Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in SPDR Series Trust - State Street SPDR Bloomberg Emerging Markets USD Bond ETF includono Cerity Partners LLC, Strategic Financial Planning, Inc., Western Wealth Management, LLC, PCB Capital LLC, Belpointe Asset Management LLC, Geneos Wealth Management Inc., Signature Equity Partners, LLC, Advisory Services Network, LLC, Brown, Lisle/cummings, Inc., Fifth Third Bancorp, Lloyd Advisory Services, LLC., Merkkuri Wealth Advisors LLC, e Pnc Financial Services Group, Inc. .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 41.582 | 3,77 | 1.031 | 1,08 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 57.658 | 28,78 | 1.430 | 25,46 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 36.200 | 39,23 | 898 | 35,70 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 11.287 | 280 | ||||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 672.315 | 19,22 | 16.673 | 16,13 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 314 | 8 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 1.458.213 | 8,82 | 36.164 | 6,00 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 55.115 | 5,26 | 1.367 | 2,48 | ||||
| 2026-05-04 | 13F | Hibernia Wealth Partners, LLC | 118.020 | 4,86 | 2.927 | 2,13 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 46.351 | 22,15 | 1.150 | 18,94 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 96.626 | 9,18 | 2.396 | 6,35 | ||||
| 2026-05-14 | 13F | Strategic Financial Planning, Inc. | 30.259 | 3.777 | ||||||
| 2026-04-28 | 13F | Novus Advisors, Llc | 33.539 | 1,42 | 832 | -1,19 | ||||
| 2026-04-22 | 13F | Vicus Capital | 39.128 | 8,96 | 970 | 6,13 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 158 | 4 | ||||||
| 2026-05-05 | 13F | Atria Investments Llc | 13.276 | 26,28 | 329 | 23,22 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 24.714 | 133,70 | 613 | 127,51 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 28.466 | 0,66 | 706 | -1,95 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 124 | 96,83 | 0 | |||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 24.453 | 7,09 | 606 | 4,30 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 46.780 | 12,28 | 1.160 | 9,43 | ||||
| 2026-04-22 | 13F | Landmark Wealth Management, Inc. | 94.371 | 1,59 | 2.340 | -1,06 | ||||
| 2026-05-05 | 13F | Valtinson Bruner Financial Planning LLC | 79.006 | 8,96 | 1.959 | 6,12 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 32.448 | 2,99 | 805 | 0,25 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 2.159 | 6,35 | 54 | 3,92 | ||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 10.150 | 0,92 | 252 | -1,95 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 148 | 0,68 | 4 | 0,00 | ||||
| 2026-06-04 | 13F | Midwest Financial Network, LLC | 25.473 | 29,85 | 632 | 26,45 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 119.554 | 9,74 | 3 | 0,00 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 8 | 700,00 | 0 | |||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 624 | 15 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 77.989 | 6,91 | 1.934 | 4,15 | ||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 23.841 | 8,54 | 591 | 5,72 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 90.947 | 20,23 | 2.255 | 17,14 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 332.887 | 9,60 | 8.475 | 10,77 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 29.173 | 14,75 | 723 | 11,75 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 227.640 | 3,84 | 5.645 | 1,15 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 16.268 | 13,26 | 403 | 10,41 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 1.331 | 33 | ||||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 10.885 | 0,75 | 270 | -2,18 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 28.708 | 6,05 | 712 | 3,19 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 763.231 | 26,62 | 18.928 | 23,34 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 8.228 | 204 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 306 | 2,00 | 8 | 0,00 | ||||
| 2026-04-29 | 13F | PCB Capital LLC | 8.766 | 217 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 406 | 5,73 | 10 | 11,11 | ||||
| 2026-05-13 | 13F | Fsb Premier Wealth Management, Inc. | 26.443 | 0,66 | 656 | -1,95 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 20.870 | 131,02 | 518 | 124,78 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 542.060 | 0,46 | 13.443 | -2,14 | ||||
| 2026-05-15 | 13F | Breakwater Investment Management | 71.769 | 1.489,22 | 1.780 | 1.460,53 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 18.225 | 2,11 | 452 | -0,66 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 361.811 | 8.973 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 1.028 | 55,76 | 25 | 56,25 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 20.844 | 517 | ||||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 9.775 | 23,28 | 242 | 20,40 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 117 | 4,46 | 3 | 0,00 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 20.930 | 1,66 | 519 | -0,95 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 13.425 | 12,82 | 333 | 9,93 | ||||
| 2026-05-15 | 13F | Fmr Llc | 227 | 144,09 | 6 | 150,00 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 148 | 4 | ||||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 89 | 2 | ||||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 11.906 | 1,55 | 295 | |||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 148.929 | 9,47 | 4 | 0,00 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 534 | 13 | ||||||
| 2026-05-13 | 13F | Richard W. Paul & Associates, LLC | 3.079 | 1,48 | 76 | -1,30 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 5.267 | 131 | ||||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 6.053 | 38,35 | 149 | 33,33 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 36.998 | 1,51 | 918 | -1,08 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 13.461 | 334 | ||||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 96.758 | 8,30 | 2.400 | 5,50 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 34.865 | 11,21 | 865 | 8,27 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 1.894 | 47 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 27 | 1 | ||||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 8.858 | 2,39 | 220 | -0,45 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 37.596 | 7,92 | 932 | 5,19 | ||||
| 2026-04-14 | 13F | Lockerman Financial Group, Inc. | 20.679 | 14,73 | 513 | 11,79 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 2.887 | 9,19 | 72 |
