Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans SPDR Series Trust - SPDR SSGA US Large Cap Low Volatility Index ETF comprennent VestGen Advisors, LLC, Magnolia Capital Advisors Llc, Two Sigma Investments, Lp, Pallas Capital Advisors LLC, Regatta Capital Group, Llc, RFG - Bristol Wealth Advisors, LLC, JBR Co Financial Management Inc, Good Life Advisors, LLC, Park Avenue Securities Llc, Prosperity Financial Group, Inc., Stonebridge Financial Group, LLC, Advantage Trust Co, Skopos Labs, Inc., et Atlantic Union Bankshares 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 42 893 | 7 490 | ||||||
| 2025-07-28 | 13F | DORVAL Corp | 114 883 | 2,61 | 20 060 | 2,50 | ||||
| 2025-07-30 | 13F | Advantage Trust Co | 219 | 38 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 175 531 | 148,74 | 30 649 | 149,56 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 32 117 | 3,78 | 5 608 | 4,10 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 2 154 | 0,47 | 376 | 2,17 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 30 370 | 4,27 | 5 303 | 4,60 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 74 041 | 81,50 | 12 928 | 87,44 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 11 617 | 2 028 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 10 089 | 19,47 | 1 762 | 19,88 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 3 246 | 3,34 | 567 | 3,66 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 50 039 | 8 740 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 1 364 | 238 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 1 323 | 4,50 | 231 | 4,55 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2 409 | 44,25 | 418 | 45,30 | ||||
| 2025-08-14 | 13F | UBS Group AG | 13 564 | 8,24 | 2 368 | 8,62 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 17 | 3 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 1 380 611 | 69,48 | 241 | 70,92 | ||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 2 186 | 0,09 | 382 | 0,26 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 90 | 16 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4 237 | 2,96 | 740 | 3,21 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 67 466 | 3,39 | 11 780 | 3,73 | ||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 2 531 | 442 | ||||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 15 834 | 4,38 | 2 765 | 4,70 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 279 627 | 1,46 | 48 826 | 1,79 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 1 678 | 8,40 | 293 | 8,55 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 323 | 56 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 619 | 0,49 | 108 | 0,93 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 698 710 | 8,15 | 122 002 | 8,50 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 73 961 | 76,78 | 12 914 | 77,37 | ||||
| 2025-08-14 | 13F | State Street Corp | 103 795 | 99,15 | 18 124 | 99,81 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 0 | 0 | ||||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 1 912 | 54,32 | 334 | 54,88 | ||||
| 2025-08-05 | 13F | Roffman Miller Associates Inc /pa/ | 12 094 | 0,40 | 2 112 | 0,72 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 27 248 | 468,38 | 4 623 | 454,20 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 1 639 | 0 | ||||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 21 005 | 2,84 | 3 668 | 3,18 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 430 | 2,63 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 6 537 | 0,23 | 1 141 | 0,53 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 1 330 | 232 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 13 241 | 14,52 | 2 312 | 14,91 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 5 256 | 918 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 2 883 | 21,19 | 1 | |||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 3 713 | 39,90 | 648 | 40,56 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 6 445 | 1,72 | 1 125 | 2,09 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 2 350 | 410 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 1 311 | 229 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 21 410 | 3 738 | ||||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 1 175 | 0,51 | 205 | 0,99 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 89 | 36,92 | 15 | 36,36 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 252 | 0,80 | 44 | 0,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 195 209 | 15,43 | 34 085 | 15,81 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 37 037 | 88,81 | 6 467 | 89,45 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 4 710 | 822 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 43 | 2,38 | 7 | 0,00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 26 132 | 12,29 | 4 563 | 12,64 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 168 | 32,28 | 29 | 31,82 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 1 621 | 283 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 8 739 | 61,83 | 1 526 | 62,41 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 5 155 | 106,61 | 900 | 107,37 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 13 755 | 55,02 | 2 402 | 55,51 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 2 740 | 0,18 | 478 | 0,42 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 2 342 | 0,30 | 409 | 0,49 | ||||
| 2025-08-14 | 13F | Legacy Advisory Services, LLC | 10 813 | 0,30 | 1 888 | 0,64 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 542 | 2,59 | 269 | 3,07 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 4 796 | 0,99 | 837 | 1,33 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2 525 | 14,15 | 441 | 14,29 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 3 272 | 0,62 | 571 | 1,06 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 8 270 | 3,79 | 1 444 | 4,18 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1 525 | 7,02 | 266 | 7,26 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 28 001 | 37,27 | 4 890 | 37,71 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 31 507 | 0,83 | 5 501 | 1,16 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 3 518 | 8,48 | 614 | 8,87 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 91 399 | 4,63 | 15 959 | 4,98 | ||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | 0 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 369 | 5,43 | 64 | 6,67 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 60 | 10 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 375 | 49,62 | 240 | 50,94 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 2 261 | 0 | ||||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 4 960 | 866 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2 186 | 0,09 | 382 | 0,26 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 5 639 | 985 | ||||||
| 2025-07-24 | 13F | Ulland Investment Advisors, LLC | 187 | 289,58 | 0 | |||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 1 603 | 0,50 | 280 | 0,72 |
