Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans SPDR Series Trust - SPDR MSCI USA Gender Diversity ETF comprennent Colony Group, LLC, Assetmark, Inc, Clifford Group, LLC, Sincerus Advisory, LLC, Berkshire Money Management, Inc., Ameritas Advisory Services, LLC, Glenmede Investment Management, LP, Twin Peaks Wealth Advisors, LLC, CVA Family Office, LLC, et Wolff Wiese Magana 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 | Mariner, LLC | 3 000 | 0,10 | 374 | 9,36 | ||||
| 2025-06-30 | NP | VWITX - Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1 167 | 0,00 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 657 | 42,83 | 82 | 57,69 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 3 693 | 21,20 | 461 | 32,56 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 3 225 | 30,20 | 403 | 42,55 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 12 391 | 36,69 | 2 | 0,00 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 886 | 0,34 | 111 | 10,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 4 523 | 9,54 | 560 | 19,66 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 4 363 | 4,68 | 498 | 3,11 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 2 421 | 302 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 7 497 | 8,75 | 1 | |||||
| 2025-08-14 | 13F | Betterment LLC | 37 319 | 1,51 | 5 | 0,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 214 | 27 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 11 | 1 | ||||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 35 429 | 0,39 | 4 422 | 9,81 | ||||
| 2025-08-14 | 13F | Clifford Group, LLC | 1 675 | 209 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 682 | 0,29 | 85 | 10,39 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 191 | 0,53 | 24 | 9,52 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 3 429 | 0,32 | 428 | 9,74 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 5 132 | 32,17 | 640 | 33,13 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 864 | 0 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 2 371 | 0,21 | 296 | 9,26 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 456 | 57 | ||||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 523 | 0,38 | 65 | 10,17 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 5 371 | 2,27 | 670 | 11,85 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 2 352 | 4,30 | 294 | 14,01 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 115 068 | 5,79 | 14 363 | 15,69 | ||||
| 2025-08-08 | 13F | Creative Planning | 1 959 | 0,26 | 245 | 9,42 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2 552 | 142,13 | 319 | 165,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 29 387 | 0,01 | 3 668 | 9,39 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 975 | 0,21 | 122 | 9,01 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 11 107 | 52,32 | 1 386 | 66,59 | ||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 1 587 | 201 | ||||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 6 663 | 0,41 | 832 | 9,78 | ||||
| 2025-08-14 | 13F | Comerica Bank | 609 | 0,33 | 76 | 10,14 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 8 | 1 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 5 049 | 14,18 | 630 | 25,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 10 314 | 16,89 | 1 287 | 27,81 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 92 | 11 | ||||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 5 | 1 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 80 | 10 | ||||||
| 2025-08-13 | 13F | KilterHowling LLC | 2 126 | 0,33 | 265 | 7,72 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 52 785 | 13,66 | 6 589 | 24,30 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 6 083 | 2,51 | 759 | 12,11 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 533 | 2,11 | 67 | 11,86 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 3 538 | 442 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 2 180 | 0 |
