Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di SPDR Series Trust - SPDR S&P 500 ESG ETF meliputi Savvy Advisors, Inc., Crestwood Advisors Group LLC, Novare Capital Management Llc, Thompson Davis & Co., Inc., Cantor Fitzgerald Investment Adviser L.p., J.w. Cole Advisors, Inc., Ethic Inc., Schmidt P J Investment Management Inc, Valley National Advisers Inc, dan Mount Yale Investment Advisors, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Ethic Inc. | 3,495 | 203 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 19,740 | 1,156 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4,569 | 3.37 | 268 | 13.14 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 3,560 | 208 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 24,627 | 0.00 | 1,442 | 9.42 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 5,447 | 0.31 | 319 | |||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 193,131 | 24.25 | 11,308 | 35.98 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 1,567 | 8.52 | 92 | 18.18 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 25,687 | 8.43 | 1,374 | 2.69 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 9,764 | 24.38 | 1 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 19,445 | 6.67 | 1 | |||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 244,837 | 13.07 | 13 | 8.33 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3,694 | 29.71 | 216 | 42.11 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 14,609 | 7.44 | 855 | 17.61 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 15,536 | 1.36 | 910 | 10.85 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 30 | 2 | ||||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 1,873 | 0 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 8,830 | 4.44 | 1 | |||||
| 2025-08-14 | 13F | Operose Advisors LLC | 8,343 | 0.30 | 488 | 9.91 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 850 | 2.29 | 50 | 11.36 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 27,922 | 100.00 | 1,635 | 119.03 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 3,713 | 217 | ||||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 8,205 | 0.09 | 0 | |||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 4,115 | 3.76 | 241 | 13.21 | ||||
| 2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 3,880 | 227 | ||||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 379,823 | 0.32 | 22,239 | 9.80 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 25,258 | 28.20 | 1,479 | 40.23 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 7,023 | 10.03 | 411 | 20.53 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 46,242 | 20,823.98 | 2,707 | 24,509.09 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 3,965 | 2.85 | 232 | 12.62 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 90,428 | 1.95 | 5,295 | 11.57 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 1,109 | 65 | ||||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 3,460 | 203 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 23,237 | 3.78 | 1,360 | 13.62 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 10,378 | 608 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 9,512 | 557 | ||||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 30,294 | 43.94 | 1,774 | 57.46 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 3,241 | 0.31 | 190 | 13.17 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 55,930 | 175.88 | 3,275 | 202.03 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 4,487 | 40.83 | 263 | 54.12 | ||||
| 2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 12,161 | 1.27 | 712 | 10.90 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 130,200 | 138.03 | 7,623 | 160.53 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 47,262 | 2.21 | 2,767 | 11.89 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4,283 | 34.81 | 251 | 47.93 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 3,701 | 217 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 24,622 | 12.99 | 1,442 | 23.69 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 8,504 | 0.02 | 498 | 9.47 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 151,874 | 1.09 | 8,892 | 10.64 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 29,444 | 463.74 | 1,724 | 517.56 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 263,770 | 13.92 | 15,444 | 24.67 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 6,505 | 25.36 | 381 | 37.18 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 10,674 | 49.54 | 625 | 63.78 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 5,093 | 298 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 44,563 | 0.10 | 2,609 | 9.58 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 32,104 | 0.94 | 1,880 | 10.46 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 5,235 | 3.50 | 307 | 13.33 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 626 | 0.16 | 37 | 9.09 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 11,714 | 1.34 | 686 | 10.84 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 15,154 | 78.28 | 885 | 95.58 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 5,487 | 15.66 | 321 | 26.88 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 3,941 | 231 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 36,610 | 1.32 | 2,144 | 10.86 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 93,522 | 12.89 | 5,476 | 23.53 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 20,662 | 7.45 | 1,210 | 17.61 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 410 | 83.04 | 24 | 118.18 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 817 | 0.25 | 48 | 9.30 |
