Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i SPDR Index Shares Funds - SPDR MSCI ACWI ex-US ETF inkluderar Midwest Trust Co, Avantax Advisory Services, Inc., Retirement Income Solutions, Inc, Bbr Partners, Llc, Capital Group Private Client Services, Inc., Betterment LLC, Skopos Labs, Inc., Wedbush Securities Inc, Penney Financial, LLC, Glenmede Investment Management, LP, First Community Trust Na, MTM Investment Management, LLC, Angeles Wealth Management, Llc, O'shaughnessy Asset Management, Llc, och SOUTH STATE Corp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F | Newton One Investments LLC | 1 419 | 1,36 | 46 | 12,20 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 584 073 | 19 076 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 30 716 | 1 003 | ||||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 246 902 | 7,90 | 8 064 | 19,13 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 340 260 | 60,07 | 11 113 | 76,72 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 430 680 | 5,10 | 14 066 | 16,06 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 7 135 | 0 | ||||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 11 677 | 40,40 | 381 | 54,88 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 137 921 | 3,42 | 4 505 | 14,20 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 8 368 | 273 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 25 382 | 829 | ||||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 31 040 | 161,79 | 1 014 | 189,43 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 752 | 1,35 | 25 | 14,29 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 36 400 | 0,01 | 1 189 | 10,41 | ||||
| 2025-07-16 | 13F | Novem Group | 106 320 | 4,02 | 3 472 | 14,85 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 528 | 17 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 13 832 | 86,49 | 452 | 105,94 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 1 303 | 0,08 | 43 | 10,53 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 51 780 | 10,03 | 1 691 | 21,48 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 132 748 | 5,78 | 4 336 | 16,78 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 14 676 | 89,78 | 479 | 110,09 | ||||
| 2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 6 411 | 209 | ||||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 7 067 | 3 433,50 | 231 | 4 500,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 28 516 | 2,86 | 1 | |||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 186 640 | 0,26 | 6 096 | 10,70 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 45 | 1 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 039 | 34 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 83 649 | 10,89 | 2 785 | 22,43 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 11 775 | 14,60 | 385 | 33,80 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 37 991 | 0,02 | 1 241 | 10,42 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 465 088 | 11,00 | 47 850 | 22,56 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 146 | 5 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 24 | 1 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 25 412 | 112,26 | 830 | 134,18 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 13 410 | 0,06 | 438 | 10,35 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 456 426 | 215,45 | 14 868 | 244,97 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 552 137 | 1,42 | 18 033 | 11,98 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 9 195 | 300 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 6 127 | 200 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 270 | 9 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3 948 | 171,71 | 129 | 204,76 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 54 | 1 700,00 | 2 | |||||
| 2025-08-07 | 13F | Cvfg Llc | 162 797 | 5,42 | 5 317 | 16,37 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 96 076 | 3 | −99,29 | |||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 7 979 | 8,50 | 261 | 26,83 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 693 | 4,51 | 55 | 17,02 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 60 594 | 0,09 | 1 979 | 10,50 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 11 454 | 9,45 | ||||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 18 091 | 28,20 | 591 | 41,49 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 6 818 | 1,31 | 223 | 11,56 | ||||
| 2025-07-15 | 13F | Wela Strategies, Inc. | 23 980 | 0,59 | 783 | 11,06 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 9 865 | 1,28 | 320 | 10,76 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 6 540 | 214 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 16 043 | 23,00 | 524 | 35,84 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 19 | 5,56 | 1 | |||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 9 363 | 306 | ||||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 458 520 | 8,26 | 14 975 | 18,70 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 343 391 | 2,02 | 11 215 | 12,65 | ||||
| 2025-08-28 | NP | EDGI - 3EDGE Dynamic International Equity ETF | 456 426 | 215,45 | 14 907 | 248,35 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 19 132 | 10,08 | 625 | 21,40 | ||||
| 2025-08-14 | 13F | Betterment LLC | 14 303 | 0 | ||||||
| 2025-08-11 | 13F | First American Trust, Fsb | 54 854 | 4,67 | 1 792 | 15,55 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 485 594 | 4,46 | 15 860 | 15,34 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 7 855 164 | 3,82 | 256 550 | 14,63 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 150 551 | 0,37 | 4 917 | 10,82 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 91 672 | 0,22 | 2 994 | 10,68 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 24 981 | 3,06 | 816 | 13,67 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 425 027 | 3,71 | 13 881 | 14,51 | ||||
| 2025-08-14 | 13F | UBS Group AG | 252 480 | 2,36 | 8 246 | 13,01 | ||||
| 2025-07-25 | 13F | Mitchell Capital Management Co | 10 157 | 5,64 | 331 | 16,55 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 125 117 | 4 086 | ||||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 200 366 | 1,61 | 6 544 | 12,19 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 45 765 | 6,71 | 1 495 | 17,82 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 37 781 | 2,63 | 1 234 | 13,33 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 908 | 2 444,00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 6 490 | 212 | ||||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 6 425 | 210 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 305 | 10 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 2 394 331 | 15,42 | 78 199 | 27,44 | ||||
| 2025-07-14 | 13F | Friday Financial | 237 758 | 6,59 | 7 765 | 17,19 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 785 162 | 5,08 | 25 643 | 16,02 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 10 582 | 6,00 | 346 | 16,95 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 18 846 | 616 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 563 | 1,26 | 18 | 12,50 | ||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 29 571 | 7,12 | 966 | 18,26 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 16 725 | 1,91 | 546 | 12,58 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 23 341 | 762 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 275 064 | 5,87 | 8 984 | 16,89 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 136 585 | 1,40 | 4 461 | 11,95 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 617 595 | 0,59 | 20 171 | 11,07 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 29 457 | 962 | ||||||
| 2025-07-18 | 13F | Financial Consulate, Inc | 30 171 | 985 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 3 075 | 100 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 96 785 | 46,74 | 3 | 200,00 | ||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 12 113 | 12,31 | 396 | 23,82 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 8 816 | 117,25 | 288 | 139,17 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 800 | 26 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 7 705 | 1 691,86 | 252 | 1 991,67 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 52 281 | 54,72 | 1 708 | 70,87 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 18 879 | 7,59 | 617 | 18,69 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 94 794 | 107,06 | 3 096 | 128,58 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 1 312 | 43 | ||||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 386 673 | 41,44 | 12 629 | 56,17 | ||||
| 2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 475 441 | 2,65 | 15 528 | 13,34 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 276 442 | 0,12 | 9 029 | 10,54 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 10 397 | 1 647,39 | 340 | 1 894,12 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 79 711 | 27,49 | 2 603 | 40,78 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 157 293 | 0,03 | 5 137 | 10,45 |
