Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in SPDR Series Trust - State Street SPDR Bloomberg Investment Grade Floating Rate ETF eröffnet haben, gehören Tiaa-cref Individual & Institutional Services, Llc, Exchange Traded Concepts, Llc, Tranquilli Financial Advisor LLC, Virtue Capital Management, LLC, Woodward Diversified Capital, Llc, Hershey Financial Advisers, LLC, Samara Investment Management, LLC, Cornerstone Wealth, LLC/TN, Virginia Estate & Retirement Planning Advisors Inc., Evolution Wealth Management Inc., TIAA Wealth Investment Management LLC, Vanguard Advisers Inc, und Rossby Financial, LCC .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 7.517 | 231 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 472 | 15 | ||||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 435.946 | 2,37 | 13.418 | 2,54 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 17.566 | 0,15 | 541 | 0,37 | ||||
| 2026-04-09 | 13F | Aletheian Wealth Advisors LLC | 75.680 | 9,58 | 2.329 | 9,29 | ||||
| 2026-05-11 | 13F | Wbi Investments, Inc. | 28.730 | 1,88 | 884 | 2,08 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 10.755 | 331 | ||||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 9.098 | 11,13 | 280 | 11,55 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 315.206 | 6,08 | 9.702 | 6,27 | ||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 12.759 | 48,22 | 393 | 48,48 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 195.468 | 42,83 | 6.017 | 43,07 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 118.437 | 12,79 | 3.634 | 12,62 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 8.332 | 0,64 | 256 | 0,79 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 138.692 | 7,67 | 4.260 | 7,60 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 5.319.203 | 7,78 | 163.725 | 7,96 | ||||
| 2026-05-08 | 13F | Generation Capital Management LLC | 134.002 | 6,61 | 4.125 | 6,78 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 274.491 | 10,50 | 8.435 | 10,51 | ||||
| 2026-05-06 | 13F | Hershey Financial Advisers, LLC | 16.443 | 506 | ||||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 78 | 2 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 24 | 475,00 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 21.632 | 14,90 | 665 | 14,48 | ||||
| 2026-05-13 | 13F | Tandem Investment Partners LLC | 108.025 | 5,29 | 3.325 | 5,49 | ||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 15.780 | 0,86 | 486 | 1,04 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 18.744 | 0,15 | 577 | 0,17 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 1.623 | 50 | ||||||
| 2026-05-13 | 13F | RiverGlades Family Offices LLC | 214.568 | 3,25 | 6.604 | 2,98 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 74.081 | 17,90 | 74 | -96,17 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 643 | 1,58 | 20 | 0,00 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 960.740 | 4,39 | 29.572 | 4,56 | ||||
| 2026-05-15 | 13F | Gould Capital, LLC | 105.351 | 9,27 | 3.243 | 9,45 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 30.610 | 57,27 | 942 | 57,53 | ||||
| 2026-05-15 | 13F | Fmr Llc | 12.992 | 2.019,41 | 400 | 2.116,67 | ||||
| 2026-04-23 | 13F | Ameliora Wealth Management Ltd. | 736.152 | 16,27 | 22.659 | 16,46 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 12.061 | 11,13 | 371 | 11,41 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 24.093 | 83,30 | 742 | 83,87 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 3.028 | 0,93 | 93 | 1,09 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 535 | 16 | ||||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 172 | 5 | ||||||
| 2026-04-23 | 13F | Unify Financial Advisors | 23.006 | 8,19 | 708 | 8,42 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 7.786 | 240 | ||||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 11.993 | 29,35 | 369 | 29,93 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2.285.562 | 30,74 | 70.350 | 30,95 | ||||
| 2026-05-04 | 13F | New Wave Wealth Advisors Llc | 6.869 | 211 | ||||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 38.758 | 39,83 | 1.193 | 40,07 | ||||
| 2026-01-29 | 13F | Comerica Bank | 19.722 | 71,44 | 606 | 71,19 | ||||
| 2026-05-13 | 13F | Forthright Family Wealth Advisory LLC | 72.624 | 2.239 | ||||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 221.059 | 0,97 | 6.804 | 1,13 | ||||
| 2026-05-12 | 13F | Carr Financial Group Corp | 81.728 | 8,92 | 2.516 | 9,11 | ||||
| 2026-05-08 | 13F/A | Beacon Capital Management, Inc. | 1.898.123 | 378,37 | 58.424 | 379,16 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 43.390 | 33,87 | 1.336 | 34,04 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 21.418 | 6,19 | 656 | 5,98 | ||||
| 2026-05-13 | 13F | Lunt Capital Management, Inc. | 12.260 | 1,57 | 377 | 1,89 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 924.800 | 14,09 | 28.345 | 13,79 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 2.088 | 0,68 | 64 | 1,59 | ||||
| 2026-05-07 | 13F | Advisor Resource Council | 18.110 | 18,34 | 557 | 18,51 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 36.943 | 4,37 | 1.137 | 4,60 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 223.291 | 8,79 | 6.873 | 8,96 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 532 | 7,69 | 16 | 6,67 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 8.470 | 261 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 18.225 | 561 | ||||||
| 2026-05-07 | 13F | Advisor OS, LLC | 6.727 | 0,64 | 207 | 0,98 | ||||
| 2026-04-08 | 13F | Gillespie Robinson & Grimm Inc | 187.563 | 7,51 | 5.773 | 7,69 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 86.140 | 36,41 | 2.651 | 36,65 | ||||
| 2026-04-22 | 13F | Sykon Capital Llc | 28.661 | 0,42 | 882 | 0,57 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 10.115 | 6,37 | 311 | 6,51 | ||||
| 2026-05-14 | 13F | Cito Capital Group, LLC | 43.000 | 30,30 | 1 | 0,00 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 40.245 | 0,28 | 1.239 | 0,41 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 212 | 0,95 | 7 | 0,00 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 26.727 | 4,57 | 823 | 4,71 | ||||
| 2026-04-10 | 13F | Jacobson & Schmitt Advisors, Llc | 128.258 | 9,07 | 3.948 | 9,24 | ||||
| 2026-05-12 | 13F | Creative Planning | 113.744 | 2,01 | 3.501 | 2,19 | ||||
| 2026-05-04 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 22.830 | 0,88 | 703 | 1,01 | ||||
| 2026-04-23 | 13F | Traub Capital Management LLC | 8.369 | 24,19 | 258 | 24,15 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 255.404 | 4,04 | 7.861 | 4,22 | ||||
| 2026-05-11 | 13F | Tranquilli Financial Advisor LLC | 76.301 | 2.349 | ||||||
| 2026-04-23 | 13F | Woodward Diversified Capital, Llc | 33.513 | 1.030 | ||||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 24.809 | 73,55 | 764 | 73,80 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 24.761 | 0,59 | 762 | 0,79 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 26.964 | 0,41 | 830 | 0,48 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 503 | 0,60 | 15 | 0,00 | ||||
| 2026-05-05 | 13F | PFG Advisors | 103.130 | 10,01 | 3.174 | 10,21 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 1.187.640 | 9,25 | 36.556 | 9,04 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 7.214 | 222 | ||||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 173.006 | 5.325 | ||||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 3.965 | 0,63 | 122 | 0,83 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 101.470 | 71,12 | 3.123 | 71,41 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 28.184 | 4,66 | 868 | 4,84 | ||||
| 2026-04-22 | 13F | Omnitrust Wealth Management, Inc | 29.269 | 2,84 | 901 | 2,97 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 106.443 | 1,57 | 3.276 | 1,74 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 12.130 | 373 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 69.227 | 139,51 | 2.131 | 139,86 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 16.757 | 37,97 | 516 | 38,07 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 449.402 | 2,88 | 13.833 | 3,05 | ||||
| 2026-04-20 | 13F | McMahon Financial Advisors, LLC | 800.221 | 9,21 | 24.631 | 9,38 | ||||
| 2026-04-22 | 13F | Matauro, Llc | 225.356 | 31,31 | 6.936 | 31,54 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 397.659 | 5,64 | 12.240 | 5,81 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 150.005 | 4.610 | ||||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 239.567 | 1,75 | 7.374 | 1,91 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 170 | 5 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 7.437 | 0,58 | 229 | 0,44 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 7.731 | 1,36 | 238 | 1,28 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 2.215.225 | 12,57 | 68.185 | 12,75 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 323.072 | 5,23 | 9.944 | 5,41 | ||||
| 2026-05-14 | 13F | Aries Wealth Management | 126.185 | 2,45 | 3.884 | 2,59 | ||||
| 2026-05-07 | 13F | AlphaCentric Advisors LLC | 4.337 | 13,65 | 133 | 13,68 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 1 | 0 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 27.980 | 35,15 | 861 | 35,38 | ||||
| 2026-05-19 | 13F | Cornerstone Wealth, LLC/TN | 9.828 | 303 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 15.195 | 6,39 | 468 | 6,62 | ||||
| 2026-04-28 | 13F | CAP Partners, LLC | 11.535 | 0,51 | 355 | 0,85 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 287.517 | 8.850 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 768 | 24 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 555.484 | 64,54 | 17.098 | 64,81 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 187.258 | 5.764 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 28.471 | 3,04 | 876 | 3,18 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 279.184 | 3,92 | 8.593 | 4,09 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 58.255 | 3,82 | 1.793 | 4,00 | ||||
| 2026-04-24 | 13F | United Community Bank | 87.260 | 2.686 | ||||||
| 2026-04-23 | 13F | Fortune Financial Group, Inc. | 50.272 | 7,46 | 1.547 | 154.600,00 | ||||
| 2026-05-07 | 13F | Samara Investment Management, LLC | 14.124 | 435 | ||||||
| 2026-05-08 | 13F | Perspective Wealth Advisors Llc | 69.021 | 6,14 | 2.124 | 6,31 | ||||
| 2026-04-03 | 13F | Ridgewood Investments LLC | 126.250 | 33,40 | 3.886 | 33,05 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 12.881 | 2,92 | 396 | 3,13 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 190.748 | 19,79 | 5.871 | 19,99 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 1.500 | 13.536,36 | 46 | |||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 7.286 | 224 | ||||||
| 2026-05-11 | 13F | Valpey Financial Services, LLC | 11.292 | 4,04 | 348 | 4,20 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 213.995 | 4,45 | 7 | 0,00 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 2.134 | 10,23 | 66 | 10,17 | ||||
| 2026-04-08 | 13F | Whitcomb & Hess, Inc. | 513.410 | 2,22 | 15.803 | 2,25 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 12.992 | 400 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 38.388 | 11,08 | 1.182 | 11,31 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 2.025 | 0,25 | 62 | 0,00 | ||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 13.849 | 1,71 | 426 | 1,91 | ||||
| 2026-05-15 | 13F | Vista Investment Management | 11.201 | 7,33 | 345 | 7,50 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 11.335 | 16,75 | 349 | 16,78 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 7.098 | 17,59 | 218 | 17,84 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 18.781 | 578 | ||||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 1.665 | 0,06 | 51 | 0,00 | ||||
| 2026-05-12 | 13F | Virginia Estate & Retirement Planning Advisors Inc. | 2.276 | 209 | ||||||
| 2026-05-15 | 13F | 10Elms LLP | 51.585 | 363,48 | 1.588 | 364,04 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 217.909 | 0,60 | 6.707 | 0,77 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 1.270.626 | 1,08 | 39.110 | 1,24 | ||||
| 2026-05-15 | 13F | Dean Investment Associates, Llc | 310.209 | 6,46 | 9.548 | 6,63 | ||||
| 2026-04-16 | 13F | Cornerstone Management, Inc. | 733.194 | 1,76 | 22.568 | 1,92 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 2.330.331 | 10,84 | 71.728 | 11,02 | ||||
| 2026-04-29 | 13F | Warner Group LLC | 9.427 | 290 | ||||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 29.151 | 897 | ||||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 68 | 2 | ||||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 7.580 | 1,07 | 233 | 1,30 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 11.679 | 0 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 108 | 3 | ||||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 995.071 | 1,81 | 30.628 | 1,97 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 208.803 | 6.427 | ||||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 13.564 | 417 | ||||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 23.402 | 106,09 | 720 | 106,90 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 877 | 207,72 | 27 | 225,00 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 12.332 | 0,12 | 380 | 0,26 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 14.598 | 449 | ||||||
| 2026-05-05 | 13F | Mount Lucas Management LP | 29.600 | 10,11 | 911 | 10,29 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 503.015 | 0,36 | 15.458 | 102.946,67 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 99.006 | 40,64 | 3.044 | 40,60 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13.669 | 7,15 | 421 | 7,14 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 258.859 | 7.968 | ||||||
| 2026-05-07 | 13F | Virtue Capital Management, LLC | 41.270 | 1.268 | ||||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 3.250 | 100,12 | 100 | 104,08 | ||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 41.729 | 1.284 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 43.720 | 14,19 | 1.346 | 14,37 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 198.750 | 5,70 | 6.118 | 5,87 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 89.401 | 5,55 | 2.752 | 5,73 | ||||
| 2026-04-15 | 13F | Websterrogers Financial Advisors, Llc | 93.469 | 1,33 | 2.877 | 1,48 |
