Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i SPDR Series Trust - State Street SPDR Portfolio Long Term Corporate Bond ETF, omfatter Sona Asset Management (us) Llc, Cerity Partners LLC, Roan Capital Partners, XTX Topco Ltd, Legacy Wealth Partners, LLC, Pensionmark Financial Group, Llc, Byrne Financial Freedom, Llc, Brown, Lisle/cummings, Inc., Vanguard Advisers Inc, Merkkuri Wealth Advisors LLC, Golden State Equity Partners, og AlphaCore Capital LLC .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader for at låse op for premium-data.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Cwm, Llc | 18.516 | 40,39 | 411 | |||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 376.210 | 12,21 | 8.359 | 10,42 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 594.232 | 466,74 | 13.204 | 457,79 | ||||
| 2026-05-15 | 13F | Bramshill Investments, LLC | 1.781.208 | 256,24 | 39.578 | 250,56 | ||||
| 2026-05-12 | 13F | Ally Invest Advisors Inc. | 40.658 | 2,61 | 903 | 1,01 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 63.149 | 3,94 | 1.403 | 2,33 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 53.159 | 312.600,00 | 1.181 | |||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 0 | 0 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 167.151 | 58,56 | 3.714 | 56,05 | ||||
| 2026-05-15 | 13F | State Street Corp | 7.080.029 | 119,13 | 157.318 | 115,63 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 3.246.052 | 222,02 | 72.127 | 216,89 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 10.273 | 0,58 | 228 | -0,87 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 139 | 504,35 | 0 | |||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 97.476 | 236,14 | 2.166 | 231,04 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 599.372 | 56,29 | 13.318 | 53,81 | ||||
| 2026-05-11 | 13F | Hedeker Wealth, LLC | 340.155 | 26,01 | 7.558 | 24,00 | ||||
| 2026-04-22 | 13F | Truefg, Llc | 50.344 | 0,01 | 1.119 | -1,58 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 2.971 | 210,45 | 66 | 214,29 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 535.588 | 142,22 | 11.901 | 138,38 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 75.872 | 10,31 | 1.690 | 168.800,00 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 19.240 | 428 | ||||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 33.597 | 6,70 | 747 | 5,07 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 107.306 | 4,90 | 2.384 | 3,25 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 76.121 | 4,67 | 1.691 | 2,98 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 4.331 | 96 | ||||||
| 2026-04-10 | 13F | Novem Group | 62.457 | 8,70 | 1.388 | 6,94 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 50 | 257,14 | 1 | |||||
| 2026-05-18 | 13F | Graney & King, LLC | 376.158 | 4,39 | 8.358 | 2,73 | ||||
| 2026-04-15 | 13F | Roan Capital Partners | 164.340 | 3.652 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 751.225 | 7,58 | 16.692 | 5,87 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 11.915 | 193,69 | 265 | 183,87 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 161.244 | 213,45 | 3.583 | 208,53 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 3.298 | 0,89 | 73 | 0,00 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 204.991 | 4.555 | ||||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 17.154 | 381 | ||||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 665.442 | 41,47 | 14.786 | 39,21 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 335.000 | 26,42 | 7.444 | 24,40 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 52.876 | 8,79 | 1.175 | 7,02 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 79.198 | 89,70 | 925 | -1,80 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 51 | 218,75 | 1 | |||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 11.675 | 259 | ||||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 9.600 | 213 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 1.830 | 0,27 | 41 | -2,44 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 751 | 19,02 | 17 | 14,29 | ||||
| 2026-04-14 | 13F | LifeGoal Wealth Advisors | 11.943 | 0,16 | 265 | -1,86 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1.401 | 31 | ||||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 6.144 | 137 | ||||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 109 | 2 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 692 | 15 | ||||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 112.937 | 32,67 | 2.510 | 30,54 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 11.180 | 0,86 | 248 | -1,20 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 4.231.971 | 76,16 | 94.034 | 73,35 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 8.072 | 3,10 | 179 | 1,70 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 518.888 | 302,99 | 11.530 | 296,59 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 95.593 | 141,65 | 2.124 | 137,85 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 65.445 | 1.454 | ||||||
| 2026-04-29 | 13F | Capstone Wealth Management Group, Llc | 81.423 | 15,72 | 1.809 | 13,92 | ||||
| 2026-04-27 | 13F | Byrne Financial Freedom, Llc | 10.736 | 239 | ||||||
| 2026-05-05 | 13F | PFG Advisors | 428.104 | 6,45 | 9.512 | 4,75 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 1.004 | 22 | ||||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 20.144 | 54,40 | 448 | 52,04 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 46.395 | 184,25 | 1.031 | 179,89 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 44.719 | 171,42 | 994 | 166,94 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 69.958 | 202,63 | 1.554 | 198,27 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 39.952 | 250,89 | 888 | 245,14 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 156 | 3 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 236.225 | 264,93 | 5 | 400,00 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 31.899 | 218,61 | 709 | 213,27 | ||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 18.787 | 417 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 17.397 | 136,18 | 387 | 132,53 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 1.121.090 | 7,99 | 25 | 4,35 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 20 | 0 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 11.994 | 267 | ||||||
| 2026-04-28 | 13F | Novus Advisors, Llc | 32.863 | 208,98 | 730 | 204,17 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 819 | 1.200,00 | 18 | 1.700,00 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 496.638 | 210,54 | 11.035 | 205,59 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 185.956 | 5,66 | 4.132 | 3,98 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 59 | 1 | ||||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 25.964 | 577 | ||||||
| 2026-04-27 | 13F | Arrien Investments, Inc. | 380.894 | 3,18 | 8.463 | 1,54 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 13 | 1.200,00 | 0 | |||||
| 2026-01-29 | 13F | Comerica Bank | 1.214 | 10,36 | 27 | 8,00 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 11.001 | 0 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 873 | 1,99 | 19 | 0,00 | ||||
| 2026-05-15 | 13F | Sona Asset Management (us) Llc | 2.345.000 | 52.106 | ||||||
| 2026-04-21 | 13F | Econ Financial Services Corp | 240.446 | 5.343 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 69.735 | 26,86 | 1.550 | 24,82 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 13.007 | 17,33 | 289 | 15,60 | ||||
| 2026-04-22 | 13F | Landmark Wealth Management, Inc. | 118.771 | 208,02 | 2.639 | 203,33 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 13.899 | 0,85 | 309 | -0,96 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 27.470 | 610 | ||||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 64.187 | 1.449 | ||||||
| 2026-05-06 | 13F | White & Co Financial Planning Inc | 371.370 | 11,05 | 8.252 | 9,28 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 550.889 | 11,75 | 12.241 | 9,96 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 42.170 | 16,15 | 937 | 14,41 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 84.423 | 193,69 | 1.876 | 188,91 | ||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 20.641 | 459 | ||||||
| 2026-05-15 | 13F | Ascent Group, LLC | 13.605 | 302 | ||||||
| 2026-05-15 | 13F | XTX Topco Ltd | 26.729 | 594 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 169.378 | 427,31 | 3.781 | 419,94 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 4.784 | 107 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 14.015 | 47,99 | 311 | 46,01 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 11.359 | 23,03 | 252 | 21,15 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 9.140 | 206 | ||||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 37.833 | 6,42 | 841 | 4,74 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 43.223 | 10,71 | 960 | 8,97 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 949.369 | 1,69 | 21.095 | 0,07 | ||||
| 2026-04-16 | 13F | Rockland Trust Co | 1.939.392 | 6,32 | 43.093 | 4,62 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 13.865 | 308 | ||||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 95 | 1,06 | 2 | 0,00 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 2.203 | 9,88 | 50 | 6,52 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 7.664 | 2,17 | 170 | 0,59 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 1.729 | 1.910,47 | 38 | 3.700,00 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 3.370 | 9.261,11 | 75 | |||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 90 | 1,12 | 2 | 0,00 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 27.986 | 181,92 | 622 | 177,23 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 179.556 | 5,12 | 3.959 | 2,64 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 80.815 | 64,07 | 1.796 | 61,42 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 262.429 | 38,06 | 5.831 | 35,89 | ||||
| 2026-05-05 | 13F | UBS Group AG | 73.814 | 2,45 | 1.640 | 0,86 | ||||
| 2026-05-13 | 13F | Richard W. Paul & Associates, LLC | 5.142 | 207,72 | 114 | 208,11 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 84.048 | 2,70 | 1.835 | -0,70 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 1 | |||||||
| 2026-04-14 | 13F | Lockerman Financial Group, Inc. | 21.817 | 485 |
