Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF inkluderar Crux Wealth Advisors, Maseco Llp, SRS Capital Advisors, Inc., Seeds Investor Llc, BLVD Private Wealth, LLC, Bank Of Montreal /can/, Great Valley Advisor Group, Inc., Financial Insights, Inc., Atlantic Union Bankshares Corp, Foronjy Financial Llc, FSM Wealth Advisors, LLC, Warren Averett Asset Management, LLC, Johnson Financial Group, LLC, MEMBERS Trust Co, Eastern Bank, Hantz Financial Services, Inc., Skopos Labs, Inc., Harbor Asset Planning, Inc., CoreCap Advisors, LLC, och Twin Peaks Wealth Advisors, 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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 356 | 18 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 678 | 0,15 | 35 | 13,33 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 1 816 | 2,83 | 92 | 15,00 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 385 | 0,26 | 20 | 11,76 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 4 835 | 0,83 | 246 | 12,33 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 74 757 | 2,66 | 3 807 | 14,29 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 143 825 | 8,61 | 7 | 16,67 | ||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 10 822 | 551 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 13 340 | 124,58 | 679 | 150,55 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 27 839 | 0,17 | 1 418 | 11,49 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1 940 | 179,14 | 99 | 216,13 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 11 371 | 2,26 | 579 | 13,98 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 8 295 | 422 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 202 | 10 | ||||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 30 469 | 1 552 | ||||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 1 171 | 0,26 | 60 | 11,32 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 13 307 | 0,26 | 678 | 11,53 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 48 732 | 0,78 | 2 482 | 12,16 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2 417 | 170,96 | 123 | 192,86 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 147 038 | 30,41 | 7 489 | 45,17 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 23 180 | 0,56 | 1 181 | 11,95 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 12 | 1 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 185 338 | 8,05 | 9 441 | 19,74 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 8 090 | 412 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 29 753 | 2,03 | 1 515 | 13,57 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 4 386 | 224 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1 426 657 | 0,30 | 72 660 | 11,66 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 7 448 | 0,16 | 379 | 11,47 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 24 803 | 21,97 | 1 263 | 35,81 | ||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 10 500 | 3,96 | 535 | 15,58 | ||||
| 2025-07-15 | 13F | Maseco Llp | 36 672 | 1 863 | ||||||
| 2025-08-04 | 13F | Human Investing LLC | 10 329 | 5,52 | 526 | 17,67 | ||||
| 2025-08-08 | 13F | eCIO, Inc. | 23 356 | 0,26 | 1 190 | 11,64 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 8 396 | 18,54 | 428 | 31,79 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 1 084 | 0 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 4 186 | 213 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 1 297 | 3,43 | 66 | 14,04 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 14 498 | 2,46 | 738 | 14,06 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 72 472 | 4,08 | 3 691 | 15,86 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11 579 | 590 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 13 513 | 3,44 | 688 | 15,24 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 413 854 | 2,50 | 21 078 | 14,10 | ||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 4 077 | 208 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 846 160 | 6,65 | 43 095 | 18,72 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1 392 | 71 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 321 | 16 | ||||||
| 2025-07-23 | 13F | Hager Investment Management Services, Llc | 770 | 1,72 | 39 | 14,71 | ||||
| 2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 8 204 | 1,48 | 418 | 13,01 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 531 | 27 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 084 | 55 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 9 171 | 0 | ||||||
| 2025-07-08 | 13F | Morris Retirement Advisors, LLC | 7 227 | 32,63 | 368 | 47,79 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 5 158 | 263 | ||||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 3 930 | 200 | ||||||
| 2025-07-29 | 13F | TFC Financial Management | 308 | 0,33 | 16 | 7,14 | ||||
| 2025-07-23 | 13F | Northern Financial Advisors Inc | 5 892 | 0,26 | 300 | 11,94 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 26 971 | 13,85 | 1 374 | 26,78 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 4 311 | 220 | ||||||
| 2025-08-06 | 13F | Agf Management Ltd | 47 625 | 1,71 | 2 426 | 13,21 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 24 553 | 0,03 | 1 250 | 11,41 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 1 | 0 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 86 | 7,50 | 4 | 33,33 | ||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 7 308 | 0,26 | 372 | 11,71 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 9 392 | 478 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 60 822 | 307,05 | 3 981 | 410,26 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 19 965 | 21,68 | 1 009 | 35,25 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 9 972 | 6,25 | 508 | 18,18 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 2 920 | 2,64 | 1 804 | 13,39 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 91 072 | 0,60 | 4 638 | 12,00 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 5 419 | 276 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 138 231 | 2,48 | 7 040 | 14,08 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 4 942 | 5,33 | 252 | 17,29 | ||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 23 805 | 6,37 | 1 | 0,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 656 | 0,06 | 84 | 13,51 | ||||
| 2025-08-14 | 13F | Betterment LLC | 1 934 222 | 0,01 | 99 | 11,36 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 15 169 | 0,30 | 773 | 11,72 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 85 108 | 4 335 | ||||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 7 266 | 370 | ||||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 22 986 | 3,51 | 1 171 | 15,27 | ||||
| 2025-08-13 | 13F | North Berkeley Wealth Management, LLC | 7 098 | 27,73 | 362 | 42,13 | ||||
| 2025-07-15 | 13F | Boyd Wealth Management, LLC | 37 365 | 19,67 | 1 903 | 33,19 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 25 712 | 5,78 | 1 310 | 17,72 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 85 546 | 17,14 | 4 357 | 30,38 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 627 | 84,96 | 32 | 106,67 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4 052 | 40,74 | 206 | 57,25 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 14 541 | 741 | ||||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 8 470 | 0,26 | 431 | 11,66 | ||||
| 2025-08-11 | 13F | Highview Capital Management LLC/DE/ | 5 777 | 2,63 | 294 | 14,40 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 6 320 | 0,13 | 322 | 11,46 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 503 283 | 4,92 | 25 632 | 16,80 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 407 142 | 1,68 | 20 736 | 13,19 | ||||
| 2025-07-24 | 13F | Eastern Bank | 3 411 | 174 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 11 024 | 561 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 4 646 | 0,04 | 237 | 11,32 | ||||
| 2025-08-08 | 13F | Creative Planning | 45 144 | 78,87 | 2 299 | 99,22 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 17 736 | 6,01 | 903 | 18,04 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 071 | 5,93 | 55 | 17,39 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 22 565 | 200,59 | 1 149 | 234,99 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 218 923 | 4,10 | 11 150 | 15,89 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 42 335 | 17,28 | 2 156 | 30,59 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 109 | 6 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 26 762 | 1 363 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 32 878 | 7,11 | 1 674 | 19,23 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 100 | 5 | ||||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 5 894 | 0,27 | 300 | 11,94 | ||||
| 2025-08-13 | 13F | Oxler Private Wealth LLC | 36 981 | 0,20 | 1 883 | 11,55 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 262 | 14 |
