CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF - Kepemilikan Institusional - Pembeli

SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
US ˙ ARCA ˙ US78464A3591

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF meliputi JSOSX - JPMorgan Strategic Income Opportunities Fund Class I, Cary Street Partners Financial Llc, Midwest Trust Co, Hancock Whitney Corp, Savant Capital, LLC, Horan Securities, Inc., Traub Capital Management LLC, Diversify Advisory Services, LLC, M. Kulyk & Associates, LLC, Phillips Financial Management, Llc, HHM Wealth Advisors, LLC, Country Trust Bank, Atlantic Union Bankshares Corp, Farmers & Merchants Trust Co of Chambersburg PA, Proffitt & Goodson Inc, First Command Advisory Services, Inc., Alerus Financial Na, AlphaCore Capital LLC, Morgan Dempsey Capital Management Llc, dan Hantz Financial Services, Inc. .

Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.

Tingkatkan ke versi premium untuk membuka data premium.

Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)
Saham Δ Saham
(%)
Dilaporkan
Nilai
($1000)
Nilai Δ
(%)
Alokasi Port
(%)
2025-08-14 13F Toroso Investments, LLC 18,371 10.01 1,516 18.73
2025-08-14 13F Wells Fargo & Company/mn 1,329,231 9.65 109,874 18.29
2025-08-04 13F Hantz Financial Services, Inc. 87 0
2025-08-14 13F Qube Research & Technologies Ltd 4,913 66.43 406 79.65
2025-08-06 13F Adviser Investments LLC 75,628 1,917.28 6,251 2,078.05
2025-07-23 13F H&H Retirement Design & Management INC 410,452 7.31 34,872 23.34
2025-08-26 NP TFPN - Blueprint Chesapeake Multi-Asset Trend ETF 20,823 24.69 1,721 34.56
2025-07-23 13F Proffitt & Goodson Inc 430 36
2025-05-20 13F Blue Rock Wealth Management LLC 6,039 52.54 463 50.00
2025-07-16 13F FORM Wealth Advisors, LLC 7,896 0.34 653 8.31
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 8,098 160.47 669 179.92
2025-07-15 13F Focused Wealth Management, Inc 3,729 6.18 308 14.50
2025-07-29 13F Elevation Capital Advisory, LLC 37,652 3,112
2025-08-19 13F Cim, Llc 43,267 0.81 3,576 8.76
2025-08-11 13F Citigroup Inc 50,875 13.59 4,205 22.56
2025-07-24 13F Us Bancorp \de\ 10,570 19.87 874 29.33
2025-08-01 13F Austin Private Wealth, LLC 3,254 4.87 269 13.08
2025-08-14 13F RMB Capital Management, LLC 14,273 1.76 1,180 9.78
2025-08-14 13F Susquehanna International Group, Llp Put 73,900 257.00 6,109 285.12
2025-08-14 13F Susquehanna International Group, Llp 211,069 17,447
2025-07-21 13F Ameriflex Group, Inc. 215 0.47 18 6.25
2025-08-13 13F Northwestern Mutual Wealth Management Co 655,027 11.96 54,145 20.78
2025-08-06 13F Prospera Financial Services Inc 44,377 3.27 3,668 11.42
2025-08-13 13F Stablepoint Partners, LLC 9,120 4.49 754 12.72
2025-08-14 13F Susquehanna International Group, Llp Call 3,700 306
2025-08-12 13F Steward Partners Investment Advisory, Llc 91,718 0.76 7,581 8.70
2025-08-14 13F Diversify Advisory Services, LLC 2,529 216
2025-08-07 13F Midwest Trust Co 3,815 315
2025-08-12 13F EFG Asset Management (Americas) Corp. 36,418 21.31 3,010 30.87
2025-07-17 13F Sage Rhino Capital Llc 11,635 0.53 962 8.47
2025-06-25 NP PCLRX - PGIM INCOME BUILDER FUND Class R 75,847 2.12 5,880 -1.36
2025-08-27 NP RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P Short -571 16.77 -47 27.03
2025-08-14 13F Stifel Financial Corp 187,070 30.51 15,463 40.79
2025-08-11 13F Howard Wealth Management, Llc 23,861 0.85 1,972 8.83
2025-08-14 13F Horizon Investments, LLC 84,810 6,993
2025-07-18 13F Truist Financial Corp 239,479 3.55 19,795 11.72
2025-07-16 13F St Germain D J Co Inc 2,143 73.66 177 88.30
2025-07-17 13F Sound Income Strategies, LLC 353 24.30 29 38.10
2025-08-28 NP MFUL - Mindful Conservative ETF 19,130 5.99 1,581 14.40
2025-05-09 13F Delta Financial Group, Inc. 7,064 0.03 1
2025-07-18 13F SOA Wealth Advisors, LLC. 531 0.57 44 7.50
2025-08-14 13F Archetype Wealth Partners 73,896 0.30 6 20.00
2025-08-14 13F Citadel Advisors Llc Put 2,700 223
2025-04-11 13F Davis Capital Management 11 1
2025-08-13 13F Providence Capital Advisors, LLC 250 21
2025-07-24 13F IFP Advisors, Inc 34,320 15.33 2,837 24.39
2025-08-01 13F Rossby Financial, LCC 838 7,518.18 69
2025-08-12 13F Country Trust Bank 966 80
2025-08-07 13F New England Private Wealth Advisors LLC 17,264 2.14 1,465 13.13
2025-08-14 13F Citadel Advisors Llc Call 4,100 36.67 339 47.60
2025-08-14 13F Ausdal Financial Partners, Inc. 3,961 46.81 327 58.74
2025-08-14 13F Citadel Advisors Llc 25,963 61.50 2,146 74.33
2025-08-07 13F M. Kulyk & Associates, LLC 2,500 207
2025-08-14 13F Raymond James Financial Inc 362,992 7.41 30,005 15.88
2025-08-05 13F Advisors Preferred, LLC 46,126 605.07 3,796 655.98
2025-08-06 13F First Horizon Advisors, Inc. 828 0.12 68 7.94
2025-08-07 13F Kestra Private Wealth Services, Llc 3,523 0.03 291 8.18
2025-08-04 13F Kovack Advisors, Inc. 6,272 0.06 518 7.92
2025-07-29 13F Chicago Partners Investment Group LLC 46,708 0.25 3,988 9.50
2025-07-09 13F Lifestyle Asset Management, Inc. 114,878 11.28 9,496 20.05
2025-08-11 13F Elequin Capital Lp 86,501 7,150
2025-07-28 NP JSOSX - JPMorgan Strategic Income Opportunities Fund Class I 309,561 24,694
2025-05-29 NP ASIHX - Strategic Income Fund C Class This fund is a listed as child fund of American Century Companies Inc 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 19,719 1,511
2025-07-11 13F SILVER OAK SECURITIES, Inc 5,182 45.32 428 56.20
2025-07-15 13F Oxinas Partners Wealth Management LLC 26,184 664.27 2,164 725.95
2025-08-14 13F BlueCrest Capital Management Ltd 16,444 1,359
2025-08-12 13F Ameritas Investment Partners, Inc. 222 0.45 18 12.50
2025-05-15 13F/A Orion Portfolio Solutions, LLC 489,216 1.44 37,484 -0.21
2025-07-17 13F Janney Montgomery Scott LLC 156,413 0.60 13 9.09
2025-08-11 13F Brown Brothers Harriman & Co 2,712 13.00 224 22.40
2025-08-14 13F Capstone Investment Advisors, Llc 130,801 10,812
2025-08-14 13F Ambassador Advisors, LLC 5,170 0.04 427 8.10
2025-08-14 13F CoreCap Advisors, LLC 4,106 0.76 339 8.65
2025-08-06 13F Atlantic Union Bankshares Corp 700 58
2025-08-01 13F First Command Advisory Services, Inc. 351 29
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 514 9.13 43 16.67
2025-08-01 13F James Investment Research Inc 9,417 138.41 778 157.62
2025-07-22 13F Simplicity Wealth,LLC 72,844 117.97 6,021 135.20
2025-08-14 13F Lazard Asset Management Llc 1
2025-07-25 13F We Are One Seven, LLC 19,003 1.78 1,571 9.79
2025-08-11 13F TRUE Private Wealth Advisors 31,630 372.72 2,615 410.55
2025-08-25 NP TINIX - AXS Tactical Income Fund Class I Shares 26,474 33.43 2,188 43.95
2025-08-11 13F Trajan Wealth LLC 7,389 10.88 611 19.61
2025-08-11 13F HighTower Advisors, LLC 54,388 4.44 4,496 12.68
2025-08-05 13F Huntington National Bank 10,271 6.19
2025-08-13 13F River Wealth Advisors LLC 230,973 2.78 19,092 10.88
2025-08-14 13F Goldman Sachs Group Inc 719,508 2.11 59,475 10.16
2025-07-10 13F Atticus Wealth Management, Llc 756 0.53 62 8.77
2025-08-11 13F Cordatus Wealth Management LLC 18,187 22.57 2 0.00
2025-08-12 13F Proequities, Inc. 0 0
2025-08-13 13F Financial & Tax Architects, LLC 122,431 1.46 10,120 9.46
2025-08-05 13F Optivise Advisory Services LLC 47,743 1.22 3,946 9.19
2025-07-09 13F Westmount Partners, LLC 2,932 0.31 242 8.52
2025-04-28 13F Horizon Financial Services, Llc 0 0
2025-08-11 13F Mill Creek Capital Advisors, LLC 4,012 0.05 332 7.82
2025-07-09 13F FOCUS Wealth Advisors, LLC 31,152 0.13 2,575 8.06
2025-08-11 13F HHM Wealth Advisors, LLC 1,253 104
2025-08-08 13F Avantax Advisory Services, Inc. 3,861 7.67 319 16.42
2025-07-15 13F McAdam, LLC 110,856 3.62 9,163 11.78
2025-07-17 13F Sterling Investment Advisors, Ltd. 55,045 0.16 4,550 8.08
2025-08-13 13F Alerus Financial Na 303 25
2025-07-14 13F Sowell Financial Services LLC 27,510 4.04 2,274 12.25
2025-08-06 13F Paulson Wealth Management Inc. 143,546 1.15 11,865 9.12
2025-08-14 13F Diversify Wealth Management, Llc 4,030 344
2025-07-10 13F HF Advisory Group, LLC 30,412 12.20 2,514 21.05
2025-08-13 13F Johnson Financial Group, Inc. 11,223 17.85 928 27.16
2025-08-28 NP Northern Lights Fund Trust - Ocean Park Diversified Income ETF 23,271 79.35 1,924 90.40
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 205,107 43.10 17,044 55.21
2025-08-13 13F Aristides Capital LLC 17,336 135.29 1,433 153.90
2025-07-31 13F Guardian Asset Advisors, LLC 10,173 98.38 841 114.29
2025-08-06 13F Savant Capital, LLC 2,881 238
2025-08-12 13F J.w. Cole Advisors, Inc. 31,129 7.41 2,573 15.90
2025-07-10 13F Farmers & Merchants Trust Co of Chambersburg PA 604 0
2025-07-23 13F Kingswood Wealth Advisors, Llc 12,433 0.52 1,028 8.33
2025-07-29 NP MAMB - Monarch Ambassador Income ETF 100,907 6.55 8,049 7.41
2025-08-14 13F Mariner, LLC 16,685 33.00 1,379 43.50
2025-08-13 13F Cerity Partners LLC 6,981 0.69 577 8.66
2025-07-30 13F Avidian Wealth Solutions, LLC 4,949 3.28 409 11.44
2025-08-29 13F Total Investment Management Inc 1,123 93
2025-08-11 13F Sykon Capital Llc 45,537 3,764
2025-07-15 13F Main Street Group, LTD 1,061 0.09 88 7.41
2025-07-17 13F ERn Financial, LLC 5,597 0.11 463 7.94
2025-08-18 13F Goodman Advisory Group, LLC 497,987 41,164
2025-08-08 13F Advyzon Investment Management, LLC 3,738 309
2025-08-12 13F Calton & Associates, Inc. 10,881 4.68 899 12.94
2025-08-12 13F LPL Financial LLC 1,415,291 10.35 116,988 19.05
2025-07-10 13F Focus Financial Network, Inc. 33,973 2.47 2,808 10.55
2025-08-12 13F Franklin Resources Inc 969 4.87 80 14.29
2025-08-13 13F Beacon Pointe Advisors, LLC 3,268 0.03 270 8.00
2025-08-11 13F AXS Investments LLC 26,474 33.43 2,188 43.95
2025-08-08 13F/A Ignite Planners, LLC 18,348 1.82 1,563 11.64
2025-08-13 13F Cary Street Partners Financial Llc 4,596 380
2025-08-11 13F Traub Capital Management LLC 2,610 216
2025-08-14 13F Hancock Whitney Corp 3,225 267
2025-07-29 13F Morgan Dempsey Capital Management Llc 100 8
2025-08-08 13F TD Capital Management LLC 63 1.61 5 25.00
2025-08-01 13F Boyd Watterson Asset Management Llc/oh 309 26
2025-07-25 13F Hazlett, Burt & Watson, Inc. 1,529 11.04 0
2025-07-18 13F O'ROURKE & COMPANY, Inc 22,363 0.09 1,849 8.01
2025-08-06 13F Commonwealth Equity Services, Llc 241,942 0.11 20 5.56
2025-07-17 13F Delta Capital Management Llc 1
2025-04-28 13F Pinnacle Financial Partners Inc 6,907 529
2025-07-08 13F First National Corp /ma/ /adv 30,183 0.72 2,495 8.67
2025-08-28 NP TFAZX - TFA Tactical Income Fund Class I 39,000 257.80 3,224 285.99
2025-08-06 13F Horan Securities, Inc. 2,726 225
2025-07-11 13F LongView Wealth Management 5,712 0.37 472 8.26
2025-07-30 13F Phillips Financial Management, Llc 1,493 123
2025-08-27 NP RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity Short -958 50.63 -79 64.58
2025-09-02 13F/A FSC Wealth Advisors, LLC 123,569 0.38 10,214 8.30
2025-07-07 13F Roxbury Financial LLC 552 0.36 46 4.65
2025-07-15 13F Retireful, LLC 19,130 5.99 1,581 13.90
2025-07-15 13F Farrell Financial LLC 13,252 1.21 1,095 9.17
2025-08-14 13F Two Sigma Securities, Llc 6,567 543
2025-07-22 13F Berger Financial Group, Inc 3,277 0.03 271 7.57
2025-07-11 13F Quad-Cities Investment Group, LLC 3,112 0.29 257 8.44
2025-08-06 13F Modera Wealth Management, LLC 143,998 22.18 11,903 31.82
2025-08-15 13F Captrust Financial Advisors 33,121 8.17 2,738 16.67
2025-08-08 13F Thrive Capital Management, LLC 22,782 1,883
2025-07-10 13F Exchange Traded Concepts, Llc 23,271 1,924
2025-07-09 13F Key Client Fiduciary Advisors, LLC 2,480 205
2025-08-15 13F Morgan Stanley 1,684,287 3.86 139,223 12.05
2025-07-10 13F Worth Asset Management, LLC 3,542 293
2025-08-18 13F Geneos Wealth Management Inc. 48,459 17.52 4,006 26.78
2025-05-14 13F Jane Street Group, Llc 297,600 1,549.03 22,802 1,522.92
2025-08-14 13F Bnp Paribas Arbitrage, Sa 51,100 232,172.73 4,224 422,200.00
2025-07-07 13F Aletheian Wealth Advisors LLC 33,312 9.13 2,754 17.75
2025-07-28 13F Sagespring Wealth Partners, Llc 5,493 0.64 454 8.61
2025-08-13 13F Congress Wealth Management LLC / DE / 15,534 0.04 1,284 6.56
2025-08-14 13F GWM Advisors LLC 50,337 374.07 4,161 411.69
2025-08-05 13F Key FInancial Inc 9,378 1.72 775 9.77
2025-08-12 13F Bokf, Na 2,810 55.25 232 68.12
2025-08-12 13F AlphaCore Capital LLC 211 17
2025-08-15 13F CI Private Wealth, LLC 53,284 95.70 4,404 111.12
2025-07-14 13F AdvisorNet Financial, Inc 931 8.76 77 16.92
2025-08-13 13F Jones Financial Companies Lllp 24,079 12.32 1,981 20.07
2025-07-29 13F International Assets Investment Management, Llc 4,521 27.57 374 37.64
2025-07-11 13F Afg Fiduciary Services Limited Partnership 18,747 11.74 1,543 22.97
2025-07-25 13F M3 Advisory Group, LLC 10,267 1.65 849 9.70
2025-08-06 13F Florin Court Capital LLP 169,695 5.42 14,027 13.72
2025-08-14 13F Modern Wealth Management, LLC 3,409 282
2025-08-13 13F Edgestream Partners, L.P. 2,462 204
2025-07-07 13F HMS Capital Management, LLC 58,258 60.19 4,816 82.87
2025-08-06 13F Nvwm, Llc 2,651 219
2025-08-14 13F Herold Advisors, Inc. 11,758 0.93 972 8.86
2025-08-14 13F Fmr Llc 6,700 46.10 554 57.55
2025-07-31 13F Oppenheimer & Co Inc 133,952 6.66 11,072 15.07
2025-08-14 13F Certified Advisory Corp 4,848 0.23 401 8.11
2025-08-13 13F Fisher Asset Management, LLC 2,922 242
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 287,362 8.10 24 15.00
2025-07-31 13F WFA Asset Management Corp 5,806 0.43 418 -0.95
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