Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF inkluderar Empowered Funds, LLC, 21 West Wealth Management LLC, AGGA - Astoria Dynamic Core US Fixed Income ETF, WBIG - WBI BullBear Yield 3000 ETF, Gladstone Institutional Advisory LLC, Valpey Financial Services, LLC, VSM Wealth Advisory, LLC, Optivise Advisory Services LLC, Traub Capital Management LLC, Platform Technology Partners, Harbor Asset Planning, Inc., Cornerstone Planning Group LLC, TCTC Holdings, LLC, GAMMA Investing LLC, Pacifica Partners Inc., GPS Wealth Strategies Group, LLC, och Twin Peaks Wealth 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 981 | 0,31 | 30 | 0,00 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 12 382 | 0 | ||||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 6 687 | 206 | ||||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 329 491 | 2,49 | 10 158 | 2,53 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 389 065 | 23,96 | 11 995 | 23,99 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 104 721 | 654 406,25 | 3 229 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 292 271 | 17,60 | 39 841 | 17,64 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 101 333 | 1,11 | 3 124 | 1,17 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 8 055 | 248 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 30 105 | 0,02 | 928 | 0,11 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 508 779 | 691,75 | 46 516 | 692,17 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 1 000 | 31 | ||||||
| 2025-08-11 | 13F | Cannon Advisors, Inc. | 258 548 | 1,83 | 7 971 | 1,87 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 402 054 | 0,48 | 12 395 | 0,51 | ||||
| 2025-07-23 | 13F | Ameliora Wealth Management Ltd. | 650 546 | 6,05 | 20 056 | 6,08 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 16 768 | 143,83 | 517 | 144,55 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 3 838 | 1,19 | 118 | 1,72 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 230 572 | 108,30 | 7 109 | 108,38 | ||||
| 2025-07-30 | NP | AGGA - Astoria Dynamic Core US Fixed Income ETF | 60 643 | 1 867 | ||||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 207 496 | 8,46 | 6 397 | 8,50 | ||||
| 2025-08-05 | 13F | RiverGlades Family Offices LLC | 196 102 | 8,23 | 6 046 | 8,26 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 472 670 | 24,32 | 14 572 | 24,37 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 343 419 | 11,64 | 10 588 | 11,68 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 361 085 | 21,67 | 11 132 | 21,71 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 906 757 | 2,75 | 27 955 | 2,78 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 8 400 | 3,70 | 259 | 3,61 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 32 886 | 0,32 | 1 014 | 0,30 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 216 | 7 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 188 078 | 24,70 | 5 798 | 24,74 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 6 500 | 200 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 114 538 | 12,82 | 34 361 | 12,86 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 633 387 | 11,43 | 19 527 | 11,47 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 13 399 | 1,97 | 413 | 2,48 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 18 465 | 569 | ||||||
| 2025-08-14 | 13F | Vista Investment Management | 14 425 | 14,70 | 445 | 14,73 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 866 921 | 3,18 | 26 727 | 3,22 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 1 057 565 | 25,90 | 32 605 | 25,94 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 110 567 | 2,53 | 3 406 | 2,50 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1 831 | 0,55 | 56 | 0,00 | ||||
| 2025-07-28 | 13F | Aries Wealth Management | 110 993 | 3,19 | 3 422 | 3,20 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 7 372 | 243,36 | 227 | 243,94 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 10 598 | 18,61 | 327 | 18,55 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 61 217 | 1 887 | ||||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 7 818 | 241 | ||||||
| 2025-07-08 | 13F | Gillespie Robinson & Grimm Inc | 142 363 | 17,65 | 4 389 | 17,70 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5 200 | 122,51 | 160 | 122,22 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 2 017 | 62 | ||||||
| 2025-08-13 | 13F | Hudson Portfolio Management LLC | 64 685 | 0,15 | 1 994 | 0,20 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 12 417 | 6,02 | 383 | 6,11 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 68 229 | 22,87 | 2 103 | 22,91 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 38 325 | 1 182 | ||||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 613 235 | 4,67 | 18 906 | 4,71 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 29 479 | 7,71 | 909 | 7,71 | ||||
| 2025-08-28 | NP | SSIZX - Sierra Tactical Core Income Fund Class A Shares | 835 100 | 173,71 | 25 746 | 174,71 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 14 847 | 35,64 | 458 | 35,61 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 269 248 | 1,56 | 8 301 | 1,59 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 214 895 | 2,29 | 6 625 | 2,33 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 68 | 2 | ||||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 15 976 | 10,20 | 493 | 10,31 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 14 536 | 58,86 | 448 | 58,87 | ||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 27 199 | 32,16 | 839 | 32,18 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 935 009 | 10,39 | 59 656 | 10,42 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 7 796 | 240 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 359 | 73 | ||||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 6 960 | 215 | ||||||
| 2025-08-28 | NP | GPICX - GuidePath(R) Conservative Income Fund | 125 449 | 18,70 | 3 868 | 18,73 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 115 734 | 9,84 | 3 568 | 9,89 | ||||
| 2025-08-28 | NP | WBIG - WBI BullBear Yield 3000 ETF | 22 941 | 707 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 225 635 | 0,74 | 6 956 | 0,78 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 59 334 | 27,13 | 1 829 | 27,19 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares | 86 328 | 3,25 | 2 661 | 3,30 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 45 887 | 539,81 | 1 415 | 539,82 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 40 431 | 3,12 | 1 246 | 3,15 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 46 999 | 62,73 | 1 449 | 62,70 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 9 567 | 295 | ||||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 72 062 | 6,79 | 2 222 | 6,83 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 246 292 | 1,53 | 7 593 | 1,57 | ||||
| 2025-05-02 | 13F | Sachetta, LLC | 0 | 0 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 23 133 | 123,25 | 713 | 123,51 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 19 165 | 30,92 | 591 | 30,82 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 473 705 | 307,71 | 14 604 | 309,19 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 11 633 | 0,21 | 359 | 0,28 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 41 802 | 5,29 | 1 289 | 5,31 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 509 | 0,33 | 47 | 0,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 125 926 | 3,65 | 3 880 | 3,55 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 371 | 17,41 | 11 | 22,22 | ||||
| 2025-08-14 | 13F | Comerica Bank | 14 186 | 20,39 | 437 | 20,39 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 29 106 | 0,34 | 897 | 0,34 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 38 033 | 1 173 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 177 | 5 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 227 384 | 31,31 | 7 010 | 31,37 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 55 004 | 128,54 | 1 696 | 128,74 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 94 908 | 2,82 | 2 917 | 3,04 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 184 358 | 11,49 | 67 344 | 11,53 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 262 312 | 3,34 | 8 087 | 3,37 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 246 091 | 9,43 | 7 587 | 9,47 | ||||
| 2025-07-18 | 13F | Astor Investment Management LLC | 68 | 2 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 18 633 | 0,38 | 574 | 0,35 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 378 | 12 | ||||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 580 | 18 | ||||||
| 2025-08-14 | 13F | State Street Corp | 1 083 549 | 23,31 | 33 406 | 23,35 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 4 | 0,00 | ||||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 317 | 10 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 6 705 | 1,06 | 207 | 0,98 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 5 288 | 163 | ||||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 615 | 2 975,00 | 19 | |||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 1 025 445 | 4,74 | 31 625 | 5,43 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 6 739 | 208 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 43 921 | 12,60 | 1 354 | 13,02 | ||||
| 2025-08-12 | 13F | Dean Investment Associates, Llc | 288 670 | 2,00 | 8 900 | 2,03 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 726 | 15,61 | 22 | 15,79 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 66 748 | 2 049 | ||||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 34 153 | 17,33 | 1 053 | 17,28 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 10 252 | 0,53 | 316 | 0,64 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 6 900 | 213 | ||||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 73 122 | 0,82 | 2 254 | 0,85 | ||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 99 220 | 3,09 | 3 059 | 3,10 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 346 368 | 10 679 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 513 271 | 1,71 | 16 | 0,00 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 4 085 | 6,80 | 126 | 6,84 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 42 479 | 1 310 | ||||||
| 2025-08-15 | 13F | Keel Point, LLC | 33 107 | 0,32 | 1 021 | 0,29 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 372 140 | 7,22 | 11 | 10,00 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 11 318 | 0,67 | 349 | 0,58 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 255 241 | 0,02 | 7 869 | 0,05 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 52 452 | 17,63 | 1 617 | 18,03 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 110 589 | 7,70 | 3 409 | 7,74 | ||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 64 064 | 10,15 | 1 975 | 10,21 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 262 012 | 18,52 | 8 073 | 18,74 | ||||
| 2025-07-03 | 13F | Whitcomb & Hess, Inc. | 410 546 | 2,06 | 12 657 | 2,10 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 19 275 | 126,18 | 594 | 126,72 | ||||
| 2025-08-14 | 13F | Cito Capital Group, LLC | 18 000 | 100,00 | 1 | |||||
| 2025-08-14 | 13F | Fmr Llc | 860 | 128,12 | 27 | 136,36 | ||||
| 2025-08-14 | 13F | Rock Point Advisors, LLC | 19 045 | 7,33 | 587 | 7,51 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 726 | 205,04 | 22 | 214,29 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 40 900 | 121,21 | 1 261 | 121,44 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 100 061 | 2 982,59 | 3 | −97,00 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 270 370 | 6,29 | 8 303 | 7,27 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 8 362 | 2,40 | 258 | 2,39 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 11 029 | 2,08 | 340 | 2,41 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 8 143 | 22,01 | 251 | 22,44 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 29 | 383,33 | 1 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 8 587 | 265 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 39 700 | 65,42 | 1 224 | 65,49 | |||
| 2025-07-25 | 13F | Cwm, Llc | 248 860 | 3,94 | 8 | 0,00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 18 680 | 5,40 | 576 | 5,31 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares | 40 371 | 2,50 | 1 245 | 2,56 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 11 799 | 5,12 | 364 | 5,22 |
