Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans SPDR Series Trust - SPDR Portfolio Long Term Corporate Bond ETF comprennent RMG Wealth Management LLC, Spectrum Wealth Advisory Group, LLC, Arrien Investments, Inc., Sharkey, Howes & Javer, BRMSX - Bramshill Income Performance Fund Institutional Class, Signal Advisors Wealth, LLC, Merit Financial Group, LLC, Rsm Us Wealth Management Llc, Hilltop Holdings Inc., VestGen Advisors, LLC, Buckingham Strategic Partners, Capital A Wealth Management, LLC, Quest 10 Wealth Builders, Inc., et Ameritas Advisory Services, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 52 428 | 2,38 | 1 183 | 2,42 | ||||
| 2025-08-28 | NP | SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares | 1 671 861 | 2,26 | 37 734 | 2,25 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 48 599 | 95,46 | 1 097 | 95,37 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 44 063 | 7,35 | 995 | 7,34 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 10 238 | 231 | ||||||
| 2025-07-21 | 13F | Ascent Group, LLC | 22 717 | 16,66 | 513 | 16,63 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 95 032 | 12,03 | 2 145 | 12,02 | ||||
| 2025-08-13 | 13F | Nyl Investors Llc | 1 450 074 | 0,22 | 32 728 | 0,22 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 205 918 | 82,69 | 4 648 | 82,74 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 565 | 1,07 | 13 | 0,00 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 27 372 | 618 | ||||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 1 908 | 43 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 6 343 | 8,54 | 143 | 9,16 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 35 561 | 4,99 | 803 | 4,97 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 21 264 | 5,49 | 480 | 5,51 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 22 080 | 6,41 | 0 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 16 424 | 11,55 | 371 | 11,45 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 6 | 0 | ||||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 24 098 | 26,36 | 544 | 26,28 | ||||
| 2025-07-22 | 13F | White & Co Financial Planning Inc | 321 114 | 1,17 | 7 180 | 0,67 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 12 299 | 278 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 928 868 | 11,21 | 20 965 | 11,21 | ||||
| 2025-07-10 | 13F | Sterling Financial Group, Inc. | 837 120 | 1,46 | 18 894 | 1,46 | ||||
| 2025-07-16 | 13F | Novem Group | 50 538 | 9,22 | 1 141 | 9,20 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 3 171 | 1,34 | 72 | 1,43 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 13 251 | 5,91 | 299 | 6,03 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 9 009 | 3,30 | 203 | 3,57 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 247 071 | 1,19 | 5 576 | 1,20 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 21 695 | 8,11 | 489 | 8,19 | ||||
| 2025-05-30 | NP | BRMSX - Bramshill Income Performance Fund Institutional Class | 106 266 | 2 398 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 111 543 | 6,29 | 2 518 | 6,29 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 150 974 | 2,45 | 3 407 | 2,44 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1 478 | 1,86 | 33 | 3,13 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 169 829 | 623,11 | 3 833 | 623,21 | ||||
| 2025-08-06 | 13F | Aspetuck Financial Management LLC | 121 648 | 5,64 | 2 746 | 5,66 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 34 905 | 1,57 | 788 | 1,55 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 18 024 | 27,90 | 407 | 27,67 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 135 123 | 3 050 | ||||||
| 2025-08-28 | NP | GAL - SPDR SSGA Global Allocation ETF This fund is a listed as child fund of State Street Corp 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 | 405 905 | 7,84 | 9 161 | 7,84 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2 372 | 91,60 | 53 | 96,30 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 76 368 | 10,47 | 1 724 | 10,45 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 141 937 | 42,53 | 3 204 | 44,74 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 310 914 | 10,65 | 7 017 | 10,64 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 | 0 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 64 527 | 22,65 | 1 456 | 22,66 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 253 | 328,81 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2 617 | 36,73 | 59 | 37,21 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 49 915 | 7,00 | 1 127 | 7,03 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 75 587 | 2 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 10 788 | 243 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 148 474 | 14,51 | 3 351 | 14,52 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 2 097 447 | 46 400 | ||||||
| 2025-07-31 | 13F | Arrien Investments, Inc. | 169 298 | 3 821 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 171 121 | 3 862 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 173 382 | 0,90 | 3 913 | 0,90 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 172 636 | 8,73 | 3 896 | 8,74 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 29 802 | 20,67 | 673 | 20,65 | ||||
| 2025-04-28 | 13F | Horizon Financial Services, Llc | 0 | 0 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 128 289 | 18,69 | 2 895 | 18,70 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3 441 026 | 6,08 | 77 664 | 6,08 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 23 267 | 14,14 | 525 | 14,13 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 5 000 | 1,34 | 113 | 0,90 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 1 681 304 | 3,46 | 37 947 | 3,47 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 409 259 | 32,29 | 9 237 | 32,28 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 10 534 | 2,57 | 238 | 2,60 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 42 512 | 31,73 | 959 | 31,73 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 305 000 | 15,53 | 6 884 | 16,03 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 137 711 | 3,52 | 3 108 | 3,53 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 95 176 | 2 148 | ||||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 33 496 | 6,22 | 756 | 6,19 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 90 285 | 2 038 | ||||||
| 2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 61 824 | 33,38 | 1 395 | 33,37 | ||||
| 2025-08-07 | 13F | PFG Advisors | 348 930 | 8,43 | 7 875 | 8,43 | ||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 250 218 | 5 647 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 9 282 | 209 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 7 621 | 10,58 | 172 | 10,97 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 803 797 | 19,86 | 18 142 | 19,85 | ||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 845 820 | 1,97 | 19 090 | 1,97 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 15 541 | 10,62 | 351 | 10,41 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 30 128 | 2,76 | 680 | 2,72 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 45 304 | 13,03 | 1 023 | 13,05 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 87 | 1,16 | 2 | 0,00 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 59 854 | 105,04 | 1 353 | 105,31 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 14 089 | 318 | ||||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 17 639 | 398 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 149 248 | 0,77 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | State Street Corp | 7 315 006 | 6,20 | 165 100 | 6,20 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 379 880 | 9,25 | 8 574 | 9,25 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Global Tactical Allocation Managed Volatility Fund Standard Class | 908 039 | 73,18 | 20 494 | 73,18 | ||||
| 2025-08-15 | 13F | Truefg, Llc | 52 076 | 5,72 | 1 175 | 5,76 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 6 266 | 5,63 | 141 | 6,02 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 44 693 | 119,48 | 1 009 | 119,61 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 103 699 | 8,22 | 2 340 | 8,23 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 21 572 | 6,91 | 487 | 6,81 | ||||
| 2025-08-14 | 13F | KKM Financial LLC | 37 273 | 2,35 | 842 | 6,05 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 10 365 | 0,88 | 228 | 1,79 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 10 307 | 233 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 366 362 | 6,33 | 30 839 | 6,33 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 178 086 | 6,84 | 4 019 | 6,86 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1 214 | 68,61 | 27 | 68,75 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 55 498 | 36,97 | 1 253 | 36,98 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 10 | 11,11 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 994 | 22 | ||||||
| 2025-08-13 | 13F | Global Endowment Management, LP | 13 903 | 6,30 | 314 | 6,10 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 10 085 | 8,98 | 228 | 9,13 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 19 | 0 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 58 714 | 9,17 | 1 | 0,00 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 56 170 | 13,27 | 1 268 | 13,23 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 933 | 28,52 | 44 | 30,30 |
