Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i SPDR Index Shares Funds - SPDR S&P Global Natural Resources ETF inkluderar GDMA - Gadsden Dynamic Multi-Asset ETF, Hills Bank & Trust Co, Savant Capital, LLC, Glenmede Investment Management, LP, Rock Creek Group, LP, Meridian Wealth Management, LLC, Atlantic Union Bankshares Corp, Reyes Financial Architecture, Inc., Kayne Anderson Rudnick Investment Management Llc, Allworth Financial LP, Hollencrest Capital Management, Salem Investment Counselors Inc, Trust Co Of Toledo Na /oh/, och Brooklands Fund Management 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 | Aqr Capital Management Llc | 26 359 | 0,86 | 1 430 | 2,73 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 9 503 | 91,09 | 506 | 104,86 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 116 098 | 226,37 | 6 298 | 232,47 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 526 | 1,54 | 29 | 7,69 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 1 952 602 | 2,80 | 105 909 | 4,72 | ||||
| 2025-07-10 | 13F | Sterling Investment Advisors Llc /adv | 123 462 | 5,13 | 6 697 | 7,10 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 13 | 1 | ||||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 750 | 650,00 | 41 | 700,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 6 882 | 33,22 | 373 | 35,64 | ||||
| 2025-07-25 | NP | PRDAX - Diversified Real Asset Fund Class A | 97 447 | 1,78 | 5 174 | 3,31 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 187 | 10 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 206 | 1,48 | 11 | 10,00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 59 202 | 2,53 | 3 211 | 4,46 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 966 621 | 41,69 | 52 430 | 44,32 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 468 126 | 1,83 | 25 391 | 3,72 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 5 517 | 14,96 | 299 | 17,25 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 120 | 0 | ||||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 11 644 | 7,79 | 632 | 9,74 | ||||
| 2025-08-13 | 13F | Brooklands Fund Management Ltd | Call | 1 | 0 | |||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 10 873 | 5,69 | 590 | 7,68 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 9 685 | 2,22 | 525 | 4,17 | ||||
| 2025-05-30 | NP | GDMA - Gadsden Dynamic Multi-Asset ETF | 115 444 | 6 147 | ||||||
| 2025-08-14 | 13F | Treasure Coast Financial Planning | 105 613 | 8,30 | 5 728 | 10,32 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 25 038 | 135,16 | 1 358 | 139,93 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 6 388 | 3,48 | 347 | 5,49 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 8 809 | 0,17 | 477 | 1,92 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 23 316 | 8,01 | 1 265 | 10,01 | ||||
| 2025-07-22 | 13F | White & Co Financial Planning Inc | 57 937 | 2,13 | 3 142 | 3,77 | ||||
| 2025-08-26 | NP | PDPAX - Virtus Rampart Alternatives Diversifier Fund Class A | 49 400 | 67,74 | 2 679 | 70,85 | ||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 58 013 | 4,32 | 3 | 50,00 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 15 052 | 816 | ||||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 276 997 | 30,72 | 15 024 | 33,16 | ||||
| 2025-08-08 | 13F | Creative Planning | 20 847 | 28,39 | 1 131 | 30,79 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 7 303 | 65,26 | 396 | 68,51 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 52 517 | 2,95 | 2 848 | 4,86 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 7 506 | 6,38 | 407 | 8,53 | ||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 10 330 | 3,10 | 560 | 5,07 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 76 815 | 2,38 | 4 166 | 4,28 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 1 690 960 | 1 026,46 | 91 718 | 1 047,47 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 45 736 | 14,74 | 2 481 | 16,87 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 94 974 | 13,53 | 5 151 | 15,65 | ||||
| 2025-08-14 | 13F | Nepc Llc | 861 133 | 17,82 | 46 708 | 20,01 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 355 | 1,43 | 19 | 5,56 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 64 979 | 4,56 | 3 524 | 6,50 | ||||
| 2025-08-14 | 13F | UBS Group AG | 427 262 | 5,21 | 23 175 | 7,17 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 88 238 | 1,50 | 4 786 | 3,39 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 39 111 | 363,84 | 2 121 | 372,38 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 109 402 | 23,43 | 5 934 | 25,73 | ||||
| 2025-08-13 | 13F | Satovsky Asset Management Llc | 138 051 | 2,44 | 7 488 | 4,33 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 203 795 | 19,48 | 11 054 | 21,70 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 28 676 | 3,62 | 1 555 | 5,57 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3 724 | 202 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 19 954 | 18,79 | 1 082 | 21,03 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 35 | 2 | ||||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 46 808 | 3,60 | 2 539 | 5,53 | ||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 33 051 | 17,62 | 2 | 0,00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 9 380 | 98,52 | 509 | 102,39 | ||||
| 2025-08-08 | 13F | Hudock, Inc. | 4 403 | 0,27 | 239 | 2,15 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 86 380 | 5 | ||||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 28 799 | 91,67 | 1 562 | 95,25 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 69 848 | 19,65 | 3 788 | 21,88 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 77 595 | 12,97 | 4 209 | 15,07 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 75 439 | 132,75 | 4 092 | 137,16 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 76 003 | 0,45 | 4 122 | 2,31 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 428 714 | 11,01 | 23 253 | 13,08 | ||||
| 2025-08-12 | 13F | Rock Creek Group, LP | 6 264 | 427 | ||||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 40 485 | 2 196 | ||||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 117 468 | 15,59 | 6 450 | 32,63 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 214 | 12 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 4 100 | 222 | ||||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 10 861 | 0,53 | 589 | 2,43 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 3 988 | 0,96 | 216 | 2,86 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 125 | 9,65 | 7 | 0,00 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 167 746 | 13,55 | 9 099 | 15,66 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 402 | 22 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3 740 | 11,21 | 203 | 12,85 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 493 | 1,65 | 28 | −3,57 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 172 627 | 9,52 | 9 363 | 11,56 | ||||
| 2025-08-12 | 13F | Cadence Wealth Management LLC | 80 554 | 21,65 | 4 369 | 23,91 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 342 | 19 | ||||||
| 2025-08-11 | 13F | Duff & Phelps Investment Management Co | 49 400 | 67,74 | 2 679 | 70,85 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 815 | 294,57 | 98 | 308,33 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 6 473 | 351 | ||||||
| 2025-08-13 | 13F | PACK Private Wealth, LLC | 153 853 | 7,04 | 8 345 | 9,03 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 182 197 | 0,45 | 9 882 | 2,32 | ||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 227 104 | 4,32 | 12 318 | 6,26 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 21 103 | 1,03 | 1 145 | 2,88 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 75 | 4 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 244 | 16,15 | 67 | 17,54 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 6 | 400,00 | ||||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 53 | 3 |
