Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i SPDR Series Trust - SPDR Bloomberg 1-10 Year TIPS ETF inkluderar
AllGen Financial Advisors, Inc.,
Integrity Alliance, Llc.,
Modern Wealth Management, LLC,
Detalus Advisors, LLC,
Avantax Advisory Services, Inc.,
National Bank Of Canada /fi/,
Ameritas Advisory Services, LLC,
WestEnd Advisors, LLC,
och
Dunhill Financial, 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
(%) |
| 2025-07-15 |
13F |
Optima Capital Llc
|
|
|
|
67 240 |
34,51 |
1 287 |
34,10 |
|
| 2025-08-11 |
13F |
Western Wealth Management, LLC
|
|
|
|
10 922 |
7,54 |
209 |
7,73 |
|
| 2025-08-12 |
13F |
Jpmorgan Chase & Co
|
|
|
|
74 798 |
0,22 |
1 432 |
−0,07 |
|
| 2025-07-17 |
13F |
Raleigh Capital Management Inc.
|
|
|
|
103 433 |
7,02 |
1 980 |
6,74 |
|
| 2025-08-07 |
13F |
AllGen Financial Advisors, Inc.
|
|
|
|
502 279 |
|
9 614 |
|
|
| 2025-07-16 |
13F |
Maridea Wealth Management LLC
|
|
|
|
37 067 |
0,27 |
709 |
0,00 |
|
| 2025-08-28 |
NP |
SSBRX - State Street Target Retirement 2025 Fund Class I
|
|
|
|
18 363 152 |
0,88 |
351 471 |
0,62 |
|
| 2025-07-29 |
13F |
Elevation Capital Advisory, LLC
|
|
|
|
378 409 |
21,86 |
7 243 |
21,53 |
|
| 2025-08-04 |
13F |
Integrity Alliance, Llc.
|
|
|
|
93 772 |
|
1 795 |
|
|
| 2025-08-28 |
NP |
GAL - SPDR SSGA Global Allocation ETF
|
|
|
|
539 336 |
5,01 |
10 323 |
4,74 |
|
| 2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
| 2025-08-04 |
13F |
Creative Financial Designs Inc /adv
|
|
|
|
17 747 |
69,10 |
340 |
68,66 |
|
| 2025-08-14 |
13F |
Treasure Coast Financial Planning
|
|
|
|
452 126 |
3,68 |
8 654 |
3,41 |
|
| 2025-08-27 |
13F/A |
Brinker Capital Investments, LLC
|
|
|
|
25 066 |
54,58 |
480 |
54,02 |
|
| 2025-07-09 |
13F |
Breakwater Capital Group
|
|
|
|
27 242 |
80,88 |
521 |
80,28 |
|
| 2025-08-11 |
13F |
Principal Securities, Inc.
|
|
|
|
1 526 |
16,31 |
29 |
20,83 |
|
| 2025-07-22 |
13F |
Simplicity Wealth,LLC
|
|
|
|
68 046 |
209,45 |
1 302 |
209,26 |
|
| 2025-07-18 |
13F |
Lockerman Financial Group, Inc.
|
|
|
|
16 999 |
8,50 |
325 |
8,33 |
|
| 2025-07-28 |
13F |
Harbour Investments, Inc.
|
|
|
|
24 886 |
12,92 |
476 |
12,80 |
|
| 2025-07-30 |
13F |
Brookstone Capital Management
|
|
|
|
57 134 |
0,68 |
1 094 |
0,37 |
|
| 2025-08-08 |
13F |
Cetera Investment Advisers
|
|
|
|
126 654 |
6,25 |
2 424 |
5,99 |
|
| 2025-08-11 |
13F |
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
230 884 |
2,52 |
4 419 |
2,27 |
|
| 2025-07-25 |
13F |
Cwm, Llc
|
|
|
|
1 797 |
0,73 |
0 |
|
|
| 2025-07-24 |
13F |
Blair William & Co/il
|
|
|
|
535 |
494,44 |
10 |
900,00 |
|
| 2025-08-27 |
NP |
RLY - SPDR SSGA Multi-Asset Real Return ETF
|
|
|
|
2 835 147 |
29,92 |
54 265 |
29,58 |
|
| 2025-08-01 |
13F |
Austin Private Wealth, LLC
|
|
|
|
188 963 |
70,08 |
3 617 |
69,61 |
|
| 2025-08-28 |
NP |
SSFNX - State Street Target Retirement Fund Class I
|
|
|
|
14 177 760 |
1,20 |
271 362 |
0,93 |
|
| 2025-08-12 |
13F |
LPL Financial LLC
|
|
|
|
2 358 568 |
2,01 |
45 143 |
1,74 |
|
| 2025-08-14 |
13F |
Wells Fargo & Company/mn
|
|
|
|
21 755 |
529,85 |
416 |
530,30 |
|
| 2025-08-14 |
13F |
State Street Corp
|
|
|
|
51 951 485 |
5,97 |
994 351 |
5,70 |
|
| 2025-07-25 |
13F |
Envestnet Portfolio Solutions, Inc.
|
|
|
|
637 279 |
7,33 |
12 198 |
7,05 |
|
| 2025-07-28 |
13F |
Mutual Advisors, LLC
|
|
|
|
142 126 |
84,68 |
2 717 |
84,83 |
|
| 2025-08-13 |
13F |
Continuum Advisory, LLC
|
|
|
|
307 908 |
7,59 |
5 893 |
7,32 |
|
| 2025-07-21 |
13F |
Ameritas Advisory Services, LLC
|
|
|
|
20 |
|
0 |
|
|
| 2025-07-25 |
13F |
McNamara Financial Services, Inc.
|
|
|
|
64 444 |
0,84 |
1 233 |
0,57 |
|
| 2025-07-31 |
13F |
Cambridge Investment Research Advisors, Inc.
|
|
|
|
109 463 |
0,75 |
2 |
0,00 |
|
| 2025-08-11 |
13F |
Strategic Wealth Partners, Ltd.
|
|
|
|
748 |
|
14 |
|
|
| 2025-07-16 |
13F |
St Germain D J Co Inc
|
|
|
|
1 230 322 |
6,16 |
23 548 |
5,89 |
|
| 2025-07-28 |
13F |
RFG Advisory, LLC
|
|
|
|
23 101 |
4,83 |
442 |
4,74 |
|
| 2025-08-14 |
13F |
Raymond James Financial Inc
|
|
|
|
83 507 |
6,70 |
1 598 |
6,46 |
|
| 2025-07-14 |
13F |
Iams Wealth Management, Llc
|
|
|
|
10 450 |
|
200 |
|
|
| 2025-08-05 |
13F |
Dunhill Financial, LLC
|
|
|
|
1 |
|
0 |
|
|
| 2025-08-07 |
13F |
Brio Consultants, LLC
|
|
|
|
864 922 |
3,53 |
16 555 |
3,26 |
|
| 2025-08-08 |
13F |
Hibernia Wealth Partners, LLC
|
|
|
|
175 092 |
93,57 |
3 351 |
93,14 |
|
| 2025-08-18 |
13F/A |
National Bank Of Canada /fi/
|
|
|
|
140 |
|
3 |
|
|
| 2025-08-14 |
13F |
Fmr Llc
|
|
|
|
67 495 |
1,49 |
1 292 |
1,18 |
|
| 2025-08-28 |
NP |
SSBWX - State Street Target Retirement 2030 Fund Class I
|
|
|
|
17 640 984 |
10,20 |
337 648 |
9,92 |
|
| 2025-08-05 |
13F |
Sigma Planning Corp
|
|
|
|
11 497 |
|
220 |
|
|
| 2025-08-11 |
13F |
Citigroup Inc
|
|
|
|
5 598 |
9,06 |
107 |
9,18 |
|
| 2025-08-01 |
13F |
Envestnet Asset Management Inc
|
|
|
|
693 995 |
3,71 |
13 283 |
3,44 |
|
| 2025-08-14 |
13F |
Stifel Financial Corp
|
|
|
|
98 882 |
251,31 |
1 893 |
250,37 |
|
| 2025-07-14 |
13F |
Sowell Financial Services LLC
|
|
|
|
10 843 |
2,25 |
208 |
1,97 |
|
| 2025-07-22 |
13F |
Aspire Private Capital, LLC
|
|
|
|
295 468 |
2,68 |
5 655 |
2,41 |
|
| 2025-08-12 |
13F |
Running Point Capital Advisors, LLC
|
|
|
|
6 209 |
23,05 |
119 |
22,92 |
|
| 2025-08-12 |
13F |
Change Path, LLC
|
|
|
|
39 604 |
9,18 |
758 |
8,91 |
|
| 2025-08-05 |
13F |
Landmark Wealth Management, Inc.
|
|
|
|
50 504 |
13,00 |
967 |
12,72 |
|
| 2025-08-14 |
13F |
Goldman Sachs Group Inc
|
|
|
|
745 340 |
1,87 |
14 266 |
1,60 |
|
| 2025-05-15 |
13F/A |
Orion Portfolio Solutions, LLC
|
|
|
|
16 216 |
10,83 |
311 |
15,19 |
|
| 2025-07-18 |
13F |
Truist Financial Corp
|
|
|
|
51 969 |
4,84 |
995 |
4,52 |
|
| 2025-07-29 |
13F |
Balboa Wealth Partners
|
|
|
|
18 503 |
4,83 |
354 |
4,73 |
|
| 2025-08-06 |
13F |
AE Wealth Management LLC
|
|
|
|
13 759 |
1,91 |
263 |
1,54 |
|
| 2025-08-11 |
13F |
HighTower Advisors, LLC
|
|
|
|
77 465 |
10,05 |
1 483 |
9,78 |
|
| 2025-08-14 |
13F |
GWM Advisors LLC
|
|
|
|
157 151 |
3,90 |
3 008 |
3,62 |
|
| 2025-08-15 |
13F |
Equitable Holdings, Inc.
|
|
|
|
74 525 |
91,61 |
1 426 |
91,15 |
|
| 2025-07-23 |
13F |
WestEnd Advisors, LLC
|
|
|
|
9 |
|
0 |
|
|
| 2025-08-15 |
13F |
Kestra Advisory Services, LLC
|
|
|
|
41 999 |
0,66 |
804 |
0,38 |
|
| 2025-07-22 |
13F |
Merit Financial Group, LLC
|
|
|
|
40 878 |
62,80 |
782 |
62,58 |
|
| 2025-08-13 |
13F |
Flow Traders U.s. Llc
|
|
|
|
10 976 |
|
0 |
|
|
| 2025-09-04 |
13F/A |
Advisor Group Holdings, Inc.
|
|
|
|
82 534 |
407,28 |
1 582 |
407,05 |
|
| 2025-08-08 |
13F |
Pnc Financial Services Group, Inc.
|
|
|
|
10 357 |
62,92 |
198 |
63,64 |
|
| 2025-08-28 |
NP |
SSCJX - State Street Target Retirement 2035 Fund Class I
|
|
|
|
1 711 997 |
113,27 |
32 768 |
112,72 |
|
| 2025-08-08 |
13F |
Avantax Advisory Services, Inc.
|
|
|
|
10 308 |
|
197 |
|
|
| 2025-08-12 |
13F |
CIBC Private Wealth Group, LLC
|
|
|
|
0 |
|
0 |
|
|
| 2025-08-13 |
13F |
Transce3nd, LLC
|
|
|
|
470 |
410,87 |
9 |
700,00 |
|
| 2025-07-23 |
13F |
Detalus Advisors, LLC
|
|
|
|
17 912 |
|
343 |
|
|
| 2025-07-18 |
13F |
Lynx Investment Advisory
|
|
|
|
47 728 |
4,77 |
914 |
4,46 |
|
| 2025-08-13 |
13F |
Safe Harbor Fiduciary, LLC
|
|
|
|
99 |
11,24 |
2 |
0,00 |
|
| 2025-08-14 |
13F |
Modern Wealth Management, LLC
|
|
|
|
20 572 |
|
394 |
|
|
