Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i SPDR Series Trust - SPDR Portfolio Corporate Bond ETF, omfatter Exchange Traded Concepts, Llc, HCXSX - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares, HCIIX - The Core Fixed Income Portfolio HC Strategic Shares, Aqr Capital Management Llc, Prosperity Wealth Management, Inc., NWF Advisory Services Inc., Advyzon Investment Management, LLC, Sovran Advisors, LLC, Betterment LLC, Rothschild Investment Llc, og Virtus Fixed Income Advisers, 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.
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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 | Cetera Investment Advisers | 43.136 | 16,14 | 1.260 | 16,88 | ||||
| 2025-08-08 | 13F | Creative Planning | 16.712 | 63,62 | 488 | 64,86 | ||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 733.807 | 59,54 | 21.302 | 61,38 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 1.340.903 | 1,08 | 39.181 | 1,74 | ||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 9.119 | 1,00 | 266 | 1,53 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 248.083 | 3,41 | 7.249 | 4,09 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 10.043 | 290 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 7.883 | 1,31 | 229 | 4,11 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 183.416 | 160,25 | 5.345 | 161,32 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 30.398 | 888 | ||||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 350.334 | 3,05 | 10.170 | 4,99 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 63.644 | 100,00 | 1.860 | 101,41 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 45.694 | 2,04 | 1.335 | 2,69 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 208.156 | 70,41 | 6.082 | 71,57 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1.335.023 | 1,37 | 39.009 | 2,04 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 60.928 | 17,19 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2.702.160 | 2,72 | 78.957 | 3,39 | ||||
| 2025-07-09 | 13F | Sterling Manor Financial, LLC | 538.925 | 5,32 | 15.747 | 6,01 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 170 | 254,17 | 5 | 300,00 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 25.907 | 26,17 | 752 | 27,89 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1.839 | 7,48 | 54 | 8,16 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 61.250 | 9,59 | 1.790 | 10,30 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 106.160 | 8,74 | 3.102 | 9,46 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 6.895 | 201 | ||||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 16.780 | 490 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 483 | 28,80 | 14 | 40,00 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 77.755 | 17,82 | 2.272 | 18,64 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 31.275 | 16,18 | 914 | 16,90 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 17.693 | 517 | ||||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 78.141 | 91,06 | 2.283 | 92,33 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 67.542 | 8,34 | 1.974 | 9,07 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 113.438 | 63,30 | 3.315 | 64,38 | ||||
| 2025-08-13 | 13F | Virtus Fixed Income Advisers, LLC | 212 | 6 | ||||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 62.560 | 2,90 | 1.828 | 3,63 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 374.959 | 14,87 | 10.956 | 17,20 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 53.652 | 5,46 | 1.568 | 6,17 | ||||
| 2025-08-27 | NP | HCIIX - The Core Fixed Income Portfolio HC Strategic Shares | 178.845 | 5.226 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1.131.824 | 88,63 | 33.072 | 89,87 | ||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 179.257 | 0,96 | 5.215 | 1,16 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1.494.916 | 43.681 | ||||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 680.216 | 1,71 | 19.876 | 2,37 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 9.841 | 0,35 | 288 | 1,06 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 36.645 | 108,39 | 1.071 | 109,80 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 1.179.900 | 3,42 | 34.477 | 4,10 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 3.510 | 103 | ||||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 551.268 | 8,59 | 15.910 | 11,21 | ||||
| 2025-08-14 | 13F | Betterment LLC | 8.387 | 0 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 294.861 | 8,79 | 9 | 14,29 | ||||
| 2025-08-27 | NP | HCXSX - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares | 312.290 | 9.125 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 255.152 | 3,59 | 7.456 | 4,27 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 664.234 | 11,57 | 19.409 | 12,30 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 127.541 | 3,47 | 3.727 | 4,14 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 26.338 | 19,70 | 770 | 20,53 | ||||
| 2025-08-14 | 13F | UBS Group AG | 7.200 | 2,86 | 210 | 3,45 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 530 | 15 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 98.885 | 0,30 | 2.889 | 0,94 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 12.430 | 363 | ||||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 247 | 1,23 | 7 | 0,00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 7.333 | 30,69 | 214 | 32,10 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 1.678.522 | 0,32 | 49 | 2,08 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 109.347 | 83,81 | 3.195 | 85,11 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 339.046 | 29,26 | 9.907 | 30,10 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1.604.981 | 5,36 | 46.898 | 6,04 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 112.499 | 58,46 | 3.287 | 59,49 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 483.093 | 1,22 | 14.116 | 1,88 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 904.105 | 118,21 | 26.418 | 119,65 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Graney & King, LLC | 356 | 1,14 | 10 | 0,00 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 327 | 2,51 | 10 | 0,00 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 13.794 | 403 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2.934 | 17,27 | 86 | 18,06 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 140.899 | 15,71 | 4.117 | 16,50 |
