Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in SPDR Series Trust - State Street SPDR S&P Pharmaceuticals ETF includono SummitTX Capital, L.P., Colony Group, LLC, Lifeworks Advisors, LLC, Farther Finance Advisors, LLC, Heritage Wealth Advisors, SRS Capital Advisors, Inc., Western Wealth Management, LLC, Turtle Creek Wealth Advisors, LLC, e Ashton Thomas 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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 3.968 | 217 | ||||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 150 | 2.400,00 | 8 | |||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 1.115 | 60 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 14 | 1 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 1.107 | 60 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 2.901 | 3,39 | 162 | 20,90 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 5.904 | 319 | ||||||
| 2026-05-15 | 13F | SummitTX Capital, L.P. | 15.577 | 843 | ||||||
| 2026-05-04 | 13F | Sigma Planning Corp | 6.103 | 2,66 | 330 | -0,60 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1.985 | 15,74 | 103 | 6,25 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 1.045 | 57 | ||||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 295.265 | 15.971 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 48.834 | 127,17 | 2.641 | 119,35 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1.000 | 54 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 287.588 | 103,63 | 15.556 | 96,65 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 811.939 | 127,99 | 43.918 | 120,17 | ||||
| 2026-04-20 | 13F | Compass Wealth Management LLC | 24.153 | 36,40 | 1.306 | 31,79 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 636 | 34 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 21.279 | 3,75 | 1.151 | 0,26 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 69.668 | 1.273,58 | 3.768 | 1.226,76 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 69 | 6,15 | 4 | 0,00 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 33.053 | 46,58 | 1.788 | 41,60 | ||||
| 2026-05-15 | 13F | Fmr Llc | 3.477 | 2,11 | 188 | -1,05 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 5.725 | 0,44 | 310 | -3,13 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 45.668 | 5,10 | 2.470 | 1,52 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 404.311 | 95,10 | 21.869 | 88,43 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 12.046 | 0,27 | 1 | |||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 55.777 | 33,50 | 3.017 | 56,43 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 1.557 | 0,06 | 84 | -3,45 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 6.693 | 0,10 | 364 | -2,94 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 351 | 19 | ||||||
| 2026-05-08 | 13F | Blair William & Co/il | 10.955 | 1.187,31 | 593 | 1.159,57 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 187.397 | 0,75 | 10.136 | -2,71 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | |||||||
| 2026-02-13 | 13F | Colony Group, LLC | 4.734 | 265 | ||||||
| 2026-04-06 | 13F | CX Institutional | 7.857 | 2,76 | 0 | |||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 475 | 26 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 271.248 | 9,86 | 14.672 | 6,09 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 714 | 39 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 40.649 | 50,01 | 2.199 | 44,86 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 726.555 | 363.177,50 | 39.299 | |||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 50.700 | 290,00 | 2.742 | 276,65 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 24.324 | 1.316 | ||||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 4.503 | 244 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 11.603 | 329,74 | 628 | 315,23 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 10.236 | 554 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 48.911 | 1,98 | 2.646 | -1,53 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 14.700 | 795 |
