Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i SPDR Series Trust - SPDR Portfolio Mortgage Backed Bond ETF inkluderar Strategic Financial Concepts, LLC, Kingstone Capital Partners Texas, LLC, Gibbs Wealth Management, Collier Financial, Christopher J. Hasenberg, Inc, Drucker Wealth 3.0, LLC, Scott Marsh Financial, LLC, Quantinno Capital Management LP, Exchange Traded Concepts, Llc, Vance Wealth, Inc., HighTower Advisors, LLC, Atlantic Union Bankshares Corp, Painted Porch Advisors LLC, EPG Wealth Management LLC, Quaker Wealth Management, LLC, Strategic Wealth Partners, Ltd., 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-15 | 13F | Collier Financial | 523 004 | 11 532 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 427 088 | 3,34 | 9 439 | 3,58 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 807 932 | 18 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 81 062 | 7,43 | 1 787 | 7,46 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 5 252 | 176,42 | 116 | 182,93 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 24 489 | 11,67 | 541 | 14,62 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 545 139 | 3,04 | 12 048 | 3,27 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 25 834 | −4,27 | ||||||
| 2025-08-28 | NP | FISR - SPDR SSGA Fixed Income Sector Rotation 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 | 5 858 146 | 46,29 | 129 465 | 46,62 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 6 235 452 | 24,78 | 137 804 | 25,07 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 13 | 333,33 | 0 | |||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 1 862 493 | 41 161 | ||||||
| 2025-07-23 | 13F | Financial Life Advisors | 825 673 | 5,38 | 18 247 | 5,61 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 19 305 | 0,74 | 427 | 0,95 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 7 797 906 | 26,57 | 172 334 | 26,86 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 800 | 18 | ||||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 90 150 | 11,96 | 1 992 | 12,23 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 2 086 473 | 5,44 | 46 111 | 5,68 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 144 422 | 9,27 | 3 192 | 9,51 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 655 | 14 | ||||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 644 810 | 2,06 | 14 250 | 2,29 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 222 806 | 4,29 | 4 924 | 4,54 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 134 250 | 34,28 | 2 967 | 34,57 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 15 021 | 0,19 | 332 | 0,30 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 72 | 1,41 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 123 215 | 24,19 | 2 723 | 24,51 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 33 663 | 2,67 | 744 | 2,91 | ||||
| 2025-07-08 | 13F | Boltwood Capital Management | 114 414 | 18,46 | 2 529 | 18,74 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 22 500 | 581,82 | 497 | 590,28 | |||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 4 727 616 | 13,60 | 104 480 | 13,86 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 81 646 | 5,37 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 259 729 | 0,95 | 27 840 | 1,18 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 10 149 | 224 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1 744 | 39 | ||||||
| 2025-08-13 | 13F | Virtus Fixed Income Advisers, LLC | 133 | 3 | ||||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 80 133 | 1 771 | ||||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 70 467 | 1 547 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 36 107 | 0,07 | 798 | 1,14 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 452 503 | 10,79 | 10 000 | 11,04 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 371 | 8 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 390 052 | 4,05 | 8 620 | 4,28 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 94 950 | 1,17 | 2 098 | 1,40 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 157 | 3 | ||||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 61 632 | 15,46 | 1 362 | 15,72 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 244 389 | 2,74 | 5 401 | 2,97 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 9 366 | 207 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 354 | 1 670,00 | 8 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 184 335 955 | 0,37 | 4 073 825 | 0,60 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 1 735 | 0,87 | 38 | 2,70 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 666 | 0,15 | 15 | 0,00 | ||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 18 090 | 2,23 | 400 | 2,31 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 822 238 | 35,78 | 18 171 | 36,09 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 23 564 | 1,60 | 521 | 1,76 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 92 559 | 0,30 | 2 046 | 0,54 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 809 137 | 2,86 | 17 882 | 3,08 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 173 723 | 27,19 | 3 839 | 27,50 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 26 734 | 38,65 | 591 | 39,15 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 54 059 | 14,59 | 1 195 | 14,81 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 225 714 | 82,20 | 4 984 | 82,46 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 3 093 | 185,07 | 68 | 195,65 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 372 376 | 5,17 | 8 229 | 5,41 | ||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 52 385 | 4,28 | 1 158 | 4,52 | ||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 35 480 | 6,78 | 784 | 7,10 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 16 282 417 | 5,61 | 359 841 | 5,85 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 32 180 | 10,05 | 711 | 10,40 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 21 179 | 27,41 | 468 | 27,87 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2 768 358 | 4,30 | 61 177 | 4,52 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 20 597 | 455 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 310 301 | 12,85 | 6 858 | 13,10 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 70 | 2 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3 757 | 622,50 | 83 | 654,55 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 122 990 | 12,35 | 2 718 | 12,41 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 15 226 | 0,22 | 336 | 0,60 | ||||
| 2025-07-18 | 13F | Donald L. Hagan, LLC | 42 609 | 0,32 | 942 | 0,53 | ||||
| 2025-08-07 | 13F | PFG Advisors | 124 289 | 286,12 | 2 747 | 287,31 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 120 886 | 2,03 | 2 672 | 2,26 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 10 514 | 232 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 4 798 | 0,02 | 106 | 0,95 | ||||
| 2025-08-14 | 13F | Comerica Bank | 58 012 | 40,18 | 1 282 | 40,57 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 119 897 | 1,56 | 2 650 | 1,77 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 7 246 | 437,14 | 160 | 451,72 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 168 116 | 21,82 | 3 715 | 22,08 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 14 495 | 5,84 | 320 | 6,31 | ||||
| 2025-08-14 | 13F | State Street Corp | 5 858 146 | 45,94 | 129 465 | 46,27 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 564 779 | 3,20 | 34 582 | 3,44 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 83 987 | 22,93 | 1 856 | 23,24 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 214 625 | 10,22 | 4 743 | 10,48 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 566 011 | 2,27 | 12 509 | 2,50 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 34 100 | 748 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 212 861 | 7,59 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 150 826 | 9,21 | 3 333 | 9,46 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 60 771 | 22,23 | 1 343 | 22,54 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 228 316 | 2,67 | 27 146 | 2,90 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 42 389 | 34,94 | 937 | 35,26 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 70 148 | 93,27 | 1 550 | 93,75 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 142 166 | 8,82 | 3 142 | 9,06 | ||||
| 2025-08-05 | 13F | Compton Financial Group, LLC | 1 862 493 | 14,90 | 41 161 | 15,16 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 156 477 | 2,74 | 3 458 | 2,98 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 236 738 | 8,13 | 5 232 | 8,37 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 18 486 | 409 | ||||||
| 2025-08-14 | 13F | Legacy Advisory Services, LLC | 11 895 | 0,92 | 263 | 1,16 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 601 510 | 13 293 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 370 984 | 4,31 | 8 199 | 4,55 | ||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 50 375 | 1 113 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 325 332 | 4,92 | 7 190 | 5,15 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1 150 | 666,67 | 25 | 733,33 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 164 027 | 2,33 | 3 625 | 2,57 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 625 | 14 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 15 971 | 14,95 | 353 | 15,03 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 2 235 549 | 22,67 | 49 | 22,50 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 210 147 | 10,89 | 4 644 | 11,15 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 5 188 | 127,34 | 114 | 128,00 | ||||
| 2025-08-08 | 13F | Leicht Financial Planning & Wealth Management, Inc. | 861 456 | 9,41 | 19 038 | 9,67 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 448 029 | 1,05 | 32 001 | 1,28 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 255 526 | 5,19 | 5 647 | 5,43 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 14 594 | 18,90 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 2 058 372 | 20,36 | 45 | 21,62 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 44 194 | 3,29 | 975 | 4,61 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 467 036 | 4,68 | 10 321 | 4,91 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 18 042 | 23,84 | 399 | 23,99 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 243 | 5 |
