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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
   GERBER LLC 102 *Closed 2024-03-31 0 $0 -3,093
   NorthCrest Asset Manangement LLC 505 *Closed 2024-03-31 0 $0 -1,603
   Cerro Pacific Wealth Advisors LLC 147 *Closed 2023-03-31 0 $0 -23,340
   CLARKSTON CAPITAL PARTNERS LLC 160 *Closed 2023-12-31 0 $0 -975
   BANQUE PICTET & CIE SA 333 *Closed 2023-12-31 0 $0 -20,000
   Astoria Portfolio Advisors LLC. 191 *Closed 2024-03-31 0 $0 -2,923
   Icon Wealth Partners LLC 394 *Closed 2023-09-30 0 $0 -2,792
   Resurgent Financial Advisors LLC 504 *Closed 2023-12-31 0 $0 -323
   Integrity Financial Corp /WA 199 *Closed 2023-12-31 0 $0 -666
   VOISARD ASSET MANAGEMENT GROUP INC. 352 *Closed 2024-03-31 0 $0 -97
   ATALANTA SOSNOFF CAPITAL LLC 99 *Closed 2023-12-31 0 $0 -13,224
   STATE STREET CORP 4245 *Closed 2023-12-31 0 $0 -74,455
   BOURGEON CAPITAL MANAGEMENT LLC 230 *Closed 2024-03-31 0 $0 -436
   Martin Capital Partners LLC 69 *Closed 2024-03-31 0 $0 -18,961
   WoodTrust Financial Corp 155 *Closed 2024-03-31 0 $0 -1,894
   Icon Wealth Advisors LLC 436 *Closed 2023-12-31 0 $0 -4,050
   Tradewinds Capital Management LLC 503 *Closed 2024-03-31 0 $0 -170
   CHEVY CHASE TRUST HOLDINGS, INC. *Closed 2023-12-31 0 $0 -1,905
   SEGALL BRYANT & HAMILL 386 *Closed 2023-12-31 0 $0 -10,796
   Leading Edge Financial Planning LLC 64 *Closed 2023-12-31 0 $0 -10,466
   Meridian Wealth Management LLC 308 *Closed 2024-03-31 0 $0 -5,380
   MILLENNIUM MANAGEMENT LLC 4092 *Closed 2023-12-31 0 $0 -96,510
   Coppell Advisory Solutions Corp. 718 *Closed 2023-03-31 0 $0 -45
   Koss-Olinger Consulting LLC 113 *Closed 2024-03-31 0 $0 -9,946
   MinichMacGregor Wealth Management LLC 106 *Closed 2024-03-31 0 $0 -2,150
   Impact Partnership Wealth LLC 922 *Closed 2023-12-31 0 $0 -120
   Elmwood Wealth Management Inc. 109 *Closed 2023-12-31 0 $0 -1,974
   Marshall Financial Group LLC 176 *Closed 2024-03-31 0 $0 -2,131
   RIA Advisory Group LLC 178 *Closed 2023-12-31 0 $0 -1,890
   Lehman & Derafelo Financial Resources LLC 189 *Closed 2022-12-31 0 $0 -820
   Slocum Gordon & Co LLP 152 *Closed 2023-12-31 0 $0 -71
   V Wealth ManagementLLC 305 *Closed 2023-09-30 0 $0 -11,716
   First Command Advisory Services Inc. 492 *Closed 2023-12-31 0 $0 -122
   Bridgewealth Advisory Group LLC 82 *Closed 2024-03-31 0 $0 -3,357
   Hilltop Partners LLC 101 *Closed 2023-12-31 0 $0 -3,463
   TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 202 *Closed 2023-12-31 0 $0 -1,254
   Front Row Advisors LLC 636 *Closed 2023-12-31 0 $0 -157
   Financial Futures Ltd Liability Co. *Closed 2023-12-31 0 $0 -42,804
   EVOKE WEALTH LLC 604 *Closed 2023-12-31 0 $0 -22,236
   Insight Advisors LLC/ PA *Closed 2023-12-31 0 $0 -5,356
   Consolidated Planning Corp 183 *Closed 2023-12-31 0 $0 -24,471
   Hennion & Walsh Asset Management Inc. 852 *Closed 2024-03-31 0 $0 -32,604
   Waldron LP 424 *Closed 2023-12-31 0 $0 -4,029
   VERITABLE LP 867 *Closed 2023-09-30 0 $0 -780,010
   HSBC HOLDINGS PLC 2302 *Closed 2023-12-31 0 $0 -9,081
   AMUNDI 1983 *Closed 2023-12-31 0 $0 -1,100
   Calton & Associates Inc. 260 *Closed 2024-03-31 0 $0 -2,211
   USAdvisors Wealth Management LLC 131 *Closed 2023-12-31 0 $0 -36,303
   Ford Financial Group Inc. 65 *Closed 2023-03-31 0 $0 -2,345
   Callan Family Office LLC 102 *Closed 2023-12-31 0 $0 -5,743
   Sound View Wealth Advisors Group LLC 389 *Closed 2023-12-31 0 $0 -2,046
   Pacifica Partners Inc. 566 *Closed 2024-03-31 0 $0 -267
   AMI ASSET MANAGEMENT CORP 88 *Closed 2024-03-31 0 $0 -6,693
   CYNOSURE MANAGEMENT LLC 156 *Closed 2023-12-31 0 $0 -2,517
   Gateway Wealth Partners LLC 273 *Closed 2023-12-31 0 $0 -4,024
   Asset Allocation & Management Company LLC 52 *Closed 2024-03-31 0 $0 -1,902
   TRITONPOINT WEALTH LLC 322 *Closed 2024-03-31 0 $0 -1,741
   FIRST INTERSTATE BANK 167 *Closed 2023-12-31 0 $0 -1,843
   KPP Advisory Services LLC 214 *Closed 2023-12-31 0 $0 -2,539
   MONOGRAPH WEALTH ADVISORS LLC 127 *Closed 2023-12-31 0 $0 -7,500
   RE Dickinson Investment Advisors LLC 291 *Closed 2023-12-31 0 $0 -331
   West Tower Group LLC 633 *Closed 2023-12-31 0 $0 -632
  62 Records found
  1    
  Page 1 of 1
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