Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in SPDR Series Trust - State Street SPDR Bloomberg Investment Grade Floating Rate ETF includono Tiaa-cref Individual & Institutional Services, Llc, Exchange Traded Concepts, Llc, Tranquilli Financial Advisor LLC, Virtue Capital Management, LLC, Woodward Diversified Capital, Llc, Hershey Financial Advisers, LLC, Samara Investment Management, LLC, Cornerstone Wealth, LLC/TN, Virginia Estate & Retirement Planning Advisors Inc., Evolution Wealth Management Inc., TIAA Wealth Investment Management LLC, Vanguard Advisers Inc, e Rossby Financial, LCC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 7.517 | 231 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 472 | 15 | ||||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 435.946 | 2,37 | 13.418 | 2,54 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 17.566 | 0,15 | 541 | 0,37 | ||||
| 2026-04-09 | 13F | Aletheian Wealth Advisors LLC | 75.680 | 9,58 | 2.329 | 9,29 | ||||
| 2026-05-11 | 13F | Wbi Investments, Inc. | 28.730 | 1,88 | 884 | 2,08 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 10.755 | 331 | ||||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 9.098 | 11,13 | 280 | 11,55 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 315.206 | 6,08 | 9.702 | 6,27 | ||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 12.759 | 48,22 | 393 | 48,48 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 195.468 | 42,83 | 6.017 | 43,07 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 118.437 | 12,79 | 3.634 | 12,62 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 8.332 | 0,64 | 256 | 0,79 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 138.692 | 7,67 | 4.260 | 7,60 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 5.319.203 | 7,78 | 163.725 | 7,96 | ||||
| 2026-05-08 | 13F | Generation Capital Management LLC | 134.002 | 6,61 | 4.125 | 6,78 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 274.491 | 10,50 | 8.435 | 10,51 | ||||
| 2026-05-06 | 13F | Hershey Financial Advisers, LLC | 16.443 | 506 | ||||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 78 | 2 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 24 | 475,00 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 21.632 | 14,90 | 665 | 14,48 | ||||
| 2026-05-13 | 13F | Tandem Investment Partners LLC | 108.025 | 5,29 | 3.325 | 5,49 | ||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 15.780 | 0,86 | 486 | 1,04 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 18.744 | 0,15 | 577 | 0,17 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 1.623 | 50 | ||||||
| 2026-05-13 | 13F | RiverGlades Family Offices LLC | 214.568 | 3,25 | 6.604 | 2,98 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 74.081 | 17,90 | 74 | -96,17 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 643 | 1,58 | 20 | 0,00 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 960.740 | 4,39 | 29.572 | 4,56 | ||||
| 2026-05-15 | 13F | Gould Capital, LLC | 105.351 | 9,27 | 3.243 | 9,45 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 30.610 | 57,27 | 942 | 57,53 | ||||
| 2026-05-15 | 13F | Fmr Llc | 12.992 | 2.019,41 | 400 | 2.116,67 | ||||
| 2026-04-23 | 13F | Ameliora Wealth Management Ltd. | 736.152 | 16,27 | 22.659 | 16,46 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 12.061 | 11,13 | 371 | 11,41 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 24.093 | 83,30 | 742 | 83,87 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 3.028 | 0,93 | 93 | 1,09 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 535 | 16 | ||||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 172 | 5 | ||||||
| 2026-04-23 | 13F | Unify Financial Advisors | 23.006 | 8,19 | 708 | 8,42 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 7.786 | 240 | ||||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 11.993 | 29,35 | 369 | 29,93 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2.285.562 | 30,74 | 70.350 | 30,95 | ||||
| 2026-05-04 | 13F | New Wave Wealth Advisors Llc | 6.869 | 211 | ||||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 38.758 | 39,83 | 1.193 | 40,07 | ||||
| 2026-01-29 | 13F | Comerica Bank | 19.722 | 71,44 | 606 | 71,19 | ||||
| 2026-05-13 | 13F | Forthright Family Wealth Advisory LLC | 72.624 | 2.239 | ||||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 221.059 | 0,97 | 6.804 | 1,13 | ||||
| 2026-05-12 | 13F | Carr Financial Group Corp | 81.728 | 8,92 | 2.516 | 9,11 | ||||
| 2026-05-08 | 13F/A | Beacon Capital Management, Inc. | 1.898.123 | 378,37 | 58.424 | 379,16 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 43.390 | 33,87 | 1.336 | 34,04 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 21.418 | 6,19 | 656 | 5,98 | ||||
| 2026-05-13 | 13F | Lunt Capital Management, Inc. | 12.260 | 1,57 | 377 | 1,89 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 924.800 | 14,09 | 28.345 | 13,79 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 2.088 | 0,68 | 64 | 1,59 | ||||
| 2026-05-07 | 13F | Advisor Resource Council | 18.110 | 18,34 | 557 | 18,51 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 36.943 | 4,37 | 1.137 | 4,60 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 223.291 | 8,79 | 6.873 | 8,96 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 532 | 7,69 | 16 | 6,67 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 8.470 | 261 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 18.225 | 561 | ||||||
| 2026-05-07 | 13F | Advisor OS, LLC | 6.727 | 0,64 | 207 | 0,98 | ||||
| 2026-04-08 | 13F | Gillespie Robinson & Grimm Inc | 187.563 | 7,51 | 5.773 | 7,69 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 86.140 | 36,41 | 2.651 | 36,65 | ||||
| 2026-04-22 | 13F | Sykon Capital Llc | 28.661 | 0,42 | 882 | 0,57 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 10.115 | 6,37 | 311 | 6,51 | ||||
| 2026-05-14 | 13F | Cito Capital Group, LLC | 43.000 | 30,30 | 1 | 0,00 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 40.245 | 0,28 | 1.239 | 0,41 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 212 | 0,95 | 7 | 0,00 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 26.727 | 4,57 | 823 | 4,71 | ||||
| 2026-04-10 | 13F | Jacobson & Schmitt Advisors, Llc | 128.258 | 9,07 | 3.948 | 9,24 | ||||
| 2026-05-12 | 13F | Creative Planning | 113.744 | 2,01 | 3.501 | 2,19 | ||||
| 2026-05-04 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 22.830 | 0,88 | 703 | 1,01 | ||||
| 2026-04-23 | 13F | Traub Capital Management LLC | 8.369 | 24,19 | 258 | 24,15 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 255.404 | 4,04 | 7.861 | 4,22 | ||||
| 2026-05-11 | 13F | Tranquilli Financial Advisor LLC | 76.301 | 2.349 | ||||||
| 2026-04-23 | 13F | Woodward Diversified Capital, Llc | 33.513 | 1.030 | ||||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 24.809 | 73,55 | 764 | 73,80 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 24.761 | 0,59 | 762 | 0,79 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 26.964 | 0,41 | 830 | 0,48 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 503 | 0,60 | 15 | 0,00 | ||||
| 2026-05-05 | 13F | PFG Advisors | 103.130 | 10,01 | 3.174 | 10,21 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 1.187.640 | 9,25 | 36.556 | 9,04 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 7.214 | 222 | ||||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 173.006 | 5.325 | ||||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 3.965 | 0,63 | 122 | 0,83 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 101.470 | 71,12 | 3.123 | 71,41 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 28.184 | 4,66 | 868 | 4,84 | ||||
| 2026-04-22 | 13F | Omnitrust Wealth Management, Inc | 29.269 | 2,84 | 901 | 2,97 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 106.443 | 1,57 | 3.276 | 1,74 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 12.130 | 373 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 69.227 | 139,51 | 2.131 | 139,86 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 16.757 | 37,97 | 516 | 38,07 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 449.402 | 2,88 | 13.833 | 3,05 | ||||
| 2026-04-20 | 13F | McMahon Financial Advisors, LLC | 800.221 | 9,21 | 24.631 | 9,38 | ||||
| 2026-04-22 | 13F | Matauro, Llc | 225.356 | 31,31 | 6.936 | 31,54 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 397.659 | 5,64 | 12.240 | 5,81 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 150.005 | 4.610 | ||||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 239.567 | 1,75 | 7.374 | 1,91 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 170 | 5 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 7.437 | 0,58 | 229 | 0,44 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 7.731 | 1,36 | 238 | 1,28 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 2.215.225 | 12,57 | 68.185 | 12,75 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 323.072 | 5,23 | 9.944 | 5,41 | ||||
| 2026-05-14 | 13F | Aries Wealth Management | 126.185 | 2,45 | 3.884 | 2,59 | ||||
| 2026-05-07 | 13F | AlphaCentric Advisors LLC | 4.337 | 13,65 | 133 | 13,68 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 1 | 0 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 27.980 | 35,15 | 861 | 35,38 | ||||
| 2026-05-19 | 13F | Cornerstone Wealth, LLC/TN | 9.828 | 303 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 15.195 | 6,39 | 468 | 6,62 | ||||
| 2026-04-28 | 13F | CAP Partners, LLC | 11.535 | 0,51 | 355 | 0,85 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 287.517 | 8.850 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 768 | 24 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 555.484 | 64,54 | 17.098 | 64,81 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 187.258 | 5.764 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 28.471 | 3,04 | 876 | 3,18 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 279.184 | 3,92 | 8.593 | 4,09 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 58.255 | 3,82 | 1.793 | 4,00 | ||||
| 2026-04-24 | 13F | United Community Bank | 87.260 | 2.686 | ||||||
| 2026-04-23 | 13F | Fortune Financial Group, Inc. | 50.272 | 7,46 | 1.547 | 154.600,00 | ||||
| 2026-05-07 | 13F | Samara Investment Management, LLC | 14.124 | 435 | ||||||
| 2026-05-08 | 13F | Perspective Wealth Advisors Llc | 69.021 | 6,14 | 2.124 | 6,31 | ||||
| 2026-04-03 | 13F | Ridgewood Investments LLC | 126.250 | 33,40 | 3.886 | 33,05 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 12.881 | 2,92 | 396 | 3,13 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 190.748 | 19,79 | 5.871 | 19,99 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 1.500 | 13.536,36 | 46 | |||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 7.286 | 224 | ||||||
| 2026-05-11 | 13F | Valpey Financial Services, LLC | 11.292 | 4,04 | 348 | 4,20 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 213.995 | 4,45 | 7 | 0,00 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 2.134 | 10,23 | 66 | 10,17 | ||||
| 2026-04-08 | 13F | Whitcomb & Hess, Inc. | 513.410 | 2,22 | 15.803 | 2,25 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 12.992 | 400 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 38.388 | 11,08 | 1.182 | 11,31 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 2.025 | 0,25 | 62 | 0,00 | ||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 13.849 | 1,71 | 426 | 1,91 | ||||
| 2026-05-15 | 13F | Vista Investment Management | 11.201 | 7,33 | 345 | 7,50 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 11.335 | 16,75 | 349 | 16,78 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 7.098 | 17,59 | 218 | 17,84 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 18.781 | 578 | ||||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 1.665 | 0,06 | 51 | 0,00 | ||||
| 2026-05-12 | 13F | Virginia Estate & Retirement Planning Advisors Inc. | 2.276 | 209 | ||||||
| 2026-05-15 | 13F | 10Elms LLP | 51.585 | 363,48 | 1.588 | 364,04 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 217.909 | 0,60 | 6.707 | 0,77 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 1.270.626 | 1,08 | 39.110 | 1,24 | ||||
| 2026-05-15 | 13F | Dean Investment Associates, Llc | 310.209 | 6,46 | 9.548 | 6,63 | ||||
| 2026-04-16 | 13F | Cornerstone Management, Inc. | 733.194 | 1,76 | 22.568 | 1,92 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 2.330.331 | 10,84 | 71.728 | 11,02 | ||||
| 2026-04-29 | 13F | Warner Group LLC | 9.427 | 290 | ||||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 29.151 | 897 | ||||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 68 | 2 | ||||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 7.580 | 1,07 | 233 | 1,30 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 11.679 | 0 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 108 | 3 | ||||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 995.071 | 1,81 | 30.628 | 1,97 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 208.803 | 6.427 | ||||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 13.564 | 417 | ||||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 23.402 | 106,09 | 720 | 106,90 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 877 | 207,72 | 27 | 225,00 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 12.332 | 0,12 | 380 | 0,26 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 14.598 | 449 | ||||||
| 2026-05-05 | 13F | Mount Lucas Management LP | 29.600 | 10,11 | 911 | 10,29 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 503.015 | 0,36 | 15.458 | 102.946,67 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 99.006 | 40,64 | 3.044 | 40,60 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13.669 | 7,15 | 421 | 7,14 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 258.859 | 7.968 | ||||||
| 2026-05-07 | 13F | Virtue Capital Management, LLC | 41.270 | 1.268 | ||||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 3.250 | 100,12 | 100 | 104,08 | ||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 41.729 | 1.284 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 43.720 | 14,19 | 1.346 | 14,37 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 198.750 | 5,70 | 6.118 | 5,87 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 89.401 | 5,55 | 2.752 | 5,73 | ||||
| 2026-04-15 | 13F | Websterrogers Financial Advisors, Llc | 93.469 | 1,33 | 2.877 | 1,48 |
