Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF comprennent Tower Research Capital LLC (TRC), Goldman Sachs Group Inc, ERNZ - TrueShares Active Yield ETF, et Creative Financial Designs Inc /adv .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Mml Investors Services, Llc | 34 117 | 41,40 | 1 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 9 996 | 406 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 8 648 | 1,11 | 352 | 1,15 | ||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 41 836 | 36,07 | 1 701 | 36,19 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 6 355 | 1,11 | 258 | 1,18 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 592 | 24 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 56 442 | 2 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 78 904 | 349,06 | 3 208 | 349,30 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 11 184 | 0,11 | 455 | 0,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 307 | 12 | ||||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 8 090 | 14,31 | 329 | 14,29 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 730 046 | 13,04 | 29 684 | 13,07 | ||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 18 498 | 28,57 | 752 | 29,21 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 539 553 | 0,11 | 21 938 | 0,14 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 662 895 | 3,25 | 26 953 | 3,28 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 8 295 | 337 | ||||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 58 160 | 429,30 | 2 361 | 429,37 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 256 | 17,43 | 10 | 25,00 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 1 506 | 0,40 | 61 | 1,67 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 20 271 | 43,47 | 824 | 43,55 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 29 059 | 4,88 | 1 182 | 4,88 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 153 912 | 6 258 | ||||||
| 2025-07-17 | 13F | David Kennon Inc | 210 905 | 0,92 | 8 575 | 0,95 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 9 189 | 16,10 | 374 | 16,56 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 273 743 | 36,30 | 11 130 | 36,33 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 23 535 | 1,31 | 957 | 1,27 | ||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 10 465 | 1,11 | 426 | 1,19 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 772 072 | 4,55 | 72 052 | 4,57 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 16 157 | 8,02 | 657 | 7,89 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 148 419 | 40,04 | 6 035 | 40,06 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 3 127 666 | 83,48 | 127 | 84,06 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-07-08 | 13F | Ptm Wealth Management, Llc | 609 771 | 248,69 | 24 696 | 248,26 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 206 | 8 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 29 565 | 74,68 | 1 202 | 74,71 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 6 673 | 189,38 | 271 | 191,40 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 49 222 | 29,28 | 2 001 | 29,35 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 8 522 | 16,95 | 347 | 16,89 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 89 | 4,71 | 4 | 0,00 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 123 825 | 0,65 | 5 035 | 0,66 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 68 | 3 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 11 620 | 0,35 | 0 | |||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 8 426 | 1,71 | 343 | 1,79 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 46 563 | 2,87 | 1 893 | 2,94 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 43 284 | 1 760 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 17 845 | 0,02 | 726 | 0,00 | ||||
| 2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 28 930 | 156,45 | 1 176 | 156,77 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 60 301 | 2 | ||||||
| 2025-05-21 | 13F/A | Geneos Wealth Management Inc. | 918 | 37 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 7 490 | 305 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 2 | 0 | ||||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 10 752 | 1,11 | 437 | 1,16 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 43 526 | 28,72 | 1 770 | 28,75 | ||||
| 2025-07-17 | 13F | G&S Capital LLC | 13 857 | 12,66 | 563 | 12,60 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 200 | 89 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 47 978 | 475,21 | 1 951 | 475,22 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 13 658 | 16,34 | 555 | 16,35 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 22 685 | 22,36 | 922 | 22,44 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 30 607 | 8,65 | 1 244 | 8,65 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 11 562 | 1,35 | 470 | 1,51 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 30 900 | 1,84 | 1 257 | 1,86 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 7 072 | 7,62 | 288 | 7,49 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 13 896 | 25,71 | 565 | 26,46 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 90 391 | 3,82 | 3 675 | 3,84 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 5 818 | 237 |
