Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans SPDR Series Trust - SPDR Bloomberg Short Term International Treasury Bond ETF comprennent Congress Wealth Management LLC / DE /, Laurel Wealth Planning LLC, Empowered Funds, LLC, GDMA - Gadsden Dynamic Multi-Asset ETF, Cresset Asset Management, LLC, Clarity Asset Management, Inc., Beaumont Capital Management, LLC, DMG Group, LLC, VisionPoint Advisory Group, LLC, Ieq Capital, Llc, Transamerica Financial Advisors, Inc., Belpointe Asset Management LLC, Trademark Financial Management, LLC, Hanlon Investment Management, Inc., Ascent Group, LLC, Satovsky Asset Management Llc, Future You Wealth Llc, Cerity Partners LLC, Ignite Planners, LLC, et Janney Montgomery Scott LLC .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Ieq Capital, Llc | 36 291 | 1 019 | ||||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 248 858 | 6 985 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 63 | 2 | ||||||
| 2025-07-21 | 13F | Ascent Group, LLC | 20 530 | 576 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 62 910 | 206,67 | 1 766 | 228,07 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 56 091 | 1 574 | ||||||
| 2025-07-31 | 13F | Future You Wealth Llc | 14 890 | 418 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 302 046 | 8 478 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 84 678 | 51,36 | 2 377 | 61,74 | ||||
| 2025-07-08 | 13F | Martin Capital Partners, LLC | 12 157 | 58,23 | 0 | |||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 807 | 23 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 28 649 | 804 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 154 299 | 1 634,48 | 4 331 | 1 758,80 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 50 255 | 12,03 | 1 411 | 19,80 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 154 544 | 4 338 | ||||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 19 417 | 102,89 | 1 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 17 689 | 497 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 5 626 | 31,14 | 158 | 40,18 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 88 411 | 20,12 | 2 482 | 28,42 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 300 | 8 | ||||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 24 264 | 681 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 42 844 | 4 467,59 | 1 203 | 4 908,33 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 20 892 | 586 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3 284 | 92 | ||||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 10 320 | 285 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 434 411 | 33,25 | 12 188 | 42,37 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 3 007 707 | 3 037 987,88 | 84 426 | 4 221 200,00 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 404 843 | 11 346 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2 421 | 0,29 | 68 | 6,35 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 31 673 | 499,53 | 889 | 544,20 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 898 480 | 4,29 | 25 220 | 11,48 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 9 300 | 261 | ||||||
| 2025-08-13 | 13F | Satovsky Asset Management Llc | 19 920 | 559 | ||||||
| 2025-08-29 | NP | GDMA - Gadsden Dynamic Multi-Asset ETF | 403 746 | 11 333 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 8 403 | 236 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 23 530 | 660 | ||||||
| 2025-07-23 | 13F | DMG Group, LLC | 80 125 | 2 249 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 101 166 | 0,26 | 3 | 0,00 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 411 335 | 11 546 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 14 514 | 407 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 150 318 | 10,51 | 4 220 | 18,14 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 134 413 | 3 773 | ||||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 459 289 | 12 892 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 189 152 | 1 388,21 | 5 309 | 1 494,29 | ||||
| 2025-08-08 | 13F | Creative Planning | 107 624 | 10,93 | 3 021 | 18,57 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 36 236 | 1 017 | ||||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 824 784 | 280,33 | 23 152 | 306,59 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 7 519 | 0 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 839 | 24 | ||||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 128 711 | 3 613 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 1 092 802 | 30 675 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 329 | 306,17 | 9 | 350,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 10 950 | 307 | ||||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 179 140 | 12,61 | 5 025 | 20,30 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 793 995 | 1,71 | 22 287 | 8,71 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 60 858 | 1 708 | ||||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 10 768 | 10,68 | 302 | 18,43 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 53 822 | 1,19 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 21 684 | 609 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3 217 | 3 149,49 | 90 | 4 400,00 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 3 189 | 90 | ||||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 23 331 | 1,66 | 655 | 8,64 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 7 296 | 0 |
