Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i SPDR Series Trust - SPDR S&P 1500 Value Tilt ETF, omfatter Foronjy Financial Llc, og Assetmark, Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2.945 | 78,92 | 566 | 87,09 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 180 | 53,85 | 35 | 61,90 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 54 | 10 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 7.231 | 1.389 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 5.746 | 151,14 | 1.104 | 162,86 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 3.838 | 737 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 21.516 | 34,53 | 4.134 | 40,61 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 8.177 | 18,75 | 1.571 | 24,19 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 4.490 | 12,59 | 863 | 17,60 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 2.924 | 0,03 | 562 | 4,47 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 19.592 | 3,27 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 30.785 | 2,61 | 5.915 | 7,27 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 1.644 | 23,15 | 316 | 28,57 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 4.540 | 11,88 | 872 | 17,05 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 2.882 | 0,49 | 554 | 4,93 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 5.693 | 108,31 | 1.094 | 117,73 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 0 | 0 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 8.072 | 20,57 | 1.545 | 26,66 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 15.316 | 42,69 | 3 | 100,00 | ||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 42.147 | 3,64 | 8.099 | 8,33 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 15.678 | 55,92 | 3 | 200,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 133.382 | 62,48 | 25.629 | 69,84 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 12.696 | 389,44 | 2.440 | 412,39 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 7.302 | 61,16 | 1.403 | 68,63 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 3.462 | 1 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1.229 | 43,24 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 430.857 | 14,18 | 82.789 | 19,35 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 4.681 | 44,12 | 899 | 50,59 | ||||
| 2025-07-25 | NP | SRGAX - Stringer Growth Fund Class A Shares | 8.726 | 19,16 | 1.618 | 15,32 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 64.998 | 9,74 | 12.489 | 14,71 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 13.956 | 2.682 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 98.857 | 4,78 | 19 | 5,88 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 1.309 | 251 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 100 | 5,26 | 19 | 11,76 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 6.695 | 3,56 | 1.286 | 8,25 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 1.760 | 3,47 | 338 | 8,33 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 3.120 | 0,39 | 599 | 4,90 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 4.098 | 77,56 | 787 | 86,05 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 108.649 | 17,80 | 20.877 | 23,14 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 1.804 | 14,90 | 347 | 20,14 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 6.142 | 1.180 | ||||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 18.307 | 5,97 | 4 | 0,00 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 26.323 | 2.093,58 | 5.058 | 2.198,64 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 15.966 | 3 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 49.710 | 3,79 | 9.552 | 8,48 |
