Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i SPDR Series Trust - SPDR Bloomberg 1-10 Year TIPS ETF inkluderer
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,
og
Dunhill Financial, LLC
.
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 (%) |
| 2025-07-15 |
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 |
|
|
