Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i SPDR Series Trust - SPDR S&P 500 ESG ETF inkluderar Savvy Advisors, Inc., Crestwood Advisors Group LLC, Novare Capital Management Llc, Thompson Davis & Co., Inc., Cantor Fitzgerald Investment Adviser L.p., J.w. Cole Advisors, Inc., Ethic Inc., Schmidt P J Investment Management Inc, Valley National Advisers Inc, och Mount Yale Investment Advisors, 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 | Ethic Inc. | 3 495 | 203 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 19 740 | 1 156 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4 569 | 3,37 | 268 | 13,14 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 3 560 | 208 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 24 627 | 0,00 | 1 442 | 9,42 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 5 447 | 0,31 | 319 | |||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 193 131 | 24,25 | 11 308 | 35,98 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 1 567 | 8,52 | 92 | 18,18 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 25 687 | 8,43 | 1 374 | 2,69 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 9 764 | 24,38 | 1 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 19 445 | 6,67 | 1 | |||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 244 837 | 13,07 | 13 | 8,33 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3 694 | 29,71 | 216 | 42,11 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 14 609 | 7,44 | 855 | 17,61 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 15 536 | 1,36 | 910 | 10,85 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 30 | 2 | ||||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 1 873 | 0 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 8 830 | 4,44 | 1 | |||||
| 2025-08-14 | 13F | Operose Advisors LLC | 8 343 | 0,30 | 488 | 9,91 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 850 | 2,29 | 50 | 11,36 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 27 922 | 100,00 | 1 635 | 119,03 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 3 713 | 217 | ||||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 8 205 | 0,09 | 0 | |||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 4 115 | 3,76 | 241 | 13,21 | ||||
| 2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 3 880 | 227 | ||||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 379 823 | 0,32 | 22 239 | 9,80 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 25 258 | 28,20 | 1 479 | 40,23 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 7 023 | 10,03 | 411 | 20,53 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 46 242 | 20 823,98 | 2 707 | 24 509,09 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 3 965 | 2,85 | 232 | 12,62 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 90 428 | 1,95 | 5 295 | 11,57 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 1 109 | 65 | ||||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 3 460 | 203 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 23 237 | 3,78 | 1 360 | 13,62 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 10 378 | 608 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 9 512 | 557 | ||||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 30 294 | 43,94 | 1 774 | 57,46 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 3 241 | 0,31 | 190 | 13,17 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 55 930 | 175,88 | 3 275 | 202,03 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 4 487 | 40,83 | 263 | 54,12 | ||||
| 2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 12 161 | 1,27 | 712 | 10,90 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 130 200 | 138,03 | 7 623 | 160,53 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 47 262 | 2,21 | 2 767 | 11,89 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4 283 | 34,81 | 251 | 47,93 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 3 701 | 217 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 24 622 | 12,99 | 1 442 | 23,69 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 8 504 | 0,02 | 498 | 9,47 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 151 874 | 1,09 | 8 892 | 10,64 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 29 444 | 463,74 | 1 724 | 517,56 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 263 770 | 13,92 | 15 444 | 24,67 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 6 505 | 25,36 | 381 | 37,18 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 10 674 | 49,54 | 625 | 63,78 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 5 093 | 298 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 44 563 | 0,10 | 2 609 | 9,58 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 32 104 | 0,94 | 1 880 | 10,46 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 5 235 | 3,50 | 307 | 13,33 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 626 | 0,16 | 37 | 9,09 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 11 714 | 1,34 | 686 | 10,84 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 15 154 | 78,28 | 885 | 95,58 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 5 487 | 15,66 | 321 | 26,88 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 3 941 | 231 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 36 610 | 1,32 | 2 144 | 10,86 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 93 522 | 12,89 | 5 476 | 23,53 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 20 662 | 7,45 | 1 210 | 17,61 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 410 | 83,04 | 24 | 118,18 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 817 | 0,25 | 48 | 9,30 |
