Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i SPDR Series Trust - SPDR SSGA US Small Cap Low Volatility Index ETF inkluderer Summit Wealth Group Llc / Co, Fragasso Group Inc., og Assetmark, Inc .
Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
Oppgraderfor å låse opp premiumdata.
| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | DORVAL Corp | 74 202 | 4,19 | 9 284 | −0,42 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 165 | 21 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 2 988 | 5,55 | 374 | 7,49 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 36 642 | 1,82 | 4 584 | 3,69 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 1 602 | 200 | ||||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 113 | 0,89 | 14 | 7,69 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 13 562 | 10,05 | 1 697 | 12,02 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 2 909 | 364 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 6 100 | 0,15 | 763 | 2,01 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 2 541 | 7,90 | 318 | 9,69 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 112 | 0,90 | 14 | 0,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 8 225 | 44,81 | 1 029 | 47,49 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 75 092 | 25,27 | 9 395 | 27,55 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 629 | 1,94 | 79 | 0,00 | ||||
| 2025-08-05 | 13F | Roffman Miller Associates Inc /pa/ | 2 932 | 0,55 | 367 | 2,23 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 346 | 62,17 | 169 | 65,69 | ||||
| 2025-08-14 | 13F | UBS Group AG | 10 285 | 1,50 | 1 287 | 3,29 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 10 664 | 6,45 | 1 334 | 8,46 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 7 387 | 4,51 | 924 | 6,45 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 19 694 | 2 464 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 4 056 | 2,81 | 508 | 4,75 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 2 015 | 0,05 | 252 | 2,02 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 5 513 | 86,00 | 690 | 89,29 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 9 798 | 41,30 | 1 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 5 118 | 16,93 | 641 | 19,14 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 23 417 | 1,96 | 2 930 | 3,79 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3 062 | 1,36 | 383 | 3,23 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 383 | 0,79 | 48 | 2,17 | ||||
| 2025-08-13 | 13F | Navis Wealth Advisors, LLC | 6 050 | 0,67 | 757 | 2,44 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 668 | 0,60 | 84 | 2,47 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 2 272 | 0,53 | 284 | 2,53 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 3 985 | 0,66 | 499 | 2,47 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 3 846 | 0,65 | 481 | 2,56 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 64 889 | 4,75 | 8 | 14,29 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 59 | 1,72 | 7 | 0,00 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 2 979 | 0,27 | 373 | 1,92 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 115 | 0,88 | 14 | 0,00 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 4 493 | 562 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 5 762 | 16,08 | 721 | 18,23 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 13 361 | 3,29 | 2 | 0,00 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 2 725 | 341 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 1 991 | 0,61 | 249 | 2,47 |
