Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i SSGA Active Trust - SPDR SSGA Multi-Asset Real Return ETF inkluderar Savant Capital, LLC, KWB Wealth, XY Planning Network, Inc., NDOW - Anydrus Advantage ETF, Principal Financial Group Inc, Prairieview Wealth Partners, Llc, Coppell Advisory Solutions LLC, Davidson Trust Co, Skopos Labs, Inc., Cwm, Llc, Private Wealth Asset Management, LLC, och Strategic Wealth Partners, Ltd. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-01 | 13F | Private Client Services, Llc | 110 787 | 45,41 | 3 223 | 48,21 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 62 206 | 13,70 | 1 810 | 15,89 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 56 | 2 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 296 665 | 2,64 | 8 630 | 4,61 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 18 118 | 527 | ||||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 17 961 | 18,20 | 522 | 20,55 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 072 | 62,42 | 31 | 72,22 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 263 332 | 5,45 | 7 660 | 7,48 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 660 306 | 2,18 | 19 | 5,56 | ||||
| 2025-08-07 | 13F | Prairieview Wealth Partners, Llc | 14 696 | 428 | ||||||
| 2025-07-28 | 13F | Davidson Trust Co | 8 414 | 245 | ||||||
| 2025-08-07 | 13F | Illumine Investment Management, LLC | 52 656 | 1,38 | 1 532 | 3,31 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 125 | 4 | ||||||
| 2025-07-09 | 13F | Veracity Capital LLC | 14 813 | 17,53 | 431 | 19,78 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 364 177 | 18,02 | 10 594 | 20,29 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 282 230 | 1,66 | 8 210 | 3,62 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 9 132 | 0,37 | 266 | 2,32 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 147 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 315 239 | 52,37 | 9 170 | 55,32 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 35 194 | 32,59 | 1 024 | 35,14 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 15 464 | 12,23 | 450 | 14,25 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 177 | 5 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 458 | 49,67 | 13 | 62,50 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 333 177 | 4,12 | 9 692 | 6,13 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 41 627 | 103,93 | 1 211 | 107,90 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 758 | 0,80 | 22 | 4,76 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 118 354 | 165,92 | 3 443 | 171,02 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 299 579 | 6,17 | 8 715 | 8,23 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 5 309 | 154 | ||||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 904 459 | 1,67 | 25 813 | 7,39 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 34 946 | 139,54 | 1 017 | 144,23 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 9 175 | 20,77 | 267 | 23,15 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 228 667 | 24,57 | 6 652 | 26,98 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 16 794 | 52,58 | 489 | 55,41 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 10 074 | 24,89 | 293 | 27,39 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3 159 | 14,91 | 92 | 16,67 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 19 930 | 3,14 | 580 | 5,08 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 25 648 | 26,50 | 746 | 29,07 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 12 447 | 8,26 | 362 | 10,37 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 37 822 | 24,93 | 1 100 | 27,31 | ||||
| 2025-07-17 | 13F | KWB Wealth | 45 733 | 1 305 | ||||||
| 2025-08-28 | NP | NDOW - Anydrus Advantage ETF | 23 216 | 675 | ||||||
| 2025-07-15 | 13F | Retireful, LLC | 79 011 | 2 298 | ||||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 8 728 | 0,28 | 0 | |||||
| 2025-07-17 | 13F | XML Financial, LLC | 24 428 | 711 | ||||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 27 972 | 814 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 20 622 | 34,01 | 1 | |||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 10 467 | 304 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 5 029 | 527,06 | 146 | 595,24 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 1 984 674 | 0,07 | 58 | 1,79 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 798 709 | 36,11 | 23 234 | 38,74 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 38 232 | 68,11 | 1 | |||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 311 211 | 18,92 | 9 053 | 21,22 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 53 649 | 0,59 | 1 561 | 2,50 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 8 363 | 2,85 | 244 | 5,17 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 102 091 | 53,68 | 2 970 | 56,68 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 115 | 62 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 74 308 | 145,20 | 2 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 22 998 | 3,59 | 669 | 5,69 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 332 162 | 4,89 | 38 753 | 6,91 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 50 592 | 2,58 | 1 472 | 4,55 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 1 259 697 | 5,43 | 36 645 | 7,46 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 902 347 | 26 249 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 69 258 | 2,87 | 2 015 | 4,84 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 7 806 | 70 863,64 | 227 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 14 009 | 408 | ||||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 86 710 | 0,11 | 2 522 | 2,02 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 39 715 | 6,11 | 1 155 | 8,15 |
