Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans SPDR Index Shares Funds - SPDR MSCI EAFE StrategicFactors ETF comprennent 21 West Wealth Management LLC, Cliftonlarsonallen Wealth Advisors, Llc, Atomi Financial Group, Inc., First Heartland Consultants, Inc., Glenmede Investment Management, LP, Kingswood Wealth Advisors, Llc, Raymond James Financial Inc, CIBC Private Wealth Group, LLC, et Talon Private Wealth, 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 | Citadel Advisors Llc | 9 431 | 130,70 | 805 | 149,69 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 6 248 | 1,63 | 533 | 9,90 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 5 850 | 112,19 | 499 | 129,95 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 2 347 | 200 | ||||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 41 197 | 6,70 | 3 516 | 15,32 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 14 574 | 4,80 | 1 244 | 13,21 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 352 | 85,26 | 30 | 100,00 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 2 500 | 213 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 39 435 | 21,90 | 3 365 | 31,75 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 398 | 119 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 208 957 | 0,95 | 17 832 | 9,11 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 394 | 34 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 13 066 | 3,66 | 1 115 | 12,06 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 2 895 | 247 | ||||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 4 042 | 8,22 | 345 | 17,01 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 17 689 | 1 510 | ||||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 103 890 | 5,62 | 8 866 | 14,17 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 3 529 | 301 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 991 | 85 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 130 744 | 12,62 | 11 158 | 21,72 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 80 438 | 0,61 | 6 865 | 8,75 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 34 717 | 22,23 | 2 968 | 32,16 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 12 559 | 5,56 | 1 | |||||
| 2025-07-17 | 13F | KWB Wealth | 162 800 | 1,14 | 12 854 | 10,14 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 11 728 | 0,08 | 1 001 | 17,79 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 350 | 1,16 | 30 | 7,41 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 4 147 | 354 | ||||||
| 2025-08-08 | 13F | L & S Advisors Inc | 24 591 | 16,55 | 2 099 | 26,01 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 123 288 | 0,57 | 10 521 | 8,70 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 136 874 | 5,79 | 11 681 | 14,34 | ||||
| 2025-08-07 | 13F | PFG Advisors | 24 254 | 4,64 | 2 070 | 13,06 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 50 112 | 2,18 | 4 277 | 10,43 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 040 889 | 27,59 | 88 829 | 37,90 | ||||
| 2025-08-14 | 13F | Fmr Llc | 3 949 | 12,57 | 337 | 22,10 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 84 955 | 9,89 | 7 250 | 18,77 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 179 361 | 43,51 | 15 307 | 55,12 | ||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 136 874 | 5,79 | 11 681 | 14,34 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 8 516 | 11,07 | 727 | 20,00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 259 | 27,59 | 22 | 37,50 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 3 702 | 1,54 | 316 | 9,76 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 26 520 | 54,62 | 2 263 | 67,01 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 734 636 | 9,18 | 62 694 | 18,01 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Creative Planning | 4 942 | 0,02 | 422 | 7,95 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 8 661 | 739 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 745 | 10,04 | 64 | 18,87 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 23 894 | 6,55 | 2 039 | 15,20 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 1 445 | 0,70 | 123 | 8,85 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 913 | 217,01 | 78 | 250,00 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 26 393 | 2 252 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 4 139 | 12,93 | 353 | 22,15 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 31 599 | 0,51 | 2 697 | 8,62 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 32 067 | 1,81 | 2 737 | 10,06 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 8 646 | 207,91 | 738 | 233,48 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 3 572 | 3,90 | 305 | 12,18 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 2 670 | 2,77 | 228 | 10,73 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 133 053 | 1,84 | 96 695 | 10,07 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 58 001 | 1,30 | 5 | 0,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 10 060 | 2,35 | 859 | 10,57 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 494 | 24,12 | 42 | 35,48 | ||||
| 2025-07-31 | 13F | Arrien Investments, Inc. | 134 752 | 0,80 | 11 500 | 8,94 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 21 661 | 34,82 | 1 849 | 45,74 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 3 350 | 286 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 27 160 | 13,26 | 2 318 | 22,40 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 12 578 | 1,18 | 1 073 | 9,38 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 101 287 | 0,57 | 8 644 | 8,69 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 131 249 | 0,05 | 11 201 | 8,14 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 2 482 | 212 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 55 275 | 3,07 | 4 717 | 11,41 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 17 141 | 116,04 | 1 463 | 133,55 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 47 351 | 4 |
