Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i SPDR Index Shares Funds - SPDR MSCI EAFE StrategicFactors ETF, omfatter 21 West Wealth Management LLC, Cliftonlarsonallen Wealth Advisors, Llc, Atomi Financial Group, Inc., First Heartland Consultants, Inc., Glenmede Investment Management, LP, Kingswood Wealth Advisors, Llc, Raymond James Financial Inc, CIBC Private Wealth Group, LLC, og Talon Private Wealth, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Citadel Advisors Llc | 9.431 | 130,70 | 805 | 149,69 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 6.248 | 1,63 | 533 | 9,90 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 5.850 | 112,19 | 499 | 129,95 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 2.347 | 200 | ||||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 41.197 | 6,70 | 3.516 | 15,32 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 14.574 | 4,80 | 1.244 | 13,21 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 352 | 85,26 | 30 | 100,00 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 2.500 | 213 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 39.435 | 21,90 | 3.365 | 31,75 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1.398 | 119 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 208.957 | 0,95 | 17.832 | 9,11 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 394 | 34 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 13.066 | 3,66 | 1.115 | 12,06 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 2.895 | 247 | ||||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 4.042 | 8,22 | 345 | 17,01 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 17.689 | 1.510 | ||||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 103.890 | 5,62 | 8.866 | 14,17 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 3.529 | 301 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 991 | 85 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 130.744 | 12,62 | 11.158 | 21,72 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 80.438 | 0,61 | 6.865 | 8,75 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 34.717 | 22,23 | 2.968 | 32,16 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 12.559 | 5,56 | 1 | |||||
| 2025-07-17 | 13F | KWB Wealth | 162.800 | 1,14 | 12.854 | 10,14 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 11.728 | 0,08 | 1.001 | 17,79 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 350 | 1,16 | 30 | 7,41 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 4.147 | 354 | ||||||
| 2025-08-08 | 13F | L & S Advisors Inc | 24.591 | 16,55 | 2.099 | 26,01 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 123.288 | 0,57 | 10.521 | 8,70 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 136.874 | 5,79 | 11.681 | 14,34 | ||||
| 2025-08-07 | 13F | PFG Advisors | 24.254 | 4,64 | 2.070 | 13,06 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 50.112 | 2,18 | 4.277 | 10,43 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.040.889 | 27,59 | 88.829 | 37,90 | ||||
| 2025-08-14 | 13F | Fmr Llc | 3.949 | 12,57 | 337 | 22,10 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 84.955 | 9,89 | 7.250 | 18,77 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 179.361 | 43,51 | 15.307 | 55,12 | ||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 136.874 | 5,79 | 11.681 | 14,34 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 8.516 | 11,07 | 727 | 20,00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 259 | 27,59 | 22 | 37,50 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 3.702 | 1,54 | 316 | 9,76 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 26.520 | 54,62 | 2.263 | 67,01 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 734.636 | 9,18 | 62.694 | 18,01 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Creative Planning | 4.942 | 0,02 | 422 | 7,95 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 8.661 | 739 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 745 | 10,04 | 64 | 18,87 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 23.894 | 6,55 | 2.039 | 15,20 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 1.445 | 0,70 | 123 | 8,85 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 913 | 217,01 | 78 | 250,00 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 26.393 | 2.252 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 4.139 | 12,93 | 353 | 22,15 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 31.599 | 0,51 | 2.697 | 8,62 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 32.067 | 1,81 | 2.737 | 10,06 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 8.646 | 207,91 | 738 | 233,48 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 3.572 | 3,90 | 305 | 12,18 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 2.670 | 2,77 | 228 | 10,73 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1.133.053 | 1,84 | 96.695 | 10,07 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 58.001 | 1,30 | 5 | 0,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 10.060 | 2,35 | 859 | 10,57 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 494 | 24,12 | 42 | 35,48 | ||||
| 2025-07-31 | 13F | Arrien Investments, Inc. | 134.752 | 0,80 | 11.500 | 8,94 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 21.661 | 34,82 | 1.849 | 45,74 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 3.350 | 286 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 27.160 | 13,26 | 2.318 | 22,40 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 12.578 | 1,18 | 1.073 | 9,38 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 101.287 | 0,57 | 8.644 | 8,69 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 131.249 | 0,05 | 11.201 | 8,14 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 2.482 | 212 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 55.275 | 3,07 | 4.717 | 11,41 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 17.141 | 116,04 | 1.463 | 133,55 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 47.351 | 4 |
