Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i SPDR Series Trust - State Street SPDR ICE Preferred Securities ETF inkluderar Greenberg Financial Group, Cerity Partners LLC, Johnson Investment Counsel Inc, Napier Financial, LLC, Park National Corp /oh/, SageView Advisory Group, LLC, Chesapeake Asset Management Llc, Hickory Point Bank & Trust, Ashton Thomas Private Wealth, LLC, PMV Capital Advisers, LLC, och Frazier Financial 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-30 | 13F | Costello Asset Management, INC | 83 | 1,22 | 3 | 0,00 | ||||
| 2026-05-14 | 13F | Betterment LLC | 24 784 | 0,02 | 1 | |||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 2 765 | 6,02 | 85 | 3,66 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 102 305 | 7,50 | 3 155 | 4,64 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 11 767 | 0,14 | 363 | −2,69 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 28 210 | 870 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 14 533 | 7,48 | 448 | 4,67 | ||||
| 2026-05-19 | 13F | Financial Insights, Inc. | 32 095 | 16,21 | 990 | 13,03 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 601 514 | 2,89 | 18 551 | 0,13 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 2 780 | 86 | ||||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 61 425 | 1,97 | 1 894 | −0,73 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 214 758 | 90,59 | 6 623 | 85,52 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 285 | 9 400,00 | 9 | |||||
| 2026-05-01 | 13F | FDx Advisors, Inc. | 51 991 | 2 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 2 771 | 0,54 | 88 | −4,40 | ||||
| 2026-05-14 | 13F | Artemis Wealth Advisors, LLC | 10 865 | 1,05 | 335 | −1,47 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 542 | 16,81 | 17 | 14,29 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 50 729 | 292,37 | 1 564 | 282,40 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 17 039 | 184,98 | 525 | |||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 70 127 | 60,65 | 2 163 | 56,33 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 26 | 1 | ||||||
| 2026-05-14 | 13F | Camarda Financial Advisors, LLC | 13 621 | 2,46 | 420 | −0,24 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 40 263 | 0,00 | 1 242 | −2,67 | ||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | 461 | 14 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 5 673 | 0,87 | 175 | −2,25 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 6 646 | 205 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 130 181 | 9,42 | 4 012 | 0,85 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 48 275 | 56,19 | 1 489 | 51,99 | ||||
| 2026-01-22 | 13F | Greenberg Financial Group | 21 300 | 675 | ||||||
| 2026-04-13 | 13F | Breachway Investments LLC | 23 741 | 0,21 | 730 | −2,67 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 15 | 0 | ||||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 133 511 | 15,65 | 4 117 | 11,09 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1 378 777 | 3,66 | 42 521 | 0,88 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 590 | 19 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 7 910 | 0,85 | 244 | −2,02 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 547 | 17 | ||||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 7 838 | 242 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 6 606 | 204 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 47 204 | 1,69 | 1 456 | −1,09 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 8 201 | 16,06 | 260 | 11,16 | ||||
| 2026-01-29 | 13F | Comerica Bank | 13 013 | 3,85 | 412 | −0,48 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 12 386 | 1,71 | 387 | −1,03 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 21 467 | 2,83 | 662 | 0,15 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 7 655 | 10,05 | 236 | 7,27 | ||||
| 2026-04-10 | 13F | FORM Wealth Advisors, LLC | 8 176 | 1,13 | 252 | −1,56 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 6 | −50,00 | ||||||
| 2026-04-21 | 13F | Sequent Planning LLC | 12 238 | 1,87 | 377 | −0,79 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 171 | 5 | ||||||
| 2026-05-12 | 13F | Wayfinding Financial, LLC | 8 211 | 26,30 | 0 | |||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 785 | 1,82 | 25 | 0,00 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 326 | 10 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 9 695 | 18,94 | 299 | 15,89 | ||||
| 2026-04-24 | 13F | Vision Financial Markets Llc | 152 | 0,66 | 5 | 0,00 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 7 517 | 2,13 | 232 | −0,86 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 5 072 | 0,44 | 156 | −3,12 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 14 424 | 445 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 8 010 | 4,83 | 247 | 2,07 | ||||
| 2026-04-16 | 13F | PMV Capital Advisers, LLC | 6 | 0 | ||||||
| 2026-05-12 | 13F | Creative Planning | 8 570 | 2,22 | 264 | −0,38 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 37 064 | 20,64 | 1 141 | 17,27 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 112 901 | 4,27 | 3 482 | 1,46 | ||||
| 2026-02-09 | 13F | Frazier Financial Advisors, LLC | 0 | 0 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 259 438 | 14,37 | 8 001 | 11,31 | ||||
| 2026-02-02 | 13F | Long Run Wealth Advisors, LLC | 229 950 | 6,79 | 7 287 | 2,35 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 40 453 | 1,01 | 1 248 | −1,73 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 703 | 22 | ||||||
| 2026-05-06 | 13F | Aspetuck Financial Management LLC | 55 965 | 0,45 | 1 726 | −2,27 | ||||
| 2026-05-06 | 13F | Cornerstone Financial Group, LLC /NE/ | 20 524 | 2,05 | 644 | 0,94 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 8 891 | 274 |
