Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i SPDR Series Trust - SPDR Portfolio Mortgage Backed Bond ETF, omfatter Strategic Financial Concepts, LLC, Kingstone Capital Partners Texas, LLC, Gibbs Wealth Management, Collier Financial, Christopher J. Hasenberg, Inc, Drucker Wealth 3.0, LLC, Scott Marsh Financial, LLC, Quantinno Capital Management LP, Exchange Traded Concepts, Llc, Vance Wealth, Inc., HighTower Advisors, LLC, Atlantic Union Bankshares Corp, Painted Porch Advisors LLC, EPG Wealth Management LLC, Quaker Wealth Management, LLC, Strategic Wealth Partners, Ltd., 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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-15 | 13F | Collier Financial | 523.004 | 11.532 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 427.088 | 3,34 | 9.439 | 3,58 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 807.932 | 18 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 81.062 | 7,43 | 1.787 | 7,46 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 5.252 | 176,42 | 116 | 182,93 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 24.489 | 11,67 | 541 | 14,62 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 545.139 | 3,04 | 12.048 | 3,27 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 25.834 | -4,27 | ||||||
| 2025-08-28 | NP | FISR - SPDR SSGA Fixed Income Sector Rotation ETF 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 | 5.858.146 | 46,29 | 129.465 | 46,62 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 6.235.452 | 24,78 | 137.804 | 25,07 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 13 | 333,33 | 0 | |||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 1.862.493 | 41.161 | ||||||
| 2025-07-23 | 13F | Financial Life Advisors | 825.673 | 5,38 | 18.247 | 5,61 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 19.305 | 0,74 | 427 | 0,95 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 7.797.906 | 26,57 | 172.334 | 26,86 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 800 | 18 | ||||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 90.150 | 11,96 | 1.992 | 12,23 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 2.086.473 | 5,44 | 46.111 | 5,68 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 144.422 | 9,27 | 3.192 | 9,51 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 655 | 14 | ||||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 644.810 | 2,06 | 14.250 | 2,29 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 222.806 | 4,29 | 4.924 | 4,54 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 134.250 | 34,28 | 2.967 | 34,57 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 15.021 | 0,19 | 332 | 0,30 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 72 | 1,41 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 123.215 | 24,19 | 2.723 | 24,51 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 33.663 | 2,67 | 744 | 2,91 | ||||
| 2025-07-08 | 13F | Boltwood Capital Management | 114.414 | 18,46 | 2.529 | 18,74 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 22.500 | 581,82 | 497 | 590,28 | |||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 4.727.616 | 13,60 | 104.480 | 13,86 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 81.646 | 5,37 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1.259.729 | 0,95 | 27.840 | 1,18 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 10.149 | 224 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1.744 | 39 | ||||||
| 2025-08-13 | 13F | Virtus Fixed Income Advisers, LLC | 133 | 3 | ||||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 80.133 | 1.771 | ||||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 70.467 | 1.547 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 36.107 | 0,07 | 798 | 1,14 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 452.503 | 10,79 | 10.000 | 11,04 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 371 | 8 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 390.052 | 4,05 | 8.620 | 4,28 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 94.950 | 1,17 | 2.098 | 1,40 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 157 | 3 | ||||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 61.632 | 15,46 | 1.362 | 15,72 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 244.389 | 2,74 | 5.401 | 2,97 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 9.366 | 207 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 354 | 1.670,00 | 8 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 184.335.955 | 0,37 | 4.073.825 | 0,60 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 1.735 | 0,87 | 38 | 2,70 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 666 | 0,15 | 15 | 0,00 | ||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 18.090 | 2,23 | 400 | 2,31 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 822.238 | 35,78 | 18.171 | 36,09 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 23.564 | 1,60 | 521 | 1,76 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 92.559 | 0,30 | 2.046 | 0,54 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 809.137 | 2,86 | 17.882 | 3,08 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 173.723 | 27,19 | 3.839 | 27,50 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 26.734 | 38,65 | 591 | 39,15 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 54.059 | 14,59 | 1.195 | 14,81 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 225.714 | 82,20 | 4.984 | 82,46 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 3.093 | 185,07 | 68 | 195,65 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 372.376 | 5,17 | 8.229 | 5,41 | ||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 52.385 | 4,28 | 1.158 | 4,52 | ||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 35.480 | 6,78 | 784 | 7,10 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 16.282.417 | 5,61 | 359.841 | 5,85 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 32.180 | 10,05 | 711 | 10,40 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 21.179 | 27,41 | 468 | 27,87 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2.768.358 | 4,30 | 61.177 | 4,52 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 20.597 | 455 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 310.301 | 12,85 | 6.858 | 13,10 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 70 | 2 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3.757 | 622,50 | 83 | 654,55 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 122.990 | 12,35 | 2.718 | 12,41 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 15.226 | 0,22 | 336 | 0,60 | ||||
| 2025-07-18 | 13F | Donald L. Hagan, LLC | 42.609 | 0,32 | 942 | 0,53 | ||||
| 2025-08-07 | 13F | PFG Advisors | 124.289 | 286,12 | 2.747 | 287,31 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 120.886 | 2,03 | 2.672 | 2,26 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 10.514 | 232 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 4.798 | 0,02 | 106 | 0,95 | ||||
| 2025-08-14 | 13F | Comerica Bank | 58.012 | 40,18 | 1.282 | 40,57 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 119.897 | 1,56 | 2.650 | 1,77 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 7.246 | 437,14 | 160 | 451,72 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 168.116 | 21,82 | 3.715 | 22,08 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 14.495 | 5,84 | 320 | 6,31 | ||||
| 2025-08-14 | 13F | State Street Corp | 5.858.146 | 45,94 | 129.465 | 46,27 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1.564.779 | 3,20 | 34.582 | 3,44 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 83.987 | 22,93 | 1.856 | 23,24 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 214.625 | 10,22 | 4.743 | 10,48 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 566.011 | 2,27 | 12.509 | 2,50 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 34.100 | 748 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 212.861 | 7,59 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 150.826 | 9,21 | 3.333 | 9,46 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 60.771 | 22,23 | 1.343 | 22,54 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1.228.316 | 2,67 | 27.146 | 2,90 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 42.389 | 34,94 | 937 | 35,26 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 70.148 | 93,27 | 1.550 | 93,75 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 142.166 | 8,82 | 3.142 | 9,06 | ||||
| 2025-08-05 | 13F | Compton Financial Group, LLC | 1.862.493 | 14,90 | 41.161 | 15,16 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 156.477 | 2,74 | 3.458 | 2,98 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 236.738 | 8,13 | 5.232 | 8,37 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 18.486 | 409 | ||||||
| 2025-08-14 | 13F | Legacy Advisory Services, LLC | 11.895 | 0,92 | 263 | 1,16 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 601.510 | 13.293 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 370.984 | 4,31 | 8.199 | 4,55 | ||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 50.375 | 1.113 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 325.332 | 4,92 | 7.190 | 5,15 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1.150 | 666,67 | 25 | 733,33 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 164.027 | 2,33 | 3.625 | 2,57 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 625 | 14 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 15.971 | 14,95 | 353 | 15,03 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 2.235.549 | 22,67 | 49 | 22,50 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 210.147 | 10,89 | 4.644 | 11,15 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 5.188 | 127,34 | 114 | 128,00 | ||||
| 2025-08-08 | 13F | Leicht Financial Planning & Wealth Management, Inc. | 861.456 | 9,41 | 19.038 | 9,67 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1.448.029 | 1,05 | 32.001 | 1,28 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 255.526 | 5,19 | 5.647 | 5,43 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 14.594 | 18,90 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 2.058.372 | 20,36 | 45 | 21,62 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 44.194 | 3,29 | 975 | 4,61 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 467.036 | 4,68 | 10.321 | 4,91 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 18.042 | 23,84 | 399 | 23,99 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 243 | 5 |
