Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i SPDR Series Trust - SPDR Dow Jones REIT ETF inkluderar Landmark Wealth Management, Inc., Signal Advisors Wealth, LLC, Glenmede Investment Management, LP, Axxcess Wealth Management, Llc, Novus Advisors, Llc, GeoWealth Management, LLC, International Private Wealth Advisors LLC, Lockerman Financial Group, Inc., Midwest Trust Co, Balboa Wealth Partners, Iams Wealth Management, Llc, Hilltop Holdings Inc., Richard W. Paul & Associates, LLC, Hemington Wealth Management, Transce3nd, LLC, Atlantic Union Bankshares Corp, EBI - Longview Advantage ETF, Fourth Dimension Wealth, LLC, Evolution Wealth Management Inc., 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | West Paces Advisors Inc. | 203 | 20 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 1 125 | 55,17 | 108 | 52,11 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 5 648 | 545 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 54 568 | 99,79 | 5 262 | 94,38 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 181 | 0 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 17 713 | 81,69 | 1 708 | 76,81 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 8 142 | 1 024,59 | 790 | 1 011,27 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 17 323 | 3,32 | 1 671 | 0,54 | ||||
| 2025-07-24 | 13F | Lee Financial Co | 3 235 | 18,63 | 312 | 15,19 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 17 588 | 1 696 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 353 | 6,97 | 34 | 6,25 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 49 077 | 1 226,76 | 4 733 | 1 192,90 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 10 800 | 285,71 | 1 042 | 275,81 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 12 830 | 19,90 | 1 237 | 16,70 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 3 608 | 348 | ||||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 24 816 | 29,07 | 2 393 | 25,62 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 6 332 | 611 | ||||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 303 | 1,00 | 29 | 0,00 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 3 370 | 0,30 | 325 | −2,40 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 6 720 | 648 | ||||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 4 872 | 470 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 3 108 | 3,81 | 300 | 1,01 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 212 | 96,30 | 0 | |||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 4 044 | 390 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 423 587 | 52,91 | 40 851 | 48,78 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 60 088 | 1,15 | 6 | 0,00 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 149 528 | 14 420 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 10 790 | 67,83 | 1 041 | 63,27 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 1 116 | 108 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 5 656 | 28,14 | 545 | 24,71 | ||||
| 2025-08-28 | NP | GAL - SPDR SSGA Global Allocation ETF 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 | 90 614 | 215 647,62 | 8 739 | 291 166,67 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 17 905 | 2,35 | 1 775 | 2,60 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 3 418 | 330 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 90 | 9 | ||||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 327 | 32 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2 072 | 82,72 | 200 | 77,68 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 3 775 | 0,05 | 364 | −2,67 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 184 | −2,65 | ||||||
| 2025-04-29 | NP | EBI - Longview Advantage ETF | 53 | 5 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2 972 | 141,63 | 287 | 136,36 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 2 466 | 19,59 | 238 | 16,18 | ||||
| 2025-08-28 | NP | INKM - SPDR SSGA Income Allocation ETF 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 | 48 098 | 122,26 | 4 639 | 116,32 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 24 848 | 95,73 | 2 396 | 90,46 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 2 490 | 4,23 | 240 | 1,69 | ||||
| 2025-08-14 | 13F | UBS Group AG | 226 705 | 10,61 | 21 863 | 7,62 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 7 794 | 752 | ||||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 2 303 | 222 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 42 086 | 145,09 | 4 059 | 138,43 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 623 | 0,65 | 60 | −1,64 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 43 370 | 356,96 | 4 | |||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 29 170 | 2 813 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 9 455 | 357,43 | 1 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 187 | 790,48 | 18 | 750,00 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 3 645 | 15,75 | 352 | 12,50 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 14 511 | 8,42 | 1 399 | 5,51 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 55 | 0 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 15 574 | 11 267,88 | 1 502 | 11 446,15 | ||||
| 2025-08-28 | NP | SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares | 212 896 | 367,63 | 20 532 | 329,97 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 18 147 | 0,07 | 1 750 | −2,62 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 205 | 0,99 | 20 | −5,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 34 215 | 5,60 | 3 312 | 3,05 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 195 | 596,43 | 19 | 800,00 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 6 592 | 636 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 10 163 | 980 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 10 674 | 3,24 | 1 029 | 0,49 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 25 354 | 163,36 | 2 445 | 156,29 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 4 756 | 459 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 23 | 2 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 487 668 | 139,39 | 47 031 | 132,91 | ||||
| 2025-08-14 | 13F | Comerica Bank | 8 616 | 0,64 | 831 | −2,12 | ||||
| 2025-08-27 | NP | RLY - SPDR SSGA Multi-Asset Real Return ETF 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 | 280 549 | 1 074,83 | 27 056 | 1 043,53 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 711 | 11,10 | 165 | 8,55 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 28 529 | 0,09 | 2 751 | −2,62 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 4 360 | 40,15 | 432 | 40,72 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 3 999 | 386 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 17 282 | 98,87 | 1 666 | 93,50 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 32 467 | 3 131 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 36 962 | 401,04 | 3 565 | 387,55 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 97 616 | 9,10 | 9 414 | 6,16 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 185 | 49,19 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 8 575 | 0,70 | 827 | −2,01 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 20 471 | 1 974 | ||||||
| 2025-07-23 | 13F | Sachetta, LLC | 1 860 | 7,58 | 179 | 4,68 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 679 746 | 20,79 | 65 555 | 17,52 | ||||
| 2025-08-14 | 13F | State Street Corp | 412 142 | 39 747 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 195 149 | 743,92 | 18 820 | 721,12 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 6 239 | 7,79 | 609 | 6,11 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 99 | 10 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 6 835 | 1,88 | 660 | −0,75 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 229 596 | 22 142 | ||||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Global Tactical Allocation Managed Volatility Fund Standard Class | 91 678 | 12,08 | 8 841 | 49,72 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 890 | 9,69 | 182 | 7,06 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 25 | 2 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 45 696 | 5,52 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 2 362 | 228 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 346 690 | 11,60 | 33 435 | 8,58 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 16 001 | 0,90 | 1 543 | −1,78 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 10 454 | 4 386,70 | 1 008 | 4 282,61 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 116 | 0,87 | 11 | 0,00 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 45 930 | 4,65 | 4 429 | 1,82 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 11 408 | 1 100 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 145 | 14 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 231 | 0,87 | 22 | 0,00 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 1 987 301 | 2,83 | 191 655 | 0,05 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 7 812 | 753 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 12 909 | 69,68 | 1 | |||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 115 | 210,81 | 11 | 266,67 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 81 | 1,25 | 8 | 0,00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 83 619 | 81,96 | 8 064 | 77,04 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 11 992 | 12,55 | 1 156 | 9,47 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 43 109 | 9 131,05 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 100 | 50,89 | 105 | 47,89 | ||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 1 669 | 0,91 | 161 | −1,84 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 49 327 | 83,23 | 4 757 | 78,23 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 6 | 1 | ||||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 4 859 | 1,10 | 469 | −1,68 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 64 577 | 4,87 | 6 228 | 2,03 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 126 908 | 1,99 | 12 239 | −0,76 |
