Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in SPDR Series Trust - State Street Multi-Asset Real Return ETF eröffnet haben, gehören Sentinel Pension Advisors Inc, First National Advisers, LLC, Pathstone Holdings, LLC, Shelton Capital Management, Win Advisors, Inc, Atomi Financial Group, Inc., Crusonia Wealth Advisors LLC, Waterloo Capital, L.P., Diversify Wealth Management, Llc, Thompson Davis & Co., Inc., MONECO Advisors, LLC, Pensionmark Financial Group, Llc, RFG Advisory, LLC, Knuff & Co LLC, Brookwood Investment Group LLC, Swf Llc, Fifth Third Bancorp, CIBC Private Wealth Group, LLC, O'shaughnessy Asset Management, Llc, und Mosley Wealth Management .
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.
Upgradezum Freischalten von Premium-Daten.
| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-15 | 13F | Register Financial Advisors LLC | 47.586 | 3,73 | 1.720 | 19,28 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 60.623 | 16,77 | 2.192 | 34,25 | ||||
| 2026-05-11 | 13F | Knuff & Co LLC | 6.740 | 244 | ||||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 5.826 | 211 | ||||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 32.565 | 155,15 | 1.177 | 193,52 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 22.042 | 26,58 | 797 | 45,52 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 7.492 | 271 | ||||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 519.210 | 18.769 | ||||||
| 2026-01-14 | 13F | ORG Partners LLC | 777 | 2,10 | 24 | 4,35 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 161 | 5 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 10.566 | 332 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 59.129 | 7,68 | 2.138 | 23,81 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 2 | 0 | ||||||
| 2026-04-27 | 13F | Mosley Wealth Management | 19 | 1 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 1.971 | 71 | ||||||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 10.673 | 13,87 | 386 | 30,95 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 223.763 | 2,16 | 8.089 | 17,44 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 42.423 | 1.534 | ||||||
| 2026-05-20 | 13F | Norris Financial Group, LLC | 0 | 0 | ||||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 40.502 | 3,61 | 1.464 | 15,82 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 68.798 | 11,48 | 2.487 | 28,20 | ||||
| 2026-04-20 | 13F | Davidson Trust Co | 11.929 | 2,35 | 431 | 17,76 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 32.226 | 241,96 | 1.165 | 293,24 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 6.856 | 248 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 285.150 | 3,38 | 8.947 | 5,05 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 3.805 | 3,03 | 138 | 18,10 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 7.090 | 256 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 114 | 4 | ||||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 14.219 | 514 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 1.540.561 | 3,38 | 55.691 | 18,84 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 888.051 | 7,08 | 32.103 | 23,08 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 30.073 | 1.087 | ||||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 47.780 | 8,05 | 1.727 | 23,89 | ||||
| 2026-05-04 | 13F | Illumine Investment Management, LLC | 55.187 | 1,77 | 1.995 | 16,95 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 62.204 | 6,77 | 2.249 | 22,71 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 350 | 9,38 | 13 | 20,00 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 3.686 | 69,16 | 133 | 95,59 | ||||
| 2026-05-11 | 13F | Catalyst Financial Partners Llc | 142.473 | 27,29 | 5.150 | 46,31 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 76.674 | 2.676,03 | 2.756 | 3.104,65 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 963.990 | 138,87 | 34.848 | 174,57 | ||||
| 2026-05-05 | 13F | UBS Group AG | 119.528 | 18,84 | 4.321 | 36,58 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1.954.235 | 25,78 | 70.646 | 44,57 | ||||
| 2026-05-15 | 13F | Fmr Llc | 1 | 0 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 23.827 | 13,02 | 860 | 29,71 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 621.024 | 3,69 | 22.450 | 19,19 | ||||
| 2026-05-05 | 13F | RFG - Bristol Wealth Advisors, LLC | 273.270 | 12,58 | 9.879 | 29,41 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 366.347 | 82,96 | 13.243 | 110,31 | ||||
| 2026-04-27 | 13F | New England Capital Financial Advisors LLC | 496.657 | 0,51 | 17.954 | 15,53 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 7.151 | 259 | ||||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 7.747 | 146,72 | 280 | 185,71 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 8.985 | 0,03 | 325 | 14,89 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 48.049 | 2 | ||||||
| 2026-05-15 | 13F | Breakwater Investment Management | 5.268 | 748,31 | 190 | 900,00 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 1.981.959 | 6,71 | 72 | 22,41 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 796 | 29 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 212.121 | 1.631.600,00 | 7.668 | |||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 91.535 | 560,71 | 3.309 | 658,94 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 3.211 | 116 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 1.590 | 3.685,71 | 57 | 5.600,00 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 11.227 | 2,35 | 406 | 17,73 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 107.736 | 106,00 | 3.895 | 136,86 | ||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 47.282 | 26,96 | 1.709 | 45,94 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 21.876 | 16,21 | 791 | 33,45 | ||||
| 2026-05-01 | 13F | Win Advisors, Inc | 27.722 | 1.002 | ||||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 1.071.026 | 2,68 | 38.718 | 18,03 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 15.083 | 5,47 | 545 | 21,38 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 137.879 | 26,84 | 4.984 | 45,82 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 57.388 | 22,16 | 2.075 | 40,42 | ||||
| 2026-04-15 | 13F | Retireful, LLC | 11.332 | 410 | ||||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 19.370 | 700 | ||||||
| 2026-05-14 | 13F | Swf Llc | 5.795 | 209 | ||||||
| 2026-05-08 | 13F | First National Advisers, LLC | 421.698 | 15.244 | ||||||
| 2026-05-04 | 13F | Savant Capital, LLC | 685.196 | 120,72 | 24.770 | 153,70 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 5.433 | 8,75 | 171 | 10,39 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 15.786 | 7,11 | 571 | 23,11 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 9.301 | 341 | ||||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 381.530 | 3,91 | 13.792 | 19,44 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 154.244 | 5.576 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 41.671 | 198,20 | 1.506 | 243,05 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 154.244 | 5.576 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 343.290 | 2,77 | 12 | 20,00 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 36.277 | 30,09 | 1.311 | 49,66 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 733.726 | 65,50 | 26.524 | 90,25 | ||||
| 2026-05-14 | 13F | Betterment LLC | 21.766 | 18,68 | 1 | |||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 51.080 | 1,97 | 2 | 0,00 | ||||
| 2026-04-16 | 13F | Thompson Davis & Co., Inc. | 9.102 | 329 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 778 | 28 | ||||||
| 2026-05-15 | 13F | Shelton Capital Management | 30.668 | 1.109 | ||||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 381.977 | 3,17 | 13.808 | 18,58 | ||||
| 2026-04-16 | 13F | Freedom Financial Partners LLC | 338.201 | 2,88 | 12.226 | 18,25 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 25.225 | 79,78 | 912 | 106,58 | ||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 492.437 | 2.634,70 | 17.802 | 3.045,05 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 26.275 | 950 | ||||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 400.187 | 29,83 | 14.387 | 47,43 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 10.503 | 4,90 | 380 | 11,80 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 39.458 | 16,93 | 1.426 | 34,40 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 8.865 | 0,03 | 320 | |||||
| 2026-04-29 | 13F | Tilson Financial Group, Inc. | 286.777 | 3,10 | 10.367 | 18,50 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 11.091 | 3,14 | 401 | 18,34 | ||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 12.436 | 450 | ||||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 295.578 | 4,72 | 10.685 | 20,38 |
