Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în SPDR Series Trust - State Street SPDR S&P Pharmaceuticals ETF includ SummitTX Capital, L.P., Colony Group, LLC, Lifeworks Advisors, LLC, Farther Finance Advisors, LLC, Heritage Wealth Advisors, SRS Capital Advisors, Inc., Western Wealth Management, LLC, Turtle Creek Wealth Advisors, LLC, și Ashton Thomas Private Wealth, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 3.968 | 217 | ||||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 150 | 2.400,00 | 8 | |||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 1.115 | 60 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 14 | 1 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 1.107 | 60 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 2.901 | 3,39 | 162 | 20,90 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 5.904 | 319 | ||||||
| 2026-05-15 | 13F | SummitTX Capital, L.P. | 15.577 | 843 | ||||||
| 2026-05-04 | 13F | Sigma Planning Corp | 6.103 | 2,66 | 330 | -0,60 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1.985 | 15,74 | 103 | 6,25 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 1.045 | 57 | ||||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 295.265 | 15.971 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 48.834 | 127,17 | 2.641 | 119,35 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1.000 | 54 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 287.588 | 103,63 | 15.556 | 96,65 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 811.939 | 127,99 | 43.918 | 120,17 | ||||
| 2026-04-20 | 13F | Compass Wealth Management LLC | 24.153 | 36,40 | 1.306 | 31,79 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 636 | 34 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 21.279 | 3,75 | 1.151 | 0,26 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 69.668 | 1.273,58 | 3.768 | 1.226,76 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 69 | 6,15 | 4 | 0,00 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 33.053 | 46,58 | 1.788 | 41,60 | ||||
| 2026-05-15 | 13F | Fmr Llc | 3.477 | 2,11 | 188 | -1,05 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 5.725 | 0,44 | 310 | -3,13 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 45.668 | 5,10 | 2.470 | 1,52 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 404.311 | 95,10 | 21.869 | 88,43 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 12.046 | 0,27 | 1 | |||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 55.777 | 33,50 | 3.017 | 56,43 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 1.557 | 0,06 | 84 | -3,45 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 6.693 | 0,10 | 364 | -2,94 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 351 | 19 | ||||||
| 2026-05-08 | 13F | Blair William & Co/il | 10.955 | 1.187,31 | 593 | 1.159,57 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 187.397 | 0,75 | 10.136 | -2,71 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | |||||||
| 2026-02-13 | 13F | Colony Group, LLC | 4.734 | 265 | ||||||
| 2026-04-06 | 13F | CX Institutional | 7.857 | 2,76 | 0 | |||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 475 | 26 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 271.248 | 9,86 | 14.672 | 6,09 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 714 | 39 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 40.649 | 50,01 | 2.199 | 44,86 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 726.555 | 363.177,50 | 39.299 | |||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 50.700 | 290,00 | 2.742 | 276,65 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 24.324 | 1.316 | ||||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 4.503 | 244 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 11.603 | 329,74 | 628 | 315,23 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 10.236 | 554 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 48.911 | 1,98 | 2.646 | -1,53 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 14.700 | 795 |
