Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w SPDR Series Trust - State Street SPDR Bloomberg Investment Grade Floating Rate ETF, to m.in Tiaa-cref Individual & Institutional Services, Llc, Exchange Traded Concepts, Llc, Tranquilli Financial Advisor LLC, Virtue Capital Management, LLC, Woodward Diversified Capital, Llc, Hershey Financial Advisers, LLC, Samara Investment Management, LLC, Cornerstone Wealth, LLC/TN, Virginia Estate & Retirement Planning Advisors Inc., Evolution Wealth Management Inc., TIAA Wealth Investment Management LLC, Vanguard Advisers Inc, i Rossby Financial, LCC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 7 517 | 231 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 472 | 15 | ||||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 435 946 | 2,37 | 13 418 | 2,54 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 17 566 | 0,15 | 541 | 0,37 | ||||
| 2026-04-09 | 13F | Aletheian Wealth Advisors LLC | 75 680 | 9,58 | 2 329 | 9,29 | ||||
| 2026-05-11 | 13F | Wbi Investments, Inc. | 28 730 | 1,88 | 884 | 2,08 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 10 755 | 331 | ||||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 9 098 | 11,13 | 280 | 11,55 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 315 206 | 6,08 | 9 702 | 6,27 | ||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 12 759 | 48,22 | 393 | 48,48 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 195 468 | 42,83 | 6 017 | 43,07 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 118 437 | 12,79 | 3 634 | 12,62 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 8 332 | 0,64 | 256 | 0,79 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 138 692 | 7,67 | 4 260 | 7,60 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 5 319 203 | 7,78 | 163 725 | 7,96 | ||||
| 2026-05-08 | 13F | Generation Capital Management LLC | 134 002 | 6,61 | 4 125 | 6,78 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 274 491 | 10,50 | 8 435 | 10,51 | ||||
| 2026-05-06 | 13F | Hershey Financial Advisers, LLC | 16 443 | 506 | ||||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 78 | 2 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 24 | 475,00 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 21 632 | 14,90 | 665 | 14,48 | ||||
| 2026-05-13 | 13F | Tandem Investment Partners LLC | 108 025 | 5,29 | 3 325 | 5,49 | ||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 15 780 | 0,86 | 486 | 1,04 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 18 744 | 0,15 | 577 | 0,17 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 1 623 | 50 | ||||||
| 2026-05-13 | 13F | RiverGlades Family Offices LLC | 214 568 | 3,25 | 6 604 | 2,98 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 74 081 | 17,90 | 74 | -96,17 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 643 | 1,58 | 20 | 0,00 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 960 740 | 4,39 | 29 572 | 4,56 | ||||
| 2026-05-15 | 13F | Gould Capital, LLC | 105 351 | 9,27 | 3 243 | 9,45 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 30 610 | 57,27 | 942 | 57,53 | ||||
| 2026-05-15 | 13F | Fmr Llc | 12 992 | 2 019,41 | 400 | 2 116,67 | ||||
| 2026-04-23 | 13F | Ameliora Wealth Management Ltd. | 736 152 | 16,27 | 22 659 | 16,46 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 12 061 | 11,13 | 371 | 11,41 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 24 093 | 83,30 | 742 | 83,87 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 3 028 | 0,93 | 93 | 1,09 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 535 | 16 | ||||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 172 | 5 | ||||||
| 2026-04-23 | 13F | Unify Financial Advisors | 23 006 | 8,19 | 708 | 8,42 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 7 786 | 240 | ||||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 11 993 | 29,35 | 369 | 29,93 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2 285 562 | 30,74 | 70 350 | 30,95 | ||||
| 2026-05-04 | 13F | New Wave Wealth Advisors Llc | 6 869 | 211 | ||||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 38 758 | 39,83 | 1 193 | 40,07 | ||||
| 2026-01-29 | 13F | Comerica Bank | 19 722 | 71,44 | 606 | 71,19 | ||||
| 2026-05-13 | 13F | Forthright Family Wealth Advisory LLC | 72 624 | 2 239 | ||||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 221 059 | 0,97 | 6 804 | 1,13 | ||||
| 2026-05-12 | 13F | Carr Financial Group Corp | 81 728 | 8,92 | 2 516 | 9,11 | ||||
| 2026-05-08 | 13F/A | Beacon Capital Management, Inc. | 1 898 123 | 378,37 | 58 424 | 379,16 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 43 390 | 33,87 | 1 336 | 34,04 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 21 418 | 6,19 | 656 | 5,98 | ||||
| 2026-05-13 | 13F | Lunt Capital Management, Inc. | 12 260 | 1,57 | 377 | 1,89 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 924 800 | 14,09 | 28 345 | 13,79 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 2 088 | 0,68 | 64 | 1,59 | ||||
| 2026-05-07 | 13F | Advisor Resource Council | 18 110 | 18,34 | 557 | 18,51 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 36 943 | 4,37 | 1 137 | 4,60 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 223 291 | 8,79 | 6 873 | 8,96 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 532 | 7,69 | 16 | 6,67 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 8 470 | 261 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 18 225 | 561 | ||||||
| 2026-05-07 | 13F | Advisor OS, LLC | 6 727 | 0,64 | 207 | 0,98 | ||||
| 2026-04-08 | 13F | Gillespie Robinson & Grimm Inc | 187 563 | 7,51 | 5 773 | 7,69 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 86 140 | 36,41 | 2 651 | 36,65 | ||||
| 2026-04-22 | 13F | Sykon Capital Llc | 28 661 | 0,42 | 882 | 0,57 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 10 115 | 6,37 | 311 | 6,51 | ||||
| 2026-05-14 | 13F | Cito Capital Group, LLC | 43 000 | 30,30 | 1 | 0,00 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 40 245 | 0,28 | 1 239 | 0,41 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 212 | 0,95 | 7 | 0,00 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 26 727 | 4,57 | 823 | 4,71 | ||||
| 2026-04-10 | 13F | Jacobson & Schmitt Advisors, Llc | 128 258 | 9,07 | 3 948 | 9,24 | ||||
| 2026-05-12 | 13F | Creative Planning | 113 744 | 2,01 | 3 501 | 2,19 | ||||
| 2026-05-04 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 22 830 | 0,88 | 703 | 1,01 | ||||
| 2026-04-23 | 13F | Traub Capital Management LLC | 8 369 | 24,19 | 258 | 24,15 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 255 404 | 4,04 | 7 861 | 4,22 | ||||
| 2026-05-11 | 13F | Tranquilli Financial Advisor LLC | 76 301 | 2 349 | ||||||
| 2026-04-23 | 13F | Woodward Diversified Capital, Llc | 33 513 | 1 030 | ||||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 24 809 | 73,55 | 764 | 73,80 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 24 761 | 0,59 | 762 | 0,79 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 26 964 | 0,41 | 830 | 0,48 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 503 | 0,60 | 15 | 0,00 | ||||
| 2026-05-05 | 13F | PFG Advisors | 103 130 | 10,01 | 3 174 | 10,21 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 1 187 640 | 9,25 | 36 556 | 9,04 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 7 214 | 222 | ||||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 173 006 | 5 325 | ||||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 3 965 | 0,63 | 122 | 0,83 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 101 470 | 71,12 | 3 123 | 71,41 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 28 184 | 4,66 | 868 | 4,84 | ||||
| 2026-04-22 | 13F | Omnitrust Wealth Management, Inc | 29 269 | 2,84 | 901 | 2,97 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 106 443 | 1,57 | 3 276 | 1,74 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 12 130 | 373 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 69 227 | 139,51 | 2 131 | 139,86 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 16 757 | 37,97 | 516 | 38,07 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 449 402 | 2,88 | 13 833 | 3,05 | ||||
| 2026-04-20 | 13F | McMahon Financial Advisors, LLC | 800 221 | 9,21 | 24 631 | 9,38 | ||||
| 2026-04-22 | 13F | Matauro, Llc | 225 356 | 31,31 | 6 936 | 31,54 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 397 659 | 5,64 | 12 240 | 5,81 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 150 005 | 4 610 | ||||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 239 567 | 1,75 | 7 374 | 1,91 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 170 | 5 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 7 437 | 0,58 | 229 | 0,44 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 7 731 | 1,36 | 238 | 1,28 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 2 215 225 | 12,57 | 68 185 | 12,75 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 323 072 | 5,23 | 9 944 | 5,41 | ||||
| 2026-05-14 | 13F | Aries Wealth Management | 126 185 | 2,45 | 3 884 | 2,59 | ||||
| 2026-05-07 | 13F | AlphaCentric Advisors LLC | 4 337 | 13,65 | 133 | 13,68 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 1 | 0 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 27 980 | 35,15 | 861 | 35,38 | ||||
| 2026-05-19 | 13F | Cornerstone Wealth, LLC/TN | 9 828 | 303 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 15 195 | 6,39 | 468 | 6,62 | ||||
| 2026-04-28 | 13F | CAP Partners, LLC | 11 535 | 0,51 | 355 | 0,85 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 287 517 | 8 850 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 768 | 24 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 555 484 | 64,54 | 17 098 | 64,81 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 187 258 | 5 764 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 28 471 | 3,04 | 876 | 3,18 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 279 184 | 3,92 | 8 593 | 4,09 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 58 255 | 3,82 | 1 793 | 4,00 | ||||
| 2026-04-24 | 13F | United Community Bank | 87 260 | 2 686 | ||||||
| 2026-04-23 | 13F | Fortune Financial Group, Inc. | 50 272 | 7,46 | 1 547 | 154 600,00 | ||||
| 2026-05-07 | 13F | Samara Investment Management, LLC | 14 124 | 435 | ||||||
| 2026-05-08 | 13F | Perspective Wealth Advisors Llc | 69 021 | 6,14 | 2 124 | 6,31 | ||||
| 2026-04-03 | 13F | Ridgewood Investments LLC | 126 250 | 33,40 | 3 886 | 33,05 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 12 881 | 2,92 | 396 | 3,13 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 190 748 | 19,79 | 5 871 | 19,99 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 1 500 | 13 536,36 | 46 | |||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 7 286 | 224 | ||||||
| 2026-05-11 | 13F | Valpey Financial Services, LLC | 11 292 | 4,04 | 348 | 4,20 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 213 995 | 4,45 | 7 | 0,00 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 2 134 | 10,23 | 66 | 10,17 | ||||
| 2026-04-08 | 13F | Whitcomb & Hess, Inc. | 513 410 | 2,22 | 15 803 | 2,25 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 12 992 | 400 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 38 388 | 11,08 | 1 182 | 11,31 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 2 025 | 0,25 | 62 | 0,00 | ||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 13 849 | 1,71 | 426 | 1,91 | ||||
| 2026-05-15 | 13F | Vista Investment Management | 11 201 | 7,33 | 345 | 7,50 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 11 335 | 16,75 | 349 | 16,78 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 7 098 | 17,59 | 218 | 17,84 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 18 781 | 578 | ||||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 1 665 | 0,06 | 51 | 0,00 | ||||
| 2026-05-12 | 13F | Virginia Estate & Retirement Planning Advisors Inc. | 2 276 | 209 | ||||||
| 2026-05-15 | 13F | 10Elms LLP | 51 585 | 363,48 | 1 588 | 364,04 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 217 909 | 0,60 | 6 707 | 0,77 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 1 270 626 | 1,08 | 39 110 | 1,24 | ||||
| 2026-05-15 | 13F | Dean Investment Associates, Llc | 310 209 | 6,46 | 9 548 | 6,63 | ||||
| 2026-04-16 | 13F | Cornerstone Management, Inc. | 733 194 | 1,76 | 22 568 | 1,92 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 2 330 331 | 10,84 | 71 728 | 11,02 | ||||
| 2026-04-29 | 13F | Warner Group LLC | 9 427 | 290 | ||||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 29 151 | 897 | ||||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 68 | 2 | ||||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 7 580 | 1,07 | 233 | 1,30 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 11 679 | 0 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 108 | 3 | ||||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 995 071 | 1,81 | 30 628 | 1,97 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 208 803 | 6 427 | ||||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 13 564 | 417 | ||||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 23 402 | 106,09 | 720 | 106,90 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 877 | 207,72 | 27 | 225,00 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 12 332 | 0,12 | 380 | 0,26 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 14 598 | 449 | ||||||
| 2026-05-05 | 13F | Mount Lucas Management LP | 29 600 | 10,11 | 911 | 10,29 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 503 015 | 0,36 | 15 458 | 102 946,67 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 99 006 | 40,64 | 3 044 | 40,60 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13 669 | 7,15 | 421 | 7,14 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 258 859 | 7 968 | ||||||
| 2026-05-07 | 13F | Virtue Capital Management, LLC | 41 270 | 1 268 | ||||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 3 250 | 100,12 | 100 | 104,08 | ||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 41 729 | 1 284 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 43 720 | 14,19 | 1 346 | 14,37 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 198 750 | 5,70 | 6 118 | 5,87 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 89 401 | 5,55 | 2 752 | 5,73 | ||||
| 2026-04-15 | 13F | Websterrogers Financial Advisors, Llc | 93 469 | 1,33 | 2 877 | 1,48 |
