Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i SPDR Index Shares Funds - SPDR Portfolio MSCI Global Stock Market ETF inkluderar Foronjy Financial Llc, Financial Engines Advisors L.L.C., Perennial Advisors, LLC, Jones Financial Companies Lllp, Qube Research & Technologies Ltd, Ameritas Advisory Services, LLC, Total Investment Management Inc, och Accredited Wealth Management, 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-16 | 13F | RWM Asset Management, LLC | 58 018 | 6,26 | 4 003 | 17,49 | ||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 5 781 | 20,46 | 399 | 33,11 | ||||
2025-07-30 | 13F/A | KPP Advisory Services LLC | 9 339 | 8,91 | 644 | 20,37 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 85 735 | 43,52 | 5 916 | 58,66 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 11 381 | 64,44 | 785 | 81,48 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 27 088 | 21,75 | 2 | 0,00 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 6 856 | 4,15 | 473 | 15,37 | ||||
2025-07-09 | 13F | Act Wealth Management, Llc | 39 546 | 8,49 | 2 729 | 19,91 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 75 031 | 8,21 | 5 179 | 19,64 | ||||
2025-07-15 | 13F | Perennial Advisors, LLC | 3 600 | 248 | ||||||
2025-07-29 | 13F | APCM Wealth Management for Individuals | 3 918 | 16,71 | 270 | 29,19 | ||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 14 856 | 8,45 | 1 025 | 19,88 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 11 466 | 21,82 | 791 | 34,58 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 428 | 0,94 | 30 | 11,54 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 376 | 0,80 | 26 | 8,70 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 42 231 | 64,95 | 2 914 | 82,29 | ||||
2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 71 054 | 5,61 | 4 903 | 16,74 | ||||
2025-08-07 | 13F | PFG Advisors | 8 028 | 8,97 | 554 | 20,48 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 129 | 37,23 | 9 | 60,00 | ||||
2025-08-14 | 13F | Fmr Llc | 954 | 34,18 | 66 | 47,73 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 9 291 | 28,74 | 641 | 42,44 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 171 | 12 | ||||||
2025-08-05 | 13F | Scarborough Advisors, LLC | 659 | 45 | ||||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 54 091 | 3 732 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 2 628 272 | 11,81 | 181 351 | 23,59 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 7 826 | 3,10 | 540 | 14,16 | ||||
2025-07-18 | 13F | Schaeffer Financial LLC | 246 783 | 2,40 | 17 028 | 13,20 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 4 331 | 320,08 | 299 | 365,63 | ||||
2025-08-14 | 13F | UBS Group AG | 85 916 | 2,51 | 5 928 | 13,32 | ||||
2025-07-08 | 13F | Advance Capital Management, Inc. | 359 801 | 1,30 | 24 826 | 11,98 | ||||
2025-08-06 | 13F | Convergence Financial, LLC | 32 061 | 1,94 | 2 212 | 12,68 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 26 588 | 2,05 | 1 835 | 12,79 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 4 870 | 1,80 | 336 | 12,75 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 60 256 | 100,35 | 4 158 | 121,47 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 44 040 | 59,28 | 3 039 | 76,17 | ||||
2025-08-05 | 13F | Bridgewater Advisors Inc. | 6 051 | 1,65 | 427 | 14,21 | ||||
2025-08-11 | 13F | Tidemark, LLC | 156 | 126,09 | 11 | 150,00 | ||||
2025-08-04 | 13F | Balentine LLC | 88 466 | 85,16 | 6 104 | 104,69 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 2 463 | 0,61 | 170 | 11,18 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-08 | 13F | Parallel Advisors, LLC | 221 | 15 | ||||||
2025-08-08 | 13F | New England Capital Financial Advisors LLC | 9 739 | 5,99 | 672 | 17,10 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 241 495 | 179,51 | 17 | 220,00 | ||||
2025-07-25 | 13F | Verdence Capital Advisors LLC | 6 450 | 0,86 | 445 | 11,53 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 8 964 | 12,71 | 1 | |||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 1 562 | 107 | ||||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 99 002 | 640,48 | 6 831 | 719,06 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 5 085 | 351 | ||||||
2025-07-18 | 13F | Financial Consulate, Inc | 41 176 | 4,46 | 2 841 | 15,49 | ||||
2025-07-29 | 13F | Private Trust Co Na | 10 348 | 0,64 | 714 | 11,39 | ||||
2025-08-14 | 13F | Foronjy Financial Llc | 35 332 | 2 438 | ||||||
2025-08-11 | 13F | United Advisor Group, LLC | 3 589 | 0,50 | 248 | 11,26 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 2 929 | 202 | ||||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 1 332 | 6,90 | 92 | 16,67 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 2 313 | 0,83 | 160 | 11,19 | ||||
2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 20 167 | 12,56 | 1 391 | 24,42 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 112 093 | 10,19 | 7 734 | 21,81 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 680 | 0,18 | 116 | 10,58 | ||||
2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 12 398 | 0,54 | 855 | 11,18 | ||||
2025-08-29 | 13F | Total Investment Management Inc | 1 | 0 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 8 800 | 607 | ||||||
2025-08-12 | 13F | Accredited Wealth Management, LLC | 1 | 0 | ||||||
2025-08-12 | 13F | Financial Advocates Investment Management | 10 256 | 708 | ||||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 15 316 | 1,06 | 1 089 | 13,44 | ||||
2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 9 009 | 6,63 | 622 | 17,84 | ||||
2025-08-14 | 13F | C M Bidwell & Associates Ltd | 3 552 | 0,03 | 245 | 10,86 | ||||
2025-08-15 | 13F | Morgan Stanley | 129 876 | 35,80 | 8 962 | 50,13 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 1 214 | 84 | ||||||
2025-07-23 | 13F | Peak Financial Management, Inc. | 373 490 | 0,32 | 25 771 | 10,90 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 32 040 | 1,27 | 2 211 | 11,96 | ||||
2025-07-31 | 13F | FSM Wealth Advisors, LLC | 10 506 | 2,63 | 726 | 13,46 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 349 573 | 24 121 | ||||||
2025-08-11 | 13F | Western Wealth Management, LLC | 7 355 | 5,95 | 507 | 17,09 |