Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i SPDR Index Shares Funds - SPDR Dow Jones Global Real Estate ETF inkluderar Glenmede Investment Management, LP, OneAscent Financial Services LLC, Lunt Capital Management, Inc., Fi3 FINANCIAL ADVISORS, LLC, Gts Securities Llc, Discipline Wealth Solutions, LLC, Financial Network Wealth Management LLC, Trust Co Of Toledo Na /oh/, Mount Yale Investment Advisors, LLC, och Crews Bank & Trust .
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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 24 956 | 1,06 | 1 102 | 2,23 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 18 159 | 28,62 | 802 | 30,03 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 113 052 | 13,24 | 4 990 | 14,55 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 4 658 | 206 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 473 | 75,19 | 21 | 81,82 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 300 | 13 | ||||||
| 2025-07-21 | 13F | Crews Bank & Trust | 31 | 1 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 22 174 | 0,65 | 979 | 1,77 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 16 396 | 12,20 | 724 | 13,50 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 7 197 | 11,32 | 317 | 12,06 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 21 733 | 5,28 | 959 | 6,56 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 7 249 | 4,98 | 320 | 5,98 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 31 176 | 3,50 | 1 376 | 4,72 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 443 869 | 1,40 | 63 732 | 2,56 | ||||
| 2025-08-11 | 13F | Banque Cantonale Vaudoise | 48 668 | 6,29 | 2 | 100,00 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 15 250 | 9,26 | 673 | 10,51 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 435 275 | 8,87 | 19 213 | 10,12 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 4 332 | 3,93 | 191 | 5,52 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 351 013 | 3,36 | 15 494 | 4,55 | ||||
| 2025-08-14 | 13F | State Street Corp | 6 154 007 | 4,38 | 271 638 | 5,58 | ||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 22 393 | 988 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1 518 | 1,07 | 67 | 1,54 | ||||
| 2025-07-22 | 13F | White & Co Financial Planning Inc | 117 574 | 1,33 | 5 178 | 2,94 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 28 002 | 91,94 | 1 236 | 94,03 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 285 | 1,06 | 13 | 0,00 | ||||
| 2025-08-28 | NP | SSBWX - State Street Target Retirement 2030 Fund Class I This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2 032 945 | 9,36 | 89 734 | 10,61 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 4 713 | 208 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 744 | 217,09 | 77 | 216,67 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 12 833 | 0,46 | 566 | 1,62 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 76 602 | 1,88 | 3 343 | 3,66 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 18 613 | 0,44 | 822 | 1,61 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 291 | 0,34 | 13 | 0,00 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 143 592 | 3,57 | 6 338 | 4,76 | ||||
| 2025-07-08 | 13F | Boltwood Capital Management | 24 340 | 16,93 | 1 074 | 18,28 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 14 270 | 0,01 | 630 | 1,13 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 142 137 | 14,40 | 6 | 20,00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 567 912 | 1,54 | 25 068 | 2,70 | ||||
| 2025-08-28 | NP | SSCJX - State Street Target Retirement 2035 Fund Class I This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 187 815 | 103,54 | 8 290 | 105,91 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 128 | 6 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 156 | 7 | ||||||
| 2025-08-06 | 13F | Innealta Capital, Llc | 8 830 | 12,53 | 390 | 13,74 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 480 | 0,63 | 21 | 5,00 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 11 440 | 1 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 101 143 | 13,50 | 4 464 | 14,81 | ||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 7 312 | 0 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 92 779 | 1,69 | 4 | 33,33 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 63 082 | 76,27 | 2 784 | 78,35 | ||||
| 2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 7 786 | 344 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 42 051 | 0,44 | 1 856 | 1,59 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 131 | 6 | ||||||
| 2025-07-17 | 13F | Emerald Advisors, LLC | 5 943 | 262 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 14 118 | 13,22 | 616 | 15,36 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 72 432 | 145,59 | 3 197 | 148,33 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 4 840 | 1,49 | 0 | |||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 37 766 | 1 667 | ||||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 623 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 5 368 | 237 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 64 828 | 3 | ||||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 5 186 | 0,68 | 231 | 2,68 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 439 | 3,54 | 19 | 5,56 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 5 879 | 259 | ||||||
| 2025-07-17 | 13F | XML Financial, LLC | 15 170 | 0,75 | 670 | 1,83 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 22 115 | 3,41 | 985 | 13,76 | ||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 115 241 | 0,14 | 5 087 | 5,15 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 307 117 | 4,79 | 13 556 | 5,99 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 31 | 1 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 15 030 | 1 107,23 | 1 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3 277 | 0,09 | 145 | 1,41 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2 275 | 69,78 | 100 | 72,41 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 120 | 0,84 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 139 111 | 1,94 | 6 126 | 3,57 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 776 801 | 34 288 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 66 489 | 2,32 | ||||||
| 2025-08-14 | 13F/A | Barclays Plc | 27 771 | 5,63 | 1 | 0,00 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 4 622 | 204 | ||||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 156 | 23,81 | 7 | 20,00 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 69 538 | 0,48 | 3 | 0,00 | ||||
| 2025-07-29 | 13F | MPS Loria Financial Planners, LLC | 10 824 | 0,82 | 478 | 1,92 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 5 384 | 0,54 | 238 | 1,72 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 70 050 | 1,29 | 3 | 0,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2 379 | 8,48 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1 787 | 0,90 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 450 000 | 1 264,13 | 19 863 | 1 280,33 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 25 481 | 1,02 | 1 125 | 2,18 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 529 | 0,19 | 23 | 0,00 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 279 256 | 3,32 | 12 326 | 4,50 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 10 764 | 475 |
