Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i SPDR Index Shares Funds - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF inkluderar Sensible Financial Planning & Management, LLC., Maseco Llp, SRS Capital Advisors, Inc., Clarion Wealth Managment Partners, LLC, Blue Zone Wealth Advisors, LLC, Raymond James Financial Inc, Glenmede Investment Management, LP, Twin Peaks Wealth Advisors, LLC, Plante Moran Financial Advisors, LLC, och Dunhill Financial, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 5 165 | 9,54 | 245 | 15,09 | ||||
| 2025-08-07 | 13F/A | Leith Wheeler Investment Counsel Ltd. | 215 627 | 1,71 | 10 212 | 12,12 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 8 898 | 5,40 | 421 | 16,30 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 28 050 | 0,09 | 1 328 | 10,39 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 662 | 148,06 | 79 | 178,57 | ||||
| 2025-08-21 | 13F | Clarion Wealth Managment Partners, LLC | 6 048 | 286 | ||||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 19 490 | 5 717,91 | 923 | −0,32 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3 406 | 161 | ||||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 276 775 | 11,40 | 13 108 | 22,81 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 19 939 | 9,39 | 944 | 20,56 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 39 065 | 1,64 | 1 850 | 12,05 | ||||
| 2025-07-09 | 13F | Camelot Technology Advisors, Inc. | 19 775 | 10,31 | 937 | 21,56 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 11 803 | 21,58 | 559 | 33,81 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 84 | 4 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 104 992 | 4 972 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 739 | 5,27 | 35 | 16,67 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 217 453 | 11,01 | 10 299 | 22,38 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 9 086 | 861 | ||||||
| 2025-08-14 | 13F | Operose Advisors LLC | 7 664 | 1,64 | 363 | 12,07 | ||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 13 872 | 657 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 60 387 | 0,42 | 2 860 | 10,69 | ||||
| 2025-07-24 | 13F | Blue Zone Wealth Advisors, LLC | 4 560 | 216 | ||||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 8 735 | 2,60 | 414 | 13,15 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 57 113 | 131,41 | 2 705 | 155,09 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 6 524 | 282,42 | 309 | 321,92 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 1 833 | 1,16 | 87 | 11,69 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 17 640 | 2,60 | 835 | 13,14 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 9 374 | 37,29 | 441 | 43,79 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 73 | 1,39 | 3 | 0,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3 108 | 0,62 | 147 | 11,36 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 7 892 | 11,93 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 6 808 | 1,16 | 322 | 11,42 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 18 239 | 8,31 | 864 | 19,36 | ||||
| 2025-07-15 | 13F | Maseco Llp | 12 659 | 599 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 15 | 1 | ||||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 13 780 | 1,56 | 653 | 12,03 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 16 609 | 28,32 | 787 | 41,37 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 71 923 | 18,11 | 3 406 | 30,20 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 10 263 | 0,34 | 486 | 10,71 | ||||
| 2025-08-13 | 13F | Aufman Associates Inc | 6 841 | 1,65 | 324 | 11,76 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 640 | 30 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 19 230 | 3,13 | 911 | 13,61 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 4 750 | 1,65 | 225 | 12,00 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 296 | 14 | ||||||
| 2025-08-08 | 13F | Bailard, Inc. | 166 888 | 10,80 | 7 904 | 22,15 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 8 177 | 53,99 | 387 | 69,74 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 448 492 | 11,47 | 21 241 | 22,88 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 12 905 | 74,86 | 611 | 92,74 | ||||
| 2025-08-08 | 13F | eCIO, Inc. | 7 315 | 0,47 | 346 | 10,90 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 52 623 | 137,28 | 2 492 | 161,76 |
