Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF comprennent Precision Wealth Strategies, LLC, Charles Schwab Trust Co, Foronjy Financial Llc, Simon Quick Advisors, Llc, Voisard Asset Management Group, Inc., Capital Advisors Wealth Management, LLC, Blueprint Financial Advisors LLC, Centennial Bank/AR/, Cascade Financial Partners, LLC, KFA Private Wealth Group, LLC, Quantinno Capital Management LP, K2 Financial Inc., Total Investment Management Inc, HighMark Wealth Management LLC, et Activest Wealth Management .
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.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | Main Street Group, LTD | 569 | 0,53 | 27 | 3,85 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 4 383 | 0,64 | 210 | 0,97 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1 745 | 30,81 | 83 | 31,75 | ||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 38 542 | 3,71 | 1 843 | 4,24 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 16 742 | 2,78 | 801 | 3,23 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 5 115 | 0,22 | 245 | 0,83 | ||||
| 2025-08-05 | 13F | RiverGlades Family Offices LLC | 32 816 | 5,82 | 1 570 | 6,30 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 4 715 | 226 | ||||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 33 973 | 57,52 | 1 625 | 58,28 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 59 876 | 95,51 | 2 864 | 96,50 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 1 545 071 | 2,40 | 73 901 | 2,89 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 33 910 | 77,51 | 1 622 | 79,12 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 113 856 | 2,53 | 5 446 | 3,03 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 33 978 | 0,53 | 1 625 | 1,06 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 6 823 | 2,51 | 326 | 3,16 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 44 331 | 40,13 | 2 120 | 40,86 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 32 857 | 0,77 | 1 572 | 1,29 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 16 172 | 4,30 | 1 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 4 585 | 266,21 | 219 | 271,19 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 68 132 | 0,04 | 3 259 | 0,52 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 17 253 | 90,81 | 825 | 91,86 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2 696 310 | 3,19 | 128 965 | 3,69 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 7 714 | 369 | ||||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 24 992 | 14,50 | 1 195 | 15,13 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 36 258 | 103,70 | 1 734 | 104,72 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 8 667 | 10,92 | 0 | |||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 8 000 | 45,45 | 383 | 46,36 | ||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 918 500 | 27,35 | 43 932 | 27,97 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 72 | 56,52 | 3 | 50,00 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 20 685 | 989 | ||||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 150 110 | 51,91 | 7 180 | 52,65 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 64 652 | 34,56 | 3 092 | 35,20 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 15 806 | 227,93 | 756 | 230,13 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 6 920 | 43,21 | 331 | 44,10 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 157 | 127,54 | 8 | 133,33 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 15 510 | 6,90 | 742 | 7,39 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 41 703 | 3,40 | 1 995 | 3,91 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 14 480 | 115,19 | 693 | 116,25 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 11 251 | 538 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 262 900 | 17,23 | 12 577 | 17,46 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 6 917 | 0 | ||||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 6 237 | 2,23 | 298 | 2,76 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 5 422 | 259 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 8 227 | 393 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 572 | 27 | ||||||
| 2025-08-01 | 13F | James Investment Research Inc | 47 718 | 2,25 | 2 282 | 2,75 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 1 | 0,00 | ||||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 13 069 | 2,23 | 625 | 2,80 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 125 964 | 0,08 | 6 025 | 0,57 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 10 340 | 0,64 | 495 | 1,02 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 15 695 | 0,33 | 751 | 0,81 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 358 194 | 505,56 | 17 132 | 508,60 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 33 056 | 51,95 | 1 581 | 52,75 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 33 162 | 26,51 | 1 586 | 27,19 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 25 789 | 227,94 | 1 233 | 229,68 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 8 217 | 370,62 | 393 | 373,49 | ||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 12 516 | 13,92 | 599 | 14,34 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 737 | 3 994,44 | 35 | |||||
| 2025-07-15 | 13F | McAdam, LLC | 90 540 | 67,62 | 4 331 | 68,42 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 28 539 | 1 365 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 4 | 100,00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 17 763 | 15,45 | 850 | 15,98 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 13 486 | 75,87 | 645 | 77,20 | ||||
| 2025-08-08 | 13F | Creative Planning | 23 491 | 11,20 | 1 124 | 11,74 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 72 786 | 2,24 | 3 481 | 2,74 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 4 778 | 42,50 | 228 | 43,40 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 10 947 | 15,37 | 524 | 15,96 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 7 426 | 355 | ||||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 30 134 | 13,94 | 1 441 | 14,55 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 30 690 | 0,69 | 1 468 | 1,17 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 8 879 | 6,42 | 0 | |||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 5 233 | 23,71 | 250 | 24,38 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 41 307 | 1 976 | ||||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 30 979 | 9,65 | 1 482 | 10,19 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 7 260 | 0,36 | 347 | 0,87 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 162 333 | 11,65 | 7 764 | 12,20 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 657 896 | 11,58 | 31 467 | 12,12 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 254 187 | 1,14 | 12 158 | 1,62 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 30 336 | 35,63 | 1 451 | 36,28 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 108 920 | 5 210 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 17 799 | 14,69 | 851 | 15,31 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 4 423 | 3,97 | 212 | 4,46 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 715 | 0,28 | 0 | |||||
| 2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 35 038 | 291,88 | 1 668 | 294,09 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 3 367 | 11,86 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 749 942 | 2,92 | 35 870 | 3,42 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 126 881 | 22,45 | 6 065 | 22,95 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 4 972 | 179,01 | 0 | |||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 11 986 | 0,32 | 573 | 0,88 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 139 738 | 2,55 | 6 684 | 3,04 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 12 513 | 598 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 19 561 | 1,31 | 936 | 1,74 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 28 714 | 1 373 | ||||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 8 958 | 40,69 | 428 | 41,72 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 7 | 0 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 6 526 | 312 | ||||||
| 2025-07-18 | 13F | First United Bank Trust/ | 975 | 5,41 | 47 | 4,55 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 7 350 | 352 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 18 108 | 5,90 | 866 | 6,52 | ||||
| 2025-08-14 | 13F | Comerica Bank | 54 935 | 50,11 | 2 628 | 50,89 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 21 077 | 11,44 | 1 007 | 12,01 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 116 586 | 32,08 | 5 576 | 32,73 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 33 185 | 1 587 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 35 473 | 2 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 102 | -18,40 | ||||||
| 2025-07-08 | 13F | Next Level Private LLC | 6 403 | 0,64 | 306 | 1,32 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 131 890 | 333,85 | 6 308 | 335,94 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 46 478 | 6,01 | 2 223 | 6,57 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 188 641 | 4,07 | 9 023 | 4,57 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 48 391 | 2 315 | ||||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 14 348 | 28,49 | 686 | 29,19 | ||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 55 829 | 1,64 | 3 | 0,00 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 15 662 | 1,99 | 751 | 4,02 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 55 541 | 1,55 | 2 657 | 2,04 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 9 097 | 0,46 | 435 | 1,16 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 16 891 | 3,96 | 808 | 4,40 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 242 423 | 11,31 | 11 595 | 11,85 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 67 | 3 | ||||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 5 468 | 0,04 | 262 | 0,38 | ||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 14 504 | 4,01 | 690 | 4,55 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 8 540 | 26,13 | 408 | 26,71 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 16 993 | 6,60 | 813 | 7,12 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 20 307 | 5,85 | 971 | 6,35 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 1 417 | 3,36 | 68 | 3,08 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 8 832 | 8,90 | 422 | 9,33 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 6 550 | 41,74 | 313 | 42,92 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 6 466 | 0,37 | 310 | 1,31 | ||||
| 2025-07-23 | 13F | Mullooly Asset Management, Inc. | 4 409 | 0,64 | 211 | 0,96 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 4 922 | 235 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 628 603 | 0,53 | 77 896 | 1,01 | ||||
| 2025-08-14 | 13F | Fmr Llc | 23 071 | 10,32 | 1 103 | 10,85 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 116 308 | 7,97 | 5 563 | 8,48 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 118 785 | 2,14 | 5 681 | 2,64 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 33 999 | 1 626 | ||||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 16 637 | 0,30 | 796 | 0,76 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 1 066 | 0,47 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 967 | 1 365,15 | 46 | 1 433,33 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 79 921 | 11,44 | 3 823 | 11,98 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 38 728 | 50,39 | 1 852 | 51,18 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 40 597 | 7,05 | 1 942 | 8,49 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 4 211 | 202 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 100 | 5 | ||||||
| 2025-07-16 | 13F/A | CX Institutional | 1 690 403 | 629,43 | 81 | 627,27 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 397 039 | 2,46 | 18 990 | 2,96 |
