Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i SPDR Series Trust - SPDR Russell 1000 Low Volatility Focus ETF inkluderar Congress Wealth Management LLC / DE /, 21 West Wealth Management LLC, Hilltop Holdings Inc., Calton & Associates, Inc., Hrt Financial Lp, Keystone Financial Services, LLC, Old Mission Capital Llc, Parallel Advisors, LLC, och Dunhill Financial, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-08 | 13F | Parallel Advisors, LLC | 290 | 37 | ||||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 2 911 | 3,74 | 376 | 5,63 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 47 | 6 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 615 | 412,50 | 79 | 426,67 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 64 046 | 8 121 | ||||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 1 878 | 242 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 3 611 | 0 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 3 487 | 0,03 | 450 | 1,81 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 10 855 | 1 401 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 401 | 25,31 | 52 | 27,50 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 27 575 | 0,07 | 3 560 | 1,89 | ||||
| 2025-08-14 | 13F | Fmr Llc | 661 | 25,67 | 85 | 28,79 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 7 912 | 1 021 | ||||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 2 661 | 0,45 | 349 | 11,50 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 17 380 | 0,35 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 8 008 | 6,28 | 1 034 | 8,17 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 9 002 | 15,35 | 1 162 | 17,49 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 4 598 | 33,86 | 591 | 36,81 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2 | 100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1 688 | 218 | ||||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 55 485 | 5,21 | 7 | 16,67 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 6 063 | 0,63 | 783 | 2,49 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 7 103 | 917 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 5 244 | 288,73 | 677 | 295,32 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 36 350 | 2,15 | 4 693 | 4,01 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 14 025 | 5,90 | 1 811 | 7,80 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 2 374 | 0,25 | 306 | 2,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1 694 | 0,06 | 219 | 1,87 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 3 837 | 0,13 | 495 | 2,06 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 9 312 | 1 202 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 42 619 | 0,20 | 5 502 | 2,02 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 48 012 | 97,73 | 6 198 | 101,36 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 410 | 182 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 20 101 | 1,14 | 2 595 | 3,02 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 898 | 0,45 | 116 | 1,77 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 3 074 | 0,03 | 397 | 1,80 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 1 635 | 211 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 128 763 | 16 623 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 055 | 174,03 | 136 | 183,33 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 268 559 | 0,85 | 34 671 | 2,69 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 5 851 | 140,68 | 755 | 145,13 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 27 598 | 4,24 | 3 563 | 6,14 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 323 482 | 3,70 | 41 761 | 5,59 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 33 676 | 6,89 | 4 348 | 8,84 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 24 853 | 0,16 | 3 209 | 1,97 | ||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 2 229 | 32,36 | 288 | 34,74 |
