Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i SPDR Series Trust - SPDR Portfolio Corporate Bond ETF inkluderar Exchange Traded Concepts, Llc, HCXSX - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares, HCIIX - The Core Fixed Income Portfolio HC Strategic Shares, Aqr Capital Management Llc, Prosperity Wealth Management, Inc., NWF Advisory Services Inc., Advyzon Investment Management, LLC, Sovran Advisors, LLC, Betterment LLC, Rothschild Investment Llc, och Virtus Fixed Income Advisers, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Cetera Investment Advisers | 43 136 | 16,14 | 1 260 | 16,88 | ||||
| 2025-08-08 | 13F | Creative Planning | 16 712 | 63,62 | 488 | 64,86 | ||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 733 807 | 59,54 | 21 302 | 61,38 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 1 340 903 | 1,08 | 39 181 | 1,74 | ||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 9 119 | 1,00 | 266 | 1,53 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 248 083 | 3,41 | 7 249 | 4,09 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 10 043 | 290 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 7 883 | 1,31 | 229 | 4,11 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 183 416 | 160,25 | 5 345 | 161,32 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 30 398 | 888 | ||||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 350 334 | 3,05 | 10 170 | 4,99 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 63 644 | 100,00 | 1 860 | 101,41 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 45 694 | 2,04 | 1 335 | 2,69 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 208 156 | 70,41 | 6 082 | 71,57 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 335 023 | 1,37 | 39 009 | 2,04 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 60 928 | 17,19 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 702 160 | 2,72 | 78 957 | 3,39 | ||||
| 2025-07-09 | 13F | Sterling Manor Financial, LLC | 538 925 | 5,32 | 15 747 | 6,01 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 170 | 254,17 | 5 | 300,00 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 25 907 | 26,17 | 752 | 27,89 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 839 | 7,48 | 54 | 8,16 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 61 250 | 9,59 | 1 790 | 10,30 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 106 160 | 8,74 | 3 102 | 9,46 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 6 895 | 201 | ||||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 16 780 | 490 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 483 | 28,80 | 14 | 40,00 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 77 755 | 17,82 | 2 272 | 18,64 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 31 275 | 16,18 | 914 | 16,90 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 17 693 | 517 | ||||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 78 141 | 91,06 | 2 283 | 92,33 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 67 542 | 8,34 | 1 974 | 9,07 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 113 438 | 63,30 | 3 315 | 64,38 | ||||
| 2025-08-13 | 13F | Virtus Fixed Income Advisers, LLC | 212 | 6 | ||||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 62 560 | 2,90 | 1 828 | 3,63 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 374 959 | 14,87 | 10 956 | 17,20 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 53 652 | 5,46 | 1 568 | 6,17 | ||||
| 2025-08-27 | NP | HCIIX - The Core Fixed Income Portfolio HC Strategic Shares | 178 845 | 5 226 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1 131 824 | 88,63 | 33 072 | 89,87 | ||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 179 257 | 0,96 | 5 215 | 1,16 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1 494 916 | 43 681 | ||||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 680 216 | 1,71 | 19 876 | 2,37 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 9 841 | 0,35 | 288 | 1,06 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 36 645 | 108,39 | 1 071 | 109,80 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 1 179 900 | 3,42 | 34 477 | 4,10 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 3 510 | 103 | ||||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 551 268 | 8,59 | 15 910 | 11,21 | ||||
| 2025-08-14 | 13F | Betterment LLC | 8 387 | 0 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 294 861 | 8,79 | 9 | 14,29 | ||||
| 2025-08-27 | NP | HCXSX - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares | 312 290 | 9 125 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 255 152 | 3,59 | 7 456 | 4,27 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 664 234 | 11,57 | 19 409 | 12,30 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 127 541 | 3,47 | 3 727 | 4,14 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 26 338 | 19,70 | 770 | 20,53 | ||||
| 2025-08-14 | 13F | UBS Group AG | 7 200 | 2,86 | 210 | 3,45 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 530 | 15 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 98 885 | 0,30 | 2 889 | 0,94 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 12 430 | 363 | ||||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 247 | 1,23 | 7 | 0,00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 7 333 | 30,69 | 214 | 32,10 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 1 678 522 | 0,32 | 49 | 2,08 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 109 347 | 83,81 | 3 195 | 85,11 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 339 046 | 29,26 | 9 907 | 30,10 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 604 981 | 5,36 | 46 898 | 6,04 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 112 499 | 58,46 | 3 287 | 59,49 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 483 093 | 1,22 | 14 116 | 1,88 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 904 105 | 118,21 | 26 418 | 119,65 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Graney & King, LLC | 356 | 1,14 | 10 | 0,00 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 327 | 2,51 | 10 | 0,00 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 13 794 | 403 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2 934 | 17,27 | 86 | 18,06 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 140 899 | 15,71 | 4 117 | 16,50 |
