Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i SPDR Index Shares Funds - SPDR S&P International Small Cap ETF inkluderar Discipline Wealth Solutions, LLC, FFOX - FundX Future Fund Opportunities ETF, Evolution Wealth Management Inc., Ancora Advisors, LLC, First Pacific Financial, Legacy Wealth Managment, LLC/ID, Legacy Investment Solutions, LLC, AlphaCore Capital LLC, och Addison 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 10 251 | 2,13 | 0 | |||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 18 093 | 673 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 17 200 | 1,19 | 640 | 17,68 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 520 824 | 29,06 | 18 891 | 46,49 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 33 767 | 15,01 | 1 255 | 33,80 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 642 | 24 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 61 115 | 8,30 | 2 272 | 26,01 | ||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 7 075 | 0,81 | 226 | 4,15 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 306 701 | 33,41 | 11 403 | 55,21 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 138 312 | 2,01 | 5 142 | 18,67 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 295 | 0,39 | 48 | 17,07 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 5 630 | 209 | ||||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 11 769 | 4,61 | 438 | 21,73 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 214 836 | 1,65 | 8 | 16,67 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 87 208 | 44,65 | 3 242 | 68,33 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 6 477 | 239 | ||||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 1 981 | 26,82 | 74 | 48,98 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 12 606 | 1,33 | 469 | 17,88 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 6 419 | 240 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1 166 | 43 | ||||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 22 606 | 11,83 | 840 | 30,03 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 11 541 | 1,50 | 429 | 18,18 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 17 219 | 0,54 | 640 | 17,00 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 355 037 | 409,49 | 13 200 | 492,73 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 57 729 | 37,61 | 2 146 | 65,20 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 18 248 | 83,62 | 1 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 37 222 | 2,88 | 1 384 | 19,64 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 206 236 | 6,83 | 7 668 | 24,26 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 5 405 | 201 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 233 305 | 27,54 | 8 689 | 48,63 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 12 371 | 1,26 | 460 | 17,69 | ||||
| 2025-08-14 | 13F | Fmr Llc | 139 703 | 196,72 | 5 194 | 245,35 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 133 309 | 1,43 | 42 136 | 17,99 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 42 707 | 0,45 | 1 588 | 16,86 | ||||
| 2025-07-17 | 13F | Eagle Bluffs Wealth Management LLC | 99 895 | 0,02 | 3 714 | 16,35 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 702 | 26 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 55 228 | 4,86 | 2 | 100,00 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 6 982 | 263 | ||||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 152 937 | 23,88 | 5 686 | 44,13 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 1 545 | 57 | ||||||
| 2025-08-15 | 13F | Keel Point, LLC | 5 473 | 203 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 29 359 | 8,88 | 938 | 12,34 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 9 978 | 371 | ||||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 8 317 | 0,04 | 309 | 16,60 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 81 | 3 | ||||||
| 2025-07-18 | 13F | First Pacific Financial | 155 | 6 | ||||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 126 | 5 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 84 847 | 10,99 | 3 155 | 29,10 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 126 | 5 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 46 312 | 1 722 | ||||||
| 2025-08-14 | 13F | Advisor OS, LLC | 17 998 | 669 | ||||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 137 957 | 0,10 | 5 129 | 16,46 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 114 215 | 1,18 | 4 247 | 17,72 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 21 167 | 7,34 | 787 | 24,76 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 512 248 | 7,22 | 19 045 | 24,74 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 15 | 0 | ||||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 6 082 | 226 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 21 766 | 0,61 | 809 | 17,08 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1 028 | 12,97 | 38 | 31,03 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2 161 | 13,74 | 80 | 33,33 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 19 153 | 3,05 | 712 | 19,87 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 5 848 | 218 | ||||||
| 2025-08-11 | 13F | Covestor Ltd | 145 | 195,92 | 0 | |||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 6 448 | 1,32 | 240 | 17,73 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 652 | 35,27 | 24 | 60,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3 750 | 3,05 | 139 | 24,11 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3 528 | 14,40 | 131 | 31,31 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 13 466 | 1,32 | 501 | 17,92 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 348 | 13 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 18 672 | 694 | ||||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 8 130 | 302 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 142 208 | 13,67 | 5 | 66,67 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 100 | 4 | ||||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 261 | 15,49 | 10 | 28,57 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 116 | 0,87 | 4 | 33,33 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 27 264 | 148,92 | 1 014 | 189,43 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 15 206 | 4,54 | 565 | 21,77 | ||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 12 216 | 454 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 2 898 | 369,69 | 108 | 463,16 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 5 892 | 219 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 355 986 | 37,36 | 13 236 | 59,80 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 71 486 | 2 658 | ||||||
| 2025-07-15 | 13F | Norden Group Llc | 8 555 | 318 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 6 754 | 251 |
