Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans SPDR Series Trust - SPDR Russell 1000 Low Volatility Focus ETF comprennent Congress Wealth Management LLC / DE /, 21 West Wealth Management LLC, Hilltop Holdings Inc., Calton & Associates, Inc., Hrt Financial Lp, Keystone Financial Services, LLC, Old Mission Capital Llc, Parallel Advisors, LLC, et Dunhill Financial, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-08 | 13F | Parallel Advisors, LLC | 290 | 37 | ||||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 2 911 | 3,74 | 376 | 5,63 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 47 | 6 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 615 | 412,50 | 79 | 426,67 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 64 046 | 8 121 | ||||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 1 878 | 242 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 3 611 | 0 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 3 487 | 0,03 | 450 | 1,81 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 10 855 | 1 401 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 401 | 25,31 | 52 | 27,50 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 27 575 | 0,07 | 3 560 | 1,89 | ||||
| 2025-08-14 | 13F | Fmr Llc | 661 | 25,67 | 85 | 28,79 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 7 912 | 1 021 | ||||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 2 661 | 0,45 | 349 | 11,50 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 17 380 | 0,35 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 8 008 | 6,28 | 1 034 | 8,17 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 9 002 | 15,35 | 1 162 | 17,49 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 4 598 | 33,86 | 591 | 36,81 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2 | 100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1 688 | 218 | ||||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 55 485 | 5,21 | 7 | 16,67 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 6 063 | 0,63 | 783 | 2,49 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 7 103 | 917 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 5 244 | 288,73 | 677 | 295,32 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 36 350 | 2,15 | 4 693 | 4,01 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 14 025 | 5,90 | 1 811 | 7,80 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 2 374 | 0,25 | 306 | 2,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1 694 | 0,06 | 219 | 1,87 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 3 837 | 0,13 | 495 | 2,06 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 9 312 | 1 202 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 42 619 | 0,20 | 5 502 | 2,02 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 48 012 | 97,73 | 6 198 | 101,36 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 410 | 182 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 20 101 | 1,14 | 2 595 | 3,02 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 898 | 0,45 | 116 | 1,77 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 3 074 | 0,03 | 397 | 1,80 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 1 635 | 211 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 128 763 | 16 623 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 055 | 174,03 | 136 | 183,33 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 268 559 | 0,85 | 34 671 | 2,69 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 5 851 | 140,68 | 755 | 145,13 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 27 598 | 4,24 | 3 563 | 6,14 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 323 482 | 3,70 | 41 761 | 5,59 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 33 676 | 6,89 | 4 348 | 8,84 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 24 853 | 0,16 | 3 209 | 1,97 | ||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 2 229 | 32,36 | 288 | 34,74 |
