Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di SPDR Series Trust - SPDR MSCI USA StrategicFactors ETF meliputi Presper Financial Architects, LLC, Two Sigma Investments, Lp, Atomi Financial Group, Inc., Hershey Financial Advisers, LLC, Nwam Llc, dan Carnegie Capital Asset Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | TFC Financial Management | 2,318 | 94.30 | 378 | 103.23 | ||||
| 2025-08-14 | 13F | Palo Alto Wealth Advisors, Llc | 2,765 | 0.55 | 451 | 3.69 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 28,061 | 14.03 | 4,576 | 18.70 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 36,305 | 0.22 | 5,921 | 4.32 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 3,435 | 0.35 | 560 | 4.48 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 29,790 | 0.67 | 4,858 | 4.79 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 5,167 | 39.54 | 846 | 45.69 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 19,364 | 32.42 | 3,135 | 38.17 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 6,103 | 4.16 | 995 | 8.39 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 1,612 | 263 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 20,421 | 1.84 | 3,331 | 5.98 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 8,785 | 1.71 | 1,433 | 5.84 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 36,337 | 7.09 | 5,926 | 11.47 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 10,444 | 331.39 | 1,703 | 349.34 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 1,910 | 0.58 | 312 | 4.71 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 1,785 | 291 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 4,398 | 25.19 | 1 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 9,694 | 13.16 | 1,581 | 17.81 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 3,202 | 7.23 | 522 | 11.78 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1,257 | 151.40 | 205 | 162.82 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 447 | 172.56 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1,435 | 7.41 | 234 | 11.96 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 6,076 | 59.27 | 991 | 65.83 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 12,367 | 0.50 | 2,017 | 4.56 | ||||
| 2025-08-14 | 13F | Allred Capital Management, LLC | 9,202 | 12.87 | 1,501 | 17.46 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 55,409 | 18.63 | 9,037 | 23.48 | ||||
| 2025-07-18 | 13F | Vicus Capital | 4,627 | 2.01 | 755 | 6.20 | ||||
| 2025-08-11 | 13F | Paul R. Ried Financial Group, LLC | 65,745 | 5.53 | 10,722 | 9.85 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 78,018 | 1.09 | 12,724 | 5.22 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 1,251 | 8.12 | 204 | 12.71 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1,986,570 | 3.54 | 323,990 | 7.77 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 1,601 | 261 | ||||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 1,806 | 2.50 | 296 | 7.25 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 55,442 | 9,042 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 28,312 | 0.58 | 5 | 0.00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 69,858 | 33.75 | 11 | 37.50 | ||||
| 2025-07-17 | 13F | Presper Financial Architects, LLC | 178,719 | 29 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 20,600 | 3,360 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 254,010 | 2.35 | 41,427 | 6.53 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,216 | 10.55 | 198 | 15.12 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 180,293 | 6.92 | 29,401 | 11.26 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 140,287 | 31.95 | 22,879 | 37.34 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 36,604 | 1,195.72 | 5,970 | 1,265.90 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 12,136 | 1,979 | ||||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 42,273 | 85.75 | 6,894 | 93.33 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2,741 | 9.60 | 447 | 14.07 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 62,669 | 1.51 | 10,221 | 5.65 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 9,395 | 82.14 | 1,532 | 89.60 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 2,342 | 7.53 | 382 | 12.02 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 65,951 | 1.07 | 10,756 | 5.19 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 565 | 38.48 | 92 | 46.03 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 11,975 | 4.11 | 1,953 | 8.38 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 376,207 | 11.11 | 61,356 | 15.65 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 3,356 | 0.24 | 547 | 4.39 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 10,663 | 1,739 | ||||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 6,507 | 1,061 | ||||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 2,025 | 11.88 | 330 | 16.61 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 1,969 | 0.05 | 321 | 4.22 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 2,535 | 0.56 | 413 | 4.56 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 1,308 | 213 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 308 | 50 | ||||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 7,065 | 9.96 | 1,152 | 14.51 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 8,172 | 0.01 | 1,333 | 4.06 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 519,412 | 0.41 | 84,711 | 4.51 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 4,000 | 2.96 | 652 | 7.24 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 12,224 | 1,994 | ||||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 16,027 | 0.16 | 2,614 | 4.23 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 7,287 | 1,188 | ||||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 37,582 | 2.72 | 6,129 | 6.91 | ||||
| 2025-07-25 | NP | SRGAX - Stringer Growth Fund Class A Shares | 10,304 | 30.61 | 1,640 | 28.25 | ||||
| 2025-08-14 | 13F | UBS Group AG | 40,236 | 709.09 | 6,562 | 742.36 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 9,173 | 1.99 | 1,496 | 6.17 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 2,026 | 10.95 | 330 | 15.38 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 20,505 | 54.11 | 3 | 50.00 | ||||
| 2025-08-07 | 13F | Nwam Llc | 3,021 | 495 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 7,916 | 111.38 | 1,291 | 120.31 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 92,524 | 10.86 | 15,089 | 15.39 | ||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 3,382 | 0.59 | 554 | 13.29 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 810 | 1.00 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 5,649 | 25.17 | 921 | 30.27 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 145 | 480.00 | 24 | 666.67 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 394,815 | 94.73 | 64,390 | 102.68 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 244,173 | 12.44 | 39,822 | 17.04 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 10,584 | 1,726 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1,911 | 312 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 411,007 | 1.41 | 67,031 | 5.55 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 130 | 0.78 | 21 | 5.00 |
