Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i SPDR Series Trust - SPDR Bloomberg International Treasury Bond ETF inkluderar Annex Advisory Services, LLC, FLC Capital Advisors, rebel Financial LLC, Forefront Analytics, LLC, VanderPol Investments L.L.C., Pathstone Holdings, LLC, Cresset Asset Management, LLC, Global View Capital Management LLC, Satovsky Asset Management Llc, XTX Topco Ltd, Fiduciary Financial Group, Llc, StoneX Group Inc., Wiley Bros.-aintree Capital, Llc, Proactive Wealth Strategies LLC, Summit Financial, LLC, Center for Financial Planning, Inc., Keener Financial Planning LLC, Moser Wealth Advisors, LLC, O'shaughnessy Asset Management, Llc, och Sound Income Strategies, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Legacy Wealth Asset Management, LLC | 29 644 | 0,25 | 696 | 7,74 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 3 753 724 | 19 000,01 | 88 175 | 20 453,38 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 1 403 | 33 | ||||||
| 2025-08-28 | NP | SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares | 453 950 | 10 663 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 7 | 600,00 | 0 | |||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 2 722 | 64 | ||||||
| 2025-07-24 | 13F | VanderPol Investments L.L.C. | 53 818 | 1 264 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 959 | 17,52 | 23 | 29,41 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 34 | 1 | ||||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 31 420 | 738 | ||||||
| 2025-05-30 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 61 241 | 1,34 | 1 339 | 3,56 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 47 | 1 | ||||||
| 2025-07-29 | 13F | FLC Capital Advisors | 392 651 | 9 223 | ||||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 377 753 | 5,89 | 8 873 | 13,79 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 754 299 | 17 718 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 816 030 | 4,52 | 19 169 | 12,32 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 32 666 | 0,61 | 767 | 8,18 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 230 188 | 5 407 | ||||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 294 633 | 51,21 | 6 921 | 62,48 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 72 364 | 2,46 | 1 700 | 4,23 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 12 237 | 287 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 189 | 0 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 43 673 | 334,43 | 1 026 | 368,04 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 16 116 | 12,96 | 379 | 21,54 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 0 | 0 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 20 426 | 46,17 | 480 | 60,74 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 442 925 | 29,12 | 10 404 | 38,76 | ||||
| 2025-08-14 | 13F | UBS Group AG | 132 018 | 11,93 | 3 101 | 20,29 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 22 965 | 795,67 | 539 | 862,50 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 3 001 | 65,07 | 70 | 79,49 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 322 | 31 | ||||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 662 796 | 52,95 | 15 569 | 64,37 | ||||
| 2025-07-17 | 13F | Spartan Planning & Wealth Management | 176 993 | 64,63 | 4 158 | 76,89 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 37 341 | 3,18 | 877 | 10,87 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 047 | 681,34 | 25 | 700,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 17 431 | 409 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 250 | 6 | ||||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 33 315 | 783 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 17 964 | 422 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 1 053 | 0,77 | 25 | 9,09 | ||||
| 2025-08-13 | 13F | Leuthold Group, Llc | 839 145 | 3,89 | 19 712 | 11,64 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 273 | 950,00 | 6 | |||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 8 571 | 0 | ||||||
| 2025-08-14 | 13F | Destination Wealth Management | 10 078 | 237 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 19 415 | 456 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 9 192 | 2 275,19 | 215 | 2 575,00 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 15 656 | 26,86 | 0 | |||||
| 2025-09-03 | 13F | Q3 Asset Management | 93 851 | 2 | ||||||
| 2025-07-31 | 13F | United Community Bank | 5 959 | 25,29 | 140 | 34,95 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 9 871 | 232 | ||||||
| 2025-08-13 | 13F | ARGI Investment Services, LLC | 7 984 272 | 58,59 | 187 551 | 70,42 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 9 511 | 223 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 45 011 | 1 057 | ||||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 88 982 | 2 089 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 38 214 | 898 | ||||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 2 427 | 1,12 | 57 | 9,62 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 48 149 | 122,42 | 1 131 | 139,11 | ||||
| 2025-08-14 | 13F | Comerica Bank | 13 998 | 44,07 | 329 | 54,72 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 1 162 | 0 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 257 513 | 21,47 | 6 049 | 30,51 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 30 042 | 10,00 | 706 | 18,09 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 3 130 772 | 73 542 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 92 197 | 22,61 | 2 156 | 31,16 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 232 600 | 5 464 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 128 | 0,79 | 3 | 50,00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 625 775 | 22,19 | 61 679 | 31,31 | ||||
| 2025-08-14 | 13F | State Street Corp | 904 760 | 2 766,07 | 21 253 | 2 980,00 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 10 157 | 228 | ||||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 12 881 | 0,65 | 303 | 8,24 | ||||
| 2025-08-28 | NP | GAL - SPDR SSGA Global Allocation 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 | 221 473 | 98,66 | 5 202 | 113,46 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 7 099 331 | 11,52 | 166 763 | 19,84 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 185 500 | 4 357 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 488 691 | 54,86 | 11 479 | 66,41 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 54 208 | 376,30 | 1 185 | 387,24 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 9 730 | 227 | ||||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 45 054 | 41,42 | 1 058 | 52,01 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 48 | 1 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 37 510 | 231,48 | 881 | 256,68 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 75 330 | 1 770 | ||||||
| 2025-05-21 | 13F/A | Geneos Wealth Management Inc. | 59 | 1 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 9 924 | 0,80 | 233 | 8,37 | ||||
| 2025-08-13 | 13F | Satovsky Asset Management Llc | 19 250 | 452 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 445 119 | 2 155,48 | 10 | |||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 1 641 | 1,61 | 39 | 8,57 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 22 167 | 30,04 | 521 | 39,78 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 11 233 | 2,50 | 258 | 2,39 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 10 747 | 253 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 63 860 | 1 908,81 | 1 500 | 2 073,91 | ||||
| 2025-08-08 | 13F | Croban | 88 982 | 11,80 | 2 089 | 20,13 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 219 | 5 | ||||||
| 2025-08-28 | NP | SSIZX - Sierra Tactical Core Income Fund Class A Shares | 461 700 | 10 845 | ||||||
| 2025-07-30 | NP | QVOY - Q3 All-Season Active Rotation ETF | 25 155 | 577 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 8 563 | 201 | ||||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 12 207 | 2,49 | 287 | 10,00 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 1 627 532 | 1,05 | 38 231 | 8,59 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 29 123 | 6,22 | 684 | 14,00 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 205 328 | 119,90 | 4 823 | 136,26 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 267 556 | 6 285 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 72 173 | 603,03 | 1 695 | 656,70 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1 556 | 461,73 | 37 | 500,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 52 529 | 10 533,40 | 1 234 | 12 230,00 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 8 803 | 207 | ||||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 112 126 | 4,74 | 2 634 | 12,52 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 61 732 | 29,20 | 1 441 | 38,03 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 17 756 | 0 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1 640 | 0,61 | 39 | 8,57 |
