Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans SPDR Series Trust - SPDR S&P Kensho New Economies Composite ETF comprennent Christopher J. Hasenberg, Inc, Financial Enhancement Group LLC, Connetic Venture Capital Access Fund, Exchange Traded Concepts, Llc, Entrewealth, Llc, Mezzasalma Advisors, LLC, Aries Wealth Management, Atlantic Union Bankshares Corp, Talon Private Wealth, LLC, Kilter Group LLC, Painted Porch Advisors LLC, Strategic Wealth Partners, Ltd., Quaker Wealth Management, LLC, Trust Co Of Toledo Na /oh/, et Murphy & Mullick Capital Management Corp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 32 | 2 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 640 | 126,15 | 35 | 161,54 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 92 470 | 8,53 | 5 028 | 26,97 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 44 561 | 12,68 | 2 423 | 31,83 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 169 266 | 1,88 | 9 205 | 19,18 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 351 | 216,22 | 19 | 280,00 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 20 210 | 3,99 | 1 099 | 21,71 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 117 008 | 6 363 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 5 720 | 1,74 | 311 | 19,16 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 154 | 8 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 60 964 | 0,20 | 3 | 50,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 397 | 21 | ||||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 3 776 | 205 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 35 996 | 625,14 | 1 957 | 750,87 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 22 880 | 4,93 | 1 274 | 36,70 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 202 | 11 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 5 | 0 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7 485 | 212,27 | 407 | 266,67 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 142 | 389,66 | 8 | 600,00 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 18 105 | 1 005 | ||||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 1 056 | 57 | ||||||
| 2025-08-06 | 13F | Entrewealth, Llc | 4 452 | 242 | ||||||
| 2025-08-25 | NP | Connetic Venture Capital Access Fund | 6 028 | 328 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 103 639 | 5,85 | 5 636 | 23,82 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 540 | 40,26 | 29 | 70,59 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 10 146 | 2,99 | 552 | 20,57 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 91 | 5 | ||||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 4 155 | 226 | ||||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 5 467 | 0,24 | 297 | 17,39 | ||||
| 2025-08-08 | 13F | Creative Planning | 8 494 | 0,85 | 462 | 17,90 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3 124 | 0,06 | 170 | 16,55 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 4 815 | 262 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 97 | 16,87 | 5 | 66,67 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 23 181 | 2,81 | 1 261 | 20,23 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 141 721 | 41,61 | 7 707 | 65,64 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 525 | 6,87 | 83 | 24,24 | ||||
| 2025-07-28 | 13F | Aries Wealth Management | 3 745 | 204 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 28 | 21,74 | 2 | 0,00 | ||||
| 2025-07-15 | 13F | McCarthy & Cox | 56 515 | 17,28 | 3 073 | 37,19 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1 543 | 84 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 50 838 | 1,91 | 2 765 | 19,19 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 30 132 | 178,56 | 1 639 | 226,29 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 6 265 | 341 | ||||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 49 | 3 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 102 | 3 300,00 | 6 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 418 | 0,07 | 77 | 18,46 | ||||
| 2025-05-05 | 13F | CBIZ Investment Advisory Services, LLC | 27 | 1 | ||||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 101 300 | 8,15 | 5 509 | 26,50 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 18 402 | 279,11 | 1 001 | 344,44 | ||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 551 043 | 2,71 | 29 966 | 20,14 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 49 701 | 8,95 | 2 703 | 27,45 | ||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 92 333 | 8,55 | 5 021 | 26,99 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 17 894 | 10,79 | 973 | 29,73 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 5 466 | 21,52 | 297 | 42,11 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 21 734 | 60,37 | 1 182 | 87,46 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 20 | 1 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 17 252 | 0,05 | 938 | 16,09 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 72 685 | 4,33 | 3 953 | 22,01 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 5 457 | 251,84 | 297 | 311,11 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 34 307 606 | 3,18 | 1 865 648 | 20,69 |
