SPIP - SPDR Series Trust - SPDR Portfolio TIPS ETF Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (ARCA)

SPDR Series Trust - SPDR Portfolio TIPS ETF
US ˙ ARCA

Mga Batayang Estadistika
Pemilik Institusional 216 total, 216 long only, 0 short only, 0 long/short - change of -4.41% MRQ
Alokasi Portofolio Rata-rata 0.2819 % - change of -8.02% MRQ
Saham Institusional (Jangka Panjang) 28,998,942 (ex 13D/G) - change of 2.07MM shares 7.67% MRQ
Nilai Institusional (Jangka Panjang) $ 670,140 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

SPDR Series Trust - SPDR Portfolio TIPS ETF (US:SPIP) memiliki 216 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 28,998,942 saham. Pemegang saham terbesar meliputi State Street Corp, Charles Schwab Investment Management Inc, Cwm, Llc, SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares, LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Global Tactical Allocation Managed Volatility Fund Standard Class, LPL Financial LLC, 3EDGE Asset Management, LP, EDGF - 3EDGE Dynamic Fixed Income ETF, Pure Financial Advisors, Inc., and Cannon Financial Strategists, Inc. .

Struktur kepemilikan institusional SPDR Series Trust - SPDR Portfolio TIPS ETF (ARCA:SPIP) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.

The share price as of September 5, 2025 is 26.35 / share. Previously, on September 9, 2024, the share price was 26.12 / share. This represents an increase of 0.88% over that period.

SPIP / SPDR Series Trust - SPDR Portfolio TIPS ETF Institutional Ownership
Skor Sentimen Dana

Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.

Frekuensi Pembaruan: Setiap Hari

Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.

Rasio Put/Call Institusional

Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.

Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.

SPIP / SPDR Series Trust - SPDR Portfolio TIPS ETF Historical Put/Call Ratio
Pengajuan 13F dan NPORT

Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.

Tingkatkan untuk membuka data premium dan mengekspor ke Excel .

Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)
Saham Δ Saham
(%)
Dilaporkan
Nilai
($1000)
Nilai Δ
(%)
Alokasi Port
(%)
2025-07-18 13F/A MJT & Associates Financial Advisory Group, Inc. 5,666 0.00 148 -1.34
2025-07-22 13F Aquire Wealth Advisors, LLC 248,705 16.46 6,481 15.05
2025-07-14 13F Southland Equity Partners LLC 36,860 -0.24 961 -1.44
2025-07-24 13F Comprehensive Money Management Services LLC 7,987 -8.27 208 -9.17
2025-07-21 13F Cliftonlarsonallen Wealth Advisors, Llc 16,589 0.00 432 -1.14
2025-08-06 13F Aspect Partners, LLC 0 -100.00 0
2025-08-14 13F Qube Research & Technologies Ltd 175 0.00 5 0.00
2025-08-04 13F Keybank National Association/oh 13,376 11.25 349 9.78
2025-08-18 13F Geneos Wealth Management Inc. 49,839 -9.61 1,299 -10.73
2025-08-14 13F Treasure Coast Financial Planning 37,139 1.95 968 0.73
2025-08-07 13F Vise Technologies, Inc. 18,470 -18.72 481 -16.35
2025-08-08 13F Larson Financial Group LLC 22,195 -4.88 578 -6.02
2025-08-14 13F Mercer Global Advisors Inc /adv 18,627 485
2025-08-08 13F Hartland & Co., LLC 0 -100.00 0
2025-08-13 13F Kilter Group LLC 7 0
2025-07-24 13F JNBA Financial Advisors 3,369 -38.01 88 -39.16
2025-07-18 13F SigFig Wealth Management, LLC 66,724 -4.48 1,733 -9.97
2025-07-22 13F Wealthcare Capital Management Llc 53,250 0.00 1,388 -1.21
2025-07-24 13F IFP Advisors, Inc 3,448 7,236.17 90 8,800.00
2025-08-13 13F Keystone Financial Group 13,272 -19.15 346 -20.32
2025-07-16 13F ORG Wealth Partners, LLC 627 0.00 16 0.00
2025-08-14 13F Jane Street Group, Llc 58,599 -27.01 1,527 -27.87
2025-07-31 13F Prentice Wealth Management LLC 0 -100.00 0
2025-07-17 13F HB Wealth Management, LLC 9,749 0.00 254 -1.17
2025-08-14 13F Stifel Financial Corp 8,944 -2.80 233 -3.72
2025-07-23 13F Fulton Breakefield Broenniman Llc 145,800 1.27 3,800 0.05
2025-07-21 13F Ameriflex Group, Inc. 13,787 -57.77 359 -58.42
2025-05-12 13F Independent Advisor Alliance 0 -100.00 0
2025-08-06 13F Modera Wealth Management, LLC 31,041 0.00 809 -1.22
2025-07-31 13F Auour Investments LLC 25,383 0.48 661 0.00
2025-07-14 13F Abound Wealth Management 632 16
2025-08-27 13F Barnes Wealth Management Group, Inc 12,621 1.24 329 0.00
2025-05-13 13F Steward Partners Investment Advisory, Llc 0 -100.00 0
2025-08-14 13F Bank Of America Corp /de/ 666,538 -2.20 17,370 -3.39
2025-08-15 13F Provenance Wealth Advisors, LLC 0 -100.00 0
2025-08-07 13F Allworth Financial LP 4,259 -29.70 111 -29.94
2025-07-21 13F Ameritas Advisory Services, LLC 839 22
2025-08-12 13F Kohmann Bosshard Financial Services, LLC 12,125 -0.26 316 -1.56
2025-08-05 13F NewSquare Capital LLC 5 0.00 0
2025-08-08 13F Atlantic Trust, LLC 33 0.00 1
2025-09-04 13F Beacon Capital Management, Inc. 2,059 54
2025-07-18 13F Truist Financial Corp 118,842 -5.06 3,097 -6.21
2025-08-01 13F Banco Santander, S.A. 9,548 0.00 249 -1.20
2025-08-28 NP SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,036,766 53,078
2025-08-14 13F Greenline Partners, LLC 109,394 -5.29 2,851 -6.47
2025-08-08 13F Collaborative Wealth Managment Inc. 14,663 -20.37 382 -21.24
2025-08-14 13F Goldman Sachs Group Inc 99,673 53.11 2,597 51.25
2025-08-14 13F Transamerica Financial Advisors, Inc. 25 0.00 1
2025-07-23 13F Detalus Advisors, LLC 9,203 -4.22 240 -5.53
2025-08-14 13F Smartleaf Asset Management LLC 2,584 -2.05 67 -2.90
2025-08-28 NP EDGF - 3EDGE Dynamic Fixed Income ETF 1,276,010 -7.25 33,253 -8.38
2025-07-28 13F Harbour Investments, Inc. 945 0.32 25 0.00
2025-08-14 13F Hrt Financial Lp 16,599 0
2025-08-14 13F Financial Engines Advisors L.L.C. 120,175 -2.70 3,132 -3.90
2025-08-06 13F Golden State Wealth Management, LLC 6,101 0.13 159 -0.62
2025-08-08 13F Foundations Investment Advisors, LLC 40,304 69.16 1,050 67.20
2025-08-01 13F Rossby Financial, LCC 4,237 0.00 110 0.00
2025-08-15 13F Global View Capital Management LLC 35,586 -4.97 927 -6.08
2025-08-06 13F Valtinson Bruner Financial Planning LLC 13,676 -20.05 356 -21.06
2025-07-15 13F McAdam, LLC 9,221 -13.43 240 -14.29
2025-09-04 13F/A Advisor Group Holdings, Inc. 45,378 3.29 1,183 1.98
2025-07-25 13F Northwest Capital Management Inc 11,115 -29.80 290 -30.70
2025-04-17 13F Sound Income Strategies, LLC 0 -100.00 0 -100.00
2025-07-30 13F Fairway Wealth LLC 3,101 -1.93 81 -3.61
2025-07-25 13F Priebe Wealth Holdings LLC 12,000 313
2025-08-11 13F Aptus Capital Advisors, LLC 310 0.00 8 0.00
2025-07-30 13F Princeton Global Asset Management LLC 1,649 -44.23 43 -46.15
2025-07-22 13F Wealthcare Advisory Partners LLC 99,351 -0.12 2,589 -1.33
2025-08-05 13F Simplex Trading, Llc 1,201 0
2025-08-12 13F Franklin Resources Inc 186 0.00 5 0.00
2025-08-12 13F Allen Capital Group, LLC 87,074 0.05 2,269 -1.13
2025-08-14 13F Great Valley Advisor Group, Inc. 218,859 -26.92 5,703 -27.81
2025-08-14 13F Ameriprise Financial Inc 33,580 -5.50 875 -6.62
2025-07-11 13F Farther Finance Advisors, LLC 11,170 -28.20 291 -28.50
2025-07-31 13F 3EDGE Asset Management, LP 1,278,493 -7.29 33,247 -8.23
2025-08-12 13F Jpmorgan Chase & Co 323 -12.94 8 -11.11
2025-04-09 13F Kwmg, Llc 0 -100.00 0
2025-08-06 13F Atlantic Union Bankshares Corp 1,712 45
2025-05-13 13F 10Elms LLP 0 -100.00 0
2025-08-13 13F Level Four Advisory Services, Llc 38,101 -1.17 993 -2.36
2025-07-10 13F Global Financial Private Client, LLC 0 -100.00 0
2025-07-18 13F Pure Financial Advisors, Inc. 1,077,645 -2.12 28,083 -3.31
2025-08-07 13F Winch Advisory Services, LLC 1,945 1.51 51 0.00
2025-07-17 13F Charles Schwab Trust Co 27,125 16.87 707 15.36
2025-07-30 13F Insight Advisors, LLC/ PA 0 -100.00 0
2025-08-12 13F Advisors Asset Management, Inc. 31,500 5.31 821 3.93
2025-07-08 13F Parallel Advisors, LLC 51 0.00 1 0.00
2025-08-15 13F Morgan Stanley 593,357 8.78 15,463 7.46
2025-05-15 13F Pathstone Holdings, LLC 0 -100.00 0
2025-07-14 13F Wealth Advisory Solutions, LLC 37,509 -0.46 977 -1.71
2025-08-07 13F Montag A & Associates Inc 1,087 0.00 28 0.00
2025-07-25 13F Stonehage Fleming Financial Services Holdings Ltd 1,600 -28.57 42 -30.51
2025-07-17 13F Northwest Wealth Management, Llc 9,407 2.02 245 0.82
2025-07-17 13F KWB Wealth 18,986 8.75 501 13.38
2025-05-02 13F Transcendent Capital Group LLC 0 -100.00 0
2025-07-09 13F Post Resch Tallon Group Inc. 17,953 -0.42 468 -1.06
2025-08-11 13F Pineridge Advisors LLC 316 -3.36 8 0.00
2025-07-25 13F Cwm, Llc 3,028,405 10.61 79 8.33
2025-08-13 13F Rinkey Investments 77,011 -3.21 2,007 -4.39
2025-08-14 13F Stonehaven Wealth & Tax Solutions, Llc 29,230 -6.15 762 -7.31
2025-07-14 13F Gries Financial Llc 11,643 -53.51 303 -54.09
2025-08-08 13F Capital Investment Advisory Services, LLC 170 -30.33 4 -33.33
2025-08-12 13F Charles Schwab Investment Management Inc 3,209,059 -3.39 83,628 -4.56
2025-08-14 13F Warren Averett Asset Management, LLC 12,504 -15.72 326 -16.88
2025-07-11 13F Busey Wealth Management 39,017 -14.31 1,017 -15.40
2025-07-28 13F Frazier Financial Advisors, LLC 350 0.00 9 0.00
2025-07-11 13F Prosperity Planning, Inc. 7,826 0.00 204 -1.46
2025-08-08 13F Good Life Advisors, LLC 14,869 9.22 387 7.80
2025-07-21 13F Cape Cod Five Cents Savings Bank 87,423 0.00 2,297 0.00
2025-08-14 13F Sunbelt Securities, Inc. 88 -60.00 2 -60.00
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Global Tactical Allocation Managed Volatility Fund Standard Class 1,747,033 -1.86 45,528 -3.05
2025-08-15 13F WFA of San Diego, LLC 520 0.00 14 0.00
2025-08-04 13F Spire Wealth Management 0 -100.00 0
2025-08-04 13F IFG Advisory, LLC 171,831 6.51 4,478 5.22
2025-08-05 13F Tiaa Trust, National Association 251,083 -9.61 6,543 -10.70
2025-08-11 13F Private Advisor Group, LLC 122,445 3.35 3,191 2.08
2025-07-15 13F ACT Advisors, LLC. 0 -100.00 0
2025-08-13 13F Jones Financial Companies Lllp 9,067 -3.01 236 -4.08
2025-07-14 13F Armstrong Advisory Group, Inc 43 0.00 1 0.00
2025-08-19 13F Cape Investment Advisory, Inc. 234 0.43 6 0.00
2025-08-07 13F 1620 Investment Advisors, Inc. 850 -26.09 22 -26.67
2025-08-14 13F Mariner, LLC 48,253 -0.37 1,257 -1.57
2025-07-24 13F Us Bancorp \de\ 4,041 -40.76 105 -41.34
2025-08-11 13F Citigroup Inc 4,272 1.30 111 0.00
2025-08-08 13F Altfest L J & Co Inc 61,824 8.58 1,611 7.26
2025-08-14 13F Graney & King, LLC 89 1.14 2 0.00
2025-08-12 13F Global Retirement Partners, LLC 15,942 2.17 415 5.33
2025-08-12 13F CIBC Private Wealth Group, LLC 812 82.06 21 90.91
2025-08-14 13F CoreCap Advisors, LLC 9,613 -2.19 251 -3.47
2025-08-06 13F AE Wealth Management LLC 8,388 854.27 219 847.83
2025-08-08 13F SBI Securities Co., Ltd. 379 44.11 10 50.00
2025-08-08 13F Gts Securities Llc 43,542 1,135
2025-07-24 13F Blair William & Co/il 242 -23.17 6 -25.00
2025-07-24 13F Jfs Wealth Advisors, Llc 22 -81.97 1 -100.00
2025-07-18 13F Bartlett & Co. Wealth Management Llc 235 0.00 6 0.00
2025-08-14 13F Ancora Advisors, LLC 0 -100.00 0
2025-07-14 13F Farmers & Merchants Investments Inc 0 -100.00 0
2025-08-07 13F Efficient Advisors, LLC 0 -100.00 0
2025-07-15 13F Cordant, Inc. 9,765 0.00 254 -1.17
2025-08-01 13F Envestnet Asset Management Inc 426,472 22.18 11,114 20.70
2025-08-14 13F Wells Fargo & Company/mn 361,817 29.52 9,429 27.94
2025-08-25 13F Silverlake Wealth Management Llc 0 -100.00 0
2025-08-05 13F Dunhill Financial, LLC 249 0.00 6 0.00
2025-08-06 13F Commonwealth Equity Services, Llc 29,575 4.81 1
2025-07-14 13F Signature Securities Group Corporation 23,544 -37.07 614 -37.83
2025-08-08 13F Creative Planning 22,122 3.72 577 2.49
2025-08-14 13F Glen Eagle Advisors, LLC 10,460 0.00 273 -1.09
2025-08-14 13F Susquehanna International Group, Llp Call 12,500 -15.54 326 -16.67
2025-07-17 13F SeaBridge Investment Advisors LLC 161,586 29.76 4,211 28.16
2025-08-13 13F Northwestern Mutual Wealth Management Co 16 0
2025-08-13 13F Lido Advisors, LLC 30,998 0.01 808 -1.22
2025-05-01 13F Quest 10 Wealth Builders, Inc. 44 -94.78 1 -95.24
2025-08-14 13F Financial Strategies Group, Inc. 10,856 0.53 281 1.08
2025-07-17 13F Willow Creek Wealth Management Inc. 609,523 1.02 15,884 -0.20
2025-05-15 13F Captrust Financial Advisors 0 -100.00 0
2025-07-11 13F Adirondack Trust Co 1,131 0.00 29 0.00
2025-04-25 13F Washington Trust Advisors, Inc. 0 -100.00 0
2025-08-14 13F GWM Advisors LLC 245 -98.35 6 -98.47
2025-08-13 13F Cary Street Partners Financial Llc 38,645 -0.96 1,007 -2.14
2025-08-11 13F Hexagon Capital Partners LLC 0 -100.00 0
2025-08-11 13F Principal Securities, Inc. 2,004 -25.14 52 -22.39
2025-08-15 13F Binnacle Investments Inc 42 1
2025-07-11 13F SILVER OAK SECURITIES, Inc 10,336 -3.88 269 -4.61
2025-08-05 13F Bank of New York Mellon Corp 101,683 -12.18 2,650 -13.26
2025-07-08 13F Nbc Securities, Inc. 200 0
2025-08-07 13F Resources Investment Advisors, LLC. 20,304 11.69 529 10.44
2025-05-09 13F TD Waterhouse Canada Inc. 0 -100.00 0
2025-07-18 13F Benchmark Wealth Management, LLC 13,440 0.00 350 -1.13
2025-08-12 13F Proequities, Inc. 0 0
2025-08-11 13F Covestor Ltd 598 -4.47 0
2025-07-17 13F Janney Montgomery Scott LLC 30,222 -58.53 1 -100.00
2025-04-01 13F Massmutual Trust Co Fsb/adv 0 -100.00 0
2025-08-14 13F UBS Group AG 31,735 -37.38 827 -38.10
2025-07-16 13F Maridea Wealth Management LLC 11,674 0.44 304 -0.65
2025-08-11 13F HHM Wealth Advisors, LLC 300 0.00 8 0.00
2025-08-12 13F OneAscent Financial Services LLC 0 -100.00 0
2025-05-12 13F Sandy Spring Bank 1,686 44
2025-04-29 13F Lee Danner & Bass Inc 0 -100.00 0 -100.00
2025-07-16 13F ORG Partners LLC 0 0
2025-08-12 13F Jacobi Capital Management LLC 46,905 14.98 1,222 13.57
2025-08-14 13F Citadel Advisors Llc Put 0 -100.00 0
2025-08-15 13F WealthCollab, LLC 2,756 0.00 72 -1.39
2025-07-07 13F Verde Capital Management 122,507 14.15 3,193 12.75
2025-08-13 13F Capital Analysts, Inc. 4,619 0.00 0
2025-07-14 13F Wooster Corthell Wealth Management, Inc. 193,169 -34.83 5,034 -35.63
2025-08-11 13F FSA Wealth Management LLC 51 0.00 1 0.00
2025-08-08 13F WASHINGTON TRUST Co 0 -100.00 0
2025-08-12 13F LPL Financial LLC 1,404,112 2.29 36,591 1.05
2025-08-12 13F Bokf, Na 0 -100.00 0
2025-07-07 13F Investors Research Corp 84 0.00 2 0.00
2025-08-08 13F Cetera Investment Advisers 166,920 109.51 4,350 107.00
2025-07-31 13F City State Bank 42,675 0.00 1,112 -1.16
2025-07-16 13F St Germain D J Co Inc 79,235 -2.16 2,065 -3.37
2025-08-06 13F Savant Capital, LLC 13,556 -3.79 353 -4.85
2025-08-06 13F Cannon Financial Strategists, Inc. 903,222 10.86 23,538 9.52
2025-08-14 13F Susquehanna International Group, Llp 0 -100.00 0
2025-05-15 13F Tower Research Capital LLC (TRC) 0 -100.00 0
2025-07-14 13F S.A. Mason LLC 5,240 0.00 137 -1.45
2025-07-16 13F Leading Edge Financial Planning LLC 39,416 18.04 1,027 16.70
2025-08-08 13F Pnc Financial Services Group, Inc. 4,671 11.21 122 10.00
2025-07-08 13F Ehrlich Financial Group 0 -100.00 0
2025-08-14 13F Bnp Paribas Arbitrage, Sa 24 118.18 1
2025-07-31 13F Buckingham Strategic Partners 14,671 1.28 382 0.00
2025-07-25 13F Ellis Investment Partners, LLC 8,167 213
2025-08-14 13F Cardiff Park Advisors, Llc 700 0.00 18 0.00
2025-08-12 13F MAI Capital Management 66 0.00 2 0.00
2025-07-03 13F Garde Capital, Inc. 115,206 1.72 3,002 0.50
2025-05-22 13F Mattson Financial Services, LLC 0 -100.00 0
2025-08-15 13F Kestra Advisory Services, LLC 15,239 -7.72 397 -8.74
2025-08-18 13F N.E.W. Advisory Services LLC 80 1.27 2 0.00
2025-07-17 13F ERn Financial, LLC 261,195 11.10 6,807 9.76
2025-05-16 13F Coppell Advisory Solutions LLC 0 -100.00 0
2025-07-14 13F Ridgewood Investments LLC 19,431 -4.83 506 -5.95
2025-07-08 13F Braun-Bostich & Associates Inc. 0 -100.00 0
2025-07-15 13F Sheets Smith Wealth Management 22,466 0.00 585 -1.18
2025-08-14 13F State Street Corp 3,783,799 114.85 98,606 112.25
2025-08-14 13F Comerica Bank 34,774 16.66 906 15.27
2025-07-24 13F Ronald Blue Trust, Inc. 105 -91.16 3 -93.55
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 16,309 -32.06 422 -33.33
2025-07-31 13F BIP Wealth, LLC 27,485 -21.23 716 -22.17
2025-08-11 13F Tidemark, LLC 628 0.16 16 0.00
2025-08-14 13F Betterment LLC 0 -100.00 0
2025-08-13 13F Continuum Advisory, LLC 65,744 0.31 1,713 -0.93
2025-08-13 13F Cerity Partners LLC 867,475 -3.56 22,606 -4.73
2025-07-29 13F Morgan Dempsey Capital Management Llc 3,130 117.66 82 118.92
2025-08-13 13F EverSource Wealth Advisors, LLC 69 0.00 2 0.00
2025-08-04 13F Assetmark, Inc 130 1,200.00 3
2025-07-29 13F Private Trust Co Na 2,976 -3.16 78 -4.94
2025-07-30 13F Phillips Financial Management, Llc 84,481 -8.89 2,202 -9.98
2025-05-14 13F Napa Wealth Management 0 -100.00 0
2025-08-11 13F HighTower Advisors, LLC 0 -100.00 0
2025-08-14 13F Citadel Advisors Llc 313,481 918.75 8,169 907.27
2025-07-31 13F Resonant Capital Advisors, LLC 32,471 -15.38 846 -16.40
2025-07-22 13F Accel Wealth Management 13,152 0.00 343 -1.16
2025-08-13 13F Flow Traders U.s. Llc 86,587 11.13 2 0.00
2025-08-14 13F Citadel Advisors Llc Call 0 -100.00 0
2025-04-23 13F Fourth Dimension Wealth, LLC 0 -100.00 0
2025-08-05 13F Transatlantique Private Wealth Llc 10,917 37.25 284 35.89
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 28,926 -20.67 1
2025-08-07 13F Hughes Financial Services, LLC 630,836 6.10 16,455 5.67
2025-08-14 13F Mml Investors Services, Llc 51,771 -0.52 1 0.00
2025-08-05 13F Integrity Wealth Solutions LLC 97,446 0.37 2,539 -0.86
2025-07-17 13F Fifth Third Securities, Inc. 17,652 0.86 460 -0.22
2025-08-14 13F Raymond James Financial Inc 153,522 -6.84 4,001 -7.98
2025-08-12 13F Howe & Rusling Inc 610 16
2025-07-29 13F Stratos Wealth Partners, LTD. 154,230 4,019
2025-07-08 13F First National Corp /ma/ /adv 19,735 0.00 514 -1.15
2025-07-22 13F Coastal Investment Advisors, Inc. 1,748 4.61 46 2.27
2025-08-14 13F Note Advisors, LLC 96,573 3.61 2,517 2.36
2025-07-25 13F NorthRock Partners, LLC 84 0.00 2 0.00
2025-08-07 13F Nwam Llc 0 -100.00 0
2025-08-11 13F Wbi Investments, Inc. 13,112 0.78 342 -0.58
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 8,899 -1.23 232 -2.53
2025-07-15 13F Td Private Client Wealth Llc 4,199 -4.68 109 -6.03
2025-07-25 13F Ruedi Wealth Management, Inc. 0 -100.00 0
2025-08-14 13F Gerber Kawasaki Wealth & Investment Management 11,518 12.69 300 11.52
2025-07-15 13F Financial Management Professionals, Inc. 1 0.00 0
2025-08-14 13F Royal Bank Of Canada 56,143 4.40 1,463 3.10
2025-08-14 13F Fmr Llc 5,057 1,118.55 132 1,210.00
2025-08-14 13F Stadion Money Management, LLC 679,548 -4.22 17,639 -5.75
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