Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di SPDR Series Trust - SPDR Bloomberg International Treasury Bond ETF meliputi Annex Advisory Services, LLC, FLC Capital Advisors, rebel Financial LLC, Forefront Analytics, LLC, VanderPol Investments L.L.C., Pathstone Holdings, LLC, Cresset Asset Management, LLC, Global View Capital Management LLC, Satovsky Asset Management Llc, XTX Topco Ltd, Fiduciary Financial Group, Llc, StoneX Group Inc., Wiley Bros.-aintree Capital, Llc, Proactive Wealth Strategies LLC, Summit Financial, LLC, Center for Financial Planning, Inc., Keener Financial Planning LLC, Moser Wealth Advisors, LLC, O'shaughnessy Asset Management, Llc, dan Sound Income Strategies, LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-30 | 13F | Legacy Wealth Asset Management, LLC | 29,644 | 0.25 | 696 | 7.74 | ||||
2025-08-11 | 13F | Citigroup Inc | 3,753,724 | 19,000.01 | 88,175 | 20,453.38 | ||||
2025-08-04 | 13F | Center for Financial Planning, Inc. | 1,403 | 33 | ||||||
2025-08-28 | NP | SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares | 453,950 | 10,663 | ||||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 7 | 600.00 | 0 | |||||
2025-09-04 | 13F | Beacon Capital Management, Inc. | 2,722 | 64 | ||||||
2025-07-24 | 13F | VanderPol Investments L.L.C. | 53,818 | 1,264 | ||||||
2025-07-24 | 13F | Blair William & Co/il | 959 | 17.52 | 23 | 29.41 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 34 | 1 | ||||||
2025-07-10 | 13F | Worth Asset Management, LLC | 31,420 | 738 | ||||||
2025-05-30 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 61,241 | 1.34 | 1,339 | 3.56 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 47 | 1 | ||||||
2025-07-29 | 13F | FLC Capital Advisors | 392,651 | 9,223 | ||||||
2025-07-22 | 13F | Net Worth Advisory Group | 377,753 | 5.89 | 8,873 | 13.79 | ||||
2025-07-29 | 13F | Tradewinds Capital Management, LLC | 754,299 | 17,718 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 816,030 | 4.52 | 19,169 | 12.32 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 32,666 | 0.61 | 767 | 8.18 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 230,188 | 5,407 | ||||||
2025-08-12 | 13F | Blueprint Financial Advisors LLC | 294,633 | 51.21 | 6,921 | 62.48 | ||||
2025-07-31 | 13F | Auour Investments LLC | 72,364 | 2.46 | 1,700 | 4.23 | ||||
2025-08-12 | 13F | XTX Topco Ltd | 12,237 | 287 | ||||||
2025-08-05 | 13F | Simplex Trading, Llc | 189 | 0 | ||||||
2025-08-13 | 13F | Cerity Partners LLC | 43,673 | 334.43 | 1,026 | 368.04 | ||||
2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 16,116 | 12.96 | 379 | 21.54 | ||||
2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 0 | 0 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 20,426 | 46.17 | 480 | 60.74 | ||||
2025-07-23 | 13F | Tectonic Advisors Llc | 442,925 | 29.12 | 10,404 | 38.76 | ||||
2025-08-14 | 13F | UBS Group AG | 132,018 | 11.93 | 3,101 | 20.29 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 22,965 | 795.67 | 539 | 862.50 | ||||
2025-08-13 | 13F | Colonial Trust Co / SC | 3,001 | 65.07 | 70 | 79.49 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,322 | 31 | ||||||
2025-08-12 | 13F | Blueprint Investment Partners LLC | 662,796 | 52.95 | 15,569 | 64.37 | ||||
2025-07-17 | 13F | Spartan Planning & Wealth Management | 176,993 | 64.63 | 4,158 | 76.89 | ||||
2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 37,341 | 3.18 | 877 | 10.87 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-07 | 13F | Allworth Financial LP | 1,047 | 681.34 | 25 | 700.00 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 17,431 | 409 | ||||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 250 | 6 | ||||||
2025-08-15 | 13F | Global View Capital Management LLC | 33,315 | 783 | ||||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 17,964 | 422 | ||||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 1,053 | 0.77 | 25 | 9.09 | ||||
2025-08-13 | 13F | Leuthold Group, Llc | 839,145 | 3.89 | 19,712 | 11.64 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 273 | 950.00 | 6 | |||||
2025-08-13 | 13F | Proactive Wealth Strategies LLC | 8,571 | 0 | ||||||
2025-08-14 | 13F | Destination Wealth Management | 10,078 | 237 | ||||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 19,415 | 456 | ||||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 9,192 | 2,275.19 | 215 | 2,575.00 | ||||
2025-08-11 | 13F | Covestor Ltd | 15,656 | 26.86 | 0 | |||||
2025-09-03 | 13F | Q3 Asset Management | 93,851 | 2 | ||||||
2025-07-31 | 13F | United Community Bank | 5,959 | 25.29 | 140 | 34.95 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 9,871 | 232 | ||||||
2025-08-13 | 13F | ARGI Investment Services, LLC | 7,984,272 | 58.59 | 187,551 | 70.42 | ||||
2025-07-30 | 13F | Prosperity Financial Group, Inc. | 9,511 | 223 | ||||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 45,011 | 1,057 | ||||||
2025-07-24 | 13F | Forefront Analytics, LLC | 88,982 | 2,089 | ||||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 38,214 | 898 | ||||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 2,427 | 1.12 | 57 | 9.62 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 48,149 | 122.42 | 1,131 | 139.11 | ||||
2025-08-14 | 13F | Comerica Bank | 13,998 | 44.07 | 329 | 54.72 | ||||
2025-07-25 | 13F | Keener Financial Planning LLC | 1,162 | 0 | ||||||
2025-08-14 | 13F | Ameriprise Financial Inc | 257,513 | 21.47 | 6,049 | 30.51 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 30,042 | 10.00 | 706 | 18.09 | ||||
2025-07-11 | 13F | Annex Advisory Services, LLC | 3,130,772 | 73,542 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 92,197 | 22.61 | 2,156 | 31.16 | ||||
2025-08-11 | 13F | Sykon Capital Llc | 232,600 | 5,464 | ||||||
2025-07-25 | 13F | Concord Wealth Partners | 128 | 0.79 | 3 | 50.00 | ||||
2025-08-15 | 13F | Morgan Stanley | 2,625,775 | 22.19 | 61,679 | 31.31 | ||||
2025-08-14 | 13F | State Street Corp | 904,760 | 2,766.07 | 21,253 | 2,980.00 | ||||
2025-08-13 | 13F/A | StoneX Group Inc. | 10,157 | 228 | ||||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 12,881 | 0.65 | 303 | 8.24 | ||||
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 | 221,473 | 98.66 | 5,202 | 113.46 | ||||
2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 7,099,331 | 11.52 | 166,763 | 19.84 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 185,500 | 4,357 | ||||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 488,691 | 54.86 | 11,479 | 66.41 | ||||
2025-04-29 | 13F | Hm Payson & Co | 54,208 | 376.30 | 1,185 | 387.24 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 9,730 | 227 | ||||||
2025-08-06 | 13F | Convergence Financial, LLC | 45,054 | 41.42 | 1,058 | 52.01 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 48 | 1 | ||||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 37,510 | 231.48 | 881 | 256.68 | ||||
2025-08-14 | 13F | Hancock Whitney Corp | 75,330 | 1,770 | ||||||
2025-05-21 | 13F/A | Geneos Wealth Management Inc. | 59 | 1 | ||||||
2025-08-14 | 13F | Colony Group, LLC | 9,924 | 0.80 | 233 | 8.37 | ||||
2025-08-13 | 13F | Satovsky Asset Management Llc | 19,250 | 452 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 445,119 | 2,155.48 | 10 | |||||
2025-08-14 | 13F | Gen-Wealth Partners Inc | 1,641 | 1.61 | 39 | 8.57 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 22,167 | 30.04 | 521 | 39.78 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 11,233 | 2.50 | 258 | 2.39 | ||||
2025-07-03 | 13F | Fiduciary Financial Group, Llc | 10,747 | 253 | ||||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 63,860 | 1,908.81 | 1,500 | 2,073.91 | ||||
2025-08-08 | 13F | Croban | 88,982 | 11.80 | 2,089 | 20.13 | ||||
2025-07-31 | 13F | Moser Wealth Advisors, LLC | 219 | 5 | ||||||
2025-08-28 | NP | SSIZX - Sierra Tactical Core Income Fund Class A Shares | 461,700 | 10,845 | ||||||
2025-07-30 | NP | QVOY - Q3 All-Season Active Rotation ETF | 25,155 | 577 | ||||||
2025-08-13 | 13F | Summit Financial, LLC | 8,563 | 201 | ||||||
2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 12,207 | 2.49 | 287 | 10.00 | ||||
2025-07-22 | 13F | Checchi Capital Advisers, LLC | 1,627,532 | 1.05 | 38,231 | 8.59 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 29,123 | 6.22 | 684 | 14.00 | ||||
2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 205,328 | 119.90 | 4,823 | 136.26 | ||||
2025-07-24 | 13F | rebel Financial LLC | 267,556 | 6,285 | ||||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 72,173 | 603.03 | 1,695 | 656.70 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1,556 | 461.73 | 37 | 500.00 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 52,529 | 10,533.40 | 1,234 | 12,230.00 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 8,803 | 207 | ||||||
2025-07-09 | 13F | Baron Financial Group, LLC | 112,126 | 4.74 | 2,634 | 12.52 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 61,732 | 29.20 | 1,441 | 38.03 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 17,756 | 0 | ||||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1,640 | 0.61 | 39 | 8.57 |