EFIV / SPDR Series Trust - SPDR S&P 500 ESG ETF - Institutionellt ägande - Säljare

SPDR Series Trust - SPDR S&P 500 ESG ETF
US ˙ ARCA ˙ US78468R5312

Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda 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
(%)
2025-06-12 13F Sheets Smith Investment Management 0 −100,00 0
2025-08-08 13F Altfest L J & Co Inc 5 302 −10,77 310 −2,21
2025-07-02 13F HBW Advisory Services LLC 5 569 −2,04 326 7,24
2025-07-08 13F Gradient Investments LLC 54 960 −17,00 3 218 −9,18
2025-07-17 13F Coastline Trust Co 16 836 −4,37 986 4,68
2025-04-18 13F Pacific Capital Wealth Advisors, Inc 0 −100,00 0 −100,00
2025-07-29 13F Mattson Financial Services, LLC 0 −100,00 0 −100,00
2025-07-25 13F R. W. Roge & Company, Inc. 16 495 −8,78 1
2025-08-14 13F Jane Street Group, Llc 0 −100,00 0
2025-05-15 13F Human Investing LLC 0 −100,00 0
2025-08-08 13F Principal Financial Group Inc 213 100 −5,38 12 477 3,56
2025-08-13 13F Denver Wealth Management, Inc. 6 646 −31,64 389 −25,19
2025-08-01 13F Envestnet Asset Management Inc 8 235 −15,26 482 −7,13
2025-07-21 13F Financial Services Advisory Inc 0 −100,00 0
2025-05-13 13F Prudential Financial Inc 0 −100,00 0
2025-07-29 13F Stratos Wealth Partners, LTD. 24 269 −3,26 1 421 5,81
2025-07-22 13F Verus Wealth Management, Llc 9 667 −2,35 566 6,99
2025-08-01 13F Koss-Olinger Consulting, LLC 414 067 −11,30 24 244 −2,93
2025-05-14 13F PineBridge Investments, L.P. 0 −100,00 0
2025-08-18 13F Geneos Wealth Management Inc. 65 −90,65 4 −91,89
2025-07-31 13F Brinker Capital Investments, LLC 0 −100,00 0 −100,00
2025-08-11 13F One Capital Management, LLC 33 289 −30,52 1 949 −23,96
2025-08-11 13F HighTower Advisors, LLC 36 663 −15,23 2 147 −7,22
2025-08-14 13F Fort Point Capital Partners LLC 12 617 −1,04 739 8,21
2025-08-08 13F Laurel Wealth Planning LLC 177 279 −10,25 10 380 −1,78
2025-04-22 13F Veridan Wealth LLC 5 819 −18,94 311 −23,77
2025-04-28 13F First Horizon Advisors, Inc. 0 −100,00 0
2025-04-23 13F Sheets Smith Wealth Management 0 −100,00 0
2025-07-11 13F Farther Finance Advisors, LLC 20 254 −82,26 1 186 −80,66
2025-08-15 13F Blue Edge Capital, LLC 97 004 −2,23 5 680 7,01
2025-07-23 13F Prime Capital Investment Advisors, LLC 0 −100,00 0
2025-08-12 13F Journey Strategic Wealth Llc 0 −100,00 0
2025-08-13 13F Provida Pension Fund Administrator 0 −100,00 0 −100,00
2025-07-10 13F Marshall Financial Group LLC 5 807 −4,33 341 5,25
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 0 −100,00 0
2025-08-13 13F Townsquare Capital Llc 0 −100,00 0
2025-07-31 13F LongView Asset Management LLC 7 314 −19,30 428 −11,57
2025-08-18 13F N.E.W. Advisory Services LLC 0 −100,00 0
2025-05-14 13F Comerica Bank 0 −100,00 0
2025-05-15 13F Creative Planning 0 −100,00 0
2025-08-14 13F Fmr Llc 1 039 −6,06 61 1,69
2025-07-10 13F Focus Financial Network, Inc. 0 −100,00 0
2025-05-14 13F Mml Investors Services, Llc 0 −100,00 0
2025-08-05 13F Sigma Planning Corp 4 029 −0,07 236 9,30
2025-08-14 13F Bank Of America Corp /de/ 43 650 −66,00 2 556 −62,80
2025-08-14 13F Goldman Sachs Group Inc 28 485 −49,35 1 668 −44,58
2025-08-08 13F Cetera Investment Advisers 16 859 −10,73 987 −2,28
2025-08-11 13F Retirement Capital Strategies 175 631 −15,58 10 283 −7,60
2025-05-08 13F Eastern Bank 0 −100,00 0
2025-08-14 13F Citadel Advisors Llc 0 −100,00 0
2025-08-14 13F Financial Engines Advisors L.L.C. 86 798 −8,56 5 082 0,06
2025-08-12 13F LPL Financial LLC 317 842 −10,98 18 610 −2,58
2025-08-14 13F UBS Group AG 126 −98,13 7 −98,06
2025-08-13 13F Per Stirling Capital Management, LLC. 6 811 −1,69 399 7,57
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