Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di SPDR Series Trust - SPDR Portfolio Long Term Corporate Bond ETF meliputi RMG Wealth Management LLC, Spectrum Wealth Advisory Group, LLC, Arrien Investments, Inc., Sharkey, Howes & Javer, BRMSX - Bramshill Income Performance Fund Institutional Class, FFSAX - Touchstone Flexible Income Fund Class A, Signal Advisors Wealth, LLC, Merit Financial Group, LLC, Rsm Us Wealth Management Llc, Hilltop Holdings Inc., VestGen Advisors, LLC, Buckingham Strategic Partners, Capital A Wealth Management, LLC, Quest 10 Wealth Builders, Inc., dan Ameritas Advisory Services, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 52,428 | 2.38 | 1,183 | 2.42 | ||||
| 2025-08-28 | NP | SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares | 1,671,861 | 2.26 | 37,734 | 2.25 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 48,599 | 95.46 | 1,097 | 95.37 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 44,063 | 7.35 | 995 | 7.34 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 10,238 | 231 | ||||||
| 2025-07-21 | 13F | Ascent Group, LLC | 22,717 | 16.66 | 513 | 16.63 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 95,032 | 12.03 | 2,145 | 12.02 | ||||
| 2025-08-13 | 13F | Nyl Investors Llc | 1,450,074 | 0.22 | 32,728 | 0.22 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 205,918 | 82.69 | 4,648 | 82.74 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 565 | 1.07 | 13 | 0.00 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 27,372 | 618 | ||||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 1,908 | 43 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 6,343 | 8.54 | 143 | 9.16 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 35,561 | 4.99 | 803 | 4.97 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 21,264 | 5.49 | 480 | 5.51 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 22,080 | 6.41 | 0 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 16,424 | 11.55 | 371 | 11.45 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 6 | 0 | ||||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 24,098 | 26.36 | 544 | 26.28 | ||||
| 2025-07-22 | 13F | White & Co Financial Planning Inc | 321,114 | 1.17 | 7,180 | 0.67 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 12,299 | 278 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 928,868 | 11.21 | 20,965 | 11.21 | ||||
| 2025-07-10 | 13F | Sterling Financial Group, Inc. | 837,120 | 1.46 | 18,894 | 1.46 | ||||
| 2025-07-16 | 13F | Novem Group | 50,538 | 9.22 | 1,141 | 9.20 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 3,171 | 1.34 | 72 | 1.43 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 13,251 | 5.91 | 299 | 6.03 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 9,009 | 3.30 | 203 | 3.57 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 247,071 | 1.19 | 5,576 | 1.20 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 21,695 | 8.11 | 489 | 8.19 | ||||
| 2025-05-30 | NP | BRMSX - Bramshill Income Performance Fund Institutional Class | 106,266 | 2,398 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 111,543 | 6.29 | 2,518 | 6.29 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 150,974 | 2.45 | 3,407 | 2.44 | ||||
| 2025-05-29 | NP | FFSAX - Touchstone Flexible Income Fund Class A | 97,909 | 2,210 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 1,478 | 1.86 | 33 | 3.13 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 169,829 | 623.11 | 3,833 | 623.21 | ||||
| 2025-08-06 | 13F | Aspetuck Financial Management LLC | 121,648 | 5.64 | 2,746 | 5.66 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 34,905 | 1.57 | 788 | 1.55 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 18,024 | 27.90 | 407 | 27.67 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 135,123 | 3,050 | ||||||
| 2025-08-28 | NP | GAL - SPDR SSGA Global Allocation ETF This fund is a listed as child fund of State Street Corp 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 | 405,905 | 7.84 | 9,161 | 7.84 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2,372 | 91.60 | 53 | 96.30 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 76,368 | 10.47 | 1,724 | 10.45 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 141,937 | 42.53 | 3,204 | 44.74 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 310,914 | 10.65 | 7,017 | 10.64 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 | 0 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 64,527 | 22.65 | 1,456 | 22.66 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 253 | 328.81 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2,617 | 36.73 | 59 | 37.21 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 49,915 | 7.00 | 1,127 | 7.03 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 75,587 | 2 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 10,788 | 243 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 148,474 | 14.51 | 3,351 | 14.52 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 2,097,447 | 46,400 | ||||||
| 2025-07-31 | 13F | Arrien Investments, Inc. | 169,298 | 3,821 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 171,121 | 3,862 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 173,382 | 0.90 | 3,913 | 0.90 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 172,636 | 8.73 | 3,896 | 8.74 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 29,802 | 20.67 | 673 | 20.65 | ||||
| 2025-04-28 | 13F | Horizon Financial Services, Llc | 0 | 0 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 128,289 | 18.69 | 2,895 | 18.70 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3,441,026 | 6.08 | 77,664 | 6.08 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 23,267 | 14.14 | 525 | 14.13 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 5,000 | 1.34 | 113 | 0.90 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 1,681,304 | 3.46 | 37,947 | 3.47 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 409,259 | 32.29 | 9,237 | 32.28 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 10,534 | 2.57 | 238 | 2.60 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 42,512 | 31.73 | 959 | 31.73 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 305,000 | 15.53 | 6,884 | 16.03 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 137,711 | 3.52 | 3,108 | 3.53 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 95,176 | 2,148 | ||||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 33,496 | 6.22 | 756 | 6.19 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 90,285 | 2,038 | ||||||
| 2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 61,824 | 33.38 | 1,395 | 33.37 | ||||
| 2025-08-07 | 13F | PFG Advisors | 348,930 | 8.43 | 7,875 | 8.43 | ||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 250,218 | 5,647 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 9,282 | 209 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 7,621 | 10.58 | 172 | 10.97 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 803,797 | 19.86 | 18,142 | 19.85 | ||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 845,820 | 1.97 | 19,090 | 1.97 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 15,541 | 10.62 | 351 | 10.41 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 30,128 | 2.76 | 680 | 2.72 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 45,304 | 13.03 | 1,023 | 13.05 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 87 | 1.16 | 2 | 0.00 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 59,854 | 105.04 | 1,353 | 105.31 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 14,089 | 318 | ||||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 17,639 | 398 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 149,248 | 0.77 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | State Street Corp | 7,315,006 | 6.20 | 165,100 | 6.20 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 379,880 | 9.25 | 8,574 | 9.25 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Global Tactical Allocation Managed Volatility Fund Standard Class | 908,039 | 73.18 | 20,494 | 73.18 | ||||
| 2025-08-15 | 13F | Truefg, Llc | 52,076 | 5.72 | 1,175 | 5.76 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 6,266 | 5.63 | 141 | 6.02 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 44,693 | 119.48 | 1,009 | 119.61 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 103,699 | 8.22 | 2,340 | 8.23 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 21,572 | 6.91 | 487 | 6.81 | ||||
| 2025-08-14 | 13F | KKM Financial LLC | 37,273 | 2.35 | 842 | 6.05 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 10,365 | 0.88 | 228 | 1.79 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 10,307 | 233 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,366,362 | 6.33 | 30,839 | 6.33 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 178,086 | 6.84 | 4,019 | 6.86 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1,214 | 68.61 | 27 | 68.75 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 55,498 | 36.97 | 1,253 | 36.98 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 10 | 11.11 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 994 | 22 | ||||||
| 2025-08-13 | 13F | Global Endowment Management, LP | 13,903 | 6.30 | 314 | 6.10 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 10,085 | 8.98 | 228 | 9.13 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 19 | 0 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 58,714 | 9.17 | 1 | 0.00 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 56,170 | 13.27 | 1,268 | 13.23 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,933 | 28.52 | 44 | 30.30 |
