Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in SPDR Index Shares Funds - SPDR S&P Global Natural Resources ETF includono GDMA - Gadsden Dynamic Multi-Asset ETF, Hills Bank & Trust Co, Savant Capital, LLC, Glenmede Investment Management, LP, Rock Creek Group, LP, Meridian Wealth Management, LLC, Atlantic Union Bankshares Corp, Reyes Financial Architecture, Inc., Kayne Anderson Rudnick Investment Management Llc, Allworth Financial LP, Hollencrest Capital Management, Salem Investment Counselors Inc, Trust Co Of Toledo Na /oh/, e Brooklands Fund Management Ltd .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Aqr Capital Management Llc | 26.359 | 0,86 | 1.430 | 2,73 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 9.503 | 91,09 | 506 | 104,86 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 116.098 | 226,37 | 6.298 | 232,47 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 526 | 1,54 | 29 | 7,69 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 1.952.602 | 2,80 | 105.909 | 4,72 | ||||
| 2025-07-10 | 13F | Sterling Investment Advisors Llc /adv | 123.462 | 5,13 | 6.697 | 7,10 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 13 | 1 | ||||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 750 | 650,00 | 41 | 700,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 6.882 | 33,22 | 373 | 35,64 | ||||
| 2025-07-25 | NP | PRDAX - Diversified Real Asset Fund Class A | 97.447 | 1,78 | 5.174 | 3,31 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 187 | 10 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 206 | 1,48 | 11 | 10,00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 59.202 | 2,53 | 3.211 | 4,46 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 966.621 | 41,69 | 52.430 | 44,32 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 468.126 | 1,83 | 25.391 | 3,72 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 5.517 | 14,96 | 299 | 17,25 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 120 | 0 | ||||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 11.644 | 7,79 | 632 | 9,74 | ||||
| 2025-08-13 | 13F | Brooklands Fund Management Ltd | Call | 1 | 0 | |||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 10.873 | 5,69 | 590 | 7,68 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 9.685 | 2,22 | 525 | 4,17 | ||||
| 2025-05-30 | NP | GDMA - Gadsden Dynamic Multi-Asset ETF | 115.444 | 6.147 | ||||||
| 2025-08-14 | 13F | Treasure Coast Financial Planning | 105.613 | 8,30 | 5.728 | 10,32 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 25.038 | 135,16 | 1.358 | 139,93 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 6.388 | 3,48 | 347 | 5,49 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 8.809 | 0,17 | 477 | 1,92 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 23.316 | 8,01 | 1.265 | 10,01 | ||||
| 2025-07-22 | 13F | White & Co Financial Planning Inc | 57.937 | 2,13 | 3.142 | 3,77 | ||||
| 2025-08-26 | NP | PDPAX - Virtus Rampart Alternatives Diversifier Fund Class A | 49.400 | 67,74 | 2.679 | 70,85 | ||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 58.013 | 4,32 | 3 | 50,00 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 15.052 | 816 | ||||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 276.997 | 30,72 | 15.024 | 33,16 | ||||
| 2025-08-08 | 13F | Creative Planning | 20.847 | 28,39 | 1.131 | 30,79 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 7.303 | 65,26 | 396 | 68,51 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 52.517 | 2,95 | 2.848 | 4,86 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 7.506 | 6,38 | 407 | 8,53 | ||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 10.330 | 3,10 | 560 | 5,07 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 76.815 | 2,38 | 4.166 | 4,28 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 1.690.960 | 1.026,46 | 91.718 | 1.047,47 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 45.736 | 14,74 | 2.481 | 16,87 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 94.974 | 13,53 | 5.151 | 15,65 | ||||
| 2025-08-14 | 13F | Nepc Llc | 861.133 | 17,82 | 46.708 | 20,01 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 355 | 1,43 | 19 | 5,56 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 64.979 | 4,56 | 3.524 | 6,50 | ||||
| 2025-08-14 | 13F | UBS Group AG | 427.262 | 5,21 | 23.175 | 7,17 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 88.238 | 1,50 | 4.786 | 3,39 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 39.111 | 363,84 | 2.121 | 372,38 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 109.402 | 23,43 | 5.934 | 25,73 | ||||
| 2025-08-13 | 13F | Satovsky Asset Management Llc | 138.051 | 2,44 | 7.488 | 4,33 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 203.795 | 19,48 | 11.054 | 21,70 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 28.676 | 3,62 | 1.555 | 5,57 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3.724 | 202 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 19.954 | 18,79 | 1.082 | 21,03 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 35 | 2 | ||||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 46.808 | 3,60 | 2.539 | 5,53 | ||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 33.051 | 17,62 | 2 | 0,00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 9.380 | 98,52 | 509 | 102,39 | ||||
| 2025-08-08 | 13F | Hudock, Inc. | 4.403 | 0,27 | 239 | 2,15 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 86.380 | 5 | ||||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 28.799 | 91,67 | 1.562 | 95,25 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 69.848 | 19,65 | 3.788 | 21,88 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 77.595 | 12,97 | 4.209 | 15,07 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 75.439 | 132,75 | 4.092 | 137,16 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 76.003 | 0,45 | 4.122 | 2,31 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 428.714 | 11,01 | 23.253 | 13,08 | ||||
| 2025-08-12 | 13F | Rock Creek Group, LP | 6.264 | 427 | ||||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 40.485 | 2.196 | ||||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 117.468 | 15,59 | 6.450 | 32,63 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 214 | 12 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 4.100 | 222 | ||||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 10.861 | 0,53 | 589 | 2,43 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 3.988 | 0,96 | 216 | 2,86 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 125 | 9,65 | 7 | 0,00 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 167.746 | 13,55 | 9.099 | 15,66 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 402 | 22 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3.740 | 11,21 | 203 | 12,85 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 493 | 1,65 | 28 | -3,57 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 172.627 | 9,52 | 9.363 | 11,56 | ||||
| 2025-08-12 | 13F | Cadence Wealth Management LLC | 80.554 | 21,65 | 4.369 | 23,91 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 342 | 19 | ||||||
| 2025-08-11 | 13F | Duff & Phelps Investment Management Co | 49.400 | 67,74 | 2.679 | 70,85 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1.815 | 294,57 | 98 | 308,33 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 6.473 | 351 | ||||||
| 2025-08-13 | 13F | PACK Private Wealth, LLC | 153.853 | 7,04 | 8.345 | 9,03 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 182.197 | 0,45 | 9.882 | 2,32 | ||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 227.104 | 4,32 | 12.318 | 6,26 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 21.103 | 1,03 | 1.145 | 2,88 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 75 | 4 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1.244 | 16,15 | 67 | 17,54 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 6 | 400,00 | ||||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 53 | 3 |
