Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w SPDR Series Trust - State Street SPDR Dow Jones REIT ETF, to m.in McMill Wealth Management, Summit Financial, LLC, Lewis Asset Management, LLC, Vanguard Group Inc, Cornerstone Wealth, LLC/TN, Tiaa-cref Individual & Institutional Services, Llc, Vanguard National Trust Co, Cassaday & Co Wealth Management LLC, Beacon Investment Advisory Services, Inc., TIAA Wealth Investment Management LLC, Miller Global Investments, LLC, Rossby Financial, LCC, Root Financial Partners, LLC, TD Waterhouse Canada Inc., Napier Financial, LLC, Golden State Equity Partners, SHP Wealth Management, i Merkkuri Wealth Advisors LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 985 | 99 | ||||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 211 | 0,48 | 21 | 5,00 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 21 856 | 2 207 | ||||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 136 | 14,29 | 14 | 18,18 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 16 600 | 1 676 | |||||
| 2026-05-04 | 13F | Redwood Park Advisors LLC | 311 | 0,32 | 31 | 3,33 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 41 737 | 0,36 | 4 214 | 3,16 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 4 754 | 480 | ||||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 84 | 1,20 | 8 | 0,00 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 4 737 | 5,57 | 478 | 8,64 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 0 | 0 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 650 | 66 | ||||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 107 389 | 7,27 | 10 843 | 10,26 | ||||
| 2026-05-11 | 13F | Adams Wealth Management | 37 490 | 2,36 | 3 785 | 5,23 | ||||
| 2026-05-11 | 13F | CacheTech Inc. | 37 490 | 2,36 | 3 785 | 5,23 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 1 452 | 147 | ||||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 23 | 2 | ||||||
| 2026-05-15 | 13F | GWM Advisors LLC | 7 191 | 0,25 | 9 | -98,86 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 9 145 | 4,15 | 923 | 7,08 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 88 | 1,15 | 9 | 0,00 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 2 303 755 | 4,56 | 232 610 | 7,48 | ||||
| 2026-05-12 | 13F | Awm Capital, Llc | 5 386 | 0,24 | 544 | 3,04 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 1 175 | 39 066,67 | 119 | |||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 3 080 | 9,03 | 311 | 11,91 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 121 | 12 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 373 808 | 8,19 | 37 744 | 11,21 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 22 012 | 30,81 | 2 223 | 34,50 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 7 | 1 | ||||||
| 2026-04-15 | 13F | Curran Financial Partners, LLC | 2 320 | 0,69 | 234 | 3,54 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 6 195 | 25,53 | 626 | 29,13 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 646 | 29,46 | 65 | 32,65 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 243 | 25 | ||||||
| 2026-04-21 | 13F | Lewis Asset Management, LLC | 2 765 | 279 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 93 | 9 | ||||||
| 2026-04-09 | 13F | Camelot Technology Advisors, Inc. | 6 776 | 0,41 | 684 | 3,32 | ||||
| 2026-05-15 | 13F | Coco Enterprises, LLC | 132 183 | 13 568 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 17 820 | 1,54 | 1 799 | 4,41 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 0 | 0 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 237 069 | 7,68 | 23 792 | 12,42 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 3 250 | 328 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 58 325 | 18,00 | 5 890 | 21,29 | ||||
| 2026-04-14 | 13F | Moller Financial Services | 13 105 | 0,28 | 1 323 | 3,12 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 442 908 | 0,03 | 44 720 | 2,82 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 3 331 | 336 | ||||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 150 | 15 | ||||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 236 | 0,43 | 24 | 0,00 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 444 186 | 0,96 | 44 849 | 3,77 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 6 | 1 | ||||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 2 483 | 0,28 | 251 | 2,88 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 431 | 44 | ||||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 41 762 | 9,82 | 4 217 | 12,88 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 8 757 | 12,10 | 860 | 11,11 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 573 | 0,53 | 58 | 5,45 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 10 427 | 3,61 | 1 053 | 6,48 | ||||
| 2026-05-13 | 13F | McMill Wealth Management | 306 668 | 23 472 | ||||||
| 2026-05-14 | 13F | Frederick Financial Consultants, LLC | 107 295 | 1,63 | 10 834 | 4,46 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 8 | 1 | ||||||
| 2026-05-19 | 13F | Cornerstone Wealth, LLC/TN | 2 143 | 234 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 459 | 21,11 | 45 | 18,42 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 176 | 18 | ||||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 14 150 | 13,62 | 1 390 | 11,29 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 139 614 | 1,77 | 14 097 | 4,60 | ||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 15 314 | 198,87 | 1 546 | 207,36 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 15 423 | 0,74 | 1 557 | 3,59 | ||||
| 2026-01-29 | 13F | Comerica Bank | 3 315 | 5,54 | 326 | 3,50 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 12 740 | 1 | ||||||
| 2026-04-06 | 13F | Miller Global Investments, LLC | 65 | 7 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1 068 | 354,47 | 108 | 365,22 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 1 854 | 205 | ||||||
| 2026-04-13 | 13F | Lee Financial Co | 9 707 | 28,81 | 980 | 32,43 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 2 233 | 219 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 78 | 8 | ||||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 335 900 | 32,50 | 33 916 | 36,20 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 7 287 | 3,03 | 736 | 5,90 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 41 | 4 | ||||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 3 090 | 0,59 | 331 | 7,14 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 10 | 1 | ||||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 829 | 22,45 | 84 | 25,76 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 786 | 2,34 | 78 | 2,63 | ||||
| 2026-05-12 | 13F | Klingenstein Fields & Co Lp | 2 015 | 203 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 2 225 | 5,40 | 219 | 3,32 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 11 633 | 2,83 | 1 175 | 5,67 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 43 547 | 0,57 | 4 397 | 3,36 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 2 071 | 209 | ||||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 29 516 | 1,32 | 2 980 | 4,16 | ||||
| 2026-05-15 | 13F | DT Investment Partners, LLC | 71 086 | 0,26 | 7 178 | 3,06 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 21 684 | 2 189 | ||||||
| 2026-02-10 | 13F | Transatlantique Private Wealth Llc | 28 309 | 529,09 | 1 106 | 145,23 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 4 461 | 2,72 | 450 | 5,63 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 26 500 | 562,50 | 2 676 | 582,40 | |||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 62 311 | 3,76 | 6 291 | 6,65 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 73 045 | 7 375 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 13 183 | 350,39 | 1 331 | 363,76 | ||||
| 2026-05-13 | 13F | Banque Transatlantique SA | 4 500 | 454 | ||||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 2 | 0 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 2 200 | 222 | |||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 2 800 | 283 | |||||
| 2026-05-11 | 13F | Rebalance, Llc | 23 656 | 0,61 | 2 389 | 3,42 | ||||
| 2026-05-05 | 13F | UBS Group AG | 310 624 | 43,24 | 31 364 | 47,23 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 8 756 | 884 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 297 832 | 608,67 | 29 664 | 618,60 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 180 | 2,86 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 2 399 | 5,92 | 238 | 7,21 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 13 170 | 87,34 | 1 | |||||
| 2026-04-15 | 13F | City Holding Co | 21 755 | 16,77 | 2 197 | 20,00 |
