Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i SPDR Series Trust - SPDR MSCI USA StrategicFactors ETF inkluderar Presper Financial Architects, LLC, Two Sigma Investments, Lp, Atomi Financial Group, Inc., Hershey Financial Advisers, LLC, Nwam Llc, och Carnegie Capital Asset Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | TFC Financial Management | 2 318 | 94,30 | 378 | 103,23 | ||||
| 2025-08-14 | 13F | Palo Alto Wealth Advisors, Llc | 2 765 | 0,55 | 451 | 3,69 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 28 061 | 14,03 | 4 576 | 18,70 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 36 305 | 0,22 | 5 921 | 4,32 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 3 435 | 0,35 | 560 | 4,48 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 29 790 | 0,67 | 4 858 | 4,79 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 5 167 | 39,54 | 846 | 45,69 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 19 364 | 32,42 | 3 135 | 38,17 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 6 103 | 4,16 | 995 | 8,39 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 1 612 | 263 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 20 421 | 1,84 | 3 331 | 5,98 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 8 785 | 1,71 | 1 433 | 5,84 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 36 337 | 7,09 | 5 926 | 11,47 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 10 444 | 331,39 | 1 703 | 349,34 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 1 910 | 0,58 | 312 | 4,71 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 1 785 | 291 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 4 398 | 25,19 | 1 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 9 694 | 13,16 | 1 581 | 17,81 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 3 202 | 7,23 | 522 | 11,78 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 257 | 151,40 | 205 | 162,82 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 447 | 172,56 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1 435 | 7,41 | 234 | 11,96 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 6 076 | 59,27 | 991 | 65,83 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 12 367 | 0,50 | 2 017 | 4,56 | ||||
| 2025-08-14 | 13F | Allred Capital Management, LLC | 9 202 | 12,87 | 1 501 | 17,46 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 55 409 | 18,63 | 9 037 | 23,48 | ||||
| 2025-07-18 | 13F | Vicus Capital | 4 627 | 2,01 | 755 | 6,20 | ||||
| 2025-08-11 | 13F | Paul R. Ried Financial Group, LLC | 65 745 | 5,53 | 10 722 | 9,85 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 78 018 | 1,09 | 12 724 | 5,22 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 1 251 | 8,12 | 204 | 12,71 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1 986 570 | 3,54 | 323 990 | 7,77 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 1 601 | 261 | ||||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 1 806 | 2,50 | 296 | 7,25 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 55 442 | 9 042 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 28 312 | 0,58 | 5 | 0,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 69 858 | 33,75 | 11 | 37,50 | ||||
| 2025-07-17 | 13F | Presper Financial Architects, LLC | 178 719 | 29 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 20 600 | 3 360 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 254 010 | 2,35 | 41 427 | 6,53 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 216 | 10,55 | 198 | 15,12 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 180 293 | 6,92 | 29 401 | 11,26 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 140 287 | 31,95 | 22 879 | 37,34 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 36 604 | 1 195,72 | 5 970 | 1 265,90 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 12 136 | 1 979 | ||||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 42 273 | 85,75 | 6 894 | 93,33 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2 741 | 9,60 | 447 | 14,07 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 62 669 | 1,51 | 10 221 | 5,65 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 9 395 | 82,14 | 1 532 | 89,60 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 2 342 | 7,53 | 382 | 12,02 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 65 951 | 1,07 | 10 756 | 5,19 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 565 | 38,48 | 92 | 46,03 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 11 975 | 4,11 | 1 953 | 8,38 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 376 207 | 11,11 | 61 356 | 15,65 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 3 356 | 0,24 | 547 | 4,39 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 10 663 | 1 739 | ||||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 6 507 | 1 061 | ||||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 2 025 | 11,88 | 330 | 16,61 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 1 969 | 0,05 | 321 | 4,22 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 2 535 | 0,56 | 413 | 4,56 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 1 308 | 213 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 308 | 50 | ||||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 7 065 | 9,96 | 1 152 | 14,51 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 8 172 | 0,01 | 1 333 | 4,06 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 519 412 | 0,41 | 84 711 | 4,51 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 4 000 | 2,96 | 652 | 7,24 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 12 224 | 1 994 | ||||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 16 027 | 0,16 | 2 614 | 4,23 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 7 287 | 1 188 | ||||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 37 582 | 2,72 | 6 129 | 6,91 | ||||
| 2025-07-25 | NP | SRGAX - Stringer Growth Fund Class A Shares | 10 304 | 30,61 | 1 640 | 28,25 | ||||
| 2025-08-14 | 13F | UBS Group AG | 40 236 | 709,09 | 6 562 | 742,36 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 9 173 | 1,99 | 1 496 | 6,17 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 2 026 | 10,95 | 330 | 15,38 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 20 505 | 54,11 | 3 | 50,00 | ||||
| 2025-08-07 | 13F | Nwam Llc | 3 021 | 495 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 7 916 | 111,38 | 1 291 | 120,31 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 92 524 | 10,86 | 15 089 | 15,39 | ||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 3 382 | 0,59 | 554 | 13,29 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 810 | 1,00 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 5 649 | 25,17 | 921 | 30,27 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 145 | 480,00 | 24 | 666,67 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 394 815 | 94,73 | 64 390 | 102,68 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 244 173 | 12,44 | 39 822 | 17,04 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 10 584 | 1 726 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1 911 | 312 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 411 007 | 1,41 | 67 031 | 5,55 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 130 | 0,78 | 21 | 5,00 |
