Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i SPDR Series Trust - SPDR Bloomberg 3-12 Month T-Bill ETF inkluderar Kera Capital Partners, Inc., Cornerstone Planning, LLC, Hamilton Capital Partners, Llc, Brookstone Capital Management, Prosperity Consulting Group, LLC, OCIO - ClearShares OCIO ETF, Citigroup Inc, Rareview Capital LLC, RDFI - RAREVIEW DYNAMIC FIXED INCOME ETF, Traub Capital Management LLC, Hutchinson Financial Advisors, INC, One Capital Management, LLC, Wealth Advisors of Iowa, LLC, Gibbs Wealth Management, Darden Wealth Group Inc, RFG Advisory, LLC, Perennial Investment Advisors, LLC, Midwest Trust Co, Consolidated Portfolio Review Corp, och Csenge Advisory Group .
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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Hrt Financial Lp | 53 600 | 5 | ||||||
| 2025-08-06 | 13F | Miller Investment Management, LP | 1 108 066 | 0,03 | 110 175 | −0,03 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 19 744 | 29,19 | 1 963 | 29,14 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 2 111 | 210 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 15 104 | 8,25 | 1 502 | 8,14 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 13 835 | 28,93 | 1 376 | 28,87 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 25 589 | 319 762,50 | 2 544 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 126 120 | 82,75 | 12 540 | 82,64 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 27 895 | 7,81 | 2 774 | 7,73 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 800 | 80 | ||||||
| 2025-08-08 | 13F | Creative Planning | 5 500 | 35,37 | 547 | 35,15 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 11 753 | 1,52 | 1 169 | 1,48 | ||||
| 2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 11 930 | 78,41 | 1 186 | 78,35 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 4 171 | 415 | ||||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 10 300 | 51,47 | 1 024 | 51,48 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 488 069 | 24,31 | 48 529 | 24,24 | ||||
| 2025-08-14 | 13F | Treasure Coast Financial Planning | 120 402 | 2,04 | 11 972 | 1,98 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 9 490 | 56,09 | 944 | 56,13 | ||||
| 2025-04-15 | 13F | Collier Financial | 12 432 | 4,61 | 1 237 | 4,92 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 10 870 | 130,25 | 1 081 | 130,28 | ||||
| 2025-08-14 | 13F | Sargent Investment Group, LLC | 600 218 | 3,32 | 59 548 | 3,03 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 129 475 | 19,43 | 12 874 | 19,36 | ||||
| 2025-08-14 | 13F/A | Hutchinson Financial Advisors, INC | 22 830 | 2 270 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 1 000 | 99 | ||||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 3 682 | 56,61 | 366 | 57,08 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 12 002 | 10,44 | 1 193 | 10,36 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 49 727 | 116,10 | 4 944 | 115,99 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 3 823 | 380 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 79 190 | 8,62 | 7 874 | 8,55 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 51 855 | 5 156 | ||||||
| 2025-07-17 | 13F | Hamilton Capital Partners, Llc | 52 178 | 5 188 | ||||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 9 935 | 7,22 | 988 | 7,17 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 64 426 | 30,97 | 6 | 50,00 | ||||
| 2025-07-28 | 13F | Nvest Financial, LLC | 2 119 | 211 | ||||||
| 2025-07-31 | 13F | SoundView Advisors Inc. | 274 348 | 2,36 | 27 | 3,85 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 2 168 | 216 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2 031 | 1,65 | 202 | 1,52 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 478 109 | 19,29 | 47 538 | 19,21 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 5 464 | 14,19 | 542 | 13,66 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 452 | 45 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 181 239 | 7,43 | 18 021 | 7,37 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 172 723 | 13,51 | 17 174 | 13,44 | ||||
| 2025-07-30 | NP | OCIO - ClearShares OCIO ETF | 50 000 | 4 972 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 18 199 | 8,87 | 1 810 | 8,78 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 4 395 | 437 | ||||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 11 594 | 22,16 | 1 153 | 22,03 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 30 838 | 0,98 | 3 067 | 0,92 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 13 121 | 2,36 | 1 305 | 2,27 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 250 650 | 28,60 | 24 922 | 28,53 | ||||
| 2025-08-14 | 13F | UBS Group AG | 403 026 | 8,38 | 40 073 | 8,31 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 1 933 | 192 | ||||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 23 522 | 2 339 | ||||||
| 2025-07-10 | 13F | Western Pacific Wealth Management, LP | 400 | 40 | ||||||
| 2025-08-04 | 13F | One Day In July LLC | 257 744 | 40,90 | 25 628 | 40,82 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 218 687 | 26,21 | 21 744 | 26,13 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 38 768 | 6,06 | 3 857 | 6,43 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 4 111 | 6,97 | 409 | 6,81 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 51 843 | 5 155 | ||||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 7 194 | 10,85 | 715 | 10,85 | ||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 126 532 | 15,44 | 12 581 | 15,38 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 52 618 | 3,96 | 5 232 | 3,89 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 4 909 | 488 | ||||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 46 655 | 14,33 | 4 639 | 14,26 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 49 095 | 4 882 | ||||||
| 2025-08-14 | 13F | Napa Wealth Management | 80 409 | 2 118,18 | 7 995 | 2 120,83 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 61 864 | 200,47 | 6 151 | 200,34 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 4 975 | 8,03 | 495 | 7,86 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 7 064 | 19,45 | 702 | 19,39 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 91 438 | 7,98 | 9 092 | 7,92 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 266 033 | 61,97 | 26 452 | 61,87 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 14 829 | 9,78 | 1 474 | 9,75 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 2 274 | 226 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 33 748 | 107,41 | 3 356 | 107,35 | ||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 59 276 | 34,17 | 5 894 | 34,08 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 4 258 | 423 | ||||||
| 2025-07-14 | 13F | Caitlin John, LLC | 47 906 | 25,06 | 4 763 | 24,98 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 4 311 | 6,84 | 429 | 6,73 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 20 229 | 6,31 | 2 011 | 6,23 | ||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 73 464 | 106,38 | 7 305 | 106,27 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 11 112 | 6,15 | 1 105 | 6,05 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 142 431 | 37,25 | 14 162 | 37,17 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 6 671 | 139,28 | 663 | 138,99 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 21 126 | 1,57 | 2 101 | 1,50 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 123 761 | 36,38 | 12 303 | 36,28 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Ultra-Short Bond ETF | 143 702 | 3,64 | 14 290 | 3,61 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 69 739 | 6 915 | ||||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 25 313 | 27,64 | 2 517 | 27,52 | ||||
| 2025-08-14 | 13F | Peak Asset Management, LLC | 198 943 | 1,29 | 19 781 | 1,23 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 41 168 | 0,43 | 4 093 | 0,37 | ||||
| 2025-08-14 | 13F | Betterment LLC | 3 316 | 0 | ||||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 42 148 | 21,49 | 4 191 | 21,41 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 53 384 | 54,36 | 5 308 | 54,30 | ||||
| 2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 9 811 | 976 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 229 093 | 72,76 | 22 779 | 72,65 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 33 732 | 99,73 | 3 354 | 99,58 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 28 461 | 8,52 | 2 830 | 8,81 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 75 373 | 118,00 | 7 494 | 117,91 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 40 007 | 101,82 | 4 | 200,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3 276 982 | 14,16 | 325 830 | 14,09 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 174 125 | 169,14 | 17 313 | 169,00 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 20 | |||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 458 535 | 7,32 | 45 592 | 7,26 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 10 588 | 66,82 | 1 053 | 66,72 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 51 347 | 18,46 | 5 105 | 18,39 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 44 824 | 1 084,57 | 4 457 | 1 085,11 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 11 401 | 393,34 | 1 134 | 394,76 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 10 224 | 2 034,45 | 1 017 | 2 061,70 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 75 902 | 98,86 | 7 547 | 98,74 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 23 825 | 75,77 | 2 369 | 75,67 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 133 420 | 32,23 | 112 749 | 32,30 | ||||
| 2025-07-15 | 13F | Capstone Wealth Management Group LLC | 44 286 | 10,73 | 4 403 | 10,68 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 6 844 | 51,05 | 680 | 51,11 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 14 329 | 297,26 | 1 425 | 297,77 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 8 763 | 7,01 | 871 | 7,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 46 544 | 7,93 | 4 628 | 7,86 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 82 190 | 110,15 | 8 172 | 110,02 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 426 | 123,04 | 42 | 133,33 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 2 970 | 295 | ||||||
| 2025-07-30 | 13F | Patten Group, Inc. | 12 788 | 37,64 | 1 272 | 37,55 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 61 041 | 23,94 | 6 069 | 23,86 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 106 711 | 298,61 | 10 610 | 298,42 | ||||
| 2025-07-18 | 13F | Marks Wealth, LLC | 3 364 | 334 | ||||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 3 420 | 47,16 | 340 | 47,19 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 2 924 | 291 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 3 275 | 38,13 | 326 | 38,30 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 3 | 0 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 448 581 | 63,54 | 44 602 | 63,44 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 80 546 | 24,49 | 8 009 | 24,41 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 534 | 2,10 | 53 | 1,92 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 463 841 | 2,68 | 46 | 4,55 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 20 715 | 0,06 | 2 | 0,00 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 352 | 590,20 | 35 | 580,00 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 37 703 | 3 749 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 26 153 | 2 600 | ||||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 76 339 | 7 590 | ||||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 255 113 | 88,30 | 25 366 | 88,18 | ||||
| 2025-07-25 | 13F | MOKAN Wealth Management Inc. | 111 071 | 7,51 | 11 044 | 7,45 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 4 063 | 6,14 | 404 | 6,05 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 8 449 | 840 | ||||||
| 2025-08-11 | 13F | One Capital Management, LLC | 18 822 | 1 871 | ||||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 26 384 | 80,66 | 2 623 | 80,65 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 216 762 | 58,14 | 22 | 61,54 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 2 445 | 243 | ||||||
| 2025-08-14 | 13F | Pecaut & Co. | 376 756 | 0,14 | 37 461 | 0,08 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 6 425 | 639 | ||||||
| 2025-07-16 | 13F | Pacific Sage Partners, LLC | 70 141 | 116,71 | 6 974 | 116,58 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 120 933 | 1,19 | 12 024 | 1,14 | ||||
| 2025-08-05 | 13F | Rareview Capital LLC | 44 841 | 4 459 | ||||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 96 355 | 9,12 | 9 581 | 9,06 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 3 790 | 377 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 46 932 | 18,06 | 4 666 | 18,01 | ||||
| 2025-08-14 | 13F | Acas, Llc | 19 286 | 3,40 | 1 915 | 3,52 | ||||
| 2025-08-28 | NP | RDFI - RAREVIEW DYNAMIC FIXED INCOME ETF | 44 841 | 4 459 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 12 536 | 2,28 | 1 246 | 2,21 | ||||
| 2025-06-26 | NP | WLTG - WealthTrust DBS Long Term Growth ETF | 75 347 | 763,87 | 7 496 | 763,59 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 9 968 | 5,51 | 991 | 5,54 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 88 368 | 99,53 | 8 786 | 99,41 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 121 631 | 4,24 | 12 094 | 4,17 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 22 980 | 0,26 | 2 285 | 0,18 | ||||
| 2025-08-11 | 13F | Promethium Advisors,llc | 71 734 | 51,17 | 7 133 | 51,07 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 108 203 | 20,09 | 10 759 | 20,01 |
