Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di SPDR Series Trust - SPDR Global Dow ETF meliputi Onyx Bridge Wealth Group LLC, Meridian Wealth Management, LLC, Integrated Advisors Network LLC, Newbridge Financial Services Group, Inc., BlueChip Wealth Advisors LLC, Congress Wealth Management LLC / DE /, Mercer Global Advisors Inc /adv, Glenmede Investment Management, LP, Principal Securities, Inc., dan Main Street Group, LTD .
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 | Mercer Global Advisors Inc /adv | 1,346 | 203 | ||||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 5,108 | 14.22 | 769 | 23.04 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 35,390 | 24.00 | 5,331 | 33.61 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 164,139 | 0.09 | 24,725 | 7.85 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 34,021 | 5,125 | ||||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 70,328 | 5.73 | 10,594 | 13.92 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 4,951 | 24.46 | 1 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 19,325 | 2,911 | ||||||
| 2025-07-23 | 13F | Roundview Capital LLC | 20,161 | 0.99 | 3,037 | 8.82 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 5,546 | 835 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 18,746 | 3 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 9,161 | 11.65 | 1,380 | 20.31 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 2,506 | 19.05 | 377 | 28.23 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 3,464 | 0.46 | 522 | 8.09 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 430 | 186.67 | 65 | 220.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 32,294 | 85.35 | 4,865 | 99.75 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 47,984 | 0.08 | 7,228 | 7.85 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 6,256 | 10.86 | 942 | 19.54 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 7,982 | 319.88 | 1,202 | 353.58 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 5,731 | 2.56 | 1 | |||||
| 2025-07-15 | 13F | Main Street Group, LTD | 36 | 5 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 30,042 | 8.90 | 5 | 33.33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 13,888 | 0.70 | 2,092 | 8.62 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 186 | 28 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 11,843 | 20.55 | 1,784 | 29.93 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 153 | 0.66 | 23 | 9.52 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 2,986 | 10.92 | 450 | 19.41 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 1,650 | 0 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 72 | 7.58 | ||||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 62,632 | 7.45 | 9,435 | 15.78 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 25,056 | 3,774 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 9,308 | 922.86 | 1,402 | 1,003.94 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 3,882 | 585 | ||||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 1,269 | 24.53 | 191 | 34.51 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 1,456 | 220 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 99,471 | 234.84 | 14,984 | 260.80 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 65,167 | 53.49 | 9,817 | 65.39 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 294 | 48.48 | 44 | 62.96 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 3,626 | 546 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1,085 | 163 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 6,507 | 33.70 | 980 | 44.12 | ||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 65,974 | 5.46 | 9,938 | 13.64 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 12,579 | 0.62 | 1,895 | 8.41 | ||||
| 2025-07-29 | 13F | Systelligence, LLC | 176,629 | 10.04 | 26,607 | 18.57 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 34,060 | 14.43 | 5,131 | 23.32 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 34,383 | 107.51 | 5,179 | 123.62 | ||||
| 2025-08-07 | 13F | Nwam Llc | 15,018 | 0.41 | 2,278 | 8.95 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 5,952 | 897 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 17,766 | 81.64 | 2,667 | 95.38 |
