Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam SPDR Series Trust - SPDR SSGA US Small Cap Low Volatility Index ETF termasuk Summit Wealth Group Llc / Co, Fragasso Group Inc., dan Assetmark, Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 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 |
