Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in SPDR Series Trust - State Street SPDR Bloomberg 1-10 Year TIPS ETF eröffnet haben, gehören McIlrath & Eck, LLC, Peak Retirement Planning, Inc., Chapman Financial Group, Llc, Canandaigua National Corp, Mather Group, Llc., Brown, Lisle/cummings, Inc., Root Financial Partners, LLC, Hartland & Co., LLC, Nova Wealth Management, Inc., Merkkuri Wealth Advisors LLC, und Signature Equity Partners, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-28 | 13F | Novus Advisors, Llc | 32.741 | 1,20 | 628 | 1,78 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 52.248 | 2,20 | 1.003 | 2,77 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 534 | 10 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 123.022 | 7,98 | 2 | 0,00 | ||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 54.144 | 1.039 | ||||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 32.614 | 27,74 | 626 | 28,34 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 765.915 | 12,07 | 14.698 | 12,72 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 2.023 | 39 | ||||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 121.399 | 4,50 | 2.330 | 5,10 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 142.185 | 7,57 | 2.729 | 8,21 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 16.445 | 7,81 | 316 | 8,25 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 985.292 | 4,08 | 18.937 | 4,84 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 918 | 50,49 | 18 | 54,55 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 13.039 | 0,03 | 250 | 0,81 | ||||
| 2026-04-29 | 13F | Addison Capital Co | 43.565 | 836 | ||||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 73.944 | 5,75 | 1.419 | 6,30 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 45.310 | 869 | ||||||
| 2026-05-04 | 13F | Hibernia Wealth Partners, LLC | 182.867 | 3,13 | 3.509 | 3,72 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 11.769 | 226 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 20.327 | 5,95 | 390 | 6,56 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 19.733 | 4,48 | 379 | 5,00 | ||||
| 2026-04-16 | 13F | Security National Bank | 648.656 | 2,40 | 12.448 | 2,99 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 38.894 | 22,02 | 746 | 22,70 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 17.307 | 332 | ||||||
| 2026-05-05 | 13F | Covestor Ltd | 108 | 92,86 | 0 | |||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 780 | 15 | ||||||
| 2026-04-20 | 13F | Breakwater Capital Group | 44.962 | 24,66 | 863 | 25,29 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 25.812 | 495 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 987.334 | 334,80 | 18.947 | 337,35 | ||||
| 2026-06-04 | 13F | Midwest Financial Network, LLC | 20.269 | 39,15 | 389 | 40,07 | ||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 5.717 | 14,34 | 110 | 14,74 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 13.950 | 268 | ||||||
| 2026-05-05 | 13F | Valtinson Bruner Financial Planning LLC | 16.608 | 5,16 | 319 | 5,65 | ||||
| 2026-05-05 | 13F | UBS Group AG | 14.544.462 | 9.591,46 | 279.108 | 9.648,79 | ||||
| 2026-05-12 | 13F | Chapman Financial Group, Llc | 119.686 | 2.297 | ||||||
| 2026-05-11 | 13F | Peak Retirement Planning, Inc. | 190.121 | 17.622 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 52.854 | 30,91 | 1.015 | 31,82 | ||||
| 2026-05-13 | 13F | 17 Capital Partners, Llc | 27.468 | 527 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 6.222 | 119 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 4.777 | 92 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 2.784.894 | 8,39 | 53.442 | 9,01 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 13 | 0 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 359 | 6,21 | 7 | 0,00 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 240.061 | 4.607 | ||||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 321.985 | 2,41 | 6.179 | 3,00 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 129.962 | 3,56 | 2 | 0,00 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 2.671 | 22,13 | 51 | |||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 1.489 | 0,54 | 28 | 0,00 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 3.410.777 | 1.083,18 | 65.453 | 1.090,04 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 7.339 | 177,05 | 140 | 180,00 | ||||
| 2026-04-17 | 13F | Capital Wealth Management, Llc | 60.724 | 6,10 | 1.165 | 6,78 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 23.138 | 4,89 | 444 | 5,71 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 108.599 | 19,27 | 2.084 | 19,98 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 306.945 | 6,86 | 5.890 | 7,48 | ||||
| 2026-04-23 | 13F | Financial & Tax Architects, LLC | 82.275 | 47,93 | 1.579 | 48,73 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 54.399 | 22,91 | 1.044 | 23,58 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 166.047 | 9,00 | 3.186 | 9,64 | ||||
| 2026-04-29 | 13F | PCB Capital LLC | 13.751 | 7,41 | 264 | 7,79 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 137.531 | 0,65 | 2.639 | 1,23 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 1.536 | 10,11 | 29 | 11,54 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 234.456 | 14,28 | 4.473 | 13,04 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 15.132 | 7,72 | 290 | 8,21 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 91 | 2 | ||||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 62 | 1 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 32.024 | 1,84 | 615 | 2,50 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 12.240 | 235 | ||||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 1.586.908 | 8,39 | 30.453 | 9,01 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 913.531 | 25,61 | 17.531 | 26,33 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 14.007 | 20,02 | 269 | 20,72 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 162.973 | 34,79 | 3.127 | 35,60 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 1.829 | 35 | ||||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 115.990 | 94,98 | 2.226 | 96,04 | ||||
| 2026-04-14 | 13F | Lockerman Financial Group, Inc. | 22.516 | 26,14 | 432 | 27,06 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 29.351 | 7,03 | 563 | 7,65 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 508 | 10 | ||||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 2.750 | 53 | ||||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 964 | 18 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 119.181 | 2,82 | 2.287 | 3,44 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 358.691 | 198,08 | 6.883 | 199,78 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 40.422 | 59,83 | 776 | 60,79 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 3.917 | 683,40 | 75 | 1.400,00 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 2.545 | 5,65 | 49 | 6,67 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 56.295 | 0,92 | 1.080 | 1,50 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 53.754 | 18,71 | 1.032 | 19,47 | ||||
| 2026-05-13 | 13F | Fsb Premier Wealth Management, Inc. | 17.954 | 5,72 | 345 | 6,17 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 23.880 | 11,45 | 456 | 10,17 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 266.932 | 5.122 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 167.820 | 6,85 | 3.220 | 7,48 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 74.117 | 21,90 | 1.414 | 21,90 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 36.491 | 4,72 | 700 | 5,42 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 8.038 | 13,08 | 154 | 14,07 | ||||
| 2026-04-16 | 13F | True Vision MN LLC | 12.212 | 19,89 | 234 | 20,62 | ||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 62.197 | 11,38 | 1.194 | 12,02 | ||||
| 2026-05-04 | 13F | Henderson Brothers Financial Partners, LLC | 105.236 | 114,02 | 2.019 | 115,25 |
