Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans SPDR Index Shares Funds - SPDR S&P Global Dividend ETF comprennent Stratos Wealth Partners, LTD., CIBC Private Wealth Group, LLC, Integrated Advisors Network LLC, Comerica Bank, Boreal Capital Management LLC, Dunhill Financial, LLC, et Strategic Wealth Partners, Ltd. .
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 | Foundations Investment Advisors, LLC | 5 073 | 2,53 | 358 | 10,87 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 3 103 | 219 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 261 | 15,49 | 18 | 28,57 | ||||
| 2025-08-14 | 13F | UBS Group AG | 16 767 | 21,36 | 1 183 | 31,48 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 125 | 9 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 66 159 | 4 667 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 116 376 | 99,07 | 8 209 | 115,69 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3 908 | 28,17 | 276 | 38,89 | ||||
| 2025-08-12 | 13F | Prudential Plc | 59 624 | 77,75 | 4 206 | 92,58 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 27 234 | 515,04 | 1 921 | 567,01 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 120 | 0,84 | 8 | 14,29 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 21 828 | 15,40 | 1 540 | 25,02 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 534 | 169,70 | 38 | 208,33 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 81 895 | 5,99 | 5 777 | 14,85 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 8 156 | 17,59 | 575 | 27,49 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 9 984 | 67,12 | 704 | 81,44 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3 999 | 282 | ||||||
| 2025-08-14 | 13F | State Street Corp | 29 000 | 2 046 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 635 | 170,21 | 45 | 193,33 | ||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 21 365 | 0,89 | 1 507 | 9,36 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 8 639 | 0,62 | 562 | 5,44 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 18 196 | 2,79 | 1 284 | 11,37 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 224 | 2,28 | 16 | 15,38 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 300 | 21 | ||||||
| 2025-08-04 | 13F | Buckhead Capital Management Llc | 3 666 | 5,62 | 259 | 14,67 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 12 | 1 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2 176 | 1,35 | 154 | 10,07 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 2 053 | 4,74 | 145 | 13,39 | ||||
| 2025-08-14 | 13F | Comerica Bank | 824 | 58 | ||||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 10 434 | 15,52 | 736 | 25,17 | ||||
| 2025-08-14 | 13F | Fmr Llc | 856 | 28,14 | 60 | 39,53 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 93 | 2,20 | 7 | 20,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 | 0 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 390 | 28 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 27 304 | 47,99 | 1 926 | 60,37 |
