Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF includono Precision Wealth Strategies, LLC, Charles Schwab Trust Co, Foronjy Financial Llc, Simon Quick Advisors, Llc, Voisard Asset Management Group, Inc., Capital Advisors Wealth Management, LLC, Blueprint Financial Advisors LLC, Centennial Bank/AR/, Cascade Financial Partners, LLC, KFA Private Wealth Group, LLC, Quantinno Capital Management LP, K2 Financial Inc., Total Investment Management Inc, HighMark Wealth Management LLC, e Activest Wealth Management .
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.
Esegui l'upgradeper sbloccare i dati premium.
| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | Main Street Group, LTD | 569 | 0,53 | 27 | 3,85 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 4.383 | 0,64 | 210 | 0,97 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1.745 | 30,81 | 83 | 31,75 | ||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 38.542 | 3,71 | 1.843 | 4,24 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 16.742 | 2,78 | 801 | 3,23 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 5.115 | 0,22 | 245 | 0,83 | ||||
| 2025-08-05 | 13F | RiverGlades Family Offices LLC | 32.816 | 5,82 | 1.570 | 6,30 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 4.715 | 226 | ||||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 33.973 | 57,52 | 1.625 | 58,28 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 59.876 | 95,51 | 2.864 | 96,50 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 1.545.071 | 2,40 | 73.901 | 2,89 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 33.910 | 77,51 | 1.622 | 79,12 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 113.856 | 2,53 | 5.446 | 3,03 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 33.978 | 0,53 | 1.625 | 1,06 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 6.823 | 2,51 | 326 | 3,16 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 44.331 | 40,13 | 2.120 | 40,86 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 32.857 | 0,77 | 1.572 | 1,29 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 16.172 | 4,30 | 1 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 4.585 | 266,21 | 219 | 271,19 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 68.132 | 0,04 | 3.259 | 0,52 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 17.253 | 90,81 | 825 | 91,86 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2.696.310 | 3,19 | 128.965 | 3,69 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 7.714 | 369 | ||||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 24.992 | 14,50 | 1.195 | 15,13 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 36.258 | 103,70 | 1.734 | 104,72 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 8.667 | 10,92 | 0 | |||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 8.000 | 45,45 | 383 | 46,36 | ||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 918.500 | 27,35 | 43.932 | 27,97 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 72 | 56,52 | 3 | 50,00 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 20.685 | 989 | ||||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 150.110 | 51,91 | 7.180 | 52,65 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 64.652 | 34,56 | 3.092 | 35,20 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 15.806 | 227,93 | 756 | 230,13 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 6.920 | 43,21 | 331 | 44,10 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 157 | 127,54 | 8 | 133,33 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 15.510 | 6,90 | 742 | 7,39 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 41.703 | 3,40 | 1.995 | 3,91 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 14.480 | 115,19 | 693 | 116,25 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 11.251 | 538 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 262.900 | 17,23 | 12.577 | 17,46 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 6.917 | 0 | ||||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 6.237 | 2,23 | 298 | 2,76 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 5.422 | 259 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 8.227 | 393 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 572 | 27 | ||||||
| 2025-08-01 | 13F | James Investment Research Inc | 47.718 | 2,25 | 2.282 | 2,75 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 1 | 0,00 | ||||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 13.069 | 2,23 | 625 | 2,80 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 125.964 | 0,08 | 6.025 | 0,57 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 10.340 | 0,64 | 495 | 1,02 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 15.695 | 0,33 | 751 | 0,81 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 358.194 | 505,56 | 17.132 | 508,60 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 33.056 | 51,95 | 1.581 | 52,75 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 33.162 | 26,51 | 1.586 | 27,19 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 25.789 | 227,94 | 1.233 | 229,68 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 8.217 | 370,62 | 393 | 373,49 | ||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 12.516 | 13,92 | 599 | 14,34 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 737 | 3.994,44 | 35 | |||||
| 2025-07-15 | 13F | McAdam, LLC | 90.540 | 67,62 | 4.331 | 68,42 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 28.539 | 1.365 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 4 | 100,00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 17.763 | 15,45 | 850 | 15,98 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 13.486 | 75,87 | 645 | 77,20 | ||||
| 2025-08-08 | 13F | Creative Planning | 23.491 | 11,20 | 1.124 | 11,74 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 72.786 | 2,24 | 3.481 | 2,74 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 4.778 | 42,50 | 228 | 43,40 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 10.947 | 15,37 | 524 | 15,96 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 7.426 | 355 | ||||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 30.134 | 13,94 | 1.441 | 14,55 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 30.690 | 0,69 | 1.468 | 1,17 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 8.879 | 6,42 | 0 | |||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 5.233 | 23,71 | 250 | 24,38 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 41.307 | 1.976 | ||||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 30.979 | 9,65 | 1.482 | 10,19 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 7.260 | 0,36 | 347 | 0,87 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 162.333 | 11,65 | 7.764 | 12,20 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 657.896 | 11,58 | 31.467 | 12,12 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 254.187 | 1,14 | 12.158 | 1,62 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 30.336 | 35,63 | 1.451 | 36,28 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 108.920 | 5.210 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 17.799 | 14,69 | 851 | 15,31 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 4.423 | 3,97 | 212 | 4,46 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 715 | 0,28 | 0 | |||||
| 2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 35.038 | 291,88 | 1.668 | 294,09 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 3.367 | 11,86 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 749.942 | 2,92 | 35.870 | 3,42 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 126.881 | 22,45 | 6.065 | 22,95 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 4.972 | 179,01 | 0 | |||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 11.986 | 0,32 | 573 | 0,88 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 139.738 | 2,55 | 6.684 | 3,04 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 12.513 | 598 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 19.561 | 1,31 | 936 | 1,74 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 28.714 | 1.373 | ||||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 8.958 | 40,69 | 428 | 41,72 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 7 | 0 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 6.526 | 312 | ||||||
| 2025-07-18 | 13F | First United Bank Trust/ | 975 | 5,41 | 47 | 4,55 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 7.350 | 352 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 18.108 | 5,90 | 866 | 6,52 | ||||
| 2025-08-14 | 13F | Comerica Bank | 54.935 | 50,11 | 2.628 | 50,89 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 21.077 | 11,44 | 1.007 | 12,01 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 116.586 | 32,08 | 5.576 | 32,73 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 33.185 | 1.587 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 35.473 | 2 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 102 | -18,40 | ||||||
| 2025-07-08 | 13F | Next Level Private LLC | 6.403 | 0,64 | 306 | 1,32 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 131.890 | 333,85 | 6.308 | 335,94 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 46.478 | 6,01 | 2.223 | 6,57 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 188.641 | 4,07 | 9.023 | 4,57 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 48.391 | 2.315 | ||||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 14.348 | 28,49 | 686 | 29,19 | ||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 55.829 | 1,64 | 3 | 0,00 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 15.662 | 1,99 | 751 | 4,02 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 55.541 | 1,55 | 2.657 | 2,04 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 9.097 | 0,46 | 435 | 1,16 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 16.891 | 3,96 | 808 | 4,40 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 242.423 | 11,31 | 11.595 | 11,85 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 67 | 3 | ||||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 5.468 | 0,04 | 262 | 0,38 | ||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 14.504 | 4,01 | 690 | 4,55 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 8.540 | 26,13 | 408 | 26,71 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 16.993 | 6,60 | 813 | 7,12 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 20.307 | 5,85 | 971 | 6,35 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 1.417 | 3,36 | 68 | 3,08 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 8.832 | 8,90 | 422 | 9,33 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 6.550 | 41,74 | 313 | 42,92 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 6.466 | 0,37 | 310 | 1,31 | ||||
| 2025-07-23 | 13F | Mullooly Asset Management, Inc. | 4.409 | 0,64 | 211 | 0,96 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 4.922 | 235 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1.628.603 | 0,53 | 77.896 | 1,01 | ||||
| 2025-08-14 | 13F | Fmr Llc | 23.071 | 10,32 | 1.103 | 10,85 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 116.308 | 7,97 | 5.563 | 8,48 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 118.785 | 2,14 | 5.681 | 2,64 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 33.999 | 1.626 | ||||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 16.637 | 0,30 | 796 | 0,76 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 1.066 | 0,47 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 967 | 1.365,15 | 46 | 1.433,33 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 79.921 | 11,44 | 3.823 | 11,98 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 38.728 | 50,39 | 1.852 | 51,18 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 40.597 | 7,05 | 1.942 | 8,49 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 4.211 | 202 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 100 | 5 | ||||||
| 2025-07-16 | 13F/A | CX Institutional | 1.690.403 | 629,43 | 81 | 627,27 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 397.039 | 2,46 | 18.990 | 2,96 |
