Advisors LLC 27 - 2024-03-31 27,845 $3,654,000 24,962
   MAS Advisors LLC 4 - 2023-12-31 28,826 $3,602,000 1,895
   JANE STREET GROUP LLC 1854 - 2023-12-31 26,964 $3,370,000 78
   NewEdge Wealth LLC 199 - 2023-12-31 26,561 $3,319,000 2,896
   Mine & Arao Wealth Creation & Management LLC. 10 - 2023-12-31 26,408 $3,300,000 1,589
   Perigon Wealth Management LLC 170 - 2023-12-31 26,165 $3,270,000 6,424
   Sanford Advisory Services LLC 27 - 2022-12-31 26,132 $3,269,000 4,682
   Snowden Capital Advisors LLC 218 - 2023-12-31 24,488 $3,060,000 5,442
   PROSPERA FINANCIAL SERVICES 233 - 2023-12-31 24,332 $3,041,000 234
   Treasure Coast Financial Planning 17 - 2024-03-31 23,077 $3,029,000 2,138
   INVESTMENT PARTNERS LTD /OH/ /ADV 22 - 2024-03-31 22,903 $3,006,000 173
   VisionPoint Advisory Group LLC 21 - 2023-12-31 23,254 $2,906,000 1,597
   KESTRA PRIVATE WEALTH SERVICES LLC 281 - 2023-12-31 22,518 $2,814,000 153
   MONTAG A & ASSOCIATES INC 135 - 2023-12-31 22,012 $2,751,000 40
   TD Waterhouse Canada Inc. 285 - 2023-12-31 20,675 $2,722,000 66
   YorkBridge Wealth Partners LLC 41 - 2022-12-31 21,689 $2,714,000 2,437
   Argent Trust Co 155 - 2023-12-31 21,482 $2,685,000 500
   KINGSWOOD WEALTH ADVISORS LLC 69 - 2024-03-31 20,438 $2,682,000 944
   FERGUSON WELLMAN CAPITAL MANAGEMENT INC 126 - 2024-03-31 19,343 $2,539,000 148
   NATIXIS ASSET MANAGEMENT ADVISORS LP 968 - 2024-03-31 18,968 $2,489,000 6,170
   Apollon Wealth Management LLC 210 - 2023-12-31 19,888 $2,485,000 146
   WETHERBY ASSET MANAGEMENT INC 164 - 2023-12-31 19,439 $2,429,000 678
   PRUDENTIAL FINANCIAL INC 1328 - 2023-12-31 18,885 $2,360,000 1,192
   RSM US WEALTH MANAGEMENT LLC 158 - 2023-12-31 18,677 $2,334,000 858
   BENJAMIN F. EDWARDS & COMPANY INC. 306 - 2023-12-31 18,512 $2,313,000 1,669
   Stablepoint Partners LLC 68 - 2024-03-31 17,514 $2,299,000 3,129
   BRIGHTON JONES LLC 120 - 2023-12-31 18,121 $2,265,000 1,810
   Merit Financial Group LLC 194 - 2023-12-31 17,118 $2,139,000 1,827
   ATRIA INVESTMENTS LLC 577 - 2023-12-31 16,903 $2,112,000 2,458
  100 Records found
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