Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w SPDR Series Trust - State Street SPDR Bloomberg Emerging Markets USD Bond ETF, to m.in Cerity Partners LLC, Strategic Financial Planning, Inc., Western Wealth Management, LLC, PCB Capital LLC, Belpointe Asset Management LLC, Geneos Wealth Management Inc., Signature Equity Partners, LLC, Advisory Services Network, LLC, Brown, Lisle/cummings, Inc., Fifth Third Bancorp, Lloyd Advisory Services, LLC., Merkkuri Wealth Advisors LLC, i Pnc Financial Services Group, Inc. .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 41 582 | 3,77 | 1 031 | 1,08 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 57 658 | 28,78 | 1 430 | 25,46 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 36 200 | 39,23 | 898 | 35,70 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 11 287 | 280 | ||||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 672 315 | 19,22 | 16 673 | 16,13 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 314 | 8 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 1 458 213 | 8,82 | 36 164 | 6,00 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 55 115 | 5,26 | 1 367 | 2,48 | ||||
| 2026-05-04 | 13F | Hibernia Wealth Partners, LLC | 118 020 | 4,86 | 2 927 | 2,13 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 46 351 | 22,15 | 1 150 | 18,94 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 96 626 | 9,18 | 2 396 | 6,35 | ||||
| 2026-05-14 | 13F | Strategic Financial Planning, Inc. | 30 259 | 3 777 | ||||||
| 2026-04-28 | 13F | Novus Advisors, Llc | 33 539 | 1,42 | 832 | -1,19 | ||||
| 2026-04-22 | 13F | Vicus Capital | 39 128 | 8,96 | 970 | 6,13 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 158 | 4 | ||||||
| 2026-05-05 | 13F | Atria Investments Llc | 13 276 | 26,28 | 329 | 23,22 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 24 714 | 133,70 | 613 | 127,51 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 28 466 | 0,66 | 706 | -1,95 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 124 | 96,83 | 0 | |||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 24 453 | 7,09 | 606 | 4,30 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 46 780 | 12,28 | 1 160 | 9,43 | ||||
| 2026-04-22 | 13F | Landmark Wealth Management, Inc. | 94 371 | 1,59 | 2 340 | -1,06 | ||||
| 2026-05-05 | 13F | Valtinson Bruner Financial Planning LLC | 79 006 | 8,96 | 1 959 | 6,12 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 32 448 | 2,99 | 805 | 0,25 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 2 159 | 6,35 | 54 | 3,92 | ||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 10 150 | 0,92 | 252 | -1,95 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 148 | 0,68 | 4 | 0,00 | ||||
| 2026-06-04 | 13F | Midwest Financial Network, LLC | 25 473 | 29,85 | 632 | 26,45 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 119 554 | 9,74 | 3 | 0,00 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 8 | 700,00 | 0 | |||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 624 | 15 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 77 989 | 6,91 | 1 934 | 4,15 | ||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 23 841 | 8,54 | 591 | 5,72 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 90 947 | 20,23 | 2 255 | 17,14 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 332 887 | 9,60 | 8 475 | 10,77 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 29 173 | 14,75 | 723 | 11,75 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 227 640 | 3,84 | 5 645 | 1,15 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 16 268 | 13,26 | 403 | 10,41 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 1 331 | 33 | ||||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 10 885 | 0,75 | 270 | -2,18 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 28 708 | 6,05 | 712 | 3,19 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 763 231 | 26,62 | 18 928 | 23,34 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 8 228 | 204 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 306 | 2,00 | 8 | 0,00 | ||||
| 2026-04-29 | 13F | PCB Capital LLC | 8 766 | 217 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 406 | 5,73 | 10 | 11,11 | ||||
| 2026-05-13 | 13F | Fsb Premier Wealth Management, Inc. | 26 443 | 0,66 | 656 | -1,95 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 20 870 | 131,02 | 518 | 124,78 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 542 060 | 0,46 | 13 443 | -2,14 | ||||
| 2026-05-15 | 13F | Breakwater Investment Management | 71 769 | 1 489,22 | 1 780 | 1 460,53 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 18 225 | 2,11 | 452 | -0,66 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 361 811 | 8 973 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 1 028 | 55,76 | 25 | 56,25 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 20 844 | 517 | ||||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 9 775 | 23,28 | 242 | 20,40 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 117 | 4,46 | 3 | 0,00 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 20 930 | 1,66 | 519 | -0,95 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 13 425 | 12,82 | 333 | 9,93 | ||||
| 2026-05-15 | 13F | Fmr Llc | 227 | 144,09 | 6 | 150,00 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 148 | 4 | ||||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 89 | 2 | ||||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 11 906 | 1,55 | 295 | |||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 148 929 | 9,47 | 4 | 0,00 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 534 | 13 | ||||||
| 2026-05-13 | 13F | Richard W. Paul & Associates, LLC | 3 079 | 1,48 | 76 | -1,30 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 5 267 | 131 | ||||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 6 053 | 38,35 | 149 | 33,33 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 36 998 | 1,51 | 918 | -1,08 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 13 461 | 334 | ||||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 96 758 | 8,30 | 2 400 | 5,50 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 34 865 | 11,21 | 865 | 8,27 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 1 894 | 47 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 27 | 1 | ||||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 8 858 | 2,39 | 220 | -0,45 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 37 596 | 7,92 | 932 | 5,19 | ||||
| 2026-04-14 | 13F | Lockerman Financial Group, Inc. | 20 679 | 14,73 | 513 | 11,79 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 2 887 | 9,19 | 72 |
