Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i SPDR Series Trust - SPDR Global Dow ETF inkluderar Onyx Bridge Wealth Group LLC, Meridian Wealth Management, LLC, Integrated Advisors Network LLC, Newbridge Financial Services Group, Inc., BlueChip Wealth Advisors LLC, Congress Wealth Management LLC / DE /, Mercer Global Advisors Inc /adv, Glenmede Investment Management, LP, Principal Securities, Inc., och Main Street Group, LTD .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1 346 | 203 | ||||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 5 108 | 14,22 | 769 | 23,04 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 35 390 | 24,00 | 5 331 | 33,61 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 164 139 | 0,09 | 24 725 | 7,85 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 34 021 | 5 125 | ||||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 70 328 | 5,73 | 10 594 | 13,92 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 4 951 | 24,46 | 1 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 19 325 | 2 911 | ||||||
| 2025-07-23 | 13F | Roundview Capital LLC | 20 161 | 0,99 | 3 037 | 8,82 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 5 546 | 835 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 18 746 | 3 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 9 161 | 11,65 | 1 380 | 20,31 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 2 506 | 19,05 | 377 | 28,23 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 3 464 | 0,46 | 522 | 8,09 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 430 | 186,67 | 65 | 220,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 32 294 | 85,35 | 4 865 | 99,75 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 47 984 | 0,08 | 7 228 | 7,85 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 6 256 | 10,86 | 942 | 19,54 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 7 982 | 319,88 | 1 202 | 353,58 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 5 731 | 2,56 | 1 | |||||
| 2025-07-15 | 13F | Main Street Group, LTD | 36 | 5 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 30 042 | 8,90 | 5 | 33,33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 13 888 | 0,70 | 2 092 | 8,62 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 186 | 28 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 11 843 | 20,55 | 1 784 | 29,93 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 153 | 0,66 | 23 | 9,52 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 2 986 | 10,92 | 450 | 19,41 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 1 650 | 0 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 72 | 7,58 | ||||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 62 632 | 7,45 | 9 435 | 15,78 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 25 056 | 3 774 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 9 308 | 922,86 | 1 402 | 1 003,94 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 3 882 | 585 | ||||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 1 269 | 24,53 | 191 | 34,51 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 1 456 | 220 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 99 471 | 234,84 | 14 984 | 260,80 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 65 167 | 53,49 | 9 817 | 65,39 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 294 | 48,48 | 44 | 62,96 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 3 626 | 546 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1 085 | 163 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 6 507 | 33,70 | 980 | 44,12 | ||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 65 974 | 5,46 | 9 938 | 13,64 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 12 579 | 0,62 | 1 895 | 8,41 | ||||
| 2025-07-29 | 13F | Systelligence, LLC | 176 629 | 10,04 | 26 607 | 18,57 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 34 060 | 14,43 | 5 131 | 23,32 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 34 383 | 107,51 | 5 179 | 123,62 | ||||
| 2025-08-07 | 13F | Nwam Llc | 15 018 | 0,41 | 2 278 | 8,95 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 5 952 | 897 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 17 766 | 81,64 | 2 667 | 95,38 |
