Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in SPDR Series Trust - SPDR Bloomberg International Corporate Bond ETF includono Mainstay Capital Management Llc /adv, Redhawk Wealth Advisors, Inc., GMOM - Cambria Global Momentum ETF, Hobart Private Capital, LLC, LFA - Lugano Financial Advisors SA, LCORX - Leuthold Core Investment Fund Retail Class, Great Valley Advisor Group, Inc., Foundations Investment Advisors, LLC, TRTY - Cambria Trinity ETF, Good Life Advisors, LLC, VanderPol Investments L.L.C., Retireful, LLC, Client First Investment Management LLC, Gerber Kawasaki Wealth & Investment Management, Brookwood Investment Group LLC, Pathstone Holdings, LLC, Integrity Alliance, Llc., Brighton Jones Llc, Destination Wealth Management, e Kingsview Wealth Management, LLC .
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 | Prospera Financial Services Inc | 95.347 | 3.107 | ||||||
| 2025-07-09 | 13F | Client First Investment Management LLC | 24.513 | 799 | ||||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 8.385 | 271 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 11.010 | 359 | ||||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 267.843 | 8.712 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 27.330 | 65,21 | 891 | 82,75 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 3.413.828 | 111.257 | ||||||
| 2025-08-26 | NP | FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Dorsey Wright Tactical Core Portfolio Class I This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 54.007 | 1.760 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 24.071 | 784 | ||||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 34.835 | 1,36 | 1.135 | 12,04 | ||||
| 2025-08-26 | NP | LCORX - Leuthold Core Investment Fund Retail Class | 97.222 | 3.168 | ||||||
| 2025-06-27 | NP | TRTY - Cambria Trinity ETF | 69.280 | 2.161 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 7.295 | 238 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 10 | 0 | ||||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 891 | 0,56 | 29 | 11,54 | ||||
| 2025-07-24 | 13F | VanderPol Investments L.L.C. | 38.865 | 1.267 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 148.387 | 160,48 | 4.836 | 187,97 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 235.831 | 7.686 | ||||||
| 2025-08-26 | NP | GLBIX - Leuthold Global Fund Institutional Class | 4.949 | 161 | ||||||
| 2025-08-11 | 13F | Sykon Capital Llc | 170.004 | 336,08 | 5.540 | 382,16 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 144.021 | 73,47 | 4.694 | 91,71 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 83.316 | 2.715 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 23.192 | 71,45 | 756 | 89,70 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 5.921 | 65.688,89 | 193 | |||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 22.351 | 69,60 | 728 | 87,63 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 7.472 | 244 | ||||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 6.302 | 205 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 10.074 | 328 | ||||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 6.534 | 213 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 6.874 | 224 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 66.231 | 175,02 | 2.158 | 203,94 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 141.731 | 4.619 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 20.401 | 3,16 | 665 | 13,89 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 502 | 16 | ||||||
| 2025-08-14 | 13F | Destination Wealth Management | 8.531 | 278 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 38.105 | 1.242 | ||||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 10.083 | 24,48 | 329 | 32,79 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 26.289 | 25,47 | 857 | 38,74 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 139.938 | 26,84 | 4.561 | 40,18 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2.702 | 7.405,56 | 88 | 8.700,00 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 228.190 | 70,38 | 7.437 | 88,30 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 15.772 | 514 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 54.007 | 1.760 | ||||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 38.911 | 20,49 | 1.268 | 17,84 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 10.071 | 328 | ||||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 6.387 | 208 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 13.851 | 451 | ||||||
| 2025-07-15 | 13F | Retireful, LLC | 25.970 | 846 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 133.165 | 48,69 | 4.340 | 64,33 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 47.625 | 1.552 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 6.141 | 200 | ||||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 409.110 | 17,02 | 13.333 | 29,31 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 234.433 | 3,20 | 7.640 | 14,05 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 201.422 | 29,02 | 6.564 | 42,60 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11.706 | 369 | ||||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 117.248 | 3.821 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 12.032 | 60,36 | 392 | 77,38 | ||||
| 2025-08-28 | NP | NDOW - Anydrus Advantage ETF | 25.970 | 18,41 | 846 | 30,96 | ||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 9.881 | 322 | ||||||
| 2025-08-04 | 13F | AMG National Trust Bank | 13.527 | 31,55 | 441 | 45,21 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 61.433 | 40,79 | 2.002 | 55,68 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 129.398 | 704,81 | 4.217 | 789,66 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 27.146 | 20.008,15 | 885 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 28.434 | 927 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 13.376 | 436 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 61.653 | 774,26 | 2.009 | 870,53 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 6.326 | 206 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 9.151 | 298 | ||||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 344.874 | 11.239 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 51.011 | 151,31 | 2 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 1.342 | 67.000,00 | 44 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 16.476 | 537 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 458 | 11,17 | 15 | 16,67 | ||||
| 2025-08-13 | 13F | Leuthold Group, Llc | 256.592 | 86,91 | 8.362 | 106,57 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 7.160 | 233 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 61.061 | 1.990 | ||||||
| 2025-08-13 | 13F | Idaho Trust Bank | 155.668 | 19,13 | 5.073 | 31,70 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 25.790 | 1 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 31 | 210,00 | 1 | |||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 83.171 | 0,13 | 2.711 | 10,66 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-06-27 | NP | GMOM - Cambria Global Momentum ETF | 198.563 | 6.193 | ||||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 124.430 | 4.038 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 74.608 | 2.431 | ||||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 46.234 | 0,08 | 1.507 | 10,57 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 18.425 | 600 |
