Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i SPDR Index Shares Funds - SPDR Dow Jones International Real Estate ETF inkluderar Austin Private Wealth, LLC, Landmark Wealth Management, Inc., Signal Advisors Wealth, LLC, Change Path, LLC, Novus Advisors, Llc, Raymond James Financial Inc, Principal Securities, Inc., Richard W. Paul & Associates, LLC, Smallwood Wealth Investment Management, LLC, och Evolution Wealth Management 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 228 | 6 | ||||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 22 207 | 4,83 | 609 | 17,57 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 21 633 | 593 | ||||||
2025-08-14 | 13F | Royal Bank Of Canada | 28 619 | 44,67 | 785 | 62,53 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 26 247 | 719 | ||||||
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 | 419 745 | 729,72 | 11 501 | 829,00 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 10 124 | 277 | ||||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 207 | 6 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 38 017 | 805,81 | 994 | 874,51 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 7 304 | 0,08 | 200 | 12,36 | ||||
2025-07-17 | 13F | Raleigh Capital Management Inc. | 24 879 | 682 | ||||||
2025-08-27 | NP | Brighthouse Funds Trust I - SSGA Growth ETF Portfolio Class A | 267 964 | 7 342 | ||||||
2025-07-25 | 13F | Richardson Financial Services Inc. | 14 577 | 375,60 | 401 | 433,33 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 2 970 | 81 | ||||||
2025-08-14 | 13F | State Street Corp | 2 043 085 | 184,65 | 55 981 | 218,61 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 23 340 | 640 | ||||||
2025-08-14 | 13F | Novus Advisors, Llc | 8 563 | 235 | ||||||
2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 134 | 3 | ||||||
2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 11 131 | 305 | ||||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 7 974 | 300,70 | 218 | 354,17 | ||||
2025-08-01 | 13F | Austin Private Wealth, LLC | 65 043 | 1 782 | ||||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 100 | 3 | ||||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 500 | 24 900,00 | 14 | |||||
2025-07-14 | 13F | Park Avenue Securities Llc | 116 413 | 3 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 18 740 | 513 | ||||||
2025-07-22 | 13F | Aspire Private Capital, LLC | 42 411 | 1 162 | ||||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 70 | 2 | ||||||
2025-07-24 | 13F | IFP Advisors, Inc | 2 088 | 57 | ||||||
2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 15 345 | 420 | ||||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 33 503 | 918 | ||||||
2025-07-28 | 13F | Mutual Advisors, LLC | 31 347 | 846 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 26 977 | 739 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 196 | 0,51 | 5 | 25,00 | ||||
2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 227 893 | 6 244 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 460 687 | 1 604,23 | 12 623 | 1 809,53 | ||||
2025-09-04 | 13F | Beacon Capital Management, Inc. | 735 | 20 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 54 051 | 1,54 | 1 481 | 13,66 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 144 | 1,41 | 4 | 0,00 | ||||
2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 1 378 | 38 | ||||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 515 868 | 14 135 | ||||||
2025-07-09 | 13F | Breakwater Investment Management | 766 | 12,15 | 21 | 25,00 | ||||
2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 489 | 0,62 | 13 | 18,18 | ||||
2025-08-04 | 13F | Assetmark, Inc | 335 510 | 233,93 | 9 193 | 273,81 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 4 227 | 8,72 | 116 | 21,05 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 183 | 5 | ||||||
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 | 141 710 | 228,18 | 3 883 | 218,72 | ||||
2025-05-14 | 13F | Huntington National Bank | 12 | 9,09 | ||||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 617 | 17 | ||||||
2025-08-14 | 13F | Comerica Bank | 12 153 | 2,80 | 333 | 14,88 | ||||
2025-07-07 | 13F | Upper Left Wealth Management, LLC | 38 383 | 31,59 | 1 052 | 47,20 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 669 | 3 421,05 | 18 | |||||
2025-08-11 | 13F | Principal Securities, Inc. | 1 953 | 54 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 387 405 | 2 145,70 | 10 615 | 2 415,17 | ||||
2025-07-28 | 13F | Frazier Financial Advisors, LLC | 22 | 4,76 | 1 | |||||
2025-07-15 | 13F | Ballentine Partners, LLC | 90 659 | 95,61 | 2 484 | 119,05 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 490 | 36,87 | 13 | 62,50 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 17 695 | 66,23 | 485 | 86,15 | ||||
2025-08-05 | 13F | NewSquare Capital LLC | 111 | 3 | ||||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 525 | 1 212,50 | 14 | |||||
2025-07-21 | 13F | Ascent Group, LLC | 8 731 | 239 | ||||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 11 209 | 0 | ||||||
2025-08-11 | 13F | Covestor Ltd | 84 | 0 | ||||||
2025-08-13 | 13F | Idaho Trust Bank | 110 008 | 19,87 | 3 013 | 34,21 | ||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 8 217 | 225 | ||||||
2025-08-06 | 13F | Florin Court Capital LLP | 64 023 | 66,22 | 1 754 | 86,20 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 55 001 | 33 033,13 | 1 507 | 37 575,00 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 41 747 | 306,53 | 1 144 | 355,38 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 13 964 | 53,75 | 383 | 72,07 | ||||
2025-07-29 | 13F | Private Trust Co Na | 746 | 18,04 | 20 | 33,33 | ||||
2025-07-28 | 13F | Innova Wealth Partners | 247 509 | 135,12 | 6 782 | 163,24 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 14 330 | 1,02 | 393 | 12,97 | ||||
2025-08-12 | 13F | Change Path, LLC | 15 527 | 425 | ||||||
2025-08-05 | 13F | Landmark Wealth Management, Inc. | 36 434 | 998 | ||||||
2025-08-06 | 13F | AE Wealth Management LLC | 15 278 | 2 931,35 | 419 | 3 383,33 |