Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans SPDR Series Trust - SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF comprennent
SSBNX - State Street Target Retirement 2020 Fund Class I,
Raymond James Financial Inc,
ENDW - Cambria Endowment Style ETF,
Empowered Funds, LLC,
TRTY - Cambria Trinity ETF,
GAA - Cambria Global Asset Allocation ETF,
Simplicity Wealth,LLC,
Private Advisor Group, LLC,
Janney Montgomery Scott LLC,
Orion Portfolio Solutions, LLC,
Betterment LLC,
VestGen Advisors, LLC,
Mml Investors Services, Llc,
Bank Of America Corp /de/,
Waterloo Capital, L.P.,
Nbc Securities, Inc.,
Evolution Wealth Management Inc.,
Private Trust Co Na,
et
Quest 10 Wealth Builders, Inc.
.
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
(%) |
| 2025-08-01 |
13F |
Oarsman Capital, Inc.
|
|
|
|
16 805 |
42,60 |
458 |
40,18 |
|
| 2025-08-11 |
13F |
Private Advisor Group, LLC
|
|
|
|
42 320 |
|
1 152 |
|
|
| 2025-07-09 |
13F |
VisionPoint Advisory Group, LLC
|
|
|
|
17 943 |
|
489 |
|
|
| 2025-08-13 |
13F |
Cambria Investment Management, L.P.
|
|
|
|
429 680 |
51,90 |
11 700 |
49,27 |
|
| 2025-08-13 |
13F |
VestGen Advisors, LLC
|
|
|
|
9 651 |
|
264 |
|
|
| 2025-08-12 |
13F |
Global Retirement Partners, LLC
|
|
|
|
412 |
221,88 |
11 |
266,67 |
|
| 2025-05-01 |
13F |
Quest 10 Wealth Builders, Inc.
|
|
|
|
153 |
|
4 |
|
|
| 2025-08-28 |
NP |
SSBWX - State Street Target Retirement 2030 Fund Class I
|
|
|
|
416 048 |
111,88 |
11 329 |
108,20 |
|
| 2025-08-14 |
13F |
Hilltop Holdings Inc.
|
|
|
|
23 023 |
114,31 |
627 |
110,77 |
|
| 2025-08-14 |
13F |
CoreCap Advisors, LLC
|
|
|
|
16 |
14,29 |
0 |
|
|
| 2025-08-27 |
13F/A |
Brinker Capital Investments, LLC
|
|
|
|
25 700 |
35,79 |
700 |
33,40 |
|
| 2025-08-07 |
13F |
Private Advisory Group LLC
|
|
|
|
73 416 |
87,92 |
1 999 |
84,75 |
|
| 2025-08-01 |
13F |
Envestnet Asset Management Inc
|
|
|
|
998 711 |
13,20 |
27 195 |
11,23 |
|
| 2025-08-14 |
13F |
Royal Bank Of Canada
|
|
|
|
37 574 |
52 821,13 |
1 024 |
51 100,00 |
|
| 2025-06-27 |
NP |
GAA - Cambria Global Asset Allocation ETF
|
|
|
|
120 903 |
|
3 169 |
|
|
| 2025-06-27 |
NP |
TRTY - Cambria Trinity ETF
|
|
|
|
162 374 |
|
4 256 |
|
|
| 2025-08-11 |
13F |
Independent Advisor Alliance
|
|
|
|
13 725 |
14,06 |
374 |
12,01 |
|
| 2025-08-29 |
13F |
Evolution Wealth Management Inc.
|
|
|
|
769 |
|
21 |
|
|
| 2025-08-28 |
NP |
SSBRX - State Street Target Retirement 2025 Fund Class I
|
|
|
|
2 500 378 |
1,87 |
68 085 |
0,10 |
|
| 2025-08-28 |
NP |
SSFNX - State Street Target Retirement Fund Class I
|
|
|
|
1 932 063 |
0,80 |
52 610 |
-0,95 |
|
| 2025-05-15 |
13F/A |
Orion Portfolio Solutions, LLC
|
|
|
|
18 926 |
|
524 |
|
|
| 2025-08-06 |
13F |
Valtinson Bruner Financial Planning LLC
|
|
|
|
47 238 |
10,83 |
1 286 |
8,89 |
|
| 2025-08-04 |
13F |
Creative Financial Designs Inc /adv
|
|
|
|
5 219 |
64,79 |
142 |
63,22 |
|
| 2025-07-10 |
13F |
Signal Advisors Wealth, LLC
|
|
|
|
59 697 |
38,81 |
1 626 |
36,44 |
|
| 2025-07-22 |
13F |
Simplicity Wealth,LLC
|
|
|
|
51 874 |
|
1 413 |
|
|
| 2025-05-28 |
NP |
SSBNX - State Street Target Retirement 2020 Fund Class I
|
|
|
|
1 037 091 |
|
28 738 |
|
|
| 2025-08-01 |
13F |
Austin Private Wealth, LLC
|
|
|
|
240 644 |
23,02 |
6 553 |
20,89 |
|
| 2025-08-14 |
13F |
Betterment LLC
|
|
|
|
10 948 |
|
0 |
|
|
| 2025-08-14 |
13F |
Bank Of America Corp /de/
|
|
|
|
7 928 |
|
216 |
|
|
| 2025-07-08 |
13F |
Nbc Securities, Inc.
|
|
|
|
2 308 |
|
0 |
|
|
| 2025-08-11 |
13F |
Principal Securities, Inc.
|
|
|
|
4 441 |
31,20 |
121 |
37,93 |
|
| 2025-08-12 |
13F |
Waterloo Capital, L.P.
|
|
|
|
7 800 |
|
212 |
|
|
| 2025-07-30 |
NP |
ENDW - Cambria Endowment Style ETF
|
|
|
|
185 068 |
|
4 882 |
|
|
| 2025-08-06 |
13F |
Csenge Advisory Group
|
|
|
|
17 812 |
0,91 |
470 |
-0,85 |
|
| 2025-07-29 |
13F |
Private Trust Co Na
|
|
|
|
285 |
|
8 |
|
|
| 2025-08-06 |
13F |
Walkner Condon Financial Advisors LLC
|
|
|
|
7 384 |
|
201 |
|
|
| 2025-08-14 |
13F |
Mml Investors Services, Llc
|
|
|
|
9 496 |
|
0 |
|
|
| 2025-07-29 |
13F |
Cohalo Advisory LLC
|
|
|
|
924 |
11,33 |
25 |
8,70 |
|
| 2025-08-14 |
13F |
Smartleaf Asset Management LLC
|
|
|
|
42 147 |
1 760,79 |
1 145 |
1 746,77 |
|
| 2025-09-04 |
13F/A |
Advisor Group Holdings, Inc.
|
|
|
|
169 696 |
5 211,30 |
4 692 |
5 230,68 |
|
| 2025-08-11 |
13F |
Covestor Ltd
|
|
|
|
146 |
65,91 |
0 |
|
|
| 2025-08-13 |
13F |
Safe Harbor Fiduciary, LLC
|
|
|
|
233 |
31,64 |
6 |
50,00 |
|
| 2025-08-14 |
13F |
Raymond James Financial Inc
|
|
|
|
195 104 |
|
5 313 |
|
|
| 2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
| 2025-07-17 |
13F |
Janney Montgomery Scott LLC
|
|
|
|
28 976 |
|
1 |
|
|
| 2025-08-11 |
13F |
Empowered Funds, LLC
|
|
|
|
185 068 |
|
5 039 |
|
|
