Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in SPDR Series Trust - State Street SPDR Portfolio Mortgage Backed Bond ETF eröffnet haben, gehören Summit Financial, LLC, Private Advisory Group LLC, Apollon Financial, LLC, Marks Group Wealth Management, Inc, Amundi, Evergreen Wealth Solutions, LLC, CMC Financial Group, XY Planning Network, Inc., Barnes Wealth Management Group, Inc, KM Capital Management Ltd., Southern Michigan Bank & Trust, United Financial Planning Group LLC, Archer Investment Corp, Cassaday & Co Wealth Management LLC, Mcguire Capital Advisors Inc, New Millennium Group LLC, Walsh & Associates, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 13.203 | 1,58 | 296 | 1,37 | ||||
| 2026-04-27 | 13F | Acute Investment Advisory, Llc | 24.517 | 549 | ||||||
| 2026-05-05 | 13F | Marks Group Wealth Management, Inc | 76.687 | 1.717 | ||||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 587.175 | 13.147 | ||||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 25.680 | 575 | ||||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 508 | 11 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 26.673 | 8,32 | 1 | |||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 1.075.176 | 4,23 | 24.073 | 4,11 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 415.543 | 3,86 | 9.304 | 3,75 | ||||
| 2026-04-23 | 13F | Ewa, Llc | 82.323 | 26,81 | 1.843 | 26,67 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 96.193 | 17,45 | 2.156 | 215.500,00 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 86.650 | 1.940 | ||||||
| 2026-05-04 | 13F | Hibernia Wealth Partners, LLC | 9.517 | 213 | ||||||
| 2026-05-15 | 13F | State Street Corp | 6.291.307 | 25,32 | 140.862 | 25,18 | ||||
| 2026-05-13 | 13F | Wiregrass Investment Management Llc | 39.907 | 12,98 | 894 | 12,90 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 30.701 | 170,99 | 687 | 171,54 | ||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 1.000 | 22 | ||||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 55.390 | 0,14 | 1.240 | 0,08 | ||||
| 2026-04-24 | 13F | Midwest Capital Advisors, LLC | 210.909 | 18,84 | 4.722 | 18,70 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 33.162 | 12,52 | 742 | 12,42 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 533 | 12 | ||||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 131.490 | 3,00 | 2.944 | 2,90 | ||||
| 2026-05-05 | 13F | 93 Financial Group, LLC | 779.674 | 3,07 | 17.457 | 2,95 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 984 | 1,55 | 22 | 4,76 | ||||
| 2026-05-11 | 13F | CacheTech Inc. | 106.495 | 29,12 | 2.384 | 29,00 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 279.659 | 8,43 | 6.262 | 8,30 | ||||
| 2026-05-15 | 13F | Fmr Llc | 17.681 | 12,38 | 396 | 12,22 | ||||
| 2026-05-11 | 13F | Adams Wealth Management | 96.061 | 32,56 | 2.151 | 32,39 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 1.551.453 | 3.143,27 | 34.737 | 3.140,39 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 210.632 | 5,74 | 4.716 | 5,65 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 129.862 | 5,63 | 2.900 | 5,23 | ||||
| 2026-05-18 | 13F | Chesapeake Wealth Management | 316.789 | 3,44 | 7.093 | 3,32 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 59.736 | 7,93 | 1.338 | 7,82 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 225 | 5 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 103.264 | 8,25 | 2.312 | 8,14 | ||||
| 2026-04-29 | 13F | Financial Life Advisors | 1.041.380 | 9,26 | 23.316 | 9,13 | ||||
| 2026-05-15 | 13F | KM Capital Management Ltd. | 7.294 | 162 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 35.646 | 1,12 | 798 | 1,01 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 247.538 | 1,42 | 6 | 0,00 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1.891.983 | 5,66 | 42.362 | 5,54 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 22.324 | 42,45 | 500 | 42,17 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 122.455 | 1,15 | 2.742 | 1,03 | ||||
| 2026-05-11 | 13F | Collier Financial | 628.359 | 1,16 | 14.069 | 1,04 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 2.944 | 239,56 | 66 | 242,11 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 15 | 7,14 | 0 | |||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 761 | 17 | ||||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 1.271 | 28 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 1.813.363 | 4,10 | 40.601 | 3,98 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 217.259 | 22,89 | 4.864 | 22,77 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 258 | 6 | ||||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 10.117 | 227 | ||||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 115.219 | 2.580 | ||||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 686.198 | 4,65 | 15.364 | 4,54 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 204.701 | 1,86 | 4.583 | 1,75 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 636 | 0 | ||||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 128.424 | 4,17 | 2.875 | 4,05 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 57.245 | 1.282 | ||||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 26.163 | 10,29 | 586 | 10,17 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 3.476.902 | 1,97 | 77.842 | 1,83 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 8.646 | 0,71 | 194 | 0,52 | ||||
| 2026-04-24 | 13F | Financial Plan, Inc. | 1.271.622 | 22,52 | 28.472 | 22,39 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 85.485 | 8,51 | 1.914 | 8,44 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 28.936 | 13,52 | 648 | 13,31 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 420 | 9 | ||||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 50.874 | 10,39 | 1.139 | 10,37 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 204.152 | 14,04 | 4.571 | 13,91 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 163.560 | 2,73 | 3.662 | 2,63 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 40 | 1 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 23.426.337 | 15,75 | 524.516 | 15,62 | ||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 304.484 | 25,86 | 6.817 | 25,73 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 6.426.504 | 5,02 | 143.888 | 4,91 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 24.878 | 3,04 | 557 | 2,96 | ||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 27.136 | 0,10 | 608 | 0,00 | ||||
| 2026-04-17 | 13F | Forefront Wealth Partners, LLC | 89.161 | 10,12 | 1.996 | 10,03 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 759 | 17 | ||||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 200 | 4 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 2.413.888 | 3,34 | 54.047 | 103.834,62 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 171.707 | 7,06 | 3.845 | 6,93 | ||||
| 2026-05-08 | 13F | CMC Financial Group | 28.241 | 632 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 24.948 | 0,06 | 1 | |||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 12.257 | 0,43 | 274 | 0,37 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 12.979 | 4,84 | 0 | |||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 862.594 | 1,13 | 19.313 | 1,01 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 9.304 | 1,61 | 208 | 1,46 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 15.107 | 5,44 | 338 | 5,30 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 39.476 | 6,70 | 883 | 6,39 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 26.380 | 0,01 | 589 | -0,34 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 1.271 | 0,63 | 28 | 0,00 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 27.920 | 1,63 | 625 | 1,63 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 85.535 | 5,91 | 1.915 | 5,80 | ||||
| 2026-05-15 | 13F | Amundi | 74.057 | 1.658 | ||||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 11.669 | 7,66 | 261 | 7,85 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 206.116 | 24,09 | 4.615 | 23,93 | ||||
| 2026-05-08 | 13F | TMB Capital Partners, LLC | 44.940 | 4,52 | 1.006 | 4,47 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 822.025 | 444,22 | 18.405 | 443,72 | ||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 59.276 | 1,59 | 1.327 | 0,91 | ||||
| 2026-05-11 | 13F | West Wealth Group, LLC | 158.721 | 6,97 | 3.554 | 6,86 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 12.331 | 275 | ||||||
| 2026-04-07 | 13F | Boltwood Capital Management | 202.063 | 9,68 | 4.524 | 9,57 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 99.734 | 368,06 | 2.223 | 363,13 | ||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 23.794 | 11,02 | 533 | 10,83 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 87.193 | 365,20 | 1.952 | 364,76 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 12.785 | 20,82 | 286 | 20,68 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 461 | 10 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 768.195 | 39,47 | 17.200 | 39,31 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 11.574 | 9,34 | 259 | 9,28 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 67.534 | 1.512 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 5 | 0 | ||||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 843.445 | 84,78 | 18.885 | 83,55 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 7.861.710 | 3,40 | 176.024 | 3,29 | ||||
| 2026-04-24 | 13F | True Blue Financial, LLC | 17.806 | 19,01 | 399 | 18,81 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 35.859 | 12,80 | 804 | 12,62 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 539 | 7,80 | 12 | 9,09 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 122.607 | 2.745 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 436.553 | 2,13 | 9.785 | 2,13 | ||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 9.128 | 204 | ||||||
| 2026-05-07 | 13F | Tidemark, LLC | 582.067 | 9,15 | 13.032 | 9,04 | ||||
| 2026-04-06 | 13F | CX Institutional | 2.672.691 | 0,83 | 60 | 0,00 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 861 | 14,19 | 19 | 18,75 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 46.580 | 30,58 | 1.043 | 30,41 | ||||
| 2026-05-12 | 13F | Portside Wealth Group, LLC | 267.523 | 3,86 | 5.990 | 3,74 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 4 | 0 | ||||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 2.075 | 0,88 | 46 | 0,00 | ||||
| 2026-05-13 | 13F | Hirtle Callaghan & Co LLC | 31.017 | -0,35 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 328 | 40,17 | 7 | 40,00 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 49.708 | 33,69 | 1.113 | 33,49 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1.348.194 | 16,94 | 30.092 | 16,44 | ||||
| 2026-05-05 | 13F | UBS Group AG | 2.090 | 47 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 2.183.078 | 6,61 | 48.879 | 6,49 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 47.929 | 142,00 | 1.073 | 142,21 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 1.001.879 | 2,73 | 22.432 | 2,62 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 174.263 | 12,67 | 3.902 | 12,55 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 672.888 | 15.066 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 15.832 | 32,16 | 351 | 30,97 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 31 | |||||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 23.284 | 1,12 | 521 | 0,97 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 15.994 | 11,24 | 358 | 11,18 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 37.614 | 1,43 | 842 | 1,32 | ||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 138.786 | 10,51 | 3.107 | 10,37 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 32.102 | 1,26 | 719 | 1,13 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 57.181 | 48,16 | 1.280 | 47,98 |
