Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in SPDR Series Trust - State Street SPDR Portfolio Corporate Bond ETF eröffnet haben, gehören Banque Transatlantique SA, Tiaa-cref Individual & Institutional Services, Llc, Gateway Wealth Partners, LLC, Sanchez Levi Garrett, Triad Wealth Partners, LLC, Visionary Horizons, LLC, American State Bank (Iowa), Nations Financial Group Inc, /ia/ /adv, Sanchez Gaunt Capital Management, LLC, Acorn Financial Advisory Services Inc /adv, Ubs Asset Management Americas Inc, Qube Research & Technologies Ltd, Root Financial Partners, LLC, TIAA Wealth Investment Management LLC, Creative Capital Management Investments LLC, MGB Wealth Management, LLC, Nova Wealth Management, Inc., Triumph Capital Management, Signaturefd, Llc, und Silver Grove Financial Group, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 1.714 | 117,51 | 50 | 113,04 | ||||
| 2026-05-14 | 13F | Laraway Financial Inc | 20.104 | 0,51 | 584 | -0,51 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 34.804 | 1,82 | 1.010 | 0,80 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 75.855 | 7,31 | 2.226 | 111.150,00 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 1.513.411 | 642,77 | 44.019 | 636,33 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 157.191 | 38,66 | 4.563 | 37,19 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 1.333 | 39 | ||||||
| 2026-04-10 | 13F | Sterling Manor Financial, LLC | 672.350 | 6,24 | 19.518 | 5,12 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 15.820 | 459 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 99.917 | 87,09 | 2.901 | 85,19 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 8.933 | 0,48 | 259 | -0,38 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 7.000 | 203 | ||||||
| 2026-04-17 | 13F | Visionary Horizons, LLC | 10.403 | 302 | ||||||
| 2026-05-15 | 13F | State Street Corp | 73.953 | 37,08 | 2.147 | 35,65 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 71.673 | 2.081 | ||||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 192.498 | 17,39 | 5.588 | 16,15 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 32.772 | 0,94 | 951 | -0,11 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 340.386 | 29,84 | 9.881 | 28,47 | ||||
| 2026-05-12 | 13F | Creative Planning | 18.452 | 28,85 | 536 | 27,38 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 259.097 | 66,59 | 7.522 | 64,83 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 73.653 | 6,23 | 2.138 | 5,11 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 8.182 | 4,32 | 238 | 3,04 | ||||
| 2026-05-15 | 13F | Sanchez Levi Garrett | 15.692 | 456 | ||||||
| 2026-04-20 | 13F | Breakwater Capital Group | 212.279 | 6,08 | 6.162 | 4,96 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 7.181 | 208 | ||||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 1.389 | 0,36 | 40 | 0,00 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 797 | 2.851,85 | 23 | |||||
| 2026-05-13 | 13F | Triumph Capital Management | 135 | 4 | ||||||
| 2026-05-11 | 13F | Collier Financial | 1.696 | 0,06 | 49 | 0,00 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 1.659 | 48 | ||||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 5 | 66,67 | 0 | |||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 7.824 | 3,42 | 227 | 2,71 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 4.060 | 118 | ||||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 100.235 | 24,08 | 2.910 | 22,74 | ||||
| 2026-05-06 | 13F | Aire Advisors, Llc | 9.852 | 0,22 | 286 | -1,04 | ||||
| 2026-05-15 | 13F | Breakwater Investment Management | 13.966 | 13,25 | 405 | 12,19 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1.566.772 | 1,64 | 45.483 | 0,57 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 9.385 | 205,60 | 272 | 202,22 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 2.170.235 | 47,04 | 63.002 | 45,49 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 8.186 | 1,26 | 238 | 0,42 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 33.828 | 982 | ||||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 121 | 0,83 | 4 | 0,00 | ||||
| 2026-05-07 | 13F | Advisor Resource Council | 38.030 | 17,71 | 1.104 | 16,70 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 0 | 0 | ||||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 2.264 | 66 | ||||||
| 2026-04-13 | 13F | Arkansas Financial Group, Inc. | 877.107 | 6,94 | 25.541 | 6,14 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 12.837 | 1,21 | 373 | 0,00 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 1 | 0 | ||||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 1.426 | 44,19 | 41 | 41,38 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 506 | 15 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 6.748 | 4.339,47 | 196 | 4.775,00 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 235.629 | 36,36 | 6.840 | 34,94 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 74 | 1,37 | 2 | 0,00 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 1.014.637 | 2,30 | 29.455 | 1,22 | ||||
| 2026-04-21 | 13F | Next Level Wealth Planning, LLC | 9.390 | 0,64 | 273 | -0,37 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 2.500 | 73 | ||||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 393.741 | 11.430 | ||||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 53.190 | 60,93 | 1.542 | 59,13 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 431 | 31,80 | 13 | 33,33 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 4.896 | 142 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 851 | 40,66 | 25 | 41,18 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 57.392 | 49,58 | 1.666 | 48,09 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 582.061 | 2,71 | 16.897 | 1,62 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 54 | 2 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 8.036.950 | 0,12 | 233.297 | -0,94 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 52.777 | 9,09 | 1.532 | 7,96 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 3.332 | 97 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 314.391 | 6,92 | 9 | 12,50 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 2.120.579 | 7,38 | 61.560 | 6,24 | ||||
| 2026-04-08 | 13F | Melone Private Wealth, LLC | 167.806 | 0,09 | 4.871 | -0,98 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 49.942 | 148,05 | 1.450 | 145,59 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 49.169 | 3,62 | 1.427 | 2,51 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 212 | 0,95 | 6 | 0,00 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 20.236 | 112,88 | 594 | 111,03 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 3.077 | 6,03 | 89 | 4,71 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 13.308 | 15,71 | 386 | 14,54 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 81.581 | 2.394 | ||||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 1.740.756 | 16,54 | 50.534 | 15,31 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 12.826 | 31,31 | 372 | 30,07 | ||||
| 2026-04-27 | 13F | Arrien Investments, Inc. | 13.785 | 4,69 | 400 | 3,63 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 29.305 | 6,07 | 851 | 4,94 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 442.070 | 3,95 | 12.833 | 2,85 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 1.437.482 | 4,65 | 41.730 | 3,54 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 148.925 | 19,71 | 4.323 | 18,44 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 25.831 | 750 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 393.249 | 23,79 | 11.416 | 22,49 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 77.283 | 10,12 | 2.244 | 8,94 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1.658 | 48 | ||||||
| 2026-05-11 | 13F | Citigroup Inc | 13.358 | 4,42 | 388 | 3,20 | ||||
| 2026-05-26 | 13F | Summit Financial Wealth Advisors, LLC | 1.126.788 | 9,64 | 32.711 | 8,48 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 148.144 | 4,16 | 4.301 | 3,04 | ||||
| 2026-05-15 | 13F | Nepc Llc | 724.227 | 179,86 | 21.024 | 176,92 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 5 | 0 | ||||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 7 | 0 | ||||||
| 2026-05-07 | 13F | Tidemark, LLC | 157.503 | 4.572 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 211.771 | 6.148 | ||||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 7.900 | 229 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 79.809 | 255,34 | 2.317 | 251,98 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 201.456 | 14,27 | 5.848 | 13,07 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 2.281 | 3,92 | 67 | 1,54 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 15.505 | 0,39 | 450 | -0,66 | ||||
| 2026-04-06 | 13F | CX Institutional | 2.053.033 | 2,07 | 60 | 0,00 | ||||
| 2026-05-13 | 13F | Banque Transatlantique SA | 107.967 | 3.134 | ||||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 294 | 9 | ||||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 2.170 | 63 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 727.245 | 7.162,28 | 21.112 | 7.105,12 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 14.561 | 19,33 | 423 | 17,88 | ||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 9.814 | 18,34 | 285 | 16,87 | ||||
| 2026-02-10 | 13F | Transatlantique Private Wealth Llc | 87.959 | 17,96 | 2.581 | 16,79 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 19.520 | 567 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 26.142 | 6,62 | 759 | 5,42 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 52.623 | 104,58 | 1.528 | 102,52 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 255 | 1,59 | 7 | 0,00 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 239.054 | 89,14 | 6.900 | 86,08 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 12.452 | 361 | ||||||
| 2026-05-04 | 13F | Flaharty Asset Management, LLC | 746.259 | 1,30 | 21.664 | 0,23 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 7.113 | 206 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 20.184 | 125,39 | 1 |
