Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i SPDR Series Trust - State Street Global Allocation ETF, omfatter RWM Asset Management, LLC, Lloyd Advisory Services, LLC., og Legacy Wealth Managment, LLC/ID .
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.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Creative Planning | 16.104 | 0,09 | 797 | 0,25 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 4.645 | 230 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 6.041 | 299 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 8.957 | 443 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 5.186 | 0,68 | 257 | 0,79 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 163.241 | 5,33 | 8.080 | 5,44 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 10.217 | 1,27 | 506 | 1,41 | ||||
| 2026-05-14 | 13F | Bright Financial Advisors, Inc. | 175.129 | 0,91 | 8.669 | 1,00 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 26.572 | 134,71 | 1.315 | 135,24 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 109 | 0,00 | ||||||
| 2026-05-01 | 13F | Win Advisors, Inc | 181.914 | 9.005 | ||||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 571 | 0,71 | 28 | 0,00 | ||||
| 2026-05-14 | 13F | Taylor Financial Group, Inc. | 78.526 | 4,49 | 3.887 | 4,60 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 11.498 | 53,76 | 569 | |||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 30.645 | 55,48 | 1.517 | 55,65 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 6.305 | 7,81 | 306 | 5,88 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 39 | 2 | ||||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 39 | 2 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 2.465 | 122 | ||||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 2.031 | 0,45 | 101 | 1,01 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 4.532 | 0,60 | 226 | 1,35 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 485.443 | 28,83 | 24.029 | 28,96 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 22.604 | 3,68 | 1.119 | 3,71 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 4.751 | 0,98 | 235 | 1,29 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 1.565 | 0,77 | 77 | 1,32 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 7.624 | 35,47 | 377 | 35,61 | ||||
| 2026-05-04 | 13F | First Foundation Advisors | 232.958 | 2,70 | 11.531 | 2,81 | ||||
| 2026-05-05 | 13F | UBS Group AG | 10.923 | 50,45 | 541 | 50,42 | ||||
| 2026-05-15 | 13F | Fmr Llc | 3 | 0 | ||||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 1.969 | 97 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 8.105 | 1,00 | 401 | 1,26 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 8.465 | 419 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 22 | 83,33 | 1 | |||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 3.464 | 0,20 | 171 | 0,59 | ||||
| 2026-04-30 | 13F | Manske Wealth Management | 233.519 | 0,11 | 11.559 | 0,22 | ||||
| 2026-05-01 | 13F | 46 Peaks LLC | 174.483 | 2,06 | 8.637 | 2,16 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 22.370 | 177,27 | 1.107 | 178,14 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 79.251 | 0,63 | 3.923 | 0,72 |
