Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i SPDR Series Trust - SPDR ICE Preferred Securities ETF, omfatter Kingstone Capital Partners Texas, LLC, Midwest Trust Co, Greenleaf Trust, Hrt Financial Lp, Gotham Asset Management, LLC, Foundations Investment Advisors, LLC, og Franklin Resources 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 15.893 | 18,69 | 505 | 16,40 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 7.372 | 1,36 | 234 | -0,43 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 22.216 | 45,96 | 706 | 43,00 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 16.010 | 4,27 | 508 | 2,21 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 108.397 | 234,10 | 3.443 | 227,81 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 11.650 | 24,07 | 370 | 21,71 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 1.203.024 | 41 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 1.007 | 1,72 | 33 | 3,23 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 21.028 | 9,34 | 668 | 7,23 | ||||
| 2025-08-14 | 13F | Betterment LLC | 24.739 | 3,23 | 1 | |||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 18.194 | 1,93 | 578 | 2,30 | ||||
| 2025-07-16 | 13F | FORM Wealth Advisors, LLC | 9.825 | 1,35 | 312 | -0,32 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 54.067 | 54,41 | 1.718 | 51,41 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 9.683 | 6,35 | 308 | 4,42 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 116.753 | 31,59 | 3.723 | 29,06 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 22.898 | 4,60 | 727 | 2,54 | ||||
| 2025-08-05 | 13F | Artemis Wealth Advisors, LLC | 10.371 | 1,68 | 329 | -0,30 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1.742.070 | 81,86 | 55.328 | 78,33 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 11.185 | 14,69 | 355 | 12,70 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 7.273 | 231 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 84.149 | 8,32 | 2.673 | 6,20 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 162.972 | 5.176 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 8.171 | 19,79 | 260 | 17,73 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 23.275 | 1,20 | 1 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 10.838 | 30,85 | 344 | 28,36 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 38.194 | 1,19 | 1.213 | -0,74 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 280.403 | 32,24 | 8.906 | 29,68 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 4.489 | 143 | ||||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 7.240 | 13,69 | 230 | 11,17 | ||||
| 2025-08-01 | 13F | Vision Financial Markets Llc | 145 | 2,11 | 5 | 0,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 398 | 5,01 | 13 | 0,00 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 11.780 | 1,72 | 379 | 5,57 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 21.986 | 3,60 | 698 | 1,60 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 11.653 | 0,21 | 370 | -1,60 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 50.363 | 1.600 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 582.101 | 2,71 | 18.488 | 0,71 | ||||
| 2025-07-17 | 13F | Mokosak Advisory Group, LLC | 7.657 | 1,71 | 243 | 0,00 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 9.104 | 0,19 | 289 | -1,70 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1.747 | 5,18 | 0 | |||||
| 2025-08-14 | 13F | Sequent Planning LLC | 17.639 | 35,08 | 560 | 32,70 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 7.500 | 22,95 | 238 | 20,81 | |||
| 2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 331.489 | 20,34 | 10.528 | 18,00 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 3.019 | 40,75 | 0 | |||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 18.075 | 12,79 | 579 | 11,37 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 153.924 | 6,55 | 4.889 | 4,47 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 305.707 | 7,55 | 9.709 | 5,45 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 3.045 | 97 | ||||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 23.449 | 0,01 | 745 | -1,98 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 37.951 | 1.205 | ||||||
| 2025-08-01 | 13F | Shilanski & Associates, Inc. | 146.118 | 4,45 | 4.641 | 2,41 | ||||
| 2025-08-14 | 13F | UBS Group AG | 284.976 | 3,04 | 9.051 | 1,04 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 615 | 20 | ||||||
| 2025-08-14 | 13F | Destination Wealth Management | 8.507 | 11,63 | 270 | 9,76 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 492 | 1,44 | 16 | 0,00 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 7.266 | 171,02 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 100 | 3 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 17.789 | 22,08 | 565 | 19,75 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 56 | 366,67 | 2 | |||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 6.746 | 0,69 | 214 | -1,38 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 42.800 | 0,42 | 1.359 | -1,52 | ||||
| 2025-08-14 | 13F | Voya Financial Advisors, Inc. | 56.383 | 6,51 | 1.792 | 4,13 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 40.050 | 1.272 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 14.747 | 0 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 773 | 12,03 | 25 | 9,09 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 61.523 | 0,11 | 2 | 0,00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 14.717 | 467 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1.900 | 3,26 | 60 | 1,69 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 201.124 | 8,64 | 6.388 | 6,52 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 853 | 132,43 | 27 | 145,45 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 6.941 | 220 | ||||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 24.323 | 64,92 | 772 | 61,84 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 29.935 | 2,12 | 1 |
