Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in SPDR Series Trust - State Street SPDR Nuveen ICE Municipal Bond ETF eröffnet haben, gehören Vestmark Advisory Solutions, Inc., Rsm Us Wealth Management Llc, Nicolet Bankshares Inc, Fiduciary Alliance LLC, Sanchez Gaunt Capital Management, LLC, Bleakley Financial Group, LLC, BlueChip Wealth Advisors LLC, One Day In July LLC, Tanager Wealth Management LLP, CI Private Wealth, LLC, SigFig Wealth Management, LLC, GLR Partners, LLC, Quantinno Capital Management LP, BCGM Wealth Management, LLC, Resolute Wealth Advisor, Inc., Diversify Wealth Management, Llc, Mount Yale Investment Advisors, LLC, Johnson Investment Counsel Inc, DHJJ Financial Advisors, Ltd., und Planning Project LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 944.563 | 42.826 | ||||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 75.094 | 5,20 | 3.405 | 4,35 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 12.598 | 571 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 12.533 | 568 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 77 | -1,30 | ||||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 6.137 | 4,34 | 278 | 3,73 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 87.149 | 0,60 | 3.951 | -0,20 | ||||
| 2026-04-30 | 13F | Colton Groome Financial Advisors, Llc | 5.750 | 3,60 | 261 | 2,77 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 3.270 | 148 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 46.720 | 159,86 | 2.118 | 157,98 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 25 | 1 | ||||||
| 2026-05-13 | 13F | GLR Partners, LLC | 6.825 | 309 | ||||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 4.438 | 201 | ||||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 7.946 | 0,04 | 362 | -0,55 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 11.403 | 0,54 | 521 | 0,97 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 3.143.584 | 3,03 | 142.530 | 2,19 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 69 | 3 | ||||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 6.918 | 314 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 37.782 | 17,27 | 1.704 | 15,69 | ||||
| 2026-05-05 | 13F | UBS Group AG | 2.510.004 | 404,09 | 113.804 | 400,01 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 28.332 | 3,09 | 1.295 | 3,43 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 145.693 | 2,68 | 6.610 | 1,91 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 8.318 | 45,85 | 380 | 46,72 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 20.313 | 3,32 | 921 | 2,45 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 1.014.807 | 198,64 | 46.011 | 196,23 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 632.641 | 3,20 | 28.589 | 2,02 | ||||
| 2026-04-22 | 13F | TruNorth Capital Management, LLC | 137.583 | 1,90 | 6.238 | 1,09 | ||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 9.268 | 7,55 | 420 | 6,87 | ||||
| 2026-04-23 | 13F | Investment Planning Advisors, Inc. | 6.075 | 16,51 | 275 | 15,55 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 107.845 | 2,23 | 4.890 | 1,39 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 15.548 | 111,39 | 705 | 109,52 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 44.409 | 9,09 | 2.010 | 8,01 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 8.536.414 | 20,54 | 387.041 | 19,56 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 28 | 0 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 3 | 0 | ||||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 4.728 | 2,23 | 214 | 1,42 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 163 | 39,32 | 7 | 40,00 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 11.845 | 12,33 | 537 | 11,41 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 7.630 | 344 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 703.278 | 2,83 | 31.887 | 2,00 | ||||
| 2026-05-15 | 13F | Fmr Llc | 30.815 | 6,55 | 1.397 | 5,67 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 30.911 | 1.400 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 32.021 | 329,01 | 1.451 | 325,22 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 18.106 | 471,17 | 821 | 469,44 | ||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 86.074 | 1,96 | 3.934 | 2,26 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 835.814 | 15,25 | 38.205 | 15,60 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2.683.703 | 12,25 | 121.679 | 11,34 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 98.176 | 12,30 | 4.451 | 11,39 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 3.587 | 11,40 | 163 | 10,20 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 20.623 | 0,17 | 935 | -0,64 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 6.961 | 316 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 25.652 | 1.163 | ||||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 74 | 3 | ||||||
| 2026-05-07 | 13F | Advisor OS, LLC | 46.824 | 10,41 | 2.123 | 9,49 | ||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 16.858 | 3,31 | 764 | 2,55 | ||||
| 2026-05-07 | 13F | Little House Capital Llc | 21.687 | 32,13 | 983 | 31,07 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 130.947 | 307,60 | 5.937 | 304,43 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 23.445 | 0,01 | 1.063 | -0,75 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1.085.650 | 11,79 | 49.223 | 10,89 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 1.447 | 66 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 6.731 | 305 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 5.573.362 | 4,35 | 252.696 | 3,51 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 1.010 | 46 | ||||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 8.743 | 9,48 | 396 | 8,49 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 986 | 45 | ||||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 168.742 | 124,16 | 7.651 | 122,32 | ||||
| 2026-05-13 | 13F | ShoreHaven Wealth Partners, LLC | 7.995 | 23,67 | 362 | 22,71 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 751.415 | 3,75 | 34.069 | 2,91 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 10.950 | 496 | ||||||
| 2026-05-05 | 13F | One Day In July LLC | 8.174 | 371 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 4.762 | 772,16 | 216 | 795,83 | ||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 50.560 | 8,15 | 2.292 | 7,25 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 68.007 | 3.083 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 923.926 | 17.368,82 | 41.891 | 17.281,74 | ||||
| 2026-05-05 | 13F | BCGM Wealth Management, LLC | 6.163 | 279 | ||||||
| 2026-05-05 | 13F | PFG Advisors | 5.238 | 0,56 | 238 | -0,42 | ||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 7.871 | 8,30 | 359 | 7,83 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 105 | 5 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 748.305 | 45,98 | 33.928 | 44,80 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 70 | 3 | ||||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 46 | 2 | ||||||
| 2026-05-12 | 13F | Financial Network Wealth Management LLC | 26.309 | 6,39 | 1 | 0,00 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 419.191 | 14,49 | 19.006 | 13,57 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 11.605 | 526 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 57.829 | 7,97 | 2.622 | 7,11 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 18.876 | 159,00 | 856 | 155,99 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 10 | 66,67 | 0 | |||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 840 | 21,92 | 38 | 22,58 | ||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 62.591 | 3,52 | 3 | 0,00 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 98.475 | 10,99 | 4.465 | 10,09 | ||||
| 2026-05-05 | 13F | BlueChip Wealth Advisors LLC | 9.634 | 437 | ||||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 6.780 | 19,20 | 307 | 18,53 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 88.593 | 4.017 | ||||||
| 2026-04-13 | 13F | Foster Group, Inc. | 476.439 | 1,18 | 21.602 | 0,36 | ||||
| 2026-05-05 | 13F | Advisors Preferred, LLC | 110.894 | 5.028 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 223.497 | 27,52 | 10 | 25,00 | ||||
| 2026-05-15 | 13F | EFG International AG | 42.445 | 0,07 | 1.924 | -0,72 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 5.454 | 248 | ||||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 69.048 | 8,29 | 3.131 | 7,41 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 295 | 20,90 | 13 | 18,18 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 113.121 | 4,14 | 5.129 | 3,28 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 929 | 42 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 6.271 | 0 | ||||||
| 2026-05-07 | 13F | Integrated Capital Management, Inc. | 68.871 | 56,65 | 3.123 | 55,40 | ||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 8.896 | 3,27 | 403 | 2,54 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 76.493 | 19,01 | 3.468 | 18,04 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1.627.016 | 0,50 | 73.769 | -0,32 | ||||
| 2026-06-04 | 13F | Midwest Financial Network, LLC | 22.915 | 50,09 | 1.039 | 48,92 | ||||
| 2026-05-12 | 13F | Creative Planning | 22.544 | 24,56 | 1.022 | 23,58 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 14.095 | 95,63 | 639 | 94,22 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 3.095 | 141 | ||||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 319.649 | 29,70 | 14.493 | 28,65 | ||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 8.762 | 397 | ||||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 17.675 | 179,71 | 801 | 178,13 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 5.341 | 242 | ||||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 4.061 | 383,45 | 184 | 384,21 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 150.320 | 0,31 | 6.815 | -0,51 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 113.974 | 70,30 | 5.168 | 68,91 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 3.000 | 8,58 | 136 | 7,94 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 2.080 | 94 | ||||||
| 2026-05-08 | 13F | McAdam, LLC | 155.926 | 0,51 | 7.070 | -0,31 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 12 | 1 | ||||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 25.223 | 1.149 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 472.267 | 196,72 | 21.413 | 194,32 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 11.068 | 0,63 | 502 | -0,20 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 5.022 | 228 | ||||||
| 2026-04-10 | 13F | PFW Advisors LLC | 9.268 | 11,43 | 420 | 10,53 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 87.766 | 6,10 | 3.979 | 5,24 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 29.100 | 77,07 | 1.319 | 75,63 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 120.770 | 0,76 | 5.476 | -0,05 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 11.312 | 7,00 | 513 | 6,00 | ||||
| 2026-04-20 | 13F | Tanager Wealth Management LLP | 8.022 | 364 | ||||||
| 2026-05-11 | 13F | Resolute Wealth Advisor, Inc. | 5.623 | 255 | ||||||
| 2026-05-15 | 13F | Ascent Group, LLC | 15.862 | 30,22 | 719 | 29,32 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 22.064 | 0,24 | 1.000 | -0,60 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 181 | 686,96 | 8 | 700,00 | ||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 286.177 | 41,95 | 12.975 | 40,82 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 19.393 | 90,63 | 879 | 89,03 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 3.354 | 573,49 | 152 | 590,91 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 18.734 | 849 | ||||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 4.426 | 200,48 | 0 | |||||
| 2026-05-08 | 13F | Idaho Trust Bank | 24.310 | 3,53 | 1.102 | 2,70 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 20.100 | 911 | ||||||
| 2026-05-14 | 13F | Providence Capital Advisors, LLC | 29 | 1 | ||||||
| 2026-05-08 | 13F | M1 Capital Management LLC | 10.009 | 31,47 | 454 | 30,17 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 27.819 | 1,65 | 1.261 | 0,88 | ||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 91.563 | 10,55 | 4.151 | 9,67 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 17.993 | 155,95 | 816 | 153,89 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 171 | 8 | ||||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 278 | 0,36 | 13 | 0,00 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 19.453 | 882 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 151.614 | 0,16 | 6.930 | 115.400,00 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 28.637 | 1,82 | 1.298 | 1,01 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 8.525 | 387 | ||||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 13.888 | 83,19 | 630 | 81,79 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 20.918 | 198,79 | 948 | 196,25 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 117.857 | 5,03 | 5.344 | 4,17 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 183.337 | 0,89 | 8.312 | 0,07 | ||||
| 2026-04-15 | 13F | Cypress Financial Planning Llc | 19.134 | 17,54 | 868 | 16,69 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 570.108 | 60,78 | 25.849 | 59,49 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 32.803 | 6,13 | 1.487 | 5,31 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 6 | 0 | ||||||
| 2026-04-29 | 13F | Tilson Financial Group, Inc. | 24.302 | 3,55 | 1.102 | 2,71 |
