Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF termasuk Gamco Investors, Inc. Et Al, Kingstone Capital Partners Texas, LLC, McElhenny Sheffield Capital Management, LLC, XY Planning Network, Inc., Net Worth Advisory Group, Resonant Capital Advisors, LLC, Able Wealth Management LLC, Baird Financial Group, Inc., Gibbs Wealth Management, Pine Haven Investment Counsel, Inc, Choate Investment Advisors, Glenmede Investment Management, LP, FFOX - FundX Future Fund Opportunities ETF, Briaud Financial Planning, Inc, Mount Yale Investment Advisors, LLC, Frazier Financial Advisors, LLC, Exchange Traded Concepts, Llc, Maseco Llp, First Community Trust Na, dan RMG Wealth Management LLC .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 1,294 | 2.13 | 112 | 12.00 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 85,390 | 4.69 | 7,418 | 14.44 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 5,475 | 0.27 | 476 | 9.70 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 893 | 8.90 | 78 | 18.46 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 2,942 | 0.68 | 256 | 9.91 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 3,152 | 0.03 | 274 | 9.20 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 33,739 | 2,931 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 63,047 | 926.49 | 5,477 | 1,024.44 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 1,818 | 158 | ||||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 32,411 | 2 | ||||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 1,421 | 2.97 | 123 | 12.84 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 402 | 0.25 | 35 | 9.68 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 73,154 | 3.08 | 6,355 | 12.70 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 32 | 3 | ||||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 17,000 | 19 | ||||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 21,043 | 474.95 | 1,828 | 530.34 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 174 | 20.00 | 15 | 36.36 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 4,133 | 0.17 | 359 | 9.79 | ||||
| 2025-07-29 | 13F | Creekside Partners | 4,846 | 0.17 | 421 | 9.38 | ||||
| 2025-08-11 | 13F | Aviso Wealth Management | 2,459 | 214 | ||||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 23,593 | 35.03 | 2,050 | 47.62 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 136,654 | 4.38 | 11,871 | 14.11 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 287 | 0.35 | 25 | 9.09 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 5,191 | 36.93 | 451 | 49.50 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 14,618 | 2.97 | 1,270 | 12.50 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 23,814 | 2,069 | ||||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 3,472 | 10.64 | 302 | 20.88 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 4,495 | 2.84 | 391 | 12.39 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 3 | 0 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 10 | 1 | ||||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 864 | 0.23 | 75 | 10.29 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 25,431 | 1.23 | 2,209 | 10.67 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 18,853 | 30.66 | 1,640 | 43.02 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 69,103 | 10.15 | 6,003 | 20.42 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 6,188 | 11.62 | 538 | 22.05 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 6,802 | 79.85 | 613 | 107.09 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 34,423 | 2,990 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 218,441 | 1.35 | 18,976 | 10.80 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 574 | 12.11 | 50 | 22.50 | ||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 29,689 | 141.28 | 2,579 | 163.97 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 1,161 | 101 | ||||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 6,975 | 606 | ||||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 4,197 | 365 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 42,460 | 2.65 | 3,689 | 12.23 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 237,040 | 23.12 | 20,592 | 34.61 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 12,786 | 4.49 | 1,111 | 14.20 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 150,017 | 1.14 | 13,032 | 10.57 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 174 | 9.49 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 316,642 | 9.46 | 27,507 | 19.66 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 50,848 | 21.77 | 4,417 | 33.12 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 41,547 | 13.85 | 3,609 | 24.49 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 311,333 | 14.21 | 27,046 | 24.86 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 62,758 | 11.47 | 5,627 | 22.86 | ||||
| 2025-07-15 | 13F | Maseco Llp | 97 | 8 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 30,860 | 26.53 | 2,681 | 38.29 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 192 | 17 | ||||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 2,975 | 258 | ||||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 15,206 | 13.96 | 1,321 | 24.53 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 29,004 | 0.33 | 2,520 | 9.66 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 53,328 | 28.23 | 4,633 | 40.19 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 8,970 | 212.98 | 779 | 243.17 | ||||
| 2025-07-07 | 13F | Somerset Trust Co | 2,309 | 201 | ||||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 5,583 | 1.29 | 485 | 10.98 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 10,229 | 139.50 | 889 | 161.95 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 321,612 | 0.94 | 27,938 | 10.36 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 8,837 | 15.71 | 768 | 26.57 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 3,120 | 6.85 | 271 | 16.81 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 71,502 | 0.84 | 6,211 | 10.26 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 30,993 | 5.58 | 2,692 | 15.44 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 0 | 0 | ||||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 62,225 | 5 | ||||||
| 2025-08-08 | 13F | Condor Capital Management | 7,265 | 0.32 | 631 | 9.74 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1,675 | 279.82 | 145 | 314.29 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 479,764 | 4.10 | 41,677 | 13.81 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 873 | 0 | ||||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 9,142 | 0.09 | 794 | 9.52 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 225,993 | 33.85 | 19,599 | 46.22 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 4,346 | 8.62 | 378 | 18.93 | ||||
| 2025-08-05 | 13F | LTG Capital LLC | 14,160 | 3.84 | 1,230 | 13.57 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 74,658 | 1.39 | 6,622 | 13.20 | ||||
| 2025-08-07 | 13F | Nwam Llc | 7,915 | 3.32 | 693 | 13.98 | ||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 203,991 | 2.72 | 17,721 | 12.29 | ||||
| 2025-08-01 | NP | APSHX - Pinnacle Sherman Multi-Strategy Core Fund Class A | 30,245 | 2,627 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 600 | 52 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 853 | 80.72 | 74 | 100.00 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 5,174 | 11.73 | 450 | 22.34 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 4,290 | 3.70 | 373 | 13.41 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 832 | 0.12 | 72 | 9.09 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4,377 | 0.11 | 380 | 9.51 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 5,801 | 0.09 | 504 | 9.35 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 17,305 | 0.19 | 1,503 | 9.55 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 7,977 | 1.08 | 693 | 10.37 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 1,368,507 | 1.38 | 118,882 | 10.83 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 327,619 | 8.22 | 28,460 | 18.31 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 33,915 | 5.28 | 2,946 | 15.12 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 7,592 | 0.03 | 660 | 9.29 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 10,803 | 69.73 | 938 | 85.74 | ||||
| 2025-08-01 | 13F | First National Trust Co | 347,143 | 4.72 | 30,156 | 14.48 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 113,174 | 14.20 | 9,749 | 23.77 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 28,071 | 2.62 | 2,438 | 12.20 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 44,518 | 0.63 | 3,867 | 10.01 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 48,535 | 152.34 | 4 | 300.00 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 308,112 | 3.10 | 26,766 | 12.71 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 18,455 | 23.87 | 1,603 | 35.50 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 3,060 | 15.87 | 266 | 26.79 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 2,368 | 206 | ||||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 103,562 | 5.55 | 9 | 28.57 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 1,118 | 0.27 | 97 | 10.23 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 3,664 | 40.87 | 318 | 54.37 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 73,385 | 3.21 | 6,375 | 13.19 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 2,185 | 1.86 | 190 | 11.18 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 7,306 | 1.12 | 635 | 10.45 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 51,306 | 1.60 | 4,457 | 11.07 | ||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 25,541 | 6.49 | 2,219 | 16.43 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 21,275 | 6.80 | 1,848 | 16.81 | ||||
| 2025-08-06 | 13F | SJA Financial Advisory, LLC | 16,238 | 0.84 | 1,411 | 10.24 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 3,845 | 0.08 | 334 | 9.51 | ||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 28,525 | 2,478 | ||||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 5,567 | 34.50 | 484 | 47.26 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 373 | 1,454.17 | 32 | 3,100.00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 3,903 | 339 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 5,701 | 0.05 | 495 | 9.51 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 906 | 29.24 | 79 | 41.82 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 2,392 | 208 | ||||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 9,506 | 826 | ||||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 4,220 | 3.48 | 367 | 12.96 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 9,111 | 38.87 | 792 | 51.82 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 33,929 | 46.52 | 2,947 | 60.16 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 31,796 | 6.65 | 2,762 | 16.64 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 19 | 0 | ||||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 44,535 | 133.93 | 3,869 | 155.82 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 296,652 | 104.52 | 25,771 | 123.61 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 82,464 | 0.70 | 7,163 | 10.08 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 538 | 2.67 | 47 | 12.20 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 35,144 | 2.07 | 3,053 | 11.55 | ||||
| 2025-07-02 | 13F | Michael S. Ryan, Inc. | 78,602 | 62.17 | 6,828 | 77.30 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 3,817 | 0.71 | 332 | 9.97 | ||||
| 2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 2,598 | 0.08 | 226 | 9.22 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 249,235 | 9.76 | 21,651 | 19.85 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 6,724 | 584 | ||||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 10,804 | 939 | ||||||
| 2025-08-08 | 13F | Wrapmanager Inc | 6,775 | 4.57 | 589 | 14.40 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 7,032 | 31.00 | 611 | 43.43 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 245,665 | 6.43 | 21,341 | 16.35 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 17,197 | 11.20 | 1,516 | 22.87 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 11,801 | 0.03 | 1,025 | 9.39 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 27,531 | 50.29 | 2,392 | 64.33 | ||||
| 2025-08-14 | 13F | Fmr Llc | 8,903 | 6.61 | 773 | 16.59 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 6,330 | 550 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 21,619 | 272.42 | 1,878 | 307.38 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 9,274 | 0.02 | 821 | 17.29 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 12,333 | 7.02 | 1,071 | 17.05 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 4,030 | 350 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 262,796 | 2.88 | 22,829 | 12.48 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1,700 | 0.18 | 148 | 9.70 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 3,387 | 294 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 9,589 | 0.48 | 833 | 9.76 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 135 | 12 | ||||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 8,983 | 780 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1,069,712 | 4.69 | 92,926 | 14.45 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 27 | 2 | ||||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 18,033 | 2.63 | 1,567 | 12.18 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 51,729 | 5.63 | 4 | 33.33 | ||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 135,802 | 13.47 | 12,052 | 26.74 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 739,745 | 1.14 | 64,262 | 10.57 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 21,133 | 0.20 | 1,836 | 9.55 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 397,080 | 15.10 | 34,494 | 25.84 | ||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 4,354 | 56.79 | 378 | 71.82 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 67 | 6 | ||||||
| 2025-08-14 | 13F | Acas, Llc | 6,049 | 4.08 | 548 | 18.36 | ||||
| 2025-08-05 | 13F | Trail Ridge Investment Advisors, LLC | 3,527 | 33.65 | 313 | 49.76 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 143 | 12 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1,800 | 156 | ||||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 42,444 | 3,687 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 35,261 | 9.76 | 3 | 50.00 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 2,399 | 208 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 19,470 | 2.64 | 1,691 | 12.21 |
