Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i SPDR Series Trust - SPDR Portfolio TIPS ETF, omfatter SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares, Atlantic Union Bankshares Corp, Binnacle Investments Inc, og Kilter Group 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-07 | 13F | Verde Capital Management | 122.507 | 14,15 | 3.193 | 12,75 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 4.272 | 1,30 | 111 | 0,00 | ||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 248.705 | 16,46 | 6.481 | 15,05 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 61.824 | 8,58 | 1.611 | 7,26 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 89 | 1,14 | 2 | 0,00 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 13.376 | 11,25 | 349 | 9,78 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.404.112 | 2,29 | 36.591 | 1,05 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 45.378 | 3,29 | 1.183 | 1,98 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 15.942 | 2,17 | 415 | 5,33 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 812 | 82,06 | 21 | 90,91 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 166.920 | 109,51 | 4.350 | 107,00 | ||||
| 2025-08-14 | 13F | Treasure Coast Financial Planning | 37.139 | 1,95 | 968 | 0,73 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 8.388 | 854,27 | 219 | 847,83 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 379 | 44,11 | 10 | 50,00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 18.627 | 485 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 43.542 | 1.135 | ||||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 903.222 | 10,86 | 23.538 | 9,52 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 39.416 | 18,04 | 1.027 | 16,70 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 4.671 | 11,21 | 122 | 10,00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 24 | 118,18 | 1 | |||||
| 2025-08-13 | 13F | Kilter Group LLC | 7 | 0 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 14.671 | 1,28 | 382 | 0,00 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 12.000 | 313 | ||||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 8.167 | 213 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3.448 | 7.236,17 | 90 | 8.800,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 426.472 | 22,18 | 11.114 | 20,70 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 361.817 | 29,52 | 9.429 | 27,94 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 115.206 | 1,72 | 3.002 | 0,50 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 29.575 | 4,81 | 1 | |||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 1.201 | 0 | ||||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 80 | 1,27 | 2 | 0,00 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 261.195 | 11,10 | 6.807 | 9,76 | ||||
| 2025-08-08 | 13F | Creative Planning | 22.122 | 3,72 | 577 | 2,49 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 87.074 | 0,05 | 2.269 | -1,13 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 161.586 | 29,76 | 4.211 | 28,16 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 16 | 0 | ||||||
| 2025-08-14 | 13F | State Street Corp | 3.783.799 | 114,85 | 98.606 | 112,25 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 30.998 | 0,01 | 808 | -1,22 | ||||
| 2025-08-14 | 13F | Comerica Bank | 34.774 | 16,66 | 906 | 15,27 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 145.800 | 1,27 | 3.800 | 0,05 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1.712 | 45 | ||||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 10.856 | 0,53 | 281 | 1,08 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 609.523 | 1,02 | 15.884 | -0,20 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 628 | 0,16 | 16 | 0,00 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 25.383 | 0,48 | 661 | 0,00 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 65.744 | 0,31 | 1.713 | -0,93 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 632 | 16 | ||||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 1.945 | 1,51 | 51 | 0,00 | ||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 3.130 | 117,66 | 82 | 118,92 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 27.125 | 16,87 | 707 | 15,36 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 31.500 | 5,31 | 821 | 3,93 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 130 | 1.200,00 | 3 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 593.357 | 8,78 | 15.463 | 7,46 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 313.481 | 918,75 | 8.169 | 907,27 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 12.621 | 1,24 | 329 | 0,00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 86.587 | 11,13 | 2 | 0,00 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 42 | 1 | ||||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 10.917 | 37,25 | 284 | 35,89 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 630.836 | 6,10 | 16.455 | 5,67 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 200 | 0 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 20.304 | 11,69 | 529 | 10,44 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 839 | 22 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 9.407 | 2,02 | 245 | 0,82 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 97.446 | 0,37 | 2.539 | -0,86 | ||||
| 2025-07-17 | 13F | KWB Wealth | 18.986 | 8,75 | 501 | 13,38 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 17.652 | 0,86 | 460 | -0,22 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 3.028.405 | 10,61 | 79 | 8,33 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 2.059 | 54 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 610 | 16 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 154.230 | 4.019 | ||||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 1.748 | 4,61 | 46 | 2,27 | ||||
| 2025-08-28 | NP | SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares | 2.036.766 | 53.078 | ||||||
| 2025-08-14 | 13F | Note Advisors, LLC | 96.573 | 3,61 | 2.517 | 2,36 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 13.112 | 0,78 | 342 | -0,58 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 99.673 | 53,11 | 2.597 | 51,25 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 14.869 | 9,22 | 387 | 7,80 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 11.674 | 0,44 | 304 | -0,65 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 945 | 0,32 | 25 | 0,00 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 16.599 | 0 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 171.831 | 6,51 | 4.478 | 5,22 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 122.445 | 3,35 | 3.191 | 2,08 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 1.686 | 44 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 6.101 | 0,13 | 159 | -0,62 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 11.518 | 12,69 | 300 | 11,52 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 0 | 0 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 234 | 0,43 | 6 | 0,00 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 46.905 | 14,98 | 1.222 | 13,57 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 56.143 | 4,40 | 1.463 | 3,10 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 40.304 | 69,16 | 1.050 | 67,20 | ||||
| 2025-08-14 | 13F | Fmr Llc | 5.057 | 1.118,55 | 132 | 1.210,00 |
