Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i SPDR Series Trust - SPDR Bloomberg Emerging Markets USD Bond ETF, omfatter Jpmorgan Chase & Co, KWB Wealth, Family Wealth Group, LLC, Raymond James Financial Inc, Evolution Wealth Management Inc., og Strategic Wealth Partners, Ltd. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 11.668 | 287 | ||||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 80.826 | 6,52 | 1.989 | 8,51 | ||||
| 2025-08-14 | 13F | Comerica Bank | 295 | 4,98 | 7 | 16,67 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 59.923 | 462,71 | 1.475 | 473,54 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 31.604 | 53,21 | 778 | 56,02 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 38.357 | 2,17 | 944 | 3,97 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 17.633 | 3,86 | 434 | 5,61 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 39 | 1 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 227 | 122,55 | 6 | 200,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 12.253 | 302 | ||||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 284.263 | 64,42 | 6.996 | 67,46 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 97 | 9.600,00 | 2 | |||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 3.211 | 0,97 | 79 | 3,95 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 17.108 | 8,43 | 421 | 10,50 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 52.207 | 58,56 | 1.285 | 61,51 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.171.919 | 4,75 | 28.841 | 6,69 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 4.076 | 58,60 | 100 | 63,93 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 379 | 0,53 | 9 | 0,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 104.353 | 6,67 | 3 | 0,00 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 9.828 | 0,75 | 242 | 2,55 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 17.663 | 9,85 | 435 | 11,86 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 33.611 | 238,24 | 827 | 244,58 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 456.825 | 17,28 | 11.242 | 19,46 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 76.234 | 13,61 | 1.876 | 15,73 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 473 | 12 | ||||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 31.642 | 6,51 | 779 | 8,66 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 10.285 | 12,77 | 253 | 15,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 409 | 359,55 | 10 | 400,00 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 8.760 | 216 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 563 | 122,53 | 14 | 116,67 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 106.150 | 98,59 | 2.613 | 102,32 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 543.562 | 2,20 | 13.377 | 4,10 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 70.122 | 435,90 | 1.726 | 445,89 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 213.033 | 2,43 | 5.243 | 4,32 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 30.488 | 12,24 | 750 | 14,33 | ||||
| 2025-08-14 | 13F | UBS Group AG | 231 | 148,39 | 6 | 150,00 | ||||
| 2025-07-17 | 13F | KWB Wealth | 8.974 | 217 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 20.628 | 94,68 | 498 | 98,41 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 477.870 | 12,11 | 11.760 | 14,19 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 39.307 | 26,11 | 967 | 28,42 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 23.334 | 13,29 | 574 | 15,49 | ||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 90.893 | 8,76 | 2.237 | 10,75 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 24 | 4,35 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 56.307 | 12,96 | 1.386 | 15,03 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 114.784 | 5,11 | 2.825 | 7,05 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3.317 | 47,16 | 82 | 50,00 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 3.616 | 10,75 | 88 | 12,82 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 408.095 | 33,70 | 10.006 | 35,68 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1.833 | 24,95 | 45 | 28,57 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 10.787 | 4,66 | 265 | 6,43 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 27 | 1 | ||||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 227 | 1,34 | 6 | 0,00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 112.398 | 1,38 | 3 | 0,00 | ||||
| 2025-08-28 | NP | GAL - SPDR SSGA Global Allocation ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 316.524 | 4,96 | 7.790 | 6,90 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 11.101 | 75,07 | 273 | 78,43 |
