Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in SPDR Series Trust - State Street SPDR MSCI USA StrategicFactors SM ETF eröffnet haben, gehören Kingsview Wealth Management, LLC, Ethic Inc., Independent Wealth Network Inc., Fisher Asset Management, LLC, Resolute Wealth Advisor, Inc., Jones Financial Companies Lllp, Western Wealth Management, LLC, Bank Of Montreal /can/, BlackRock, Inc., Reicon Wealth Advisors, Llc, Westend Capital Management LLC, Accordant Advisory Group Inc, Mather Group, Llc., Vanguard Advisers Inc, und Ubs Asset Management Americas Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 42.357 | 8,56 | 7.270 | 6,97 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 4.817 | 827 | ||||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 2.126 | 365 | ||||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 1.296 | 0,15 | 222 | -1,33 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 29.260 | 5,92 | 5.022 | 4,39 | ||||
| 2026-05-13 | 13F | Allred Capital Management, LLC | 11.001 | 2,08 | 1.888 | 0,59 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 9.751 | 1.674 | ||||||
| 2026-05-07 | 13F | Paul R. Ried Financial Group, LLC | 73.994 | 4,42 | 12.700 | 2,89 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 3.639 | 625 | ||||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 13.484 | 0,86 | 2.314 | -0,60 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 4.157 | 18,47 | 761 | 24,39 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 9.040 | 14,42 | 1.552 | 12,72 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 3.978 | 19,35 | 670 | 15,52 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 116 | 20 | ||||||
| 2026-05-08 | 13F | Reicon Wealth Advisors, Llc | 450 | 77 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 952 | 50,16 | 163 | 48,18 | ||||
| 2026-05-04 | 13F | Nwam Llc | 10.278 | 171,04 | 1.764 | 161,72 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 643 | 110 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 8.235 | 11,96 | 1.413 | 10,30 | ||||
| 2026-06-04 | 13F | Midwest Financial Network, LLC | 21.689 | 81,29 | 3.723 | 78,68 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 2.590 | 23,33 | 445 | 21,64 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 352.798 | 5,93 | 60.554 | 4,38 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 203.948 | 2,78 | 35.001 | 1,21 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1.006 | 173 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 2.152 | 31,22 | 369 | 29,47 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 4.989 | 856 | ||||||
| 2026-05-12 | 13F | Creative Planning | 1.225 | 210 | ||||||
| 2026-05-12 | 13F | Sfmg, Llc | 541.590 | 2,76 | 92.958 | 1,26 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 3.222 | 9,37 | 553 | 7,80 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 360 | 2,86 | 62 | 1,67 | ||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 2.115 | 1,68 | 363 | 0,28 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 7.520 | 27,50 | 1.291 | 25,61 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 1.200 | 0,76 | 209 | 2,96 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 2.444 | 420 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 179 | 31 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 16 | 3 | ||||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 778 | -1,39 | ||||||
| 2026-04-27 | 13F | Marotta Asset Management | 66.803 | 16,04 | 11.507 | 14,74 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 135 | 23 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1.060 | 178 | ||||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 73.503 | 1,65 | 12.616 | 0,17 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 138 | 2,22 | 24 | 0,00 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 6.219 | 1.067 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 1.304 | 224 | ||||||
| 2026-05-01 | 13F | Strategic Financial Partners, Ltd. | 21.318 | 80,01 | 3.659 | 77,45 | ||||
| 2026-05-11 | 13F | Resolute Wealth Advisor, Inc. | 1.804 | 310 | ||||||
| 2026-05-11 | 13F | American Money Management, LLC | 69.812 | 3,16 | 11.983 | 1,65 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 1.630 | 1,62 | 280 | 0,00 | ||||
| 2026-05-05 | 13F | Clear Harbor Asset Management, LLC | 1.582 | 0,06 | 272 | -1,45 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 213.361 | 8,41 | 36.621 | 6,83 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 51 | 9 | ||||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 2.348 | 12,51 | 403 | 11,02 | ||||
| 2026-05-11 | 13F | Accordant Advisory Group Inc | 204 | 35 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 2.421 | 0,88 | 416 | -0,72 | ||||
| 2026-04-27 | 13F | Ethic Inc. | 9.439 | 1.620 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 43.272 | 20,43 | 7.427 | 18,68 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 2.068 | 22,22 | 355 | 20,41 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 43.811 | 7.520 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 944 | 162 | ||||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 541 | 94 | ||||||
| 2026-04-14 | 13F | Westend Capital Management LLC | 409 | 70 | ||||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 317.764 | 6,51 | 54.541 | 4,95 | ||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 25.881 | 14,48 | 4.442 | 12,83 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 800 | 137 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 2.415 | 421 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 1.746 | 300 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 10.074 | 1.729 |
