Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in SPDR Series Trust - State Street Global Allocation ETF eröffnet haben, gehören RWM Asset Management, LLC, Lloyd Advisory Services, LLC., und Legacy Wealth Managment, LLC/ID .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Creative Planning | 16.104 | 0,09 | 797 | 0,25 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 4.645 | 230 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 6.041 | 299 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 8.957 | 443 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 5.186 | 0,68 | 257 | 0,79 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 163.241 | 5,33 | 8.080 | 5,44 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 10.217 | 1,27 | 506 | 1,41 | ||||
| 2026-05-14 | 13F | Bright Financial Advisors, Inc. | 175.129 | 0,91 | 8.669 | 1,00 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 26.572 | 134,71 | 1.315 | 135,24 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 109 | 0,00 | ||||||
| 2026-05-01 | 13F | Win Advisors, Inc | 181.914 | 9.005 | ||||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 571 | 0,71 | 28 | 0,00 | ||||
| 2026-05-14 | 13F | Taylor Financial Group, Inc. | 78.526 | 4,49 | 3.887 | 4,60 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 11.498 | 53,76 | 569 | |||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 30.645 | 55,48 | 1.517 | 55,65 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 6.305 | 7,81 | 306 | 5,88 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 39 | 2 | ||||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 39 | 2 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 2.465 | 122 | ||||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 2.031 | 0,45 | 101 | 1,01 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 4.532 | 0,60 | 226 | 1,35 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 485.443 | 28,83 | 24.029 | 28,96 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 22.604 | 3,68 | 1.119 | 3,71 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 4.751 | 0,98 | 235 | 1,29 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 1.565 | 0,77 | 77 | 1,32 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 7.624 | 35,47 | 377 | 35,61 | ||||
| 2026-05-04 | 13F | First Foundation Advisors | 232.958 | 2,70 | 11.531 | 2,81 | ||||
| 2026-05-05 | 13F | UBS Group AG | 10.923 | 50,45 | 541 | 50,42 | ||||
| 2026-05-15 | 13F | Fmr Llc | 3 | 0 | ||||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 1.969 | 97 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 8.105 | 1,00 | 401 | 1,26 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 8.465 | 419 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 22 | 83,33 | 1 | |||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 3.464 | 0,20 | 171 | 0,59 | ||||
| 2026-04-30 | 13F | Manske Wealth Management | 233.519 | 0,11 | 11.559 | 0,22 | ||||
| 2026-05-01 | 13F | 46 Peaks LLC | 174.483 | 2,06 | 8.637 | 2,16 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 22.370 | 177,27 | 1.107 | 178,14 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 79.251 | 0,63 | 3.923 | 0,72 |
