Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans SSGA Active Trust - SPDR SSGA Fixed Income Sector Rotation ETF comprennent Mml Investors Services, Llc, Stratos Wealth Partners, LTD., Triumph Capital Management, Hilltop Holdings Inc., PKS Advisory Services, LLC, Aptus Capital Advisors, LLC, et Evolution Wealth Management 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.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 33 349 | 331,14 | 862 | 330,50 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 5 814 | 101,60 | 150 | 102,70 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 3 500 821 | 41,34 | 90 461 | 41,12 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 84 417 | 22,88 | 2 181 | 22,73 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 10 465 | 8,45 | 270 | 8,43 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 453 825 | 14,28 | 11 727 | 14,10 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 24 | 1 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 4 935 | 538,42 | 127 | 563,16 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 26 729 | 1 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 324 287 | 22,21 | 8 380 | 22,02 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 29 144 | 8,68 | 753 | 8,50 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 14 689 | 206,53 | 380 | 205,65 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 134 162 | 27,16 | 3 467 | 26,96 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 652 063 | 149,90 | 16 849 | 149,54 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 130 | 2,65 | 55 | 3,77 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 18 454 | 28,02 | 475 | 27,08 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 11 096 | 3,80 | 287 | 3,62 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 19 221 | 339,14 | 497 | 346,85 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 113 105 | 70,88 | 2 923 | 70,58 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 517 426 | 38,74 | 13 | 44,44 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 133 562 | 23,66 | 3 451 | 23,47 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 848 | 23,36 | 48 | 23,68 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 48 375 | 27,87 | 1 250 | 27,68 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 15 626 | 404 | ||||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 692 390 | 94,35 | 17 891 | 94,07 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 11 438 | 296 | ||||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 50 194 | 226,53 | 1 297 | 226,70 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 18 524 | 1,42 | 0 | |||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 12 084 | 14,26 | 312 | 14,29 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 4 213 386 | 33,02 | 108 874 | 32,81 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 16 653 | 32,61 | 430 | 32,72 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 27 462 | 2,40 | 710 | 2,16 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 9 282 | 240 | ||||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 852 384 | 9,51 | 22 026 | 9,34 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 827 243 | 14,73 | 21 376 | 14,55 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 16 996 | 21,97 | 439 | 21,94 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 8 135 | 208 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 217 318 | 116,08 | 5 615 | 115,80 | ||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 446 112 | 67,56 | 11 528 | 67,30 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 123 636 | 72,06 | 3 195 | 71,81 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 75 158 | 30,48 | 1 942 | 30,34 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 15 605 | 5,80 | 403 | 5,77 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 199 | 93,20 | 0 | |||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 4 196 | 35,09 | 108 | 35,00 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 14 695 | 17,45 | 380 | 17,34 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2 713 | 9,44 | 70 | 12,90 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 8 441 | 521,12 | 218 | 522,86 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 7 961 | 0,32 | 206 | 0,00 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 90 923 | 13,79 | 2 349 | 13,64 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 9 828 | 17,13 | 254 | 16,59 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 9 040 | 234 | ||||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 40 268 | 42,23 | 1 041 | 42,08 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 9 643 | 46,80 | 249 | 46,47 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 706 | 44 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2 688 | 66,96 | 69 | 68,29 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 15 674 | 6,48 | 405 | 6,58 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 57 138 | 40,84 | 1 476 | 40,71 | ||||
| 2025-08-14 | 13F | UBS Group AG | 509 | 13 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 226 716 | 14,32 | 5 858 | 14,15 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2 354 254 | 35,83 | 60 834 | 35,62 |
