Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i SPDR Series Trust - SPDR Portfolio TIPS ETF inkluderar SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares, Atlantic Union Bankshares Corp, Binnacle Investments Inc, och Kilter Group 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-07 | 13F | Verde Capital Management | 122 507 | 14,15 | 3 193 | 12,75 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 4 272 | 1,30 | 111 | 0,00 | ||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 248 705 | 16,46 | 6 481 | 15,05 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 61 824 | 8,58 | 1 611 | 7,26 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 89 | 1,14 | 2 | 0,00 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 13 376 | 11,25 | 349 | 9,78 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 404 112 | 2,29 | 36 591 | 1,05 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 45 378 | 3,29 | 1 183 | 1,98 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 15 942 | 2,17 | 415 | 5,33 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 812 | 82,06 | 21 | 90,91 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 166 920 | 109,51 | 4 350 | 107,00 | ||||
| 2025-08-14 | 13F | Treasure Coast Financial Planning | 37 139 | 1,95 | 968 | 0,73 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 8 388 | 854,27 | 219 | 847,83 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 379 | 44,11 | 10 | 50,00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 18 627 | 485 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 43 542 | 1 135 | ||||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 903 222 | 10,86 | 23 538 | 9,52 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 39 416 | 18,04 | 1 027 | 16,70 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 4 671 | 11,21 | 122 | 10,00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 24 | 118,18 | 1 | |||||
| 2025-08-13 | 13F | Kilter Group LLC | 7 | 0 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 14 671 | 1,28 | 382 | 0,00 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 12 000 | 313 | ||||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 8 167 | 213 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3 448 | 7 236,17 | 90 | 8 800,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 426 472 | 22,18 | 11 114 | 20,70 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 361 817 | 29,52 | 9 429 | 27,94 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 115 206 | 1,72 | 3 002 | 0,50 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 29 575 | 4,81 | 1 | |||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 1 201 | 0 | ||||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 80 | 1,27 | 2 | 0,00 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 261 195 | 11,10 | 6 807 | 9,76 | ||||
| 2025-08-08 | 13F | Creative Planning | 22 122 | 3,72 | 577 | 2,49 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 87 074 | 0,05 | 2 269 | −1,13 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 161 586 | 29,76 | 4 211 | 28,16 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 16 | 0 | ||||||
| 2025-08-14 | 13F | State Street Corp | 3 783 799 | 114,85 | 98 606 | 112,25 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 30 998 | 0,01 | 808 | −1,22 | ||||
| 2025-08-14 | 13F | Comerica Bank | 34 774 | 16,66 | 906 | 15,27 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 145 800 | 1,27 | 3 800 | 0,05 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1 712 | 45 | ||||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 10 856 | 0,53 | 281 | 1,08 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 609 523 | 1,02 | 15 884 | −0,20 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 628 | 0,16 | 16 | 0,00 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 25 383 | 0,48 | 661 | 0,00 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 65 744 | 0,31 | 1 713 | −0,93 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 632 | 16 | ||||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 1 945 | 1,51 | 51 | 0,00 | ||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 3 130 | 117,66 | 82 | 118,92 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 27 125 | 16,87 | 707 | 15,36 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 31 500 | 5,31 | 821 | 3,93 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 130 | 1 200,00 | 3 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 593 357 | 8,78 | 15 463 | 7,46 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 313 481 | 918,75 | 8 169 | 907,27 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 12 621 | 1,24 | 329 | 0,00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 86 587 | 11,13 | 2 | 0,00 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 42 | 1 | ||||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 10 917 | 37,25 | 284 | 35,89 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 630 836 | 6,10 | 16 455 | 5,67 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 200 | 0 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 20 304 | 11,69 | 529 | 10,44 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 839 | 22 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 9 407 | 2,02 | 245 | 0,82 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 97 446 | 0,37 | 2 539 | −0,86 | ||||
| 2025-07-17 | 13F | KWB Wealth | 18 986 | 8,75 | 501 | 13,38 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 17 652 | 0,86 | 460 | −0,22 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 3 028 405 | 10,61 | 79 | 8,33 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 2 059 | 54 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 610 | 16 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 154 230 | 4 019 | ||||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 1 748 | 4,61 | 46 | 2,27 | ||||
| 2025-08-28 | NP | SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares | 2 036 766 | 53 078 | ||||||
| 2025-08-14 | 13F | Note Advisors, LLC | 96 573 | 3,61 | 2 517 | 2,36 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 13 112 | 0,78 | 342 | −0,58 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 99 673 | 53,11 | 2 597 | 51,25 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 14 869 | 9,22 | 387 | 7,80 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 11 674 | 0,44 | 304 | −0,65 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 945 | 0,32 | 25 | 0,00 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 16 599 | 0 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 171 831 | 6,51 | 4 478 | 5,22 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 122 445 | 3,35 | 3 191 | 2,08 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 1 686 | 44 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 6 101 | 0,13 | 159 | −0,62 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 11 518 | 12,69 | 300 | 11,52 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 0 | 0 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 234 | 0,43 | 6 | 0,00 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 46 905 | 14,98 | 1 222 | 13,57 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 56 143 | 4,40 | 1 463 | 3,10 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 40 304 | 69,16 | 1 050 | 67,20 | ||||
| 2025-08-14 | 13F | Fmr Llc | 5 057 | 1 118,55 | 132 | 1 210,00 |
