Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans SPDR Series Trust - SPDR ICE Preferred Securities ETF comprennent Kingstone Capital Partners Texas, LLC, Midwest Trust Co, Greenleaf Trust, Hrt Financial Lp, Gotham Asset Management, LLC, Foundations Investment Advisors, LLC, et Franklin Resources 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.
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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 | Susquehanna International Group, Llp | 15 893 | 18,69 | 505 | 16,40 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 7 372 | 1,36 | 234 | -0,43 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 22 216 | 45,96 | 706 | 43,00 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 16 010 | 4,27 | 508 | 2,21 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 108 397 | 234,10 | 3 443 | 227,81 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 11 650 | 24,07 | 370 | 21,71 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 1 203 024 | 41 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 1 007 | 1,72 | 33 | 3,23 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 21 028 | 9,34 | 668 | 7,23 | ||||
| 2025-08-14 | 13F | Betterment LLC | 24 739 | 3,23 | 1 | |||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 18 194 | 1,93 | 578 | 2,30 | ||||
| 2025-07-16 | 13F | FORM Wealth Advisors, LLC | 9 825 | 1,35 | 312 | -0,32 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 54 067 | 54,41 | 1 718 | 51,41 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 9 683 | 6,35 | 308 | 4,42 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 116 753 | 31,59 | 3 723 | 29,06 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 22 898 | 4,60 | 727 | 2,54 | ||||
| 2025-08-05 | 13F | Artemis Wealth Advisors, LLC | 10 371 | 1,68 | 329 | -0,30 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 742 070 | 81,86 | 55 328 | 78,33 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 11 185 | 14,69 | 355 | 12,70 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 7 273 | 231 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 84 149 | 8,32 | 2 673 | 6,20 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 162 972 | 5 176 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 8 171 | 19,79 | 260 | 17,73 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 23 275 | 1,20 | 1 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 10 838 | 30,85 | 344 | 28,36 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 38 194 | 1,19 | 1 213 | -0,74 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 280 403 | 32,24 | 8 906 | 29,68 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 4 489 | 143 | ||||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 7 240 | 13,69 | 230 | 11,17 | ||||
| 2025-08-01 | 13F | Vision Financial Markets Llc | 145 | 2,11 | 5 | 0,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 398 | 5,01 | 13 | 0,00 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 11 780 | 1,72 | 379 | 5,57 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 21 986 | 3,60 | 698 | 1,60 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 11 653 | 0,21 | 370 | -1,60 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 50 363 | 1 600 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 582 101 | 2,71 | 18 488 | 0,71 | ||||
| 2025-07-17 | 13F | Mokosak Advisory Group, LLC | 7 657 | 1,71 | 243 | 0,00 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 9 104 | 0,19 | 289 | -1,70 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 747 | 5,18 | 0 | |||||
| 2025-08-14 | 13F | Sequent Planning LLC | 17 639 | 35,08 | 560 | 32,70 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 7 500 | 22,95 | 238 | 20,81 | |||
| 2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 331 489 | 20,34 | 10 528 | 18,00 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 3 019 | 40,75 | 0 | |||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 18 075 | 12,79 | 579 | 11,37 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 153 924 | 6,55 | 4 889 | 4,47 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 305 707 | 7,55 | 9 709 | 5,45 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 3 045 | 97 | ||||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 23 449 | 0,01 | 745 | -1,98 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 37 951 | 1 205 | ||||||
| 2025-08-01 | 13F | Shilanski & Associates, Inc. | 146 118 | 4,45 | 4 641 | 2,41 | ||||
| 2025-08-14 | 13F | UBS Group AG | 284 976 | 3,04 | 9 051 | 1,04 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 615 | 20 | ||||||
| 2025-08-14 | 13F | Destination Wealth Management | 8 507 | 11,63 | 270 | 9,76 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 492 | 1,44 | 16 | 0,00 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 7 266 | 171,02 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 100 | 3 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 17 789 | 22,08 | 565 | 19,75 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 56 | 366,67 | 2 | |||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 6 746 | 0,69 | 214 | -1,38 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 42 800 | 0,42 | 1 359 | -1,52 | ||||
| 2025-08-14 | 13F | Voya Financial Advisors, Inc. | 56 383 | 6,51 | 1 792 | 4,13 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 40 050 | 1 272 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 14 747 | 0 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 773 | 12,03 | 25 | 9,09 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 61 523 | 0,11 | 2 | 0,00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 14 717 | 467 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1 900 | 3,26 | 60 | 1,69 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 201 124 | 8,64 | 6 388 | 6,52 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 853 | 132,43 | 27 | 145,45 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 6 941 | 220 | ||||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 24 323 | 64,92 | 772 | 61,84 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 29 935 | 2,12 | 1 |
