Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i SPDR Series Trust - State Street SPDR S&P 400 TM Mid Cap Value ETF inkluderar Tiaa-cref Individual & Institutional Services, Llc, Canandaigua National Corp, Summit Financial, LLC, Savant Capital, LLC, WealthTrak Capital Management LLC, Cvfg Llc, Global Assets Advisory, LLC, WealthPlan Investment Management, LLC, Mission Wealth Management, Lp, Snowden Capital Advisors LLC, O'Keefe Stevens Advisory, Inc., Vanguard Advisers Inc, SageView Advisory Group, LLC, Comprehensive Financial Planning, Inc./PA, Owl Creek Wealth Partners LLC, TopTier Wealth Management, LLC, DecisionPoint Financial, LLC, Quest 10 Wealth Builders, Inc., och Root Financial Partners, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 8 801 | 1,21 | 749 | 1,77 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 746 | 18 550,00 | 64 | |||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 1 086 | 12,66 | 94 | 16,05 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 11 525 | 2,24 | 981 | 2,83 | ||||
| 2026-04-08 | 13F | Canandaigua National Trust Co of Florida | 47 250 | 0,89 | 4 023 | 1,49 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 1 343 748 | 3,07 | 114 420 | 3,68 | ||||
| 2026-05-04 | 13F | SJA Financial Advisory, LLC | 8 494 | 0,43 | 723 | 1,12 | ||||
| 2026-05-05 | 13F | UBS Group AG | 52 634 | 17,22 | 4 482 | 17,92 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 141 810 | 12,29 | 12 075 | 12,96 | ||||
| 2026-04-22 | 13F | Shum Financial Group, Inc. | 29 263 | 4,09 | 2 492 | 4,71 | ||||
| 2026-05-12 | 13F | WealthTrak Capital Management LLC | 30 986 | 2 638 | ||||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 988 | 0,41 | 84 | 1,20 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 7 170 | 204,98 | 611 | 206,53 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 389 | 33 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 5 811 | 1,04 | 492 | 2,51 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 155 | 13 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 41 508 | 3,84 | 3 534 | 4,46 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 248 762 | 3,30 | 21 182 | 3,90 | ||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 8 984 | 0,22 | 765 | 0,79 | ||||
| 2026-05-04 | 13F | Lutz Financial Services LLC | 805 859 | 2,86 | 68 619 | 3,47 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 10 592 | 303,04 | 902 | 305,86 | ||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 5 202 | 0,44 | 443 | 0,91 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 145 | 0,69 | 12 | 0,00 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 88 173 | 1,36 | 7 508 | 1,96 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 32 096 | 5,66 | 2 733 | 6,30 | ||||
| 2026-04-08 | 13F | Bill Few Associates, Inc. | 35 282 | 3,35 | 3 004 | 3,98 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 1 381 | 35,39 | 118 | 36,05 | ||||
| 2026-04-07 | 13F | Barden Capital Management, Inc. | 26 602 | 2,35 | 2 265 | 2,95 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 2 299 | 0,44 | 196 | 1,04 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 48 906 | 23,53 | 4 164 | 24,26 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 8 543 | 9,98 | 727 | 10,65 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 47 469 | 705,52 | 4 042 | 711,65 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 6 943 | 0,87 | 591 | 1,55 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 216 | 18 | ||||||
| 2026-05-08 | 13F | Blair William & Co/il | 3 949 | 51,42 | 336 | 52,73 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 80 080 | 4,21 | 6 819 | 4,81 | ||||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 30 929 | 0,16 | 2 634 | 0,77 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 44 305 | 0,26 | 3 773 | 0,86 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 4 840 | 10,00 | 412 | 10,75 | ||||
| 2026-05-15 | 13F | Fmr Llc | 12 455 | 27,69 | 1 061 | 28,48 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 19 590 | 0,69 | 1 668 | 1,34 | ||||
| 2026-05-01 | 13F | Capital Squared Financial LLC | 22 116 | 9,29 | 1 883 | 9,99 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 50 000 | 4 258 | ||||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 9 100 | 775 | ||||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 540 | 18,68 | 46 | 21,05 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 2 580 | 0,08 | 220 | 0,46 | ||||
| 2026-05-04 | 13F | Cogent Strategic Wealth Llc | 3 719 | 2,73 | 317 | −1,56 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 93 | 8 | ||||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 8 549 | 0,45 | 728 | 0,97 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 56 143 | 0,49 | 4 781 | 1,08 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 2 086 | 36,16 | 188 | 45,74 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 174 134 | 6,96 | 14 828 | 7,60 | ||||
| 2026-04-23 | 13F | Balanced Wealth Group Llc | 161 121 | 2,90 | 13 719 | 4,58 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 10 781 | 8,76 | 918 | 9,30 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 41 | 3 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 10 686 | 0,06 | 905 | 1,57 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 11 354 | 1,29 | 1 | |||||
| 2026-05-15 | 13F | Brown Advisory Inc | 14 109 | 2,54 | 1 201 | 3,18 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 48 141 | 16,28 | 4 100 | 16,98 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 27 148 | 0,34 | 2 312 | 0,92 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 1 493 | 18,49 | 127 | 19,81 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 19 130 | 1,81 | 1 640 | 0,61 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 49 153 | 4,18 | 4 188 | 4,78 | ||||
| 2026-04-29 | 13F | Montz Harcus Wealth Management LLC | 45 162 | 0,44 | 3 846 | 1,02 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 2 980 | 252 | ||||||
| 2026-05-14 | 13F | Redwood Investment Management, Llc | 70 898 | 6,00 | 6 | 20,00 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 182 | 15 | ||||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 117 952 | 32,03 | 10 044 | 32,81 | ||||
| 2026-05-15 | 13F | LTG Capital LLC | 13 677 | 0,09 | 1 165 | 0,69 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 2 420 | 206 | ||||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1 058 | 160,59 | 90 | 169,70 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 5 981 | 76,64 | 509 | 77,97 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 726 104 | 12,84 | 61 828 | 13,51 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 10 820 | 0,03 | 967 | 0,73 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 35 379 | 2,52 | 3 012 | 3,12 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1 080 226 | 2,52 | 91 981 | 3,13 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 9 679 | 6,40 | 824 | 7,01 | ||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 75 | 1,35 | 6 | 0,00 | ||||
| 2026-05-07 | 13F | First National Trust Co | 382 687 | 5,89 | 32 586 | 6,51 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 410 049 | 7,54 | 34 916 | 8,18 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 5 655 | 1,11 | 482 | 1,69 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 485 | 0,41 | 41 | 2,50 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 220 | 0,46 | 19 | 0,00 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 2 474 | 0,12 | 211 | 0,48 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 166 | 100,00 | 14 | 100,00 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 206 667 | 1,67 | 17 598 | 2,27 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 22 608 | 12,42 | 1 925 | 13,04 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 17 428 | 10,36 | 1 475 | 12,00 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1 380 | 7,39 | 118 | 8,33 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 6 371 | 542 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 3 537 | 301 | ||||||
| 2026-05-04 | 13F | Savant Capital, LLC | 50 577 | 4 307 | ||||||
| 2026-04-02 | 13F | Collective Family Office Llc | 18 346 | 1,14 | 1 562 | 1,76 | ||||
| 2026-04-07 | 13F | O'Keefe Stevens Advisory, Inc. | 2 925 | 249 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 2 979 | 254 | ||||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 601 278 | 96,26 | 51 353 | 98,02 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 116 | 0,87 | 10 | 0,00 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 14 424 | 1 228 | ||||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 10 756 | 2,37 | 916 | 4,45 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 5 375 | 13,78 | 458 | 52,84 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 2 541 | 229 | ||||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 4 232 | 0,36 | 360 | 1,12 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 20 | 17,65 | 2 | 0,00 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 12 741 | 17,16 | 1 134 | 23,15 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 960 579 | 11,85 | 81 793 | 12,51 | ||||
| 2026-04-21 | 13F | HF Advisory Group, LLC | 17 470 | 7,69 | 1 488 | 8,30 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 421 045 | 35 852 | ||||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 5 923 | 4,59 | 504 | 5,22 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 406 771 | 3,45 | 34 433 | 4,99 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 13 649 | 48,46 | 1 162 | 49,36 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 23 159 | 0,62 | 1 972 | 1,18 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 1 899 | 8,89 | 162 | 9,52 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 93 543 | 9,29 | 7 965 | 9,94 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 355 | 30 | ||||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 60 547 | 5,67 | 5 498 | 7,93 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 8 513 | 833 | ||||||
| 2026-04-17 | 13F | Capital Wealth Management, Llc | 97 552 | 7,31 | 8 307 | 7,94 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 37 356 | 0,32 | 3 181 | 0,89 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 11 524 | 1,35 | 981 | 1,98 | ||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 7 589 | 168,64 | 646 | 158,40 | ||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 4 674 | 0,43 | 398 | 1,27 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 285 050 | 1,21 | 24 272 | 1,81 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 65 149 | 7,35 | 5 547 | 7,98 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 24 788 | 2,06 | 2 111 | 2,68 | ||||
| 2026-05-08 | 13F | Urban Financial Advisory Corp | 2 855 | 2,66 | 243 | 3,40 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 504 899 | 42 992 | ||||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 636 | 0,47 | 54 | 1,89 | ||||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 9 592 | 0,80 | 817 | 1,37 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 369 007 | 24,55 | 60 441 | 141,00 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 3 766 | 321 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 40 129 | 23,93 | 3 | 50,00 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 21 415 | 23,43 | 1 823 | 24,18 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 19 146 | 3,79 | 1 630 | 9,10 | ||||
| 2026-04-10 | 13F | Cooke Wealth Management, LLC | 19 787 | 6,52 | 1 685 | 2,12 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 918 268 | 2,78 | 78 191 | 3,39 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 744 | 0,54 | 63 | 1,61 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 11 714 | 1,38 | 997 | 1,94 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 610 840 | 1,89 | 51 708 | 3,40 | ||||
| 2026-04-07 | 13F | Cultivar Capital, Inc. | 5 890 | 35,25 | 502 | 36,14 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 277 | 0,36 | 24 | 0,00 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 186 | 10,06 | ||||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 40 599 | 0,63 | 3 457 | 1,23 | ||||
| 2026-05-08 | 13F | HFG Advisors, Inc. | 14 701 | 11,51 | 1 252 | 12,10 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 23 849 | 67,30 | 2 031 | 68,33 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 129 193 | 11 001 | ||||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 6 635 | 9,81 | 565 | 10,37 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 16 949 | 2,34 | 1 443 | 3,00 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 268 219 | 14,80 | 22 389 | 13,20 | ||||
| 2026-04-06 | 13F | CX Institutional | 28 816 | 3,68 | 2 | 0,00 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 9 557 | 29,78 | 814 | 31,98 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 175 | 15 | ||||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 5 691 | 1,55 | 485 | 2,11 | ||||
| 2026-04-29 | 13F | Cvfg Llc | 9 603 | 818 |
