Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF comprennent JSOSX - JPMorgan Strategic Income Opportunities Fund Class I, Cary Street Partners Financial Llc, Midwest Trust Co, Hancock Whitney Corp, Savant Capital, LLC, Horan Securities, Inc., Traub Capital Management LLC, Diversify Advisory Services, LLC, M. Kulyk & Associates, LLC, Phillips Financial Management, Llc, HHM Wealth Advisors, LLC, Country Trust Bank, Atlantic Union Bankshares Corp, Farmers & Merchants Trust Co of Chambersburg PA, Proffitt & Goodson Inc, First Command Advisory Services, Inc., Alerus Financial Na, AlphaCore Capital LLC, Morgan Dempsey Capital Management Llc, et Hantz Financial Services, 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Toroso Investments, LLC | 18 371 | 10,01 | 1 516 | 18,73 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 1 329 231 | 9,65 | 109 874 | 18,29 | ||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 87 | 0 | ||||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 4 913 | 66,43 | 406 | 79,65 | ||||
2025-08-06 | 13F | Adviser Investments LLC | 75 628 | 1 917,28 | 6 251 | 2 078,05 | ||||
2025-07-23 | 13F | H&H Retirement Design & Management INC | 410 452 | 7,31 | 34 872 | 23,34 | ||||
2025-08-26 | NP | TFPN - Blueprint Chesapeake Multi-Asset Trend ETF | 20 823 | 24,69 | 1 721 | 34,56 | ||||
2025-07-23 | 13F | Proffitt & Goodson Inc | 430 | 36 | ||||||
2025-05-20 | 13F | Blue Rock Wealth Management LLC | 6 039 | 52,54 | 463 | 50,00 | ||||
2025-07-16 | 13F | FORM Wealth Advisors, LLC | 7 896 | 0,34 | 653 | 8,31 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 8 098 | 160,47 | 669 | 179,92 | ||||
2025-07-15 | 13F | Focused Wealth Management, Inc | 3 729 | 6,18 | 308 | 14,50 | ||||
2025-07-29 | 13F | Elevation Capital Advisory, LLC | 37 652 | 3 112 | ||||||
2025-08-19 | 13F | Cim, Llc | 43 267 | 0,81 | 3 576 | 8,76 | ||||
2025-08-11 | 13F | Citigroup Inc | 50 875 | 13,59 | 4 205 | 22,56 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 10 570 | 19,87 | 874 | 29,33 | ||||
2025-08-01 | 13F | Austin Private Wealth, LLC | 3 254 | 4,87 | 269 | 13,08 | ||||
2025-08-14 | 13F | RMB Capital Management, LLC | 14 273 | 1,76 | 1 180 | 9,78 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 73 900 | 257,00 | 6 109 | 285,12 | |||
2025-08-14 | 13F | Susquehanna International Group, Llp | 211 069 | 17 447 | ||||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 215 | 0,47 | 18 | 6,25 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 655 027 | 11,96 | 54 145 | 20,78 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 44 377 | 3,27 | 3 668 | 11,42 | ||||
2025-08-13 | 13F | Stablepoint Partners, LLC | 9 120 | 4,49 | 754 | 12,72 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 3 700 | 306 | |||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 91 718 | 0,76 | 7 581 | 8,70 | ||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 2 529 | 216 | ||||||
2025-08-07 | 13F | Midwest Trust Co | 3 815 | 315 | ||||||
2025-08-12 | 13F | EFG Asset Management (Americas) Corp. | 36 418 | 21,31 | 3 010 | 30,87 | ||||
2025-07-17 | 13F | Sage Rhino Capital Llc | 11 635 | 0,53 | 962 | 8,47 | ||||
2025-06-25 | NP | PCLRX - PGIM INCOME BUILDER FUND Class R | 75 847 | 2,12 | 5 880 | -1,36 | ||||
2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | Short | -571 | 16,77 | -47 | 27,03 | |||
2025-08-14 | 13F | Stifel Financial Corp | 187 070 | 30,51 | 15 463 | 40,79 | ||||
2025-08-11 | 13F | Howard Wealth Management, Llc | 23 861 | 0,85 | 1 972 | 8,83 | ||||
2025-08-14 | 13F | Horizon Investments, LLC | 84 810 | 6 993 | ||||||
2025-07-18 | 13F | Truist Financial Corp | 239 479 | 3,55 | 19 795 | 11,72 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 2 143 | 73,66 | 177 | 88,30 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 353 | 24,30 | 29 | 38,10 | ||||
2025-08-28 | NP | MFUL - Mindful Conservative ETF | 19 130 | 5,99 | 1 581 | 14,40 | ||||
2025-05-09 | 13F | Delta Financial Group, Inc. | 7 064 | 0,03 | 1 | |||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 531 | 0,57 | 44 | 7,50 | ||||
2025-08-14 | 13F | Archetype Wealth Partners | 73 896 | 0,30 | 6 | 20,00 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 2 700 | 223 | |||||
2025-04-11 | 13F | Davis Capital Management | 11 | 1 | ||||||
2025-08-13 | 13F | Providence Capital Advisors, LLC | 250 | 21 | ||||||
2025-07-24 | 13F | IFP Advisors, Inc | 34 320 | 15,33 | 2 837 | 24,39 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 838 | 7 518,18 | 69 | |||||
2025-08-12 | 13F | Country Trust Bank | 966 | 80 | ||||||
2025-08-07 | 13F | New England Private Wealth Advisors LLC | 17 264 | 2,14 | 1 465 | 13,13 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 4 100 | 36,67 | 339 | 47,60 | |||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 3 961 | 46,81 | 327 | 58,74 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 25 963 | 61,50 | 2 146 | 74,33 | ||||
2025-08-07 | 13F | M. Kulyk & Associates, LLC | 2 500 | 207 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 362 992 | 7,41 | 30 005 | 15,88 | ||||
2025-08-05 | 13F | Advisors Preferred, LLC | 46 126 | 605,07 | 3 796 | 655,98 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 828 | 0,12 | 68 | 7,94 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 3 523 | 0,03 | 291 | 8,18 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 6 272 | 0,06 | 518 | 7,92 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 46 708 | 0,25 | 3 988 | 9,50 | ||||
2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 114 878 | 11,28 | 9 496 | 20,05 | ||||
2025-08-11 | 13F | Elequin Capital Lp | 86 501 | 7 150 | ||||||
2025-07-28 | NP | JSOSX - JPMorgan Strategic Income Opportunities Fund Class I | 309 561 | 24 694 | ||||||
2025-05-29 | NP | ASIHX - Strategic Income Fund C Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 19 719 | 1 511 | ||||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 5 182 | 45,32 | 428 | 56,20 | ||||
2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 26 184 | 664,27 | 2 164 | 725,95 | ||||
2025-08-14 | 13F | BlueCrest Capital Management Ltd | 16 444 | 1 359 | ||||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 222 | 0,45 | 18 | 12,50 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 489 216 | 1,44 | 37 484 | -0,21 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 156 413 | 0,60 | 13 | 9,09 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 2 712 | 13,00 | 224 | 22,40 | ||||
2025-08-14 | 13F | Capstone Investment Advisors, Llc | 130 801 | 10 812 | ||||||
2025-08-14 | 13F | Ambassador Advisors, LLC | 5 170 | 0,04 | 427 | 8,10 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 4 106 | 0,76 | 339 | 8,65 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 700 | 58 | ||||||
2025-08-01 | 13F | First Command Advisory Services, Inc. | 351 | 29 | ||||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 514 | 9,13 | 43 | 16,67 | ||||
2025-08-01 | 13F | James Investment Research Inc | 9 417 | 138,41 | 778 | 157,62 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 72 844 | 117,97 | 6 021 | 135,20 | ||||
2025-08-14 | 13F | Lazard Asset Management Llc | 1 | |||||||
2025-07-25 | 13F | We Are One Seven, LLC | 19 003 | 1,78 | 1 571 | 9,79 | ||||
2025-08-11 | 13F | TRUE Private Wealth Advisors | 31 630 | 372,72 | 2 615 | 410,55 | ||||
2025-08-25 | NP | TINIX - AXS Tactical Income Fund Class I Shares | 26 474 | 33,43 | 2 188 | 43,95 | ||||
2025-08-11 | 13F | Trajan Wealth LLC | 7 389 | 10,88 | 611 | 19,61 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 54 388 | 4,44 | 4 496 | 12,68 | ||||
2025-08-05 | 13F | Huntington National Bank | 10 271 | 6,19 | ||||||
2025-08-13 | 13F | River Wealth Advisors LLC | 230 973 | 2,78 | 19 092 | 10,88 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 719 508 | 2,11 | 59 475 | 10,16 | ||||
2025-07-10 | 13F | Atticus Wealth Management, Llc | 756 | 0,53 | 62 | 8,77 | ||||
2025-08-11 | 13F | Cordatus Wealth Management LLC | 18 187 | 22,57 | 2 | 0,00 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-13 | 13F | Financial & Tax Architects, LLC | 122 431 | 1,46 | 10 120 | 9,46 | ||||
2025-08-05 | 13F | Optivise Advisory Services LLC | 47 743 | 1,22 | 3 946 | 9,19 | ||||
2025-07-09 | 13F | Westmount Partners, LLC | 2 932 | 0,31 | 242 | 8,52 | ||||
2025-04-28 | 13F | Horizon Financial Services, Llc | 0 | 0 | ||||||
2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 4 012 | 0,05 | 332 | 7,82 | ||||
2025-07-09 | 13F | FOCUS Wealth Advisors, LLC | 31 152 | 0,13 | 2 575 | 8,06 | ||||
2025-08-11 | 13F | HHM Wealth Advisors, LLC | 1 253 | 104 | ||||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 3 861 | 7,67 | 319 | 16,42 | ||||
2025-07-15 | 13F | McAdam, LLC | 110 856 | 3,62 | 9 163 | 11,78 | ||||
2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 55 045 | 0,16 | 4 550 | 8,08 | ||||
2025-08-13 | 13F | Alerus Financial Na | 303 | 25 | ||||||
2025-07-14 | 13F | Sowell Financial Services LLC | 27 510 | 4,04 | 2 274 | 12,25 | ||||
2025-08-06 | 13F | Paulson Wealth Management Inc. | 143 546 | 1,15 | 11 865 | 9,12 | ||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 4 030 | 344 | ||||||
2025-07-10 | 13F | HF Advisory Group, LLC | 30 412 | 12,20 | 2 514 | 21,05 | ||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 11 223 | 17,85 | 928 | 27,16 | ||||
2025-08-28 | NP | Northern Lights Fund Trust - Ocean Park Diversified Income ETF | 23 271 | 79,35 | 1 924 | 90,40 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 205 107 | 43,10 | 17 044 | 55,21 | ||||
2025-08-13 | 13F | Aristides Capital LLC | 17 336 | 135,29 | 1 433 | 153,90 | ||||
2025-07-31 | 13F | Guardian Asset Advisors, LLC | 10 173 | 98,38 | 841 | 114,29 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 2 881 | 238 | ||||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 31 129 | 7,41 | 2 573 | 15,90 | ||||
2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 604 | 0 | ||||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 12 433 | 0,52 | 1 028 | 8,33 | ||||
2025-07-29 | NP | MAMB - Monarch Ambassador Income ETF | 100 907 | 6,55 | 8 049 | 7,41 | ||||
2025-08-14 | 13F | Mariner, LLC | 16 685 | 33,00 | 1 379 | 43,50 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 6 981 | 0,69 | 577 | 8,66 | ||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 4 949 | 3,28 | 409 | 11,44 | ||||
2025-08-29 | 13F | Total Investment Management Inc | 1 123 | 93 | ||||||
2025-08-11 | 13F | Sykon Capital Llc | 45 537 | 3 764 | ||||||
2025-07-15 | 13F | Main Street Group, LTD | 1 061 | 0,09 | 88 | 7,41 | ||||
2025-07-17 | 13F | ERn Financial, LLC | 5 597 | 0,11 | 463 | 7,94 | ||||
2025-08-18 | 13F | Goodman Advisory Group, LLC | 497 987 | 41 164 | ||||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 3 738 | 309 | ||||||
2025-08-12 | 13F | Calton & Associates, Inc. | 10 881 | 4,68 | 899 | 12,94 | ||||
2025-08-12 | 13F | LPL Financial LLC | 1 415 291 | 10,35 | 116 988 | 19,05 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 33 973 | 2,47 | 2 808 | 10,55 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 969 | 4,87 | 80 | 14,29 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 3 268 | 0,03 | 270 | 8,00 | ||||
2025-08-11 | 13F | AXS Investments LLC | 26 474 | 33,43 | 2 188 | 43,95 | ||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 18 348 | 1,82 | 1 563 | 11,64 | ||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 4 596 | 380 | ||||||
2025-08-11 | 13F | Traub Capital Management LLC | 2 610 | 216 | ||||||
2025-08-14 | 13F | Hancock Whitney Corp | 3 225 | 267 | ||||||
2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 100 | 8 | ||||||
2025-08-08 | 13F | TD Capital Management LLC | 63 | 1,61 | 5 | 25,00 | ||||
2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 309 | 26 | ||||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1 529 | 11,04 | 0 | |||||
2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 22 363 | 0,09 | 1 849 | 8,01 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 241 942 | 0,11 | 20 | 5,56 | ||||
2025-07-17 | 13F | Delta Capital Management Llc | 1 | |||||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 6 907 | 529 | ||||||
2025-07-08 | 13F | First National Corp /ma/ /adv | 30 183 | 0,72 | 2 495 | 8,67 | ||||
2025-08-28 | NP | TFAZX - TFA Tactical Income Fund Class I | 39 000 | 257,80 | 3 224 | 285,99 | ||||
2025-08-06 | 13F | Horan Securities, Inc. | 2 726 | 225 | ||||||
2025-07-11 | 13F | LongView Wealth Management | 5 712 | 0,37 | 472 | 8,26 | ||||
2025-07-30 | 13F | Phillips Financial Management, Llc | 1 493 | 123 | ||||||
2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | Short | -958 | 50,63 | -79 | 64,58 | |||
2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 123 569 | 0,38 | 10 214 | 8,30 | ||||
2025-07-07 | 13F | Roxbury Financial LLC | 552 | 0,36 | 46 | 4,65 | ||||
2025-07-15 | 13F | Retireful, LLC | 19 130 | 5,99 | 1 581 | 13,90 | ||||
2025-07-15 | 13F | Farrell Financial LLC | 13 252 | 1,21 | 1 095 | 9,17 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 6 567 | 543 | ||||||
2025-07-22 | 13F | Berger Financial Group, Inc | 3 277 | 0,03 | 271 | 7,57 | ||||
2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 3 112 | 0,29 | 257 | 8,44 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 143 998 | 22,18 | 11 903 | 31,82 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 33 121 | 8,17 | 2 738 | 16,67 | ||||
2025-08-08 | 13F | Thrive Capital Management, LLC | 22 782 | 1 883 | ||||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 23 271 | 1 924 | ||||||
2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 2 480 | 205 | ||||||
2025-08-15 | 13F | Morgan Stanley | 1 684 287 | 3,86 | 139 223 | 12,05 | ||||
2025-07-10 | 13F | Worth Asset Management, LLC | 3 542 | 293 | ||||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 48 459 | 17,52 | 4 006 | 26,78 | ||||
2025-05-14 | 13F | Jane Street Group, Llc | 297 600 | 1 549,03 | 22 802 | 1 522,92 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 51 100 | 232 172,73 | 4 224 | 422 200,00 | ||||
2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 33 312 | 9,13 | 2 754 | 17,75 | ||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 5 493 | 0,64 | 454 | 8,61 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 15 534 | 0,04 | 1 284 | 6,56 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 50 337 | 374,07 | 4 161 | 411,69 | ||||
2025-08-05 | 13F | Key FInancial Inc | 9 378 | 1,72 | 775 | 9,77 | ||||
2025-08-12 | 13F | Bokf, Na | 2 810 | 55,25 | 232 | 68,12 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 211 | 17 | ||||||
2025-08-15 | 13F | CI Private Wealth, LLC | 53 284 | 95,70 | 4 404 | 111,12 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 931 | 8,76 | 77 | 16,92 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 24 079 | 12,32 | 1 981 | 20,07 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 4 521 | 27,57 | 374 | 37,64 | ||||
2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 18 747 | 11,74 | 1 543 | 22,97 | ||||
2025-07-25 | 13F | M3 Advisory Group, LLC | 10 267 | 1,65 | 849 | 9,70 | ||||
2025-08-06 | 13F | Florin Court Capital LLP | 169 695 | 5,42 | 14 027 | 13,72 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 3 409 | 282 | ||||||
2025-08-13 | 13F | Edgestream Partners, L.P. | 2 462 | 204 | ||||||
2025-07-07 | 13F | HMS Capital Management, LLC | 58 258 | 60,19 | 4 816 | 82,87 | ||||
2025-08-06 | 13F | Nvwm, Llc | 2 651 | 219 | ||||||
2025-08-14 | 13F | Herold Advisors, Inc. | 11 758 | 0,93 | 972 | 8,86 | ||||
2025-08-14 | 13F | Fmr Llc | 6 700 | 46,10 | 554 | 57,55 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 133 952 | 6,66 | 11 072 | 15,07 | ||||
2025-08-14 | 13F | Certified Advisory Corp | 4 848 | 0,23 | 401 | 8,11 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 2 922 | 242 | ||||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 287 362 | 8,10 | 24 | 15,00 | ||||
2025-07-31 | 13F | WFA Asset Management Corp | 5 806 | 0,43 | 418 | -0,95 |