Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în SPDR Series Trust - State Street SPDR Bloomberg Short Term International Treasury Bond ETF includ RMG Wealth Management LLC, Quent Long Short Global Small Cap Fund, LP, Matthew Goff Investment Advisor, LLC, Evergreen Capital Management Llc, BLVD Private Wealth, LLC, NerdWallet Wealth Partners, LLC, Hrt Financial Lp, și Csenge Advisory Group .
Această pagină prezintă modificări în structura proprietății prin listarea instituțiilor, fondurilor și acționarilor majori care și-au mărit participațiile sau au deschis noi poziții în ultima perioadă de raportare. Rândurile verzi indică poziții noi. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.
Faceți upgrade pentru a debloca datele premium.
| Data fișierului | Sursă | Investitor | Tip | Preț mediu (Est) |
Acțiuni | Δ Acțiuni (%) |
Raportat Valoare (1000 USD) |
Valoarea Δ (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Morgan Stanley | 161.573 | 646,57 | 4.350 | 633,39 | ||||
| 2026-05-07 | 13F | Palisades Hudson Asset Management, L.P. | 20.115 | 0,23 | 1 | |||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 212.022 | 5.812 | ||||||
| 2026-05-11 | 13F | Haverford Trust Co | 18.439 | 98,27 | 496 | 95,28 | ||||
| 2026-04-22 | 13F | Lam Group, Inc. | 219.600 | 357,26 | 5.912 | 349,16 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 230.760 | 6.212 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 35.392 | 3,47 | 953 | 1,60 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 36.685 | 988 | ||||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 1.004.228 | 27.526 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 212.871 | 19,10 | 5.730 | 16,96 | ||||
| 2026-05-15 | 13F | Fmr Llc | 113 | 3 | ||||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 915.870 | 5,94 | 24.655 | 4,05 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 8.093 | 0 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 63.353 | 26,24 | 1.705 | 24,00 | ||||
| 2026-05-05 | 13F | NerdWallet Wealth Partners, LLC | 20.236 | 545 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 7.947 | 0,03 | 214 | -1,84 | ||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 640.878 | 7,83 | 17.252 | 5,90 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 366 | 0,27 | 10 | -10,00 | ||||
| 2026-05-14 | 13F | Satovsky Asset Management Llc | 20.227 | 0,32 | 545 | -1,45 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 15.884 | 25,18 | 428 | 23,05 | ||||
| 2026-05-15 | 13F/A | Studio Investment Management Llc | 72.511 | 2,82 | 1.952 | 0,93 | ||||
| 2026-04-23 | 13F | BLVD Private Wealth, LLC | 207.973 | 5.599 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 2.710 | 49,06 | 73 | 46,94 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 269.336 | 15,83 | 7.251 | 13,76 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 3.062.058 | 76.643 | ||||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 8.078 | 217 | ||||||
| 2026-04-08 | 13F | Legacy Wealth Asset Management, LLC | 29.677 | 3,71 | 799 | 1,79 | ||||
| 2026-04-30 | 13F | DMG Group, LLC | 178.056 | 7,61 | 4.793 | 5,69 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 1.031 | 0,39 | 28 | -3,57 | ||||
| 2026-05-07 | 13F | CFG Wealth Management Services, Inc. | 113.466 | 3,71 | 3.083 | 2,80 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 27.848 | 4,21 | 750 | 2,32 | ||||
| 2026-05-13 | 13F | Lunt Capital Management, Inc. | 22.805 | 0,21 | 614 | -1,61 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 14.743 | 8,97 | 397 | 7,03 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 1.116.054 | 11,14 | 30.044 | 9,15 | ||||
| 2026-05-05 | 13F | UBS Group AG | 192.990 | 3,35 | 5.195 | 1,50 | ||||
| 2026-05-15 | 13F | ARGI Investment Services, LLC | 32.366 | 7,01 | 871 | 5,07 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 5.374 | 1.633,55 | 145 | 1.340,00 | ||||
| 2026-05-12 | 13F | Creative Planning | 128.810 | 3,35 | 3.468 | 1,49 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 309.760 | 70,52 | 8.339 | 67,46 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 89.287 | 103,34 | 2.404 | 99,75 | ||||
| 2026-05-05 | 13F | LFA - Lugano Financial Advisors SA | 7.271 | 12,61 | 195 | 10,80 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 15.865 | 50,27 | 427 | 47,75 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 252.567 | 8,30 | 6.797 | 6,37 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 191.424 | 105,85 | 5.153 | 102,24 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 101.032 | 1,11 | 2.720 | -0,69 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | |||||||
| 2026-04-17 | 13F | Matthew Goff Investment Advisor, LLC | 564.750 | 14.107 | ||||||
| 2026-04-30 | 13F | Csenge Advisory Group | 7.755 | 209 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 109.288 | 2.942 |
