Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in SPDR Series Trust - SPDR Bloomberg 1-10 Year TIPS ETF includono
AllGen Financial Advisors, Inc.,
Integrity Alliance, Llc.,
Modern Wealth Management, LLC,
Detalus Advisors, LLC,
Avantax Advisory Services, Inc.,
National Bank Of Canada /fi/,
Ameritas Advisory Services, LLC,
WestEnd 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.
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 |
Optima Capital Llc
|
|
|
|
67.240 |
34,51 |
1.287 |
34,10 |
|
| 2025-08-11 |
13F |
Western Wealth Management, LLC
|
|
|
|
10.922 |
7,54 |
209 |
7,73 |
|
| 2025-08-12 |
13F |
Jpmorgan Chase & Co
|
|
|
|
74.798 |
0,22 |
1.432 |
-0,07 |
|
| 2025-07-17 |
13F |
Raleigh Capital Management Inc.
|
|
|
|
103.433 |
7,02 |
1.980 |
6,74 |
|
| 2025-08-07 |
13F |
AllGen Financial Advisors, Inc.
|
|
|
|
502.279 |
|
9.614 |
|
|
| 2025-07-16 |
13F |
Maridea Wealth Management LLC
|
|
|
|
37.067 |
0,27 |
709 |
0,00 |
|
| 2025-08-28 |
NP |
SSBRX - State Street Target Retirement 2025 Fund Class I
|
|
|
|
18.363.152 |
0,88 |
351.471 |
0,62 |
|
| 2025-07-29 |
13F |
Elevation Capital Advisory, LLC
|
|
|
|
378.409 |
21,86 |
7.243 |
21,53 |
|
| 2025-08-04 |
13F |
Integrity Alliance, Llc.
|
|
|
|
93.772 |
|
1.795 |
|
|
| 2025-08-28 |
NP |
GAL - SPDR SSGA Global Allocation ETF
|
|
|
|
539.336 |
5,01 |
10.323 |
4,74 |
|
| 2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
| 2025-08-04 |
13F |
Creative Financial Designs Inc /adv
|
|
|
|
17.747 |
69,10 |
340 |
68,66 |
|
| 2025-08-14 |
13F |
Treasure Coast Financial Planning
|
|
|
|
452.126 |
3,68 |
8.654 |
3,41 |
|
| 2025-08-27 |
13F/A |
Brinker Capital Investments, LLC
|
|
|
|
25.066 |
54,58 |
480 |
54,02 |
|
| 2025-07-09 |
13F |
Breakwater Capital Group
|
|
|
|
27.242 |
80,88 |
521 |
80,28 |
|
| 2025-08-11 |
13F |
Principal Securities, Inc.
|
|
|
|
1.526 |
16,31 |
29 |
20,83 |
|
| 2025-07-22 |
13F |
Simplicity Wealth,LLC
|
|
|
|
68.046 |
209,45 |
1.302 |
209,26 |
|
| 2025-07-18 |
13F |
Lockerman Financial Group, Inc.
|
|
|
|
16.999 |
8,50 |
325 |
8,33 |
|
| 2025-07-28 |
13F |
Harbour Investments, Inc.
|
|
|
|
24.886 |
12,92 |
476 |
12,80 |
|
| 2025-07-30 |
13F |
Brookstone Capital Management
|
|
|
|
57.134 |
0,68 |
1.094 |
0,37 |
|
| 2025-08-08 |
13F |
Cetera Investment Advisers
|
|
|
|
126.654 |
6,25 |
2.424 |
5,99 |
|
| 2025-08-11 |
13F |
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
230.884 |
2,52 |
4.419 |
2,27 |
|
| 2025-07-25 |
13F |
Cwm, Llc
|
|
|
|
1.797 |
0,73 |
0 |
|
|
| 2025-07-24 |
13F |
Blair William & Co/il
|
|
|
|
535 |
494,44 |
10 |
900,00 |
|
| 2025-08-27 |
NP |
RLY - SPDR SSGA Multi-Asset Real Return ETF
|
|
|
|
2.835.147 |
29,92 |
54.265 |
29,58 |
|
| 2025-08-01 |
13F |
Austin Private Wealth, LLC
|
|
|
|
188.963 |
70,08 |
3.617 |
69,61 |
|
| 2025-08-28 |
NP |
SSFNX - State Street Target Retirement Fund Class I
|
|
|
|
14.177.760 |
1,20 |
271.362 |
0,93 |
|
| 2025-08-12 |
13F |
LPL Financial LLC
|
|
|
|
2.358.568 |
2,01 |
45.143 |
1,74 |
|
| 2025-08-14 |
13F |
Wells Fargo & Company/mn
|
|
|
|
21.755 |
529,85 |
416 |
530,30 |
|
| 2025-08-14 |
13F |
State Street Corp
|
|
|
|
51.951.485 |
5,97 |
994.351 |
5,70 |
|
| 2025-07-25 |
13F |
Envestnet Portfolio Solutions, Inc.
|
|
|
|
637.279 |
7,33 |
12.198 |
7,05 |
|
| 2025-07-28 |
13F |
Mutual Advisors, LLC
|
|
|
|
142.126 |
84,68 |
2.717 |
84,83 |
|
| 2025-08-13 |
13F |
Continuum Advisory, LLC
|
|
|
|
307.908 |
7,59 |
5.893 |
7,32 |
|
| 2025-07-21 |
13F |
Ameritas Advisory Services, LLC
|
|
|
|
20 |
|
0 |
|
|
| 2025-07-25 |
13F |
McNamara Financial Services, Inc.
|
|
|
|
64.444 |
0,84 |
1.233 |
0,57 |
|
| 2025-07-31 |
13F |
Cambridge Investment Research Advisors, Inc.
|
|
|
|
109.463 |
0,75 |
2 |
0,00 |
|
| 2025-08-11 |
13F |
Strategic Wealth Partners, Ltd.
|
|
|
|
748 |
|
14 |
|
|
| 2025-07-16 |
13F |
St Germain D J Co Inc
|
|
|
|
1.230.322 |
6,16 |
23.548 |
5,89 |
|
| 2025-07-28 |
13F |
RFG Advisory, LLC
|
|
|
|
23.101 |
4,83 |
442 |
4,74 |
|
| 2025-08-14 |
13F |
Raymond James Financial Inc
|
|
|
|
83.507 |
6,70 |
1.598 |
6,46 |
|
| 2025-07-14 |
13F |
Iams Wealth Management, Llc
|
|
|
|
10.450 |
|
200 |
|
|
| 2025-08-05 |
13F |
Dunhill Financial, LLC
|
|
|
|
1 |
|
0 |
|
|
| 2025-08-07 |
13F |
Brio Consultants, LLC
|
|
|
|
864.922 |
3,53 |
16.555 |
3,26 |
|
| 2025-08-08 |
13F |
Hibernia Wealth Partners, LLC
|
|
|
|
175.092 |
93,57 |
3.351 |
93,14 |
|
| 2025-08-18 |
13F/A |
National Bank Of Canada /fi/
|
|
|
|
140 |
|
3 |
|
|
| 2025-08-14 |
13F |
Fmr Llc
|
|
|
|
67.495 |
1,49 |
1.292 |
1,18 |
|
| 2025-08-28 |
NP |
SSBWX - State Street Target Retirement 2030 Fund Class I
|
|
|
|
17.640.984 |
10,20 |
337.648 |
9,92 |
|
| 2025-08-05 |
13F |
Sigma Planning Corp
|
|
|
|
11.497 |
|
220 |
|
|
| 2025-08-11 |
13F |
Citigroup Inc
|
|
|
|
5.598 |
9,06 |
107 |
9,18 |
|
| 2025-08-01 |
13F |
Envestnet Asset Management Inc
|
|
|
|
693.995 |
3,71 |
13.283 |
3,44 |
|
| 2025-08-14 |
13F |
Stifel Financial Corp
|
|
|
|
98.882 |
251,31 |
1.893 |
250,37 |
|
| 2025-07-14 |
13F |
Sowell Financial Services LLC
|
|
|
|
10.843 |
2,25 |
208 |
1,97 |
|
| 2025-07-22 |
13F |
Aspire Private Capital, LLC
|
|
|
|
295.468 |
2,68 |
5.655 |
2,41 |
|
| 2025-08-12 |
13F |
Running Point Capital Advisors, LLC
|
|
|
|
6.209 |
23,05 |
119 |
22,92 |
|
| 2025-08-12 |
13F |
Change Path, LLC
|
|
|
|
39.604 |
9,18 |
758 |
8,91 |
|
| 2025-08-05 |
13F |
Landmark Wealth Management, Inc.
|
|
|
|
50.504 |
13,00 |
967 |
12,72 |
|
| 2025-08-14 |
13F |
Goldman Sachs Group Inc
|
|
|
|
745.340 |
1,87 |
14.266 |
1,60 |
|
| 2025-05-15 |
13F/A |
Orion Portfolio Solutions, LLC
|
|
|
|
16.216 |
10,83 |
311 |
15,19 |
|
| 2025-07-18 |
13F |
Truist Financial Corp
|
|
|
|
51.969 |
4,84 |
995 |
4,52 |
|
| 2025-07-29 |
13F |
Balboa Wealth Partners
|
|
|
|
18.503 |
4,83 |
354 |
4,73 |
|
| 2025-08-06 |
13F |
AE Wealth Management LLC
|
|
|
|
13.759 |
1,91 |
263 |
1,54 |
|
| 2025-08-11 |
13F |
HighTower Advisors, LLC
|
|
|
|
77.465 |
10,05 |
1.483 |
9,78 |
|
| 2025-08-14 |
13F |
GWM Advisors LLC
|
|
|
|
157.151 |
3,90 |
3.008 |
3,62 |
|
| 2025-08-15 |
13F |
Equitable Holdings, Inc.
|
|
|
|
74.525 |
91,61 |
1.426 |
91,15 |
|
| 2025-07-23 |
13F |
WestEnd Advisors, LLC
|
|
|
|
9 |
|
0 |
|
|
| 2025-08-15 |
13F |
Kestra Advisory Services, LLC
|
|
|
|
41.999 |
0,66 |
804 |
0,38 |
|
| 2025-07-22 |
13F |
Merit Financial Group, LLC
|
|
|
|
40.878 |
62,80 |
782 |
62,58 |
|
| 2025-08-13 |
13F |
Flow Traders U.s. Llc
|
|
|
|
10.976 |
|
0 |
|
|
| 2025-09-04 |
13F/A |
Advisor Group Holdings, Inc.
|
|
|
|
82.534 |
407,28 |
1.582 |
407,05 |
|
| 2025-08-08 |
13F |
Pnc Financial Services Group, Inc.
|
|
|
|
10.357 |
62,92 |
198 |
63,64 |
|
| 2025-08-28 |
NP |
SSCJX - State Street Target Retirement 2035 Fund Class I
|
|
|
|
1.711.997 |
113,27 |
32.768 |
112,72 |
|
| 2025-08-08 |
13F |
Avantax Advisory Services, Inc.
|
|
|
|
10.308 |
|
197 |
|
|
| 2025-08-12 |
13F |
CIBC Private Wealth Group, LLC
|
|
|
|
0 |
|
0 |
|
|
| 2025-08-13 |
13F |
Transce3nd, LLC
|
|
|
|
470 |
410,87 |
9 |
700,00 |
|
| 2025-07-23 |
13F |
Detalus Advisors, LLC
|
|
|
|
17.912 |
|
343 |
|
|
| 2025-07-18 |
13F |
Lynx Investment Advisory
|
|
|
|
47.728 |
4,77 |
914 |
4,46 |
|
| 2025-08-13 |
13F |
Safe Harbor Fiduciary, LLC
|
|
|
|
99 |
11,24 |
2 |
0,00 |
|
| 2025-08-14 |
13F |
Modern Wealth Management, LLC
|
|
|
|
20.572 |
|
394 |
|
|
