Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i SPDR Series Trust - State Street SPDR S&P 1500 Value Tilt ETF, omfatter Nadler Financial Group, Inc., Shelton Capital Management, Gts Securities Llc, Henderson Brothers Financial Partners, LLC, Elevation Advisory Partners LLC, Capital Square, LLC, Integrity Wealth Partners, LLC, Cerity Partners LLC, Fifth Third Bancorp, og Key Capital Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-18 | 13F | Graney & King, LLC | 36.308 | 3,43 | 7.805 | 5,56 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 4.548 | 111,53 | 978 | 116,15 | ||||
| 2026-05-11 | 13F | Capital Square, LLC | 2.079 | 476 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 15.449 | 5,97 | 3.254 | 162.600,00 | ||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 22.610 | 2,61 | 5 | 0,00 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1.035 | 392,86 | 223 | 404,55 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 7.621 | 1.638 | ||||||
| 2026-04-21 | 13F | Systelligence, LLC | 58.697 | 12.618 | ||||||
| 2026-05-13 | 13F | ShoreHaven Wealth Partners, LLC | 29.201 | 1,29 | 6.278 | 3,38 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 3.511 | 14,51 | 755 | 16,90 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 319 | 73,37 | 69 | 78,95 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 16 | 4 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 112.975 | 7,66 | 24 | 9,09 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 4.181 | 2,93 | 899 | 5,03 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 2.078 | 10,59 | 447 | 12,91 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 27.283 | 73,05 | 5.865 | 76,60 | ||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 47.050 | 13,90 | 10.115 | 16,24 | ||||
| 2026-05-08 | 13F | Elevation Advisory Partners LLC | 2.330 | 509 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 1.751 | 376 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 8.651 | 0,19 | 1.860 | 2,26 | ||||
| 2026-05-15 | 13F | Fmr Llc | 929 | 0,22 | 200 | 2,05 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 2.104 | 5,15 | 452 | 7,36 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 3.326 | 0,42 | 715 | 2,58 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 204 | 5,70 | 44 | 7,50 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 24.770 | 5,47 | 5.325 | 7,64 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 20.849 | 1,57 | 4.482 | 3,68 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 6.269 | 1.348 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 1.388 | 298 | ||||||
| 2026-05-11 | 13F | COFG Advisors, LLC | 1.440 | 0,42 | 310 | 2,66 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 9.865 | 4,62 | 2.121 | 6,75 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 97.587 | 6,60 | 20.980 | 8,80 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 5.632 | 4,74 | 1.211 | 6,89 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 4.390 | 944 | ||||||
| 2026-05-12 | 13F | Avant Capital LLC | 1.430 | 0,21 | 307 | 2,33 | ||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 1.400 | 301 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 940 | 202 | ||||||
| 2026-04-21 | 13F | Compass Planning Associates Inc | 1.723 | 0,41 | 370 | 2,49 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 55.716 | 44,97 | 11.978 | 47,96 | ||||
| 2026-05-04 | 13F | Nadler Financial Group, Inc. | 122.270 | 26.285 | ||||||
| 2026-05-15 | 13F | Shelton Capital Management | 7.234 | 1.555 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 158 | 34 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 55 | 12 | ||||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 9.887 | 1,64 | 2 | 0,00 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 954 | 0,42 | 205 | 2,50 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 1.799 | 1,12 | 387 | 3,21 | ||||
| 2026-04-23 | 13F | Foronjy Financial Llc | 8.759 | 5,47 | 1.883 | 7,60 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 425.715 | 4,70 | 91.519 | 6,86 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 30.561 | 5,60 | 6.439 | 5,63 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 300 | 65 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 143.459 | 19,68 | 30.840 | 22,13 | ||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 2.964 | 0,44 | 637 | 2,58 | ||||
| 2026-05-12 | 13F | Creative Planning | 11.462 | 3,44 | 2.464 | 5,62 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 5.404 | 96,94 | 1.162 | 101,21 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 2.053 | 0,15 | 441 | 2,32 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 69.427 | 3,65 | 14.925 | 5,79 | ||||
| 2026-04-22 | 13F | Aspire Capital Advisors LLC | 1.483 | 319 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 1.243 | 1,47 | 267 | 3,49 | ||||
| 2026-05-05 | 13F | RFG - Bristol Wealth Advisors, LLC | 53.575 | 24,94 | 11.517 | 27,51 | ||||
| 2026-05-04 | 13F | Henderson Brothers Financial Partners, LLC | 5.046 | 1.085 |
