Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i SPDR Series Trust - SPDR Bloomberg Emerging Markets USD Bond ETF inkluderar Jpmorgan Chase & Co, KWB Wealth, Family Wealth Group, LLC, Raymond James Financial Inc, Evolution Wealth Management Inc., och Strategic Wealth Partners, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 11 668 | 287 | ||||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 80 826 | 6,52 | 1 989 | 8,51 | ||||
| 2025-08-14 | 13F | Comerica Bank | 295 | 4,98 | 7 | 16,67 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 59 923 | 462,71 | 1 475 | 473,54 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 31 604 | 53,21 | 778 | 56,02 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 38 357 | 2,17 | 944 | 3,97 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 17 633 | 3,86 | 434 | 5,61 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 39 | 1 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 227 | 122,55 | 6 | 200,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 12 253 | 302 | ||||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 284 263 | 64,42 | 6 996 | 67,46 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 97 | 9 600,00 | 2 | |||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 3 211 | 0,97 | 79 | 3,95 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 17 108 | 8,43 | 421 | 10,50 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 52 207 | 58,56 | 1 285 | 61,51 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 171 919 | 4,75 | 28 841 | 6,69 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 4 076 | 58,60 | 100 | 63,93 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 379 | 0,53 | 9 | 0,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 104 353 | 6,67 | 3 | 0,00 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 9 828 | 0,75 | 242 | 2,55 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 17 663 | 9,85 | 435 | 11,86 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 33 611 | 238,24 | 827 | 244,58 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 456 825 | 17,28 | 11 242 | 19,46 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 76 234 | 13,61 | 1 876 | 15,73 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 473 | 12 | ||||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 31 642 | 6,51 | 779 | 8,66 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 10 285 | 12,77 | 253 | 15,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 409 | 359,55 | 10 | 400,00 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 8 760 | 216 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 563 | 122,53 | 14 | 116,67 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 106 150 | 98,59 | 2 613 | 102,32 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 543 562 | 2,20 | 13 377 | 4,10 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 70 122 | 435,90 | 1 726 | 445,89 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 213 033 | 2,43 | 5 243 | 4,32 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 30 488 | 12,24 | 750 | 14,33 | ||||
| 2025-08-14 | 13F | UBS Group AG | 231 | 148,39 | 6 | 150,00 | ||||
| 2025-07-17 | 13F | KWB Wealth | 8 974 | 217 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 20 628 | 94,68 | 498 | 98,41 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 477 870 | 12,11 | 11 760 | 14,19 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 39 307 | 26,11 | 967 | 28,42 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 23 334 | 13,29 | 574 | 15,49 | ||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 90 893 | 8,76 | 2 237 | 10,75 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 24 | 4,35 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 56 307 | 12,96 | 1 386 | 15,03 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 114 784 | 5,11 | 2 825 | 7,05 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3 317 | 47,16 | 82 | 50,00 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 3 616 | 10,75 | 88 | 12,82 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 408 095 | 33,70 | 10 006 | 35,68 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1 833 | 24,95 | 45 | 28,57 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 10 787 | 4,66 | 265 | 6,43 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 27 | 1 | ||||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 227 | 1,34 | 6 | 0,00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 112 398 | 1,38 | 3 | 0,00 | ||||
| 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 | 316 524 | 4,96 | 7 790 | 6,90 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 11 101 | 75,07 | 273 | 78,43 |
