Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i SPDR Series Trust - SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF, omfatter
SSBNX - State Street Target Retirement 2020 Fund Class I,
Raymond James Financial Inc,
ENDW - Cambria Endowment Style ETF,
Empowered Funds, LLC,
TRTY - Cambria Trinity ETF,
GAA - Cambria Global Asset Allocation ETF,
Simplicity Wealth,LLC,
Private Advisor Group, LLC,
Janney Montgomery Scott LLC,
Orion Portfolio Solutions, LLC,
Betterment LLC,
VestGen Advisors, LLC,
Mml Investors Services, Llc,
Bank Of America Corp /de/,
Waterloo Capital, L.P.,
Nbc Securities, Inc.,
Evolution Wealth Management Inc.,
Private Trust Co Na,
og
Quest 10 Wealth Builders, Inc.
.
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 (%) |
2025-08-01 |
13F |
Oarsman Capital, Inc.
|
|
|
|
16.805 |
42,60 |
458 |
40,18 |
|
2025-08-11 |
13F |
Private Advisor Group, LLC
|
|
|
|
42.320 |
|
1.152 |
|
|
2025-07-09 |
13F |
VisionPoint Advisory Group, LLC
|
|
|
|
17.943 |
|
489 |
|
|
2025-08-13 |
13F |
Cambria Investment Management, L.P.
|
|
|
|
429.680 |
51,90 |
11.700 |
49,27 |
|
2025-08-13 |
13F |
VestGen Advisors, LLC
|
|
|
|
9.651 |
|
264 |
|
|
2025-08-12 |
13F |
Global Retirement Partners, LLC
|
|
|
|
412 |
221,88 |
11 |
266,67 |
|
2025-05-01 |
13F |
Quest 10 Wealth Builders, Inc.
|
|
|
|
153 |
|
4 |
|
|
2025-08-28 |
NP |
SSBWX - State Street Target Retirement 2030 Fund Class I
|
|
|
|
416.048 |
111,88 |
11.329 |
108,20 |
|
2025-08-14 |
13F |
Hilltop Holdings Inc.
|
|
|
|
23.023 |
114,31 |
627 |
110,77 |
|
2025-08-14 |
13F |
CoreCap Advisors, LLC
|
|
|
|
16 |
14,29 |
0 |
|
|
2025-08-27 |
13F/A |
Brinker Capital Investments, LLC
|
|
|
|
25.700 |
35,79 |
700 |
33,40 |
|
2025-08-07 |
13F |
Private Advisory Group LLC
|
|
|
|
73.416 |
87,92 |
1.999 |
84,75 |
|
2025-08-01 |
13F |
Envestnet Asset Management Inc
|
|
|
|
998.711 |
13,20 |
27.195 |
11,23 |
|
2025-08-14 |
13F |
Royal Bank Of Canada
|
|
|
|
37.574 |
52.821,13 |
1.024 |
51.100,00 |
|
2025-06-27 |
NP |
GAA - Cambria Global Asset Allocation ETF
|
|
|
|
120.903 |
|
3.169 |
|
|
2025-06-27 |
NP |
TRTY - Cambria Trinity ETF
|
|
|
|
162.374 |
|
4.256 |
|
|
2025-08-11 |
13F |
Independent Advisor Alliance
|
|
|
|
13.725 |
14,06 |
374 |
12,01 |
|
2025-08-29 |
13F |
Evolution Wealth Management Inc.
|
|
|
|
769 |
|
21 |
|
|
2025-08-28 |
NP |
SSBRX - State Street Target Retirement 2025 Fund Class I
|
|
|
|
2.500.378 |
1,87 |
68.085 |
0,10 |
|
2025-08-28 |
NP |
SSFNX - State Street Target Retirement Fund Class I
|
|
|
|
1.932.063 |
0,80 |
52.610 |
-0,95 |
|
2025-05-15 |
13F/A |
Orion Portfolio Solutions, LLC
|
|
|
|
18.926 |
|
524 |
|
|
2025-08-06 |
13F |
Valtinson Bruner Financial Planning LLC
|
|
|
|
47.238 |
10,83 |
1.286 |
8,89 |
|
2025-08-04 |
13F |
Creative Financial Designs Inc /adv
|
|
|
|
5.219 |
64,79 |
142 |
63,22 |
|
2025-07-10 |
13F |
Signal Advisors Wealth, LLC
|
|
|
|
59.697 |
38,81 |
1.626 |
36,44 |
|
2025-07-22 |
13F |
Simplicity Wealth,LLC
|
|
|
|
51.874 |
|
1.413 |
|
|
2025-05-28 |
NP |
SSBNX - State Street Target Retirement 2020 Fund Class I
|
|
|
|
1.037.091 |
|
28.738 |
|
|
2025-08-01 |
13F |
Austin Private Wealth, LLC
|
|
|
|
240.644 |
23,02 |
6.553 |
20,89 |
|
2025-08-14 |
13F |
Betterment LLC
|
|
|
|
10.948 |
|
0 |
|
|
2025-08-14 |
13F |
Bank Of America Corp /de/
|
|
|
|
7.928 |
|
216 |
|
|
2025-07-08 |
13F |
Nbc Securities, Inc.
|
|
|
|
2.308 |
|
0 |
|
|
2025-08-11 |
13F |
Principal Securities, Inc.
|
|
|
|
4.441 |
31,20 |
121 |
37,93 |
|
2025-08-12 |
13F |
Waterloo Capital, L.P.
|
|
|
|
7.800 |
|
212 |
|
|
2025-07-30 |
NP |
ENDW - Cambria Endowment Style ETF
|
|
|
|
185.068 |
|
4.882 |
|
|
2025-08-06 |
13F |
Csenge Advisory Group
|
|
|
|
17.812 |
0,91 |
470 |
-0,85 |
|
2025-07-29 |
13F |
Private Trust Co Na
|
|
|
|
285 |
|
8 |
|
|
2025-08-06 |
13F |
Walkner Condon Financial Advisors LLC
|
|
|
|
7.384 |
|
201 |
|
|
2025-08-14 |
13F |
Mml Investors Services, Llc
|
|
|
|
9.496 |
|
0 |
|
|
2025-07-29 |
13F |
Cohalo Advisory LLC
|
|
|
|
924 |
11,33 |
25 |
8,70 |
|
2025-08-14 |
13F |
Smartleaf Asset Management LLC
|
|
|
|
42.147 |
1.760,79 |
1.145 |
1.746,77 |
|
2025-09-04 |
13F/A |
Advisor Group Holdings, Inc.
|
|
|
|
169.696 |
5.211,30 |
4.692 |
5.230,68 |
|
2025-08-11 |
13F |
Covestor Ltd
|
|
|
|
146 |
65,91 |
0 |
|
|
2025-08-13 |
13F |
Safe Harbor Fiduciary, LLC
|
|
|
|
233 |
31,64 |
6 |
50,00 |
|
2025-08-14 |
13F |
Raymond James Financial Inc
|
|
|
|
195.104 |
|
5.313 |
|
|
2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
2025-07-17 |
13F |
Janney Montgomery Scott LLC
|
|
|
|
28.976 |
|
1 |
|
|
2025-08-11 |
13F |
Empowered Funds, LLC
|
|
|
|
185.068 |
|
5.039 |
|
|