Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în SPDR Series Trust - State Street SPDR US Large Cap Low Volatility Index ETF includ First Trust Advisors Lp, Quantinno Capital Management LP, Inspire Advisors, LLC, Integrity Wealth Partners, LLC, HighPoint Advisor Group LLC, NewEdge Wealth, LLC, Clark Asset Management, LLC, Balance Wealth, LLC, Beacon Pointe Advisors, LLC, Rossby Financial, LCC, Zions Bancorporation, National Association /ut/, Root Financial Partners, LLC, Kingdom Financial Group LLC., SageView Advisory Group, LLC, Networth Advisors, LLC, Vanguard Advisers Inc, și Simplex Trading, Llc .
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.
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| Data fișierului | Sursă | Investitor | Tip | Preț mediu (Est) |
Acțiuni | Δ Acțiuni (%) |
Raportat Valoare (1000 USD) |
Valoarea Δ (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 305 | 54 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 11.312 | 101,82 | 2.015 | 104,67 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 11.351 | 330,78 | 2.022 | 337,45 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 26.593 | 7,06 | 4.669 | 5,51 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 5.525 | 95,30 | 970 | 95,36 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 3.276 | 3,15 | 1 | |||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 78 | 14 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 15 | 3 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 2.833 | 505 | ||||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 11.641 | 18,16 | 2.073 | 19,90 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 3.586 | 639 | ||||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 2.364 | 0,34 | 421 | 1,69 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 3.442 | 0,06 | 613 | 10,45 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 12.062 | 2.148 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 258 | 46 | ||||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 99 | 18 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 72.086 | 60,58 | 12.700 | 61,13 | ||||
| 2026-04-15 | 13F | Retireful, LLC | 1.975 | 361 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 479 | 86 | ||||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 1.776 | 316 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 94.519 | 1,04 | 16.834 | 2,49 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 2.310 | 2,12 | 0 | |||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 15.600 | 22,83 | 2.778 | 24,63 | ||||
| 2026-05-05 | 13F | UBS Group AG | 18.167 | 9,30 | 3.236 | 10,86 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 107.389 | 21,09 | 19.126 | 22,84 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 3.364 | 599 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 169.497 | 1,52 | 30.188 | 2,98 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 192 | 0,52 | 34 | 3,03 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 134 | 24 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 186.337 | 1,29 | 33.187 | 2,75 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 302.891 | 2,53 | 53.945 | 4,00 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 114.690 | 3.047,37 | 20.426 | 3.096,56 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1.682 | 0,06 | 299 | 1,36 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 41 | 7 | ||||||
| 2026-04-21 | 13F | HF Advisory Group, LLC | 34.968 | 1,73 | 6.228 | 3,20 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1 | 0 | ||||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 6.150 | 1,20 | 1.095 | 2,72 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 320 | 5,96 | 57 | 5,66 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 4.519 | 16,44 | 805 | 18,06 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 920 | 2,11 | 164 | 3,16 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 1.400 | 249 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 3.194 | 35,97 | 569 | 37,86 | ||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 3.225 | 0,34 | 574 | 1,77 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 2.116 | 377 | ||||||
| 2026-05-13 | 13F | Daiwa Securities Group Inc. | 11.800 | 35,17 | 2.102 | 210.000,00 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 3.605 | 0,19 | 642 | 1,74 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 255 | 0,39 | 46 | 2,27 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 44.887 | 7.994 | ||||||
| 2026-04-24 | 13F | Berkeley, Inc | 1.534 | 0,07 | 273 | 1,49 | ||||
| 2026-04-13 | 13F | Mallini Complete Financial Planning LLC | 439 | 1,39 | ||||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 20 | 4 | ||||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 60.029 | 9,97 | 10.575 | 10,35 | ||||
| 2026-04-22 | 13F | DORVAL Corp | 126.008 | 1,94 | 22.442 | 3,41 | ||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 39.823 | 0,01 | 7.093 | 1,46 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 45 | 181,25 | 8 | 300,00 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 3.765 | 1,84 | 671 | 3,24 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 14.305 | 14,18 | 2.548 | 15,83 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 99 | 18 | ||||||
| 2026-05-12 | 13F | Creative Planning | 1.453 | 259 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 4.841 | 20,27 | 862 | 22,10 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 1.460 | 0,55 | 260 | 2,36 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 840 | 1,57 | 150 | 2,76 | ||||
| 2026-04-14 | 13F | Roffman Miller Associates Inc /pa/ | 11.826 | 0,07 | 2.106 | 1,54 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 1.497 | 267 | ||||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 2.361 | 15,96 | 420 | 17,65 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 24.048 | 101,32 | 4.283 | 104,20 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 1.768 | 10,64 | 0 | |||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 108 | 58,82 | 19 | 72,73 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 629 | 0,48 | 112 | 2,75 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 2.294 | 6,40 | 409 | 7,94 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 2.442 | 0,21 | 435 | 1,64 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 1.351 | 0,52 | 241 | 2,13 | ||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 2.263 | 403 | ||||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 52.272 | 60,55 | 9.310 | 62,86 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 12.461 | 171,30 | 2.219 | 175,31 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 1.127 | 201 | ||||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 72 | 13 | ||||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 1.668 | 0,91 | 297 | 2,41 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 121.394 | 52,56 | 21.620 | 54,76 | ||||
| 2026-05-05 | 13F | RFG - Bristol Wealth Advisors, LLC | 5.538 | 93,30 | 986 | 96,02 | ||||
| 2026-05-12 | 13F | Legacy Advisory Services, LLC | 13.865 | 28,56 | 2.469 | 30,43 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 1.868 | 4,65 | 333 | 6,07 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1.460 | 15,87 | 260 | 17,65 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 375 | 476,92 | 67 | 500,00 | ||||
| 2026-04-24 | 13F | ERn Financial, LLC | 1.289 | 230 | ||||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 6.807 | 1,35 | 1.237 | 1,06 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 64.224 | 1,72 | 11.438 | 3,18 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 1.628 | 0,56 | 290 | 1,76 |
