Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i SPDR Series Trust - SPDR ICE Preferred Securities ETF inkluderar Kingstone Capital Partners Texas, LLC, Midwest Trust Co, Greenleaf Trust, Hrt Financial Lp, Gotham Asset Management, LLC, Foundations Investment Advisors, LLC, och Franklin Resources Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 15 893 | 18,69 | 505 | 16,40 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 7 372 | 1,36 | 234 | −0,43 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 22 216 | 45,96 | 706 | 43,00 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 16 010 | 4,27 | 508 | 2,21 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 108 397 | 234,10 | 3 443 | 227,81 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 11 650 | 24,07 | 370 | 21,71 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 1 203 024 | 41 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 1 007 | 1,72 | 33 | 3,23 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 21 028 | 9,34 | 668 | 7,23 | ||||
| 2025-08-14 | 13F | Betterment LLC | 24 739 | 3,23 | 1 | |||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 18 194 | 1,93 | 578 | 2,30 | ||||
| 2025-07-16 | 13F | FORM Wealth Advisors, LLC | 9 825 | 1,35 | 312 | −0,32 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 54 067 | 54,41 | 1 718 | 51,41 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 9 683 | 6,35 | 308 | 4,42 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 116 753 | 31,59 | 3 723 | 29,06 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 22 898 | 4,60 | 727 | 2,54 | ||||
| 2025-08-05 | 13F | Artemis Wealth Advisors, LLC | 10 371 | 1,68 | 329 | −0,30 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 742 070 | 81,86 | 55 328 | 78,33 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 11 185 | 14,69 | 355 | 12,70 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 7 273 | 231 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 84 149 | 8,32 | 2 673 | 6,20 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 162 972 | 5 176 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 8 171 | 19,79 | 260 | 17,73 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 23 275 | 1,20 | 1 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 10 838 | 30,85 | 344 | 28,36 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 38 194 | 1,19 | 1 213 | −0,74 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 280 403 | 32,24 | 8 906 | 29,68 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 4 489 | 143 | ||||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 7 240 | 13,69 | 230 | 11,17 | ||||
| 2025-08-01 | 13F | Vision Financial Markets Llc | 145 | 2,11 | 5 | 0,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 398 | 5,01 | 13 | 0,00 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 11 780 | 1,72 | 379 | 5,57 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 21 986 | 3,60 | 698 | 1,60 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 11 653 | 0,21 | 370 | −1,60 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 50 363 | 1 600 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 582 101 | 2,71 | 18 488 | 0,71 | ||||
| 2025-07-17 | 13F | Mokosak Advisory Group, LLC | 7 657 | 1,71 | 243 | 0,00 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 9 104 | 0,19 | 289 | −1,70 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 747 | 5,18 | 0 | |||||
| 2025-08-14 | 13F | Sequent Planning LLC | 17 639 | 35,08 | 560 | 32,70 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 7 500 | 22,95 | 238 | 20,81 | |||
| 2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 331 489 | 20,34 | 10 528 | 18,00 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 3 019 | 40,75 | 0 | |||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 18 075 | 12,79 | 579 | 11,37 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 153 924 | 6,55 | 4 889 | 4,47 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 305 707 | 7,55 | 9 709 | 5,45 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 3 045 | 97 | ||||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 23 449 | 0,01 | 745 | −1,98 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 37 951 | 1 205 | ||||||
| 2025-08-01 | 13F | Shilanski & Associates, Inc. | 146 118 | 4,45 | 4 641 | 2,41 | ||||
| 2025-08-14 | 13F | UBS Group AG | 284 976 | 3,04 | 9 051 | 1,04 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 615 | 20 | ||||||
| 2025-08-14 | 13F | Destination Wealth Management | 8 507 | 11,63 | 270 | 9,76 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 492 | 1,44 | 16 | 0,00 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 7 266 | 171,02 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 100 | 3 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 17 789 | 22,08 | 565 | 19,75 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 56 | 366,67 | 2 | |||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 6 746 | 0,69 | 214 | −1,38 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 42 800 | 0,42 | 1 359 | −1,52 | ||||
| 2025-08-14 | 13F | Voya Financial Advisors, Inc. | 56 383 | 6,51 | 1 792 | 4,13 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 40 050 | 1 272 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 14 747 | 0 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 773 | 12,03 | 25 | 9,09 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 61 523 | 0,11 | 2 | 0,00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 14 717 | 467 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1 900 | 3,26 | 60 | 1,69 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 201 124 | 8,64 | 6 388 | 6,52 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 853 | 132,43 | 27 | 145,45 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 6 941 | 220 | ||||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 24 323 | 64,92 | 772 | 61,84 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 29 935 | 2,12 | 1 |
