Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w SPDR Series Trust - State Street SPDR Nuveen ICE Municipal Bond ETF, to m.in Vestmark Advisory Solutions, Inc., Rsm Us Wealth Management Llc, Nicolet Bankshares Inc, Fiduciary Alliance LLC, Sanchez Gaunt Capital Management, LLC, Bleakley Financial Group, LLC, BlueChip Wealth Advisors LLC, One Day In July LLC, Tanager Wealth Management LLP, CI Private Wealth, LLC, SigFig Wealth Management, LLC, GLR Partners, LLC, Quantinno Capital Management LP, BCGM Wealth Management, LLC, Resolute Wealth Advisor, Inc., Diversify Wealth Management, Llc, Mount Yale Investment Advisors, LLC, Johnson Investment Counsel Inc, DHJJ Financial Advisors, Ltd., i Planning Project 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 944 563 | 42 826 | ||||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 75 094 | 5,20 | 3 405 | 4,35 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 12 598 | 571 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 12 533 | 568 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 77 | -1,30 | ||||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 6 137 | 4,34 | 278 | 3,73 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 87 149 | 0,60 | 3 951 | -0,20 | ||||
| 2026-04-30 | 13F | Colton Groome Financial Advisors, Llc | 5 750 | 3,60 | 261 | 2,77 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 3 270 | 148 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 46 720 | 159,86 | 2 118 | 157,98 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 25 | 1 | ||||||
| 2026-05-13 | 13F | GLR Partners, LLC | 6 825 | 309 | ||||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 4 438 | 201 | ||||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 7 946 | 0,04 | 362 | -0,55 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 11 403 | 0,54 | 521 | 0,97 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 3 143 584 | 3,03 | 142 530 | 2,19 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 69 | 3 | ||||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 6 918 | 314 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 37 782 | 17,27 | 1 704 | 15,69 | ||||
| 2026-05-05 | 13F | UBS Group AG | 2 510 004 | 404,09 | 113 804 | 400,01 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 28 332 | 3,09 | 1 295 | 3,43 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 145 693 | 2,68 | 6 610 | 1,91 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 8 318 | 45,85 | 380 | 46,72 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 20 313 | 3,32 | 921 | 2,45 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 1 014 807 | 198,64 | 46 011 | 196,23 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 632 641 | 3,20 | 28 589 | 2,02 | ||||
| 2026-04-22 | 13F | TruNorth Capital Management, LLC | 137 583 | 1,90 | 6 238 | 1,09 | ||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 9 268 | 7,55 | 420 | 6,87 | ||||
| 2026-04-23 | 13F | Investment Planning Advisors, Inc. | 6 075 | 16,51 | 275 | 15,55 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 107 845 | 2,23 | 4 890 | 1,39 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 15 548 | 111,39 | 705 | 109,52 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 44 409 | 9,09 | 2 010 | 8,01 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 8 536 414 | 20,54 | 387 041 | 19,56 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 28 | 0 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 3 | 0 | ||||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 4 728 | 2,23 | 214 | 1,42 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 163 | 39,32 | 7 | 40,00 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 11 845 | 12,33 | 537 | 11,41 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 7 630 | 344 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 703 278 | 2,83 | 31 887 | 2,00 | ||||
| 2026-05-15 | 13F | Fmr Llc | 30 815 | 6,55 | 1 397 | 5,67 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 30 911 | 1 400 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 32 021 | 329,01 | 1 451 | 325,22 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 18 106 | 471,17 | 821 | 469,44 | ||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 86 074 | 1,96 | 3 934 | 2,26 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 835 814 | 15,25 | 38 205 | 15,60 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2 683 703 | 12,25 | 121 679 | 11,34 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 98 176 | 12,30 | 4 451 | 11,39 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 3 587 | 11,40 | 163 | 10,20 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 20 623 | 0,17 | 935 | -0,64 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 6 961 | 316 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 25 652 | 1 163 | ||||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 74 | 3 | ||||||
| 2026-05-07 | 13F | Advisor OS, LLC | 46 824 | 10,41 | 2 123 | 9,49 | ||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 16 858 | 3,31 | 764 | 2,55 | ||||
| 2026-05-07 | 13F | Little House Capital Llc | 21 687 | 32,13 | 983 | 31,07 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 130 947 | 307,60 | 5 937 | 304,43 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 23 445 | 0,01 | 1 063 | -0,75 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1 085 650 | 11,79 | 49 223 | 10,89 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 1 447 | 66 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 6 731 | 305 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 5 573 362 | 4,35 | 252 696 | 3,51 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 1 010 | 46 | ||||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 8 743 | 9,48 | 396 | 8,49 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 986 | 45 | ||||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 168 742 | 124,16 | 7 651 | 122,32 | ||||
| 2026-05-13 | 13F | ShoreHaven Wealth Partners, LLC | 7 995 | 23,67 | 362 | 22,71 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 751 415 | 3,75 | 34 069 | 2,91 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 10 950 | 496 | ||||||
| 2026-05-05 | 13F | One Day In July LLC | 8 174 | 371 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 4 762 | 772,16 | 216 | 795,83 | ||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 50 560 | 8,15 | 2 292 | 7,25 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 68 007 | 3 083 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 923 926 | 17 368,82 | 41 891 | 17 281,74 | ||||
| 2026-05-05 | 13F | BCGM Wealth Management, LLC | 6 163 | 279 | ||||||
| 2026-05-05 | 13F | PFG Advisors | 5 238 | 0,56 | 238 | -0,42 | ||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 7 871 | 8,30 | 359 | 7,83 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 105 | 5 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 748 305 | 45,98 | 33 928 | 44,80 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 70 | 3 | ||||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 46 | 2 | ||||||
| 2026-05-12 | 13F | Financial Network Wealth Management LLC | 26 309 | 6,39 | 1 | 0,00 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 419 191 | 14,49 | 19 006 | 13,57 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 11 605 | 526 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 57 829 | 7,97 | 2 622 | 7,11 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 18 876 | 159,00 | 856 | 155,99 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 10 | 66,67 | 0 | |||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 840 | 21,92 | 38 | 22,58 | ||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 62 591 | 3,52 | 3 | 0,00 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 98 475 | 10,99 | 4 465 | 10,09 | ||||
| 2026-05-05 | 13F | BlueChip Wealth Advisors LLC | 9 634 | 437 | ||||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 6 780 | 19,20 | 307 | 18,53 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 88 593 | 4 017 | ||||||
| 2026-04-13 | 13F | Foster Group, Inc. | 476 439 | 1,18 | 21 602 | 0,36 | ||||
| 2026-05-05 | 13F | Advisors Preferred, LLC | 110 894 | 5 028 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 223 497 | 27,52 | 10 | 25,00 | ||||
| 2026-05-15 | 13F | EFG International AG | 42 445 | 0,07 | 1 924 | -0,72 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 5 454 | 248 | ||||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 69 048 | 8,29 | 3 131 | 7,41 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 295 | 20,90 | 13 | 18,18 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 113 121 | 4,14 | 5 129 | 3,28 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 929 | 42 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 6 271 | 0 | ||||||
| 2026-05-07 | 13F | Integrated Capital Management, Inc. | 68 871 | 56,65 | 3 123 | 55,40 | ||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 8 896 | 3,27 | 403 | 2,54 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 76 493 | 19,01 | 3 468 | 18,04 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1 627 016 | 0,50 | 73 769 | -0,32 | ||||
| 2026-05-12 | 13F | Creative Planning | 22 544 | 24,56 | 1 022 | 23,58 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 14 095 | 95,63 | 639 | 94,22 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 3 095 | 141 | ||||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 319 649 | 29,70 | 14 493 | 28,65 | ||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 8 762 | 397 | ||||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 17 675 | 179,71 | 801 | 178,13 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 5 341 | 242 | ||||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 4 061 | 383,45 | 184 | 384,21 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 150 320 | 0,31 | 6 815 | -0,51 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 113 974 | 70,30 | 5 168 | 68,91 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 3 000 | 8,58 | 136 | 7,94 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 2 080 | 94 | ||||||
| 2026-05-08 | 13F | McAdam, LLC | 155 926 | 0,51 | 7 070 | -0,31 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 12 | 1 | ||||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 25 223 | 1 149 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 472 267 | 196,72 | 21 413 | 194,32 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 11 068 | 0,63 | 502 | -0,20 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 5 022 | 228 | ||||||
| 2026-04-10 | 13F | PFW Advisors LLC | 9 268 | 11,43 | 420 | 10,53 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 87 766 | 6,10 | 3 979 | 5,24 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 29 100 | 77,07 | 1 319 | 75,63 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 120 770 | 0,76 | 5 476 | -0,05 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 11 312 | 7,00 | 513 | 6,00 | ||||
| 2026-04-20 | 13F | Tanager Wealth Management LLP | 8 022 | 364 | ||||||
| 2026-05-11 | 13F | Resolute Wealth Advisor, Inc. | 5 623 | 255 | ||||||
| 2026-05-15 | 13F | Ascent Group, LLC | 15 862 | 30,22 | 719 | 29,32 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 22 064 | 0,24 | 1 000 | -0,60 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 181 | 686,96 | 8 | 700,00 | ||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 286 177 | 41,95 | 12 975 | 40,82 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 19 393 | 90,63 | 879 | 89,03 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 3 354 | 573,49 | 152 | 590,91 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 18 734 | 849 | ||||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 4 426 | 200,48 | 0 | |||||
| 2026-05-08 | 13F | Idaho Trust Bank | 24 310 | 3,53 | 1 102 | 2,70 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 20 100 | 911 | ||||||
| 2026-05-14 | 13F | Providence Capital Advisors, LLC | 29 | 1 | ||||||
| 2026-05-08 | 13F | M1 Capital Management LLC | 10 009 | 31,47 | 454 | 30,17 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 27 819 | 1,65 | 1 261 | 0,88 | ||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 91 563 | 10,55 | 4 151 | 9,67 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 17 993 | 155,95 | 816 | 153,89 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 171 | 8 | ||||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 278 | 0,36 | 13 | 0,00 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 19 453 | 882 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 151 614 | 0,16 | 6 930 | 115 400,00 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 28 637 | 1,82 | 1 298 | 1,01 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 8 525 | 387 | ||||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 13 888 | 83,19 | 630 | 81,79 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 20 918 | 198,79 | 948 | 196,25 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 117 857 | 5,03 | 5 344 | 4,17 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 183 337 | 0,89 | 8 312 | 0,07 | ||||
| 2026-04-15 | 13F | Cypress Financial Planning Llc | 19 134 | 17,54 | 868 | 16,69 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 570 108 | 60,78 | 25 849 | 59,49 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 32 803 | 6,13 | 1 487 | 5,31 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 6 | 0 | ||||||
| 2026-04-29 | 13F | Tilson Financial Group, Inc. | 24 302 | 3,55 | 1 102 | 2,71 |
