Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i SPDR Index Shares Funds - SPDR Dow Jones Global Real Estate ETF, omfatter Glenmede Investment Management, LP, OneAscent Financial Services LLC, Lunt Capital Management, Inc., Fi3 FINANCIAL ADVISORS, LLC, Gts Securities Llc, Discipline Wealth Solutions, LLC, Financial Network Wealth Management LLC, Trust Co Of Toledo Na /oh/, Mount Yale Investment Advisors, LLC, og Crews Bank & Trust .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 24.956 | 1,06 | 1.102 | 2,23 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 18.159 | 28,62 | 802 | 30,03 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 113.052 | 13,24 | 4.990 | 14,55 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 4.658 | 206 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 473 | 75,19 | 21 | 81,82 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 300 | 13 | ||||||
| 2025-07-21 | 13F | Crews Bank & Trust | 31 | 1 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 22.174 | 0,65 | 979 | 1,77 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 16.396 | 12,20 | 724 | 13,50 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 7.197 | 11,32 | 317 | 12,06 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 21.733 | 5,28 | 959 | 6,56 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 7.249 | 4,98 | 320 | 5,98 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 31.176 | 3,50 | 1.376 | 4,72 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1.443.869 | 1,40 | 63.732 | 2,56 | ||||
| 2025-08-11 | 13F | Banque Cantonale Vaudoise | 48.668 | 6,29 | 2 | 100,00 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 15.250 | 9,26 | 673 | 10,51 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 435.275 | 8,87 | 19.213 | 10,12 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 4.332 | 3,93 | 191 | 5,52 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 351.013 | 3,36 | 15.494 | 4,55 | ||||
| 2025-08-14 | 13F | State Street Corp | 6.154.007 | 4,38 | 271.638 | 5,58 | ||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 22.393 | 988 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1.518 | 1,07 | 67 | 1,54 | ||||
| 2025-07-22 | 13F | White & Co Financial Planning Inc | 117.574 | 1,33 | 5.178 | 2,94 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 28.002 | 91,94 | 1.236 | 94,03 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 285 | 1,06 | 13 | 0,00 | ||||
| 2025-08-28 | NP | SSBWX - State Street Target Retirement 2030 Fund Class I 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 | 2.032.945 | 9,36 | 89.734 | 10,61 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 4.713 | 208 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1.744 | 217,09 | 77 | 216,67 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 12.833 | 0,46 | 566 | 1,62 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 76.602 | 1,88 | 3.343 | 3,66 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 18.613 | 0,44 | 822 | 1,61 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 291 | 0,34 | 13 | 0,00 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 143.592 | 3,57 | 6.338 | 4,76 | ||||
| 2025-07-08 | 13F | Boltwood Capital Management | 24.340 | 16,93 | 1.074 | 18,28 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 14.270 | 0,01 | 630 | 1,13 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 142.137 | 14,40 | 6 | 20,00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 567.912 | 1,54 | 25.068 | 2,70 | ||||
| 2025-08-28 | NP | SSCJX - State Street Target Retirement 2035 Fund Class I 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 | 187.815 | 103,54 | 8.290 | 105,91 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 128 | 6 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 156 | 7 | ||||||
| 2025-08-06 | 13F | Innealta Capital, Llc | 8.830 | 12,53 | 390 | 13,74 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 480 | 0,63 | 21 | 5,00 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 11.440 | 1 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 101.143 | 13,50 | 4.464 | 14,81 | ||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 7.312 | 0 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 92.779 | 1,69 | 4 | 33,33 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 63.082 | 76,27 | 2.784 | 78,35 | ||||
| 2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 7.786 | 344 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 42.051 | 0,44 | 1.856 | 1,59 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 131 | 6 | ||||||
| 2025-07-17 | 13F | Emerald Advisors, LLC | 5.943 | 262 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 14.118 | 13,22 | 616 | 15,36 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 72.432 | 145,59 | 3.197 | 148,33 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 4.840 | 1,49 | 0 | |||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 37.766 | 1.667 | ||||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 623 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 5.368 | 237 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 64.828 | 3 | ||||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 5.186 | 0,68 | 231 | 2,68 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 439 | 3,54 | 19 | 5,56 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 5.879 | 259 | ||||||
| 2025-07-17 | 13F | XML Financial, LLC | 15.170 | 0,75 | 670 | 1,83 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 22.115 | 3,41 | 985 | 13,76 | ||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 115.241 | 0,14 | 5.087 | 5,15 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 307.117 | 4,79 | 13.556 | 5,99 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 31 | 1 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 15.030 | 1.107,23 | 1 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3.277 | 0,09 | 145 | 1,41 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2.275 | 69,78 | 100 | 72,41 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 120 | 0,84 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 139.111 | 1,94 | 6.126 | 3,57 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 776.801 | 34.288 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 66.489 | 2,32 | ||||||
| 2025-08-14 | 13F/A | Barclays Plc | 27.771 | 5,63 | 1 | 0,00 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 4.622 | 204 | ||||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 156 | 23,81 | 7 | 20,00 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 69.538 | 0,48 | 3 | 0,00 | ||||
| 2025-07-29 | 13F | MPS Loria Financial Planners, LLC | 10.824 | 0,82 | 478 | 1,92 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 5.384 | 0,54 | 238 | 1,72 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 70.050 | 1,29 | 3 | 0,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2.379 | 8,48 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1.787 | 0,90 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 450.000 | 1.264,13 | 19.863 | 1.280,33 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 25.481 | 1,02 | 1.125 | 2,18 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 529 | 0,19 | 23 | 0,00 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 279.256 | 3,32 | 12.326 | 4,50 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 10.764 | 475 |
