Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di SPDR Series Trust - SPDR SSGA US Small Cap Low Volatility Index ETF meliputi Summit Wealth Group Llc / Co, Fragasso Group Inc., dan Assetmark, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | DORVAL Corp | 74,202 | 4.19 | 9,284 | -0.42 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 165 | 21 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 2,988 | 5.55 | 374 | 7.49 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 36,642 | 1.82 | 4,584 | 3.69 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 1,602 | 200 | ||||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 113 | 0.89 | 14 | 7.69 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 13,562 | 10.05 | 1,697 | 12.02 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 2,909 | 364 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 6,100 | 0.15 | 763 | 2.01 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 2,541 | 7.90 | 318 | 9.69 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 112 | 0.90 | 14 | 0.00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 8,225 | 44.81 | 1,029 | 47.49 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 75,092 | 25.27 | 9,395 | 27.55 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 629 | 1.94 | 79 | 0.00 | ||||
| 2025-08-05 | 13F | Roffman Miller Associates Inc /pa/ | 2,932 | 0.55 | 367 | 2.23 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,346 | 62.17 | 169 | 65.69 | ||||
| 2025-08-14 | 13F | UBS Group AG | 10,285 | 1.50 | 1,287 | 3.29 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 10,664 | 6.45 | 1,334 | 8.46 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 7,387 | 4.51 | 924 | 6.45 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 19,694 | 2,464 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 4,056 | 2.81 | 508 | 4.75 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 2,015 | 0.05 | 252 | 2.02 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 5,513 | 86.00 | 690 | 89.29 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 9,798 | 41.30 | 1 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 5,118 | 16.93 | 641 | 19.14 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 23,417 | 1.96 | 2,930 | 3.79 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3,062 | 1.36 | 383 | 3.23 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 383 | 0.79 | 48 | 2.17 | ||||
| 2025-08-13 | 13F | Navis Wealth Advisors, LLC | 6,050 | 0.67 | 757 | 2.44 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 668 | 0.60 | 84 | 2.47 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 2,272 | 0.53 | 284 | 2.53 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 3,985 | 0.66 | 499 | 2.47 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 3,846 | 0.65 | 481 | 2.56 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 64,889 | 4.75 | 8 | 14.29 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 59 | 1.72 | 7 | 0.00 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 2,979 | 0.27 | 373 | 1.92 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 115 | 0.88 | 14 | 0.00 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 4,493 | 562 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 5,762 | 16.08 | 721 | 18.23 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 13,361 | 3.29 | 2 | 0.00 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 2,725 | 341 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 1,991 | 0.61 | 249 | 2.47 |
