Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di SPDR Series Trust - SPDR Portfolio TIPS ETF meliputi SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares, Atlantic Union Bankshares Corp, Binnacle Investments Inc, dan Kilter Group 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-07 | 13F | Verde Capital Management | 122,507 | 14.15 | 3,193 | 12.75 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 4,272 | 1.30 | 111 | 0.00 | ||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 248,705 | 16.46 | 6,481 | 15.05 | ||||
| 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 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 13,376 | 11.25 | 349 | 9.78 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,404,112 | 2.29 | 36,591 | 1.05 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 45,378 | 3.29 | 1,183 | 1.98 | ||||
| 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 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 166,920 | 109.51 | 4,350 | 107.00 | ||||
| 2025-08-14 | 13F | Treasure Coast Financial Planning | 37,139 | 1.95 | 968 | 0.73 | ||||
| 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 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 18,627 | 485 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 43,542 | 1,135 | ||||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 903,222 | 10.86 | 23,538 | 9.52 | ||||
| 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 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 24 | 118.18 | 1 | |||||
| 2025-08-13 | 13F | Kilter Group LLC | 7 | 0 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 14,671 | 1.28 | 382 | 0.00 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 12,000 | 313 | ||||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 8,167 | 213 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3,448 | 7,236.17 | 90 | 8,800.00 | ||||
| 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 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 115,206 | 1.72 | 3,002 | 0.50 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 29,575 | 4.81 | 1 | |||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 1,201 | 0 | ||||||
| 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 | ||||
| 2025-08-08 | 13F | Creative Planning | 22,122 | 3.72 | 577 | 2.49 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 87,074 | 0.05 | 2,269 | -1.13 | ||||
| 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 | ||||||
| 2025-08-14 | 13F | State Street Corp | 3,783,799 | 114.85 | 98,606 | 112.25 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 30,998 | 0.01 | 808 | -1.22 | ||||
| 2025-08-14 | 13F | Comerica Bank | 34,774 | 16.66 | 906 | 15.27 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 145,800 | 1.27 | 3,800 | 0.05 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1,712 | 45 | ||||||
| 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 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 628 | 0.16 | 16 | 0.00 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 25,383 | 0.48 | 661 | 0.00 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 65,744 | 0.31 | 1,713 | -0.93 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 632 | 16 | ||||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 1,945 | 1.51 | 51 | 0.00 | ||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 3,130 | 117.66 | 82 | 118.92 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 27,125 | 16.87 | 707 | 15.36 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 31,500 | 5.31 | 821 | 3.93 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 130 | 1,200.00 | 3 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 593,357 | 8.78 | 15,463 | 7.46 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 313,481 | 918.75 | 8,169 | 907.27 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 12,621 | 1.24 | 329 | 0.00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 86,587 | 11.13 | 2 | 0.00 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 42 | 1 | ||||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 10,917 | 37.25 | 284 | 35.89 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 630,836 | 6.10 | 16,455 | 5.67 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 200 | 0 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 20,304 | 11.69 | 529 | 10.44 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 839 | 22 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 9,407 | 2.02 | 245 | 0.82 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 97,446 | 0.37 | 2,539 | -0.86 | ||||
| 2025-07-17 | 13F | KWB Wealth | 18,986 | 8.75 | 501 | 13.38 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 17,652 | 0.86 | 460 | -0.22 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 3,028,405 | 10.61 | 79 | 8.33 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 2,059 | 54 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 610 | 16 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 154,230 | 4,019 | ||||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 1,748 | 4.61 | 46 | 2.27 | ||||
| 2025-08-28 | NP | SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares | 2,036,766 | 53,078 | ||||||
| 2025-08-14 | 13F | Note Advisors, LLC | 96,573 | 3.61 | 2,517 | 2.36 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 13,112 | 0.78 | 342 | -0.58 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 99,673 | 53.11 | 2,597 | 51.25 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 14,869 | 9.22 | 387 | 7.80 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 11,674 | 0.44 | 304 | -0.65 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 945 | 0.32 | 25 | 0.00 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 16,599 | 0 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 171,831 | 6.51 | 4,478 | 5.22 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 122,445 | 3.35 | 3,191 | 2.08 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 1,686 | 44 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 6,101 | 0.13 | 159 | -0.62 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 11,518 | 12.69 | 300 | 11.52 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 0 | 0 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 234 | 0.43 | 6 | 0.00 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 46,905 | 14.98 | 1,222 | 13.57 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 56,143 | 4.40 | 1,463 | 3.10 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 40,304 | 69.16 | 1,050 | 67.20 | ||||
| 2025-08-14 | 13F | Fmr Llc | 5,057 | 1,118.55 | 132 | 1,210.00 |
