Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in SPDR Series Trust - SPDR Russell 1000 Low Volatility Focus ETF includono Congress Wealth Management LLC / DE /, 21 West Wealth Management LLC, Hilltop Holdings Inc., Calton & Associates, Inc., Hrt Financial Lp, Keystone Financial Services, LLC, Old Mission Capital Llc, Parallel Advisors, LLC, e Dunhill Financial, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-08 | 13F | Parallel Advisors, LLC | 290 | 37 | ||||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 2.911 | 3,74 | 376 | 5,63 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 47 | 6 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 615 | 412,50 | 79 | 426,67 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 64.046 | 8.121 | ||||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 1.878 | 242 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 3.611 | 0 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 3.487 | 0,03 | 450 | 1,81 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 10.855 | 1.401 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 401 | 25,31 | 52 | 27,50 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 27.575 | 0,07 | 3.560 | 1,89 | ||||
| 2025-08-14 | 13F | Fmr Llc | 661 | 25,67 | 85 | 28,79 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 7.912 | 1.021 | ||||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 2.661 | 0,45 | 349 | 11,50 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 17.380 | 0,35 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 8.008 | 6,28 | 1.034 | 8,17 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 9.002 | 15,35 | 1.162 | 17,49 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 4.598 | 33,86 | 591 | 36,81 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2 | 100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1.688 | 218 | ||||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 55.485 | 5,21 | 7 | 16,67 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 6.063 | 0,63 | 783 | 2,49 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 7.103 | 917 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 5.244 | 288,73 | 677 | 295,32 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 36.350 | 2,15 | 4.693 | 4,01 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 14.025 | 5,90 | 1.811 | 7,80 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 2.374 | 0,25 | 306 | 2,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1.694 | 0,06 | 219 | 1,87 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 3.837 | 0,13 | 495 | 2,06 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 9.312 | 1.202 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 42.619 | 0,20 | 5.502 | 2,02 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 48.012 | 97,73 | 6.198 | 101,36 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1.410 | 182 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 20.101 | 1,14 | 2.595 | 3,02 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 898 | 0,45 | 116 | 1,77 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 3.074 | 0,03 | 397 | 1,80 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 1.635 | 211 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 128.763 | 16.623 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1.055 | 174,03 | 136 | 183,33 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 268.559 | 0,85 | 34.671 | 2,69 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 5.851 | 140,68 | 755 | 145,13 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 27.598 | 4,24 | 3.563 | 6,14 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 323.482 | 3,70 | 41.761 | 5,59 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 33.676 | 6,89 | 4.348 | 8,84 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 24.853 | 0,16 | 3.209 | 1,97 | ||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 2.229 | 32,36 | 288 | 34,74 |
