Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans SPDR Series Trust - SPDR SSGA US Small Cap Low Volatility Index ETF comprennent Summit Wealth Group Llc / Co, Fragasso Group Inc., et Assetmark, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | DORVAL Corp | 74 202 | 4,19 | 9 284 | -0,42 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 165 | 21 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 2 988 | 5,55 | 374 | 7,49 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 36 642 | 1,82 | 4 584 | 3,69 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 1 602 | 200 | ||||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 113 | 0,89 | 14 | 7,69 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 13 562 | 10,05 | 1 697 | 12,02 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 2 909 | 364 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 6 100 | 0,15 | 763 | 2,01 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 2 541 | 7,90 | 318 | 9,69 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 112 | 0,90 | 14 | 0,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 8 225 | 44,81 | 1 029 | 47,49 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 75 092 | 25,27 | 9 395 | 27,55 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 629 | 1,94 | 79 | 0,00 | ||||
| 2025-08-05 | 13F | Roffman Miller Associates Inc /pa/ | 2 932 | 0,55 | 367 | 2,23 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 346 | 62,17 | 169 | 65,69 | ||||
| 2025-08-14 | 13F | UBS Group AG | 10 285 | 1,50 | 1 287 | 3,29 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 10 664 | 6,45 | 1 334 | 8,46 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 7 387 | 4,51 | 924 | 6,45 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 19 694 | 2 464 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 4 056 | 2,81 | 508 | 4,75 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 2 015 | 0,05 | 252 | 2,02 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 5 513 | 86,00 | 690 | 89,29 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 9 798 | 41,30 | 1 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 5 118 | 16,93 | 641 | 19,14 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 23 417 | 1,96 | 2 930 | 3,79 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3 062 | 1,36 | 383 | 3,23 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 383 | 0,79 | 48 | 2,17 | ||||
| 2025-08-13 | 13F | Navis Wealth Advisors, LLC | 6 050 | 0,67 | 757 | 2,44 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 668 | 0,60 | 84 | 2,47 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 2 272 | 0,53 | 284 | 2,53 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 3 985 | 0,66 | 499 | 2,47 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 3 846 | 0,65 | 481 | 2,56 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 64 889 | 4,75 | 8 | 14,29 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 59 | 1,72 | 7 | 0,00 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 2 979 | 0,27 | 373 | 1,92 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 115 | 0,88 | 14 | 0,00 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 4 493 | 562 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 5 762 | 16,08 | 721 | 18,23 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 13 361 | 3,29 | 2 | 0,00 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 2 725 | 341 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 1 991 | 0,61 | 249 | 2,47 |
