Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in SSGA Active Trust - SPDR SSGA Fixed Income Sector Rotation ETF includono Mml Investors Services, Llc, Stratos Wealth Partners, LTD., Triumph Capital Management, Hilltop Holdings Inc., PKS Advisory Services, LLC, Aptus Capital Advisors, LLC, e Evolution Wealth Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 33.349 | 331,14 | 862 | 330,50 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 5.814 | 101,60 | 150 | 102,70 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 3.500.821 | 41,34 | 90.461 | 41,12 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 84.417 | 22,88 | 2.181 | 22,73 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 10.465 | 8,45 | 270 | 8,43 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 453.825 | 14,28 | 11.727 | 14,10 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 24 | 1 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 4.935 | 538,42 | 127 | 563,16 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 26.729 | 1 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 324.287 | 22,21 | 8.380 | 22,02 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 29.144 | 8,68 | 753 | 8,50 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 14.689 | 206,53 | 380 | 205,65 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 134.162 | 27,16 | 3.467 | 26,96 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 652.063 | 149,90 | 16.849 | 149,54 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2.130 | 2,65 | 55 | 3,77 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 18.454 | 28,02 | 475 | 27,08 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 11.096 | 3,80 | 287 | 3,62 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 19.221 | 339,14 | 497 | 346,85 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 113.105 | 70,88 | 2.923 | 70,58 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 517.426 | 38,74 | 13 | 44,44 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 133.562 | 23,66 | 3.451 | 23,47 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1.848 | 23,36 | 48 | 23,68 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 48.375 | 27,87 | 1.250 | 27,68 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 15.626 | 404 | ||||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 692.390 | 94,35 | 17.891 | 94,07 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 11.438 | 296 | ||||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 50.194 | 226,53 | 1.297 | 226,70 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 18.524 | 1,42 | 0 | |||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 12.084 | 14,26 | 312 | 14,29 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 4.213.386 | 33,02 | 108.874 | 32,81 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 16.653 | 32,61 | 430 | 32,72 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 27.462 | 2,40 | 710 | 2,16 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 9.282 | 240 | ||||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 852.384 | 9,51 | 22.026 | 9,34 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 827.243 | 14,73 | 21.376 | 14,55 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 16.996 | 21,97 | 439 | 21,94 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 8.135 | 208 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 217.318 | 116,08 | 5.615 | 115,80 | ||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 446.112 | 67,56 | 11.528 | 67,30 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 123.636 | 72,06 | 3.195 | 71,81 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 75.158 | 30,48 | 1.942 | 30,34 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 15.605 | 5,80 | 403 | 5,77 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 199 | 93,20 | 0 | |||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 4.196 | 35,09 | 108 | 35,00 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 14.695 | 17,45 | 380 | 17,34 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2.713 | 9,44 | 70 | 12,90 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 8.441 | 521,12 | 218 | 522,86 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 7.961 | 0,32 | 206 | 0,00 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 90.923 | 13,79 | 2.349 | 13,64 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 9.828 | 17,13 | 254 | 16,59 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 9.040 | 234 | ||||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 40.268 | 42,23 | 1.041 | 42,08 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 9.643 | 46,80 | 249 | 46,47 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1.706 | 44 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2.688 | 66,96 | 69 | 68,29 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 15.674 | 6,48 | 405 | 6,58 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 57.138 | 40,84 | 1.476 | 40,71 | ||||
| 2025-08-14 | 13F | UBS Group AG | 509 | 13 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 226.716 | 14,32 | 5.858 | 14,15 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2.354.254 | 35,83 | 60.834 | 35,62 |
