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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
   MIZUHO CORPORATE BANK, LTD. 6 - 2023-12-31 380,000 $47,489,000 0
   Salomon & Ludwin LLC 28 - 2023-12-31 87,218 $10,031,000 0
   TIEDEMANN WEALTH MANAGEMENT, LLC 29 - 2023-09-30 80,703 $9,282,000 0
   FIRST NATIONAL CORP /MA/ /ADV 14 - 2024-03-31 71,126 $8,889,000 0
   Legacy Advisors LLC 47 - 2023-12-31 25,231 $3,153,000 0
   PBWM Holdings LLC 27 - 2023-03-31 20,472 $2,533,000 0
   Harbour Capital Advisors LLC 44 - 2024-03-31 17,763 $2,307,000 0
   Occidental Asset Management LLC 71 - 2024-03-31 16,226 $2,130,000 0
   Principle Wealth Partners LLC 119 - 2024-03-31 16,083 $2,111,000 0
   Long Run Wealth Advisors LLC 44 - 2024-03-31 14,911 $1,957,000 0
   McGlone Suttner Wealth Management Inc. 25 - 2024-03-31 14,676 $1,926,000 0
   Performa Ltd (US) LLC 15 - 2023-12-31 14,763 $1,845,000 0
   BAKER TILLY FINANCIAL LLC 80 - 2023-12-31 13,403 $1,675,000 0
   FIRST HAWAIIAN BANK 276 - 2024-03-31 12,664 $1,662,000 0
   Alera Investment Advisors LLC - 2023-12-31 12,739 $1,592,000 0
   Bouchey Financial Group Ltd 41 - 2024-03-31 12,000 $1,575,000 0
   Index Fund Advisors Inc. 28 - 2023-12-31 12,241 $1,530,000 0
   STAR Financial Bank 18 - 2023-12-31 11,989 $1,498,000 0
   WHITE PINE CAPITAL LLC 54 - 2023-12-31 11,836 $1,479,000 0
   Relative Value Partners Group LLC 129 - 2023-12-31 11,502 $1,437,000 0
   CHARTER TRUST CO 140 - 2024-03-31 10,893 $1,430,000 0
   PACIFIC SUN FINANCIAL CORP 38 - 2023-12-31 10,198 $1,274,000 0
   Summit Trail Advisors LLC 189 - 2024-03-31 9,154 $1,201,000 0
   AMG NATIONAL TRUST BANK 256 - 2023-12-31 9,390 $1,173,000 0
   ARMSTRONG ADVISORY GROUP INC 52 - 2024-03-31 8,617 $1,077,000 0
   Sailer Financial LLC 27 - 2023-12-31 8,192 $1,024,000 0
   American Institute for Advanced Investment Managem 39 - 2024-03-31 7,545 $990,000 0
   MATHES COMPANY INC 60 - 2023-12-31 7,740 $967,000 0
   Curbstone Financial Management Corp 108 - 2024-03-31 7,350 $965,000 0
   CAPROCK Group Inc. 248 - 2023-12-31 7,499 $937,000 0
   WEALTH ADVISORS INC. 29 - 2023-09-30 8,025 $923,000 0
   MITCHELL MCLEOD PUGH & WILLIAMS INC 97 - 2023-12-31 7,317 $914,000 0
   Black Diamond Financial LLC 49 - 2023-12-31 7,188 $898,000 0
   LS INVESTMENT ADVISORS, LLC 84 - 2023-12-31 7,153 $894,000 0
   WALDEN WEALTH PARTNERS LLC 31 - 2024-03-31 6,941 $892,000 0
   Lion Street Advisors LLC 56 - 2024-03-31 7,124 $890,000 0
   Vista Wealth Management Group LLC 82 - 2023-12-31 6,875 $859,000 0
   New Century Financial Group LLC 55 - 2024-03-31 6,540 $858,000 0
   REDW Stanley Financial Advisors LLC - 2023-12-31 6,663 $833,000 0
   COUNTRY CLUB BANK /GFN 215 - 2024-03-31 5,956 $782,000 0
   NOESIS CAPITAL MANGEMENT CORP 53 - 2023-12-31 6,256 $782,000 0
   SALIENT TRUST CO LTA 123 - 2023-03-31 6,400 $772,000 0
   CALAMOS WEALTH MANAGEMENT LLC 152 - 2023-12-31 6,154 $769,000 0
   GUYASUTA INVESTMENT ADVISORS INC 127 - 2024-03-31 6,024 $753,000 0
   FIRST COMMONWEALTH FINANCIAL CORP /PA/ 81 - 2023-12-31 5,997 $749,000 0
   Benchmark Wealth Management LLC 25 - 2024-03-31 5,686 $746,000 0
   Cassaday & Co Wealth Management LLC 130 - 2023-12-31 5,556 $694,000 0
   Burleson & Company LLC 92 - 2022-12-31 5,500 $688,000 0
   Round Rock Advisors LLC 102 - 2024-03-31 5,147 $676,000 0
   Cambridge Advisors Inc. 93 - 2024-03-31 5,146 $675,000 0
   CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC 35 - 2022-12-31 5,370 $672,000 0
   BigSur Wealth Management LLC 74 - 2023-12-31 4,850 $606,000 0
   Systematic Alpha Investments LLC 130 - 2023-12-31 4,800 $600,000 0
   CHILDRESS CAPITAL ADVISORS LLC 82 - 2024-03-31 4,571 $600,000 0
   TORONTO DOMINION BANK 819 - 2023-12-31 4,650 $581,000 0
   Claybrook Capital LLC 82 - 2023-09-30 5,000 $575,000 0
   Bond & Devick Financial Network Inc. 65 - 2024-03-31 4,313 $566,000 0
   ANGELES WEALTH MANAGEMENT LLC 101 - 2023-12-31 4,518 $565,000 0
   Rodgers & Associates LTD 62 - 2023-12-31 4,407 $551,000 0
   Column Capital Advisors LLC 81 - 2023-09-30 4,600 $529,000 0
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 184 - 2023-12-31 4,204 $525,000 0
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 91 - 2024-03-31 3,954 $519,000 0
   DZ BANK AG Deutsche Zentral Genossenschafts Bank F 604 - 2023-12-31 4,100 $509,000 0
   MATRIX ASSET ADVISORS INC/NY 67 - 2024-03-31 3,845 $505,000 0
   TRUEPOINT, INC. 125 - 2023-12-31 3,941 $493,000 0
   SAWGRASS ASSET MANAGEMENT LLC 135 - 2023-12-31 3,824 $478,000 0
   COMMERCE BANK N A/MO 869 - 2023-12-31 3,774 $472,000 0
   AMERICAN NATIONAL BANK 142 - 2024-03-31 3,560 $467,000 0
   HTG Investment Advisors Inc. 39 - 2023-12-31 3,717 $465,000 0
   WEST PACES ADVISORS INC. 81 - 2024-03-31 3,522 $462,000 0
   NICOLET BANKSHARES INC 133 - 2023-12-31 3,626 $453,000 0
   BALDWIN BROTHERS INC/MA 161 - 2024-03-31 3,380 $444,000 0
   MATRIX PRIVATE CAPITAL GROUP LLC 52 - 2023-12-31 3,491 $436,000 0
   Archetype Wealth Partners LLC 61 - 2023-12-31 3,454 $432,000 0
   BOSTON FAMILY OFFICE LLC 203 - 2023-12-31 3,448 $431,000 0
   PROVENCE WEALTH MANAGEMENT GROUP 91 - 2023-12-31 3,404 $425,000 0
   Pinnacle Financial Group LLC / IL 46 - 2023-12-31 3,380 $422,000 0
   Washington Trust Advisors Inc. 136 - 2023-12-31 3,377 $422,000 0
   SEQUENT ASSET MANAGEMENT, LLC 47 - 2024-03-31 3,119 $409,000 0
   BIP Wealth LLC 128 - 2023-12-31 3,231 $404,000 0
   Corundum Trust Company INC 19 - 2023-09-30 3,500 $403,000 0
   AQR CAPITAL MANAGEMENT LLC 1974 - 2023-12-31 3,147 $393,000 0
   Asset Dedication LLC 241 - 2024-03-31 2,978 $391,000 0
   AFFINIA FINANCIAL GROUP LLC 23 - 2023-06-30 3,064 $386,000 0
   Foster Group Inc. 137 - 2024-03-31 2,936 $385,000 0
   Legacy Trust 121 - 2024-03-31 2,928 $384,000 0
   Loudon Investment Management LLC 77 - 2023-12-31 3,045 $381,000 0
   SCHNIEDERS CAPITAL MANAGEMENT LLC 142 - 2024-03-31 2,896 $380,000 0
   WESCAP Management Group Inc. 76 - 2023-12-31 3,013 $377,000 0
   Revolve Wealth Partners LLC 116 - 2024-03-31 2,856 $375,000 0
   CBIZ Investment Advisory Services LLC 32 - 2023-12-31 2,992 $374,000 0
   KANAWHA CAPITAL MANAGEMENT LLC 166 - 2023-12-31 2,976 $372,000 0
   PRINCIPAL FINANCIAL GROUP INC 2013 - 2023-12-31 2,936 $367,000 0
   My Personal CFO LLC 71 - 2024-03-31 2,800 $367,000 0
   RIDGECREST WEALTH PARTNERS LLC 72 - 2024-03-31 2,724 $357,000 0
   S.E.E.D. Planning Group LLC 66 - 2024-03-31 2,687 $353,000 0
   BOSTON FINANCIAL MANGEMENT INC /MA 269 - 2023-12-31 2,809 $351,000 0
   FINANCIAL ADVISORY GROUP 70 - 2023-12-31 2,731 $341,000 0
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 274 - 2023-12-31 2,725 $341,000 0
   SUMMIT ASSET MANAGEMENT, LLC 109 - 2023-12-31 2,723 $340,000 0
  100 Records found
  1    
  Page 1 of 1
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