Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in SPDR Index Shares Funds - SPDR MSCI EAFE StrategicFactors ETF includono 21 West Wealth Management LLC, Cliftonlarsonallen Wealth Advisors, Llc, Atomi Financial Group, Inc., First Heartland Consultants, Inc., Glenmede Investment Management, LP, Kingswood Wealth Advisors, Llc, Raymond James Financial Inc, CIBC Private Wealth Group, LLC, e Talon Private Wealth, 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Citadel Advisors Llc | 9.431 | 130,70 | 805 | 149,69 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 6.248 | 1,63 | 533 | 9,90 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 5.850 | 112,19 | 499 | 129,95 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 2.347 | 200 | ||||||
2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 41.197 | 6,70 | 3.516 | 15,32 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 14.574 | 4,80 | 1.244 | 13,21 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 352 | 85,26 | 30 | 100,00 | ||||
2025-07-14 | 13F | Seed Wealth Management, Inc. | 2.500 | 213 | ||||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 39.435 | 21,90 | 3.365 | 31,75 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 1.398 | 119 | ||||||
2025-08-11 | 13F | Private Advisor Group, LLC | 208.957 | 0,95 | 17.832 | 9,11 | ||||
2025-08-14 | 13F | Talon Private Wealth, LLC | 394 | 34 | ||||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 13.066 | 3,66 | 1.115 | 12,06 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 2.895 | 247 | ||||||
2025-08-13 | 13F | Manning & Napier Advisors Llc | 4.042 | 8,22 | 345 | 17,01 | ||||
2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 17.689 | 1.510 | ||||||
2025-07-16 | 13F | Evergreen Private Wealth LLC | 103.890 | 5,62 | 8.866 | 14,17 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 3.529 | 301 | ||||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 991 | 85 | ||||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 130.744 | 12,62 | 11.158 | 21,72 | ||||
2025-07-23 | 13F | Eagle Strategies LLC | 80.438 | 0,61 | 6.865 | 8,75 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 34.717 | 22,23 | 2.968 | 32,16 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 12.559 | 5,56 | 1 | |||||
2025-07-17 | 13F | KWB Wealth | 162.800 | 1,14 | 12.854 | 10,14 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 11.728 | 0,08 | 1.001 | 17,79 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 350 | 1,16 | 30 | 7,41 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 4.147 | 354 | ||||||
2025-08-08 | 13F | L & S Advisors Inc | 24.591 | 16,55 | 2.099 | 26,01 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 123.288 | 0,57 | 10.521 | 8,70 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 136.874 | 5,79 | 11.681 | 14,34 | ||||
2025-08-07 | 13F | PFG Advisors | 24.254 | 4,64 | 2.070 | 13,06 | ||||
2025-07-31 | 13F | Sage Mountain Advisors LLC | 50.112 | 2,18 | 4.277 | 10,43 | ||||
2025-08-12 | 13F | LPL Financial LLC | 1.040.889 | 27,59 | 88.829 | 37,90 | ||||
2025-08-14 | 13F | Fmr Llc | 3.949 | 12,57 | 337 | 22,10 | ||||
2025-08-07 | 13F | Brio Consultants, LLC | 84.955 | 9,89 | 7.250 | 18,77 | ||||
2025-07-31 | 13F | Hobart Private Capital, LLC | 179.361 | 43,51 | 15.307 | 55,12 | ||||
2025-07-29 | 13F | Financial Guidance Group, Inc. | 136.874 | 5,79 | 11.681 | 14,34 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 8.516 | 11,07 | 727 | 20,00 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 259 | 27,59 | 22 | 37,50 | ||||
2025-07-23 | 13F | Opulen Financial Group LLC | 3.702 | 1,54 | 316 | 9,76 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 26.520 | 54,62 | 2.263 | 67,01 | ||||
2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 734.636 | 9,18 | 62.694 | 18,01 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-08 | 13F | Creative Planning | 4.942 | 0,02 | 422 | 7,95 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 8.661 | 739 | ||||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 745 | 10,04 | 64 | 18,87 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 23.894 | 6,55 | 2.039 | 15,20 | ||||
2025-08-07 | 13F | Addison Advisors LLC | 1.445 | 0,70 | 123 | 8,85 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 913 | 217,01 | 78 | 250,00 | ||||
2025-07-08 | 13F | 21 West Wealth Management LLC | 26.393 | 2.252 | ||||||
2025-07-29 | 13F | Private Trust Co Na | 4.139 | 12,93 | 353 | 22,15 | ||||
2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 31.599 | 0,51 | 2.697 | 8,62 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 32.067 | 1,81 | 2.737 | 10,06 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 8.646 | 207,91 | 738 | 233,48 | ||||
2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 3.572 | 3,90 | 305 | 12,18 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 2.670 | 2,77 | 228 | 10,73 | ||||
2025-08-15 | 13F | Morgan Stanley | 1.133.053 | 1,84 | 96.695 | 10,07 | ||||
2025-07-25 | 13F | Cwm, Llc | 58.001 | 1,30 | 5 | 0,00 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 10.060 | 2,35 | 859 | 10,57 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 494 | 24,12 | 42 | 35,48 | ||||
2025-07-31 | 13F | Arrien Investments, Inc. | 134.752 | 0,80 | 11.500 | 8,94 | ||||
2025-08-06 | 13F | Nvwm, Llc | 21.661 | 34,82 | 1.849 | 45,74 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 3.350 | 286 | ||||||
2025-08-11 | 13F | Western Wealth Management, LLC | 27.160 | 13,26 | 2.318 | 22,40 | ||||
2025-07-15 | 13F | McAdam, LLC | 12.578 | 1,18 | 1.073 | 9,38 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 101.287 | 0,57 | 8.644 | 8,69 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 131.249 | 0,05 | 11.201 | 8,14 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 2.482 | 212 | ||||||
2025-08-11 | 13F | HighTower Advisors, LLC | 55.275 | 3,07 | 4.717 | 11,41 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 17.141 | 116,04 | 1.463 | 133,55 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 47.351 | 4 |