Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF comprennent Prism Advisors, Inc., Titleist Asset Management, Llc, Net Worth Advisory Group, Resonant Capital Advisors, LLC, Able Wealth Management LLC, Redwood Investment Management, Llc, Gibbs Wealth Management, Lowe Brockenbrough & Co Inc, Choate Investment Advisors, FFOX - FundX Future Fund Opportunities ETF, Frazier Financial Advisors, LLC, Exchange Traded Concepts, Llc, Highline Wealth Partners Llc, First Community Trust Na, et Annis Gardner Whiting Capital Advisors, LLC .
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 | CoreCap Advisors, LLC | 690 | 7,14 | 55 | 10,20 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1 911 | 13,48 | 152 | 17,05 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 92 410 | 4,18 | 7 340 | 7,40 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 6 227 | 75,90 | 495 | 82,29 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 1 523 | 0,33 | 121 | 3,45 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 20 624 | 22,47 | 1 638 | 26,29 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 958 | 76 | ||||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 2 294 | 0,48 | 182 | 4,00 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 2 973 | 236 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 13 | 1 | ||||||
| 2025-08-14 | 13F | Avant Capital LLC | 4 526 | 0,38 | 359 | 3,46 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 478 | 0,42 | 38 | 5,56 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 989 | 488,69 | 79 | 550,00 | ||||
| 2025-08-14 | 13F | DRW Securities, LLC | 2 546 | 202 | ||||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 32 | 3 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 77 | 6 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 569 021 | 1,97 | 45 197 | 5,12 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 538 | 5,76 | 360 | 4,96 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 327 | 0,31 | 26 | 4,00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 3 561 | 33,62 | 283 | 37,56 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 45 874 | 3,43 | 3 644 | 6,61 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 6 779 | 0,46 | 1 | |||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 24 928 | 4,36 | 1 921 | 0,26 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 14 092 | 1,76 | 1 119 | 4,97 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 3 | 0 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 18 490 | 1,25 | 1 469 | 4,34 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 5 117 | 23,42 | 406 | 27,27 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 57 343 | 4 555 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 714 877 | 26,16 | 56 783 | 30,05 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 265 | 21 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 472 930 | 14,75 | 37 565 | 18,29 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 723 | 13,86 | 57 | 18,75 | ||||
| 2025-07-22 | 13F | IMC-Chicago, LLC | 46 193 | 152,97 | 3 669 | 160,95 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 45 366 | 43,13 | 3 603 | 47,54 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 308 171 | 26,37 | 24 478 | 30,27 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 5 409 | 38,30 | 430 | 42,52 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 154 | 102,63 | 0 | |||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 102 071 | 6,85 | 8 107 | 10,15 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 193 | 0,52 | 15 | 7,14 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 7 459 | 592 | ||||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 29 109 | 153,72 | 2 312 | 161,83 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 5 402 | 429 | ||||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 50 495 | 0,14 | 4 011 | 3,22 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 271 959 | 12,30 | 21 602 | 15,77 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 358 986 | 1,64 | 28 514 | 4,78 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 4 856 | 1,97 | 386 | 5,19 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 153 866 | 7,97 | 12 | 20,00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 159 | 2,60 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 3 981 | 0,89 | 316 | 3,95 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 6 519 | 0,03 | 518 | 2,99 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 48 575 | 3,36 | 4 027 | 14,47 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 62 535 | 18,86 | 4 967 | 22,55 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 323 016 | 11,16 | 25 657 | 14,59 | ||||
| 2025-07-09 | 13F | Capital Wealth Management, Llc | 82 905 | 2,26 | 6 585 | 5,43 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 17 080 | 25,89 | 1 357 | 29,76 | ||||
| 2025-07-08 | 13F | Prism Advisors, Inc. | 86 554 | 6 875 | ||||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 15 746 | 12,65 | 1 251 | 16,06 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 99 136 | 2,14 | 7 874 | 5,30 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 104 770 | 19,05 | 8 322 | 22,73 | ||||
| 2025-08-14 | 13F | Comerica Bank | 7 651 | 34,58 | 608 | 38,58 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 11 882 | 235,18 | 944 | 245,42 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 89 687 | 31,45 | 7 124 | 35,52 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 5 935 | 6,11 | 471 | 9,53 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 11 927 | 1,50 | 947 | 4,64 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 10 308 | 0,29 | 819 | 3,41 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 4 647 | 0,43 | 369 | 3,65 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 3 090 | 245 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 140 800 | 32,62 | 11 186 | 37,29 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 588 546 | 5,80 | 46 748 | 9,07 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1 687 | 62,06 | 134 | 69,62 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 57 | 5 | ||||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 627 | 0,48 | 50 | 2,08 | ||||
| 2025-08-08 | 13F | Creative Planning | 19 093 | 1,62 | 1 517 | 4,77 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2 722 | 1,00 | 216 | 4,35 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 275 | 0,36 | 0 | |||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 4 357 | 0 | ||||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 10 797 | 0,04 | 858 | 3,13 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 33 813 | 5,89 | 2 686 | 9,15 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 33 117 | 43,28 | 2 633 | 55,10 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 372 304 | 7,56 | 29 572 | 10,88 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 26 | 4,00 | 2 | 100,00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 3 412 | 271 | ||||||
| 2025-08-01 | 13F | First National Trust Co | 358 855 | 5,24 | 28 504 | 8,49 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5 176 | 38,40 | 411 | 42,71 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 104 869 | 21,65 | 8 308 | 25,07 | ||||
| 2025-05-02 | 13F | Invera Wealth Advisors, LLC | 10 721 | 0,73 | 826 | -7,19 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 49 457 | 131,89 | 4 | 200,00 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 278 533 | 1,17 | 22 124 | 4,29 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 126 115 | 0,22 | 10 017 | 3,31 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 396 | 36,08 | 31 | 40,91 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 17 623 | 26,65 | 1 400 | 30,50 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 7 802 | 1,93 | 620 | 5,09 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 3 250 | 20,10 | 258 | 24,04 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 2 755 | 0,51 | 219 | 3,32 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 5 658 | 1,80 | 449 | 5,65 | ||||
| 2025-08-06 | 13F | SJA Financial Advisory, LLC | 8 580 | 3,54 | 682 | 6,74 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 5 132 | 0,55 | 408 | 3,56 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 43 449 | 20,37 | 3 451 | 24,09 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 25 487 | 3,78 | 2 024 | 6,98 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 311 | 125,36 | 25 | 140,00 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 5 611 | 4,33 | 446 | 7,49 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 5 800 | 20,96 | 461 | 24,66 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 22 208 | 42,02 | 1 764 | 46,51 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 10 275 | 6,79 | 817 | |||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 18 861 | 1 558 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 020 | 19,72 | 81 | 24,62 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 217 | 0,46 | 17 | 6,25 | ||||
| 2025-07-21 | 13F | Tower View Investment Management & Research LLC | 975 | 0,52 | 77 | 4,05 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 28 240 | 0,90 | 2 298 | 11,23 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 10 364 | 23,91 | 823 | 27,80 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 41 129 | 7,13 | 3 267 | 10,41 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 2 081 | 0,14 | 165 | 3,13 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 6 800 | 3,50 | 557 | 10,08 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 11 150 | 2,78 | 886 | 5,99 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 9 082 | 154,90 | 721 | 163,14 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 83 064 | 43,96 | 6 598 | 48,41 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 152 | 0,66 | 12 | 9,09 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1 | 0 | ||||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 31 088 | 4,65 | 2 469 | 7,91 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 3 174 | 5,98 | 252 | 9,57 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 123 000 | 7,56 | 9 756 | 10,67 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 19 994 | 3,29 | 1 588 | 6,51 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 8 031 | 4,57 | 638 | 7,78 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 26 091 | 38,35 | 2 | 100,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 282 007 | 5,32 | 22 400 | 8,57 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 59 131 | 4,06 | 4 697 | 7,26 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 23 785 | 21,42 | 2 | 0,00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB | 310 588 | 11,73 | 24 670 | 15,18 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 5 230 | 0,40 | 415 | 3,49 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 800 | 64 | ||||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 2 669 | 212 | ||||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 7 073 | 562 | ||||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 7 883 | 5,94 | 626 | 9,25 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 1 106 | 88 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 842 491 | 25,99 | 66 919 | 29,88 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 35 | 3 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2 679 | 376,69 | 213 | 393,02 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 84 799 | 19,12 | 6 736 | 22,81 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 4 433 | 9,21 | 352 | 12,82 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 17 870 | 11,92 | 1 464 | 18,64 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 196 259 | 3,78 | 15 589 | 6,99 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 118 | 9 | ||||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 3 467 | 276 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1 369 003 | 3,07 | 108 740 | 6,25 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 61 | 177,27 | 5 | 300,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 152 886 | 86,70 | 12 | 100,00 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 6 670 | 15,12 | 530 | 18,61 | ||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 152 171 | 7,50 | 12 212 | 11,97 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 12 873 | 0,26 | 1 023 | 3,34 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 9 580 | 12,63 | 761 | 16,03 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 41 | 3 | ||||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 3 102 | 1,21 | 246 | 4,24 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 737 563 | 1,80 | 58 585 | 4,95 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 141 | 11 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 9 173 | 10,25 | 729 | 13,57 | ||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 4 677 | 60,61 | 371 | 65,63 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 41 449 | 0,98 | 3 292 | 4,11 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 9 100 | 38,40 | 723 | 42,69 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 2 887 | 0,52 | 229 | 3,62 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3 372 | 268 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 12 264 | 0,43 | 974 | 3,62 |
