Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i SPDR Series Trust - SPDR MSCI USA StrategicFactors ETF, omfatter Presper Financial Architects, LLC, Two Sigma Investments, Lp, Atomi Financial Group, Inc., Hershey Financial Advisers, LLC, Nwam Llc, og Carnegie Capital Asset Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | TFC Financial Management | 2.318 | 94,30 | 378 | 103,23 | ||||
| 2025-08-14 | 13F | Palo Alto Wealth Advisors, Llc | 2.765 | 0,55 | 451 | 3,69 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 28.061 | 14,03 | 4.576 | 18,70 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 36.305 | 0,22 | 5.921 | 4,32 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 3.435 | 0,35 | 560 | 4,48 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 29.790 | 0,67 | 4.858 | 4,79 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 5.167 | 39,54 | 846 | 45,69 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 19.364 | 32,42 | 3.135 | 38,17 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 6.103 | 4,16 | 995 | 8,39 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 1.612 | 263 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 20.421 | 1,84 | 3.331 | 5,98 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 8.785 | 1,71 | 1.433 | 5,84 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 36.337 | 7,09 | 5.926 | 11,47 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 10.444 | 331,39 | 1.703 | 349,34 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 1.910 | 0,58 | 312 | 4,71 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 1.785 | 291 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 4.398 | 25,19 | 1 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 9.694 | 13,16 | 1.581 | 17,81 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 3.202 | 7,23 | 522 | 11,78 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1.257 | 151,40 | 205 | 162,82 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 447 | 172,56 | 0 | -100,00 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1.435 | 7,41 | 234 | 11,96 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 6.076 | 59,27 | 991 | 65,83 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 12.367 | 0,50 | 2.017 | 4,56 | ||||
| 2025-08-14 | 13F | Allred Capital Management, LLC | 9.202 | 12,87 | 1.501 | 17,46 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 55.409 | 18,63 | 9.037 | 23,48 | ||||
| 2025-07-18 | 13F | Vicus Capital | 4.627 | 2,01 | 755 | 6,20 | ||||
| 2025-08-11 | 13F | Paul R. Ried Financial Group, LLC | 65.745 | 5,53 | 10.722 | 9,85 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 78.018 | 1,09 | 12.724 | 5,22 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 1.251 | 8,12 | 204 | 12,71 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1.986.570 | 3,54 | 323.990 | 7,77 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 1.601 | 261 | ||||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 1.806 | 2,50 | 296 | 7,25 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 55.442 | 9.042 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 28.312 | 0,58 | 5 | 0,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 69.858 | 33,75 | 11 | 37,50 | ||||
| 2025-07-17 | 13F | Presper Financial Architects, LLC | 178.719 | 29 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 20.600 | 3.360 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 254.010 | 2,35 | 41.427 | 6,53 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1.216 | 10,55 | 198 | 15,12 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 180.293 | 6,92 | 29.401 | 11,26 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 140.287 | 31,95 | 22.879 | 37,34 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 36.604 | 1.195,72 | 5.970 | 1.265,90 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 12.136 | 1.979 | ||||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 42.273 | 85,75 | 6.894 | 93,33 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2.741 | 9,60 | 447 | 14,07 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 62.669 | 1,51 | 10.221 | 5,65 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 9.395 | 82,14 | 1.532 | 89,60 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 2.342 | 7,53 | 382 | 12,02 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 65.951 | 1,07 | 10.756 | 5,19 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 565 | 38,48 | 92 | 46,03 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 11.975 | 4,11 | 1.953 | 8,38 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 376.207 | 11,11 | 61.356 | 15,65 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 3.356 | 0,24 | 547 | 4,39 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 10.663 | 1.739 | ||||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 6.507 | 1.061 | ||||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 2.025 | 11,88 | 330 | 16,61 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 1.969 | 0,05 | 321 | 4,22 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 2.535 | 0,56 | 413 | 4,56 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 1.308 | 213 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 308 | 50 | ||||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 7.065 | 9,96 | 1.152 | 14,51 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 8.172 | 0,01 | 1.333 | 4,06 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 519.412 | 0,41 | 84.711 | 4,51 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 4.000 | 2,96 | 652 | 7,24 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 12.224 | 1.994 | ||||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 16.027 | 0,16 | 2.614 | 4,23 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 7.287 | 1.188 | ||||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 37.582 | 2,72 | 6.129 | 6,91 | ||||
| 2025-07-25 | NP | SRGAX - Stringer Growth Fund Class A Shares | 10.304 | 30,61 | 1.640 | 28,25 | ||||
| 2025-08-14 | 13F | UBS Group AG | 40.236 | 709,09 | 6.562 | 742,36 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 9.173 | 1,99 | 1.496 | 6,17 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 2.026 | 10,95 | 330 | 15,38 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 20.505 | 54,11 | 3 | 50,00 | ||||
| 2025-08-07 | 13F | Nwam Llc | 3.021 | 495 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 7.916 | 111,38 | 1.291 | 120,31 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 92.524 | 10,86 | 15.089 | 15,39 | ||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 3.382 | 0,59 | 554 | 13,29 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 810 | 1,00 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 5.649 | 25,17 | 921 | 30,27 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 145 | 480,00 | 24 | 666,67 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 394.815 | 94,73 | 64.390 | 102,68 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 244.173 | 12,44 | 39.822 | 17,04 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 10.584 | 1.726 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1.911 | 312 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 411.007 | 1,41 | 67.031 | 5,55 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 130 | 0,78 | 21 | 5,00 |
