Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF inkluderar AJ Advisors, LLC, Financial Partners Group, Inc, Austin Wealth Management, LLC, Diversified Portfolios, Inc., Precision Wealth Strategies, LLC, Rsm Us Wealth Management Llc, Regatta Capital Group, Llc, Entrewealth, Llc, American Alpha Advisors, LLC, Prairieview Wealth Partners, Llc, United Advisor Group, LLC, Presper Financial Architects, LLC, Pure Financial Advisors, Inc., Insigneo Advisory Services, Llc, Vise Technologies, Inc., Heritage Wealth Architects, Inc., FSA Advisors, Inc., XTX Topco Ltd, Latitude Advisors, LLC, och Sax 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.
Uppgradera för att låsa upp premiumdata.
Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-22 | 13F | Old National Bancorp /in/ | 303 142 | 2,80 | 7 512 | 1,01 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 127 908 | 37,54 | 3 163 | 35,01 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 62 872 | 37,65 | 1 558 | 35,27 | ||||
2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 2 104 713 | 6,17 | 52 155 | 4,32 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 52 624 | 13,70 | 1 304 | 11,74 | ||||
2025-08-13 | 13F | Hsbc Holdings Plc | 40 449 | 9,45 | 1 002 | 7,51 | ||||
2025-07-01 | 13F | Private Client Services, Llc | 8 610 | 213 | ||||||
2025-08-06 | 13F | Washington Trust Bank | 127 147 | 1 188,61 | 3 151 | 1 170,16 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 15 365 | 0,87 | 381 | −1,04 | ||||
2025-07-23 | 13F | Traphagen Investment Advisors Llc | 18 331 | 1,73 | 454 | 0,00 | ||||
2025-07-15 | 13F | Financial Partners Group, Inc | 110 051 | 2 727 | ||||||
2025-08-12 | 13F | FourThought Financial Partners, LLC | 98 520 | 1,46 | 2 441 | −0,29 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 958 | 1,16 | 24 | 0,00 | ||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 23 146 | 100,02 | 562 | 96,15 | ||||
2025-08-07 | 13F | Prairieview Wealth Partners, Llc | 19 542 | 484 | ||||||
2025-07-22 | 13F | Merit Financial Group, LLC | 192 912 | 137,70 | 4 780 | 133,63 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 15 992 | 396 | ||||||
2025-08-08 | 13F | Austin Wealth Management, LLC | 106 531 | 2 590 | ||||||
2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 48 227 | 425,81 | 1 195 | 417,32 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1 528 | 38 | ||||||
2025-07-24 | 13F | VanderPol Investments L.L.C. | 44 051 | 4,83 | 1 092 | 3,02 | ||||
2025-07-17 | 13F | Smith Anglin Financial, LLC | 15 940 | 0,78 | 395 | −0,75 | ||||
2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 26 485 | 13,52 | 656 | 11,56 | ||||
2025-08-14 | 13F | Bragg Financial Advisors, Inc | 101 534 | 6,07 | 2 516 | 4,23 | ||||
2025-07-17 | 13F | Keystone Global Partners, LLC | 182 140 | 25,10 | 4 513 | 22,94 | ||||
2025-08-13 | 13F | Oribel Capital Management, LP | Call | 608 200 | 46 868 | |||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 40 399 | 31,89 | 1 001 | 29,66 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 15 228 | 5,19 | 377 | 3,29 | ||||
2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 18 500 | 103,07 | 458 | 100,00 | ||||
2025-07-18 | 13F | SigFig Wealth Management, LLC | 49 883 | 35,00 | 1 232 | 32,47 | ||||
2025-08-06 | 13F | Entrewealth, Llc | 27 454 | 680 | ||||||
2025-08-20 | 13F | Forefront Wealth Partners, LLC | 18 893 | 63,83 | 483 | 66,55 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 162 305 | 76,48 | 4 022 | 73,39 | ||||
2025-08-15 | 13F | Orcam Financial Group | 76 341 | 0,61 | 1 892 | −1,15 | ||||
2025-08-07 | 13F | Vise Technologies, Inc. | 16 231 | 402 | ||||||
2025-08-01 | 13F | Advisory Alpha, LLC | 21 949 | 4,51 | 544 | 2,65 | ||||
2025-07-18 | 13F | Truist Financial Corp | 14 837 | 1,37 | 368 | −0,54 | ||||
2025-08-14 | 13F | Horizon Investments, LLC | 38 | 2,70 | 1 | |||||
2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | Short | −3 349 | −43,17 | −83 | −44,59 | |||
2025-07-14 | 13F | Signature Securities Group Corporation | 9 481 | 1,14 | 235 | −0,85 | ||||
2025-07-10 | 13F | Wedmont Private Capital | 88 675 | 0,15 | 2 181 | 1,82 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 136 439 | 13,50 | 3 381 | 11,51 | ||||
2025-08-13 | 13F | Quadrature Capital Ltd | 26 339 | 653 | ||||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 180 | 89,47 | 4 | 100,00 | ||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 2 729 665 | 21,59 | 67 641 | 19,47 | ||||
2025-08-14 | 13F | FC Advisory LLC | 46 213 | 54,53 | 1 145 | 51,86 | ||||
2025-08-14 | 13F | Millennium Management Llc | 12 643 | 313 | ||||||
2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 426 383 | 0,78 | 10 566 | −0,98 | ||||
2025-08-11 | 13F | Platform Technology Partners | 14 935 | 0,78 | 370 | −0,80 | ||||
2025-07-17 | 13F | Presper Financial Architects, LLC | 18 518 | 0 | ||||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 567 | 39 | ||||||
2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 10 950 | 28,21 | 271 | 26,05 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 32 | 1 500,00 | 1 | |||||
2025-08-13 | 13F | First Trust Advisors Lp | 13 836 | 343 | ||||||
2025-08-13 | 13F | Kuhn & Co Investment Counsel | 32 685 | 9,50 | 810 | 7,58 | ||||
2025-08-12 | 13F | XTX Topco Ltd | 9 340 | 231 | ||||||
2025-08-01 | 13F | Howard Capital Management Inc. | 26 775 | 13,21 | 663 | 11,24 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 53 411 | 5,71 | 1 324 | 3,85 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 5 181 822 | 4,17 | 128 406 | 2,36 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 58 018 | 7,85 | 1 438 | 5,97 | ||||
2025-07-08 | 13F | Melone Private Wealth, LLC | 66 137 | 6,50 | 1 634 | 4,28 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 836 993 | 12,19 | 20 741 | 10,23 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 1 966 913 | 12,94 | 48 740 | 10,97 | ||||
2025-08-13 | 13F | Bernardo Wealth Planning LLC | 10 742 | 0,68 | 0 | |||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 8 823 | 3,87 | 219 | 1,87 | ||||
2025-08-14 | 13F | Camarda Financial Advisors, LLC | 11 895 | 11,30 | 295 | 9,29 | ||||
2025-08-12 | 13F | Horizon Financial Services, Llc | 687 | 17 | ||||||
2025-08-12 | 13F | Nemes Rush Group LLC | 4 819 | 1,15 | 119 | −0,83 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 2 292 | 102,29 | 57 | 100,00 | ||||
2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 328 754 | 0,99 | 8 147 | −0,77 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 42 232 | 1 047 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 35 436 | 18,70 | 878 | 15,07 | ||||
2025-08-07 | 13F | American Alpha Advisors, LLC | 26 000 | 644 | ||||||
2025-08-14 | 13F | UBS Group AG | 996 285 | 16,16 | 24 688 | 14,13 | ||||
2025-08-14 | 13F | Engineers Gate Manager LP | 20 629 | 511 | ||||||
2025-07-10 | 13F | Trust Point Inc. | 37 276 | 90,63 | 924 | 87,22 | ||||
2025-08-07 | 13F | Allworth Financial LP | 7 314 | 178,95 | 181 | 182,81 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 8 488 | 210 | ||||||
2025-08-13 | 13F | Summit Financial, LLC | 12 615 | 313 | ||||||
2025-08-05 | 13F | Huntington National Bank | 220 | −1,79 | ||||||
2025-07-07 | 13F | Shotwell Rutter Baer Inc | 56 630 | 5,03 | 1 396 | 1,75 | ||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 81 522 | 2 020 | ||||||
2025-07-25 | 13F | Cwm, Llc | 39 923 | 97,57 | 1 | |||||
2025-08-08 | 13F | AJ Advisors, LLC | 110 752 | 2 744 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-12 | 13F | BlackRock, Inc. | 12 000 | 63 057,89 | 297 | 29 600,00 | ||||
2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 31 377 | 4,96 | 778 | 3,19 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 9 766 | 1,39 | 242 | 0,00 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 66 998 | 41,57 | 1 660 | 39,15 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 15 970 | 396 | ||||||
2025-07-29 | 13F | Latitude Advisors, LLC | 8 822 | 219 | ||||||
2025-08-14 | 13F | Ancora Advisors, LLC | 160 | 4 | ||||||
2025-07-14 | 13F | Park Avenue Securities Llc | 73 913 | 2,22 | 2 | 0,00 | ||||
2025-08-01 | 13F | FSA Advisors, Inc. | 12 242 | 303 | ||||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 549 661 | 49,19 | 13 621 | 46,59 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 371 434 | 241,27 | 9 204 | 235,42 | ||||
2025-07-30 | 13F | TFB Advisors LLC | 10 343 | 0,85 | 256 | −0,78 | ||||
2025-07-29 | 13F | Quotient Wealth Partners, LLC | 71 109 | 25,24 | 1 762 | 23,13 | ||||
2025-08-14 | 13F/A | Barclays Plc | 100 | 0 | ||||||
2025-07-09 | 13F | Thrive Wealth Management, LLC | 106 286 | 11,82 | 2 634 | 9,85 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 182 832 | 0,45 | 4 507 | −1,83 | ||||
2025-07-18 | 13F | Precision Wealth Strategies, LLC | 53 862 | 1 335 | ||||||
2025-07-24 | 13F | Costello Asset Management, INC | 949 | 0,74 | 24 | 0,00 | ||||
2025-07-16 | 13F | Dakota Wealth Management | 14 676 | 22,68 | 364 | 20,60 | ||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 16 315 | 404 | ||||||
2025-08-14 | 13F | GWM Advisors LLC | 155 531 | 7,27 | 3 854 | 5,42 | ||||
2025-07-15 | 13F | Missouri Trust & Investment Co | 41 650 | 6,66 | 1 032 | 4,88 | ||||
2025-07-16 | 13F | Rainier Family Wealth Inc | 21 861 | 18,16 | 542 | 16,09 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 67 617 | 9,97 | 1 676 | 8,06 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 457 675 | 44,09 | 11 350 | 41,68 | ||||
2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 99 922 | 7,83 | 2 476 | 5,95 | ||||
2025-08-13 | 13F | Manning & Napier Advisors Llc | 10 383 | 25,85 | 257 | 23,56 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 122 593 | 8,65 | 3 038 | 6,75 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 310 564 | 0,77 | 7 696 | −0,99 | ||||
2025-08-14 | 13F | Mariner, LLC | 525 217 | 0,16 | 13 015 | −1,59 | ||||
2025-07-16 | 13F | Diversified Enterprises, LLC | 42 293 | 2,36 | 1 048 | 0,58 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 3 587 | 89 | ||||||
2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 50 219 | 1,52 | 1 244 | −0,24 | ||||
2025-07-07 | 13F | Insight Wealth Strategies, LLC | 29 195 | 48,12 | 721 | 44,87 | ||||
2025-07-25 | 13F | Verdence Capital Advisors LLC | 12 405 | 0,91 | 307 | −0,97 | ||||
2025-08-14 | 13F | Comerica Bank | 17 960 | 4,70 | 445 | 3,01 | ||||
2025-08-14 | 13F | Clifford Group, LLC | 17 378 | 14,42 | 431 | 12,27 | ||||
2025-08-14 | 13F | Sei Investments Co | 6 695 210 | 25,60 | 165 907 | 23,41 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 240 | 6 | ||||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 4 769 142 | 5,53 | 118 179 | 3,69 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 18 170 | 83,54 | 450 | 80,72 | ||||
2025-07-15 | 13F | ACT Advisors, LLC. | 36 759 | 2,19 | 911 | 0,33 | ||||
2025-08-05 | 13F | NewSquare Capital LLC | 262 | 6 | ||||||
2025-08-05 | 13F | Dravo Bay Llc | 67 968 | 22,86 | 1 684 | 20,72 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 17 936 | 444 | ||||||
2025-08-04 | 13F | Syverson Strege & Co | 25 320 | 3,21 | 627 | 1,46 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 298 704 | 67,16 | 7 402 | 63,74 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 10 378 | 257 | ||||||
2025-08-11 | 13F | United Advisor Group, LLC | 19 377 | 480 | ||||||
2025-07-18 | 13F | Parkside Investments, LLC | 593 900 | 3,18 | 14 717 | 1,38 | ||||
2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 12 282 | 1,14 | 304 | −0,65 | ||||
2025-08-04 | 13F | Assetmark, Inc | 4 624 | 174,75 | 115 | 171,43 | ||||
2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 21 733 | 48,95 | 527 | 48,17 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 533 510 | 96,39 | 13 220 | 92,96 | ||||
2025-07-23 | 13F | Friedenthal Financial | 2 876 | 2,06 | 71 | 0,00 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 32 309 | 47,10 | 801 | 44,67 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 6 157 569 | 7,37 | 152 585 | 5,50 | ||||
2025-08-04 | 13F | Rede Wealth, LLC | 29 376 | 16,52 | 728 | 14,49 | ||||
2025-07-07 | 13F | Avenue 1 Advisors, LLC | 10 228 | 13,66 | 253 | 11,95 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 55 181 | 12,04 | 1 367 | 10,06 | ||||
2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 52 226 | 25,07 | 1 294 | 22,89 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 788 459 | 2,73 | 19 538 | 0,95 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 6 203 | 154 | ||||||
2025-08-07 | 13F | Everhart Financial Group, Inc. | 15 370 | 7,27 | 381 | 5,26 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 11 293 | 280 | ||||||
2025-08-14 | 13F | Royal Bank Of Canada | 290 082 | 13,97 | 7 188 | 11,96 | ||||
2025-08-15 | 13F | Binnacle Investments Inc | 8 866 | 4,75 | 220 | 2,82 | ||||
2025-08-12 | 13F | Weaver Consulting Group | 10 228 | 13,92 | 253 | 11,95 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 25 796 | 61,51 | 637 | 63,33 | ||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 21 230 | 9,66 | 526 | 7,79 | ||||
2025-04-29 | 13F | Financial Network Wealth Management LLC | 4 018 | 0 | ||||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 2 136 | 0,28 | 53 | −1,89 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 23 043 | 571 | ||||||
2025-08-14 | 13F | Legacy Advisory Services, LLC | 9 093 | 0,89 | 225 | −0,88 | ||||
2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 14 245 | 0,04 | 353 | −1,95 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 23 035 | 13,40 | 560 | 9,18 | ||||
2025-07-08 | 13F | Chemistry Wealth Management LLC | 146 223 | 2,78 | 3 623 | 0,98 | ||||
2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 14 585 | 361 | ||||||
2025-07-15 | 13F | Armis Advisers, LLC | 12 140 | 19,44 | 298 | 17,86 | ||||
2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 47 341 | 6,36 | 1 168 | 4,10 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 33 895 | 57,06 | 1 | |||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 406 646 | 9,33 | 10 077 | 7,42 | ||||
2025-08-14 | 13F | Group One Trading, L.p. | 300 | 7 | ||||||
2025-07-17 | 13F | K2 Financial Inc. | 36 326 | 12,50 | 887 | 12,58 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 625 | 1,12 | 40 | 0,00 | ||||
2025-07-24 | 13F | Blair William & Co/il | 93 945 | 1,36 | 2 328 | −0,43 | ||||
2025-07-21 | 13F | Monticello Wealth Management, Llc | 36 170 | 195,41 | 896 | 190,91 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 80 722 | 18,49 | 2 000 | 16,41 | ||||
2025-08-11 | 13F | Pineridge Advisors LLC | 103 474 | 0,74 | 2 564 | −1,00 | ||||
2025-08-12 | 13F | Erickson Financial Group, LLC | 154 468 | 0,97 | 3 828 | −0,80 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 181 659 | 75,59 | 4 487 | 72,14 | ||||
2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 80 040 | 1,23 | 1 983 | −0,50 | ||||
2025-07-29 | 13F | Ariston Services Group | 10 535 | 0,71 | 261 | −0,76 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 10 185 | 2,22 | 252 | 0,40 | ||||
2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | Short | −5 526 | −27,90 | −137 | −29,53 | |||
2025-08-13 | 13F | Capital Analysts, Inc. | 417 477 | 0,46 | 10 | 0,00 | ||||
2025-07-22 | 13F | Grimes & Company, Inc. | 2 274 020 | 12 353,56 | 56 350 | 12 150,00 | ||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 31 521 | 2 378,07 | 1 | −96,87 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 14 010 | 347 | ||||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 18 234 | 10,34 | 452 | 8,41 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 12 379 | 307 | ||||||
2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 570 | 0,35 | 14 | 0,00 | ||||
2025-07-15 | 13F | Regatta Capital Group, Llc | 35 548 | 881 |