Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i SPDR Series Trust - State Street SPDR Portfolio Long Term Corporate Bond ETF inkluderar Sona Asset Management (us) Llc, Cerity Partners LLC, Roan Capital Partners, XTX Topco Ltd, Legacy Wealth Partners, LLC, Pensionmark Financial Group, Llc, Byrne Financial Freedom, Llc, Brown, Lisle/cummings, Inc., Vanguard Advisers Inc, Merkkuri Wealth Advisors LLC, Golden State Equity Partners, och AlphaCore Capital LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Cwm, Llc | 18 516 | 40,39 | 411 | |||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 376 210 | 12,21 | 8 359 | 10,42 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 594 232 | 466,74 | 13 204 | 457,79 | ||||
| 2026-05-15 | 13F | Bramshill Investments, LLC | 1 781 208 | 256,24 | 39 578 | 250,56 | ||||
| 2026-05-12 | 13F | Ally Invest Advisors Inc. | 40 658 | 2,61 | 903 | 1,01 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 63 149 | 3,94 | 1 403 | 2,33 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 53 159 | 312 600,00 | 1 181 | |||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 0 | 0 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 167 151 | 58,56 | 3 714 | 56,05 | ||||
| 2026-05-15 | 13F | State Street Corp | 7 080 029 | 119,13 | 157 318 | 115,63 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 3 246 052 | 222,02 | 72 127 | 216,89 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 10 273 | 0,58 | 228 | −0,87 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 139 | 504,35 | 0 | |||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 97 476 | 236,14 | 2 166 | 231,04 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 599 372 | 56,29 | 13 318 | 53,81 | ||||
| 2026-05-11 | 13F | Hedeker Wealth, LLC | 340 155 | 26,01 | 7 558 | 24,00 | ||||
| 2026-04-22 | 13F | Truefg, Llc | 50 344 | 0,01 | 1 119 | −1,58 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 2 971 | 210,45 | 66 | 214,29 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 535 588 | 142,22 | 11 901 | 138,38 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 75 872 | 10,31 | 1 690 | 168 800,00 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 19 240 | 428 | ||||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 33 597 | 6,70 | 747 | 5,07 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 107 306 | 4,90 | 2 384 | 3,25 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 76 121 | 4,67 | 1 691 | 2,98 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 4 331 | 96 | ||||||
| 2026-04-10 | 13F | Novem Group | 62 457 | 8,70 | 1 388 | 6,94 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 50 | 257,14 | 1 | |||||
| 2026-05-18 | 13F | Graney & King, LLC | 376 158 | 4,39 | 8 358 | 2,73 | ||||
| 2026-04-15 | 13F | Roan Capital Partners | 164 340 | 3 652 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 751 225 | 7,58 | 16 692 | 5,87 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 11 915 | 193,69 | 265 | 183,87 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 161 244 | 213,45 | 3 583 | 208,53 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 3 298 | 0,89 | 73 | 0,00 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 204 991 | 4 555 | ||||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 17 154 | 381 | ||||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 665 442 | 41,47 | 14 786 | 39,21 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 335 000 | 26,42 | 7 444 | 24,40 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 52 876 | 8,79 | 1 175 | 7,02 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 79 198 | 89,70 | 925 | −1,80 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 51 | 218,75 | 1 | |||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 11 675 | 259 | ||||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 9 600 | 213 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 1 830 | 0,27 | 41 | −2,44 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 751 | 19,02 | 17 | 14,29 | ||||
| 2026-04-14 | 13F | LifeGoal Wealth Advisors | 11 943 | 0,16 | 265 | −1,86 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1 401 | 31 | ||||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 6 144 | 137 | ||||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 109 | 2 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 692 | 15 | ||||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 112 937 | 32,67 | 2 510 | 30,54 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 11 180 | 0,86 | 248 | −1,20 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 4 231 971 | 76,16 | 94 034 | 73,35 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 8 072 | 3,10 | 179 | 1,70 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 518 888 | 302,99 | 11 530 | 296,59 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 95 593 | 141,65 | 2 124 | 137,85 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 65 445 | 1 454 | ||||||
| 2026-04-29 | 13F | Capstone Wealth Management Group, Llc | 81 423 | 15,72 | 1 809 | 13,92 | ||||
| 2026-04-27 | 13F | Byrne Financial Freedom, Llc | 10 736 | 239 | ||||||
| 2026-05-05 | 13F | PFG Advisors | 428 104 | 6,45 | 9 512 | 4,75 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 1 004 | 22 | ||||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 20 144 | 54,40 | 448 | 52,04 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 46 395 | 184,25 | 1 031 | 179,89 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 44 719 | 171,42 | 994 | 166,94 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 69 958 | 202,63 | 1 554 | 198,27 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 39 952 | 250,89 | 888 | 245,14 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 156 | 3 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 236 225 | 264,93 | 5 | 400,00 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 31 899 | 218,61 | 709 | 213,27 | ||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 18 787 | 417 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 17 397 | 136,18 | 387 | 132,53 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 1 121 090 | 7,99 | 25 | 4,35 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 20 | 0 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 11 994 | 267 | ||||||
| 2026-04-28 | 13F | Novus Advisors, Llc | 32 863 | 208,98 | 730 | 204,17 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 819 | 1 200,00 | 18 | 1 700,00 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 496 638 | 210,54 | 11 035 | 205,59 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 185 956 | 5,66 | 4 132 | 3,98 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 59 | 1 | ||||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 25 964 | 577 | ||||||
| 2026-04-27 | 13F | Arrien Investments, Inc. | 380 894 | 3,18 | 8 463 | 1,54 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 13 | 1 200,00 | 0 | |||||
| 2026-01-29 | 13F | Comerica Bank | 1 214 | 10,36 | 27 | 8,00 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 11 001 | 0 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 873 | 1,99 | 19 | 0,00 | ||||
| 2026-05-15 | 13F | Sona Asset Management (us) Llc | 2 345 000 | 52 106 | ||||||
| 2026-04-21 | 13F | Econ Financial Services Corp | 240 446 | 5 343 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 69 735 | 26,86 | 1 550 | 24,82 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 13 007 | 17,33 | 289 | 15,60 | ||||
| 2026-04-22 | 13F | Landmark Wealth Management, Inc. | 118 771 | 208,02 | 2 639 | 203,33 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 13 899 | 0,85 | 309 | −0,96 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 27 470 | 610 | ||||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 64 187 | 1 449 | ||||||
| 2026-05-06 | 13F | White & Co Financial Planning Inc | 371 370 | 11,05 | 8 252 | 9,28 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 550 889 | 11,75 | 12 241 | 9,96 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 42 170 | 16,15 | 937 | 14,41 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 84 423 | 193,69 | 1 876 | 188,91 | ||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 20 641 | 459 | ||||||
| 2026-05-15 | 13F | Ascent Group, LLC | 13 605 | 302 | ||||||
| 2026-05-15 | 13F | XTX Topco Ltd | 26 729 | 594 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 169 378 | 427,31 | 3 781 | 419,94 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 4 784 | 107 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 14 015 | 47,99 | 311 | 46,01 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 11 359 | 23,03 | 252 | 21,15 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 9 140 | 206 | ||||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 37 833 | 6,42 | 841 | 4,74 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 43 223 | 10,71 | 960 | 8,97 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 949 369 | 1,69 | 21 095 | 0,07 | ||||
| 2026-04-16 | 13F | Rockland Trust Co | 1 939 392 | 6,32 | 43 093 | 4,62 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 13 865 | 308 | ||||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 95 | 1,06 | 2 | 0,00 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 2 203 | 9,88 | 50 | 6,52 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 7 664 | 2,17 | 170 | 0,59 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 1 729 | 1 910,47 | 38 | 3 700,00 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 3 370 | 9 261,11 | 75 | |||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 90 | 1,12 | 2 | 0,00 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 27 986 | 181,92 | 622 | 177,23 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 179 556 | 5,12 | 3 959 | 2,64 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 80 815 | 64,07 | 1 796 | 61,42 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 262 429 | 38,06 | 5 831 | 35,89 | ||||
| 2026-05-05 | 13F | UBS Group AG | 73 814 | 2,45 | 1 640 | 0,86 | ||||
| 2026-05-13 | 13F | Richard W. Paul & Associates, LLC | 5 142 | 207,72 | 114 | 208,11 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 84 048 | 2,70 | 1 835 | −0,70 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 1 | |||||||
| 2026-04-14 | 13F | Lockerman Financial Group, Inc. | 21 817 | 485 |
