Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF inkluderar Tenret Co LLC, Seeds Investor Llc, Foronjy Financial Llc, Sax Wealth Advisors, Llc, Simplicity Wealth,LLC, StoneX Group Inc., Aprio Wealth Management, LLC, Strathmore Capital Advisors, Inc., Aqr Capital Management Llc, Dopkins Wealth Management, Llc, Total Clarity Wealth Management, Inc., Fairscale Capital, LLC, Twin Peaks Wealth Advisors, LLC, North Ridge Wealth Advisors, Inc., Iron Horse Wealth Management, LLC, Compass Financial Services Inc, och Smartleaf Asset 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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 95 568 | 0,54 | 4 269 | −0,35 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 15 | 1 | ||||||
| 2025-08-07 | 13F | Alliance Wealth Management Group | 71 045 | 0,95 | 3 174 | 0,06 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 784 | 0,77 | 35 | 0,00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 9 146 | 409 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 50 | 2 | ||||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 4 500 | 201 | ||||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 77 144 | 12,61 | 3 446 | 11,63 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 652 787 | 80,67 | 29 160 | 79,07 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 5 048 | 226 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 59 323 | 146,24 | 2 650 | 144,15 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 41 183 | 104,12 | 1 840 | 99,89 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 352 771 | 2,79 | 15 758 | 1,88 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 14 465 | 20,97 | 646 | 20,07 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 41 647 | 130,62 | 2 | |||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 13 501 | 6,41 | 603 | 5,60 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 548 389 | 19,85 | 24 497 | 18,79 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 55 | 2 | ||||||
| 2025-08-12 | 13F | EFG Asset Management (Americas) Corp. | 36 409 | 4,00 | 1 626 | 3,11 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 101 347 | 10,70 | 4 527 | 9,72 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 136 476 | 15,97 | 6 | 20,00 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 18 217 | 21,08 | 831 | 22,57 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 166 670 | 3,42 | 7 | 0,00 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 6 703 | 299 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 13 055 | 583 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 5 101 819 | 3,30 | 227 898 | 2,39 | ||||
| 2025-07-10 | 13F | Sterling Financial Group, Inc. | 175 675 | 0,96 | 7 847 | 0,06 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 244 | 11 | ||||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 153 835 | 9,96 | 6 872 | 8,98 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 10 686 | 15,74 | 477 | 14,66 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 6 704 | 299 | ||||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 9 076 | 1,86 | 405 | 0,75 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 5 401 | 241 | ||||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 11 | 0 | ||||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 5 399 | 241 | ||||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | Short | −2 731 | −44,03 | −122 | −44,75 | |||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 267 | 12 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 12 708 | 568 | ||||||
| 2025-07-14 | 13F | Abound Wealth Management | 809 | 36 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 672 375 | 13,93 | 74 705 | 12,92 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 497 | 67 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 8 692 | 4,41 | 388 | 3,47 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 2 306 | 0,04 | 103 | −0,97 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 24 179 | 18,28 | 1 080 | 17,26 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 6 763 | 0 | ||||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 3 098 | 138 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 9 584 | 9,26 | 428 | 8,35 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 4 832 | 216 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 54 396 | 31,04 | 2 430 | 29,89 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 7 036 | 147,57 | 314 | 145,31 | ||||
| 2025-08-04 | 13F | Balentine LLC | 100 918 | 3 573,75 | 4 508 | 3 565,04 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 20 583 | 1,14 | 919 | 0,22 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 6 327 | 282 | ||||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 197 508 | 25,26 | 8 823 | 24,15 | ||||
| 2025-07-16 | 13F | Tenret Co LLC | 140 767 | 6 288 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 26 471 | 7,68 | 1 193 | 6,42 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 8 812 | 394 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 60 719 | 17,27 | 2 712 | 16,25 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 4 | 100,00 | 0 | |||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 13 893 | 621 | ||||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 13 536 | 0,05 | 605 | −0,82 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 87 759 | 12,54 | 3 920 | 11,55 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 10 | 0 | ||||||
| 2025-08-05 | 13F | Towercrest Capital Management | 76 157 | 0,79 | 3 402 | −0,12 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 74 | 7 300,00 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 31 771 | 1 419 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 13 570 885 | 2,94 | 606 211 | 2,03 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 146 768 | 15,87 | 6 556 | 15,20 | ||||
| 2025-07-09 | 13F | FOCUS Wealth Advisors, LLC | 21 063 | 2,61 | 941 | 1,62 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 303 170 | 134,05 | 13 543 | 131,96 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 11 754 | 26,28 | 525 | 25,30 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 6 859 | 0,47 | 306 | −0,33 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 70 | 3 | ||||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 20 146 | 11,87 | 1 | |||||
| 2025-07-08 | 13F | Gradient Investments LLC | 22 120 | 10,15 | 988 | 9,17 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 24 203 | 4,00 | 1 081 | 3,15 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 14 390 | 643 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 327 009 | 61,06 | 14 650 | 60,09 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 319 151 | 6,00 | 58 926 | 5,06 | ||||
| 2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 5 214 | 233 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 4 632 | 207 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 4 240 | 67,46 | 189 | 66,37 | ||||
| 2025-07-24 | 13F | Brucke Financial, Inc. | 10 162 | 22,98 | 454 | 22,76 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 15 123 | 16,97 | 676 | 15,98 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 5 574 | 249 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 13 530 | 604 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 6 321 | 282 | ||||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 16 228 | 204,69 | 725 | 201,67 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 223 413 | 60,85 | 9 966 | 59,47 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 27 419 | 3,58 | 1 225 | 2,60 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 7 151 | 315 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 5 657 | 17,17 | 253 | 16,13 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 17 020 | 6,38 | 760 | 5,41 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 458 | 344,66 | 20 | 400,00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 376 | 17 | ||||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 5 327 | 238 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 13 599 | 83,94 | 607 | 82,28 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 17 299 | 95,27 | 773 | 93,48 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 32 662 | 12,57 | 1 459 | 10,28 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 9 211 | 18,07 | 411 | 17,09 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 141 200 | 162,06 | 6 307 | 159,76 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 75 | −1,32 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5 495 | 3,99 | 245 | 2,94 | ||||
| 2025-08-14 | 13F | Betterment LLC | 13 127 515 | 42,97 | 586 | 41,89 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 23 627 | 74,46 | 1 055 | 72,95 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 60 732 | 2,92 | 2 713 | 1,99 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 44 291 | 0,23 | 1 978 | −0,65 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2 600 | 116 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 884 984 | 72,26 | 39 532 | 70,74 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 631 414 | 51,66 | 28 205 | 50,31 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 964 | 6,05 | 88 | 4,82 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 4 706 | 0,38 | 210 | −0,47 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 1 545 | 4 581,82 | 69 | 6 800,00 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 69 092 | 9,49 | 3 086 | 8,51 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 235 140 | 129,03 | 10 504 | 127,02 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 36 440 | 2,82 | 1 628 | 1,88 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 14 190 | 88,67 | 634 | 87,28 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 423 757 | 570,68 | 18 929 | 564,88 | ||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | Short | −4 519 | −28,79 | −202 | −29,72 | |||
| 2025-08-14 | 13F | Stifel Financial Corp | 336 967 | 2,05 | 15 052 | 1,15 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 5 883 | 263 | ||||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 207 | −0,96 | ||||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 23 436 | 393,29 | 1 047 | 388,79 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 86 551 | 42,61 | 3 866 | 41,35 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 17 163 | 24,78 | 767 | 23,75 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 13 126 | 6,15 | 586 | 5,21 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 8 268 | 369 | ||||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 55 415 | 96,24 | 2 475 | 94,58 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 44 670 | 4 367,00 | 1 | −97,78 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 5 275 | 5,75 | 236 | 4,91 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 24 002 | 83,97 | 1 072 | 82,31 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 73 670 | 3 291 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 32 543 | 109,33 | 1 454 | 107,57 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 115 945 | 5 179 | ||||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 92 998 | 1,47 | 4 154 | 0,58 |
