Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i SPDR Series Trust - SPDR SSGA US Small Cap Low Volatility Index ETF inkluderar Summit Wealth Group Llc / Co, Fragasso Group Inc., och Assetmark, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | DORVAL Corp | 74 202 | 4,19 | 9 284 | −0,42 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 165 | 21 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 2 988 | 5,55 | 374 | 7,49 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 36 642 | 1,82 | 4 584 | 3,69 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 1 602 | 200 | ||||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 113 | 0,89 | 14 | 7,69 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 13 562 | 10,05 | 1 697 | 12,02 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 2 909 | 364 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 6 100 | 0,15 | 763 | 2,01 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 2 541 | 7,90 | 318 | 9,69 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 112 | 0,90 | 14 | 0,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 8 225 | 44,81 | 1 029 | 47,49 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 75 092 | 25,27 | 9 395 | 27,55 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 629 | 1,94 | 79 | 0,00 | ||||
| 2025-08-05 | 13F | Roffman Miller Associates Inc /pa/ | 2 932 | 0,55 | 367 | 2,23 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 346 | 62,17 | 169 | 65,69 | ||||
| 2025-08-14 | 13F | UBS Group AG | 10 285 | 1,50 | 1 287 | 3,29 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 10 664 | 6,45 | 1 334 | 8,46 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 7 387 | 4,51 | 924 | 6,45 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 19 694 | 2 464 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 4 056 | 2,81 | 508 | 4,75 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 2 015 | 0,05 | 252 | 2,02 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 5 513 | 86,00 | 690 | 89,29 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 9 798 | 41,30 | 1 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 5 118 | 16,93 | 641 | 19,14 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 23 417 | 1,96 | 2 930 | 3,79 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3 062 | 1,36 | 383 | 3,23 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 383 | 0,79 | 48 | 2,17 | ||||
| 2025-08-13 | 13F | Navis Wealth Advisors, LLC | 6 050 | 0,67 | 757 | 2,44 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 668 | 0,60 | 84 | 2,47 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 2 272 | 0,53 | 284 | 2,53 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 3 985 | 0,66 | 499 | 2,47 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 3 846 | 0,65 | 481 | 2,56 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 64 889 | 4,75 | 8 | 14,29 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 59 | 1,72 | 7 | 0,00 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 2 979 | 0,27 | 373 | 1,92 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 115 | 0,88 | 14 | 0,00 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 4 493 | 562 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 5 762 | 16,08 | 721 | 18,23 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 13 361 | 3,29 | 2 | 0,00 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 2 725 | 341 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 1 991 | 0,61 | 249 | 2,47 |
