Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam SPDR Series Trust - SPDR Bloomberg 1-10 Year TIPS ETF termasuk
AllGen Financial Advisors, Inc.,
Integrity Alliance, Llc.,
Modern Wealth Management, LLC,
Detalus Advisors, LLC,
Avantax Advisory Services, Inc.,
National Bank Of Canada /fi/,
Ameritas Advisory Services, LLC,
WestEnd Advisors, LLC,
dan
Dunhill Financial, 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 (%) |
2025-07-15 |
13F |
Optima Capital Llc
|
|
|
|
67,240 |
34.51 |
1,287 |
34.10 |
|
2025-08-11 |
13F |
Western Wealth Management, LLC
|
|
|
|
10,922 |
7.54 |
209 |
7.73 |
|
2025-08-12 |
13F |
Jpmorgan Chase & Co
|
|
|
|
74,798 |
0.22 |
1,432 |
-0.07 |
|
2025-07-17 |
13F |
Raleigh Capital Management Inc.
|
|
|
|
103,433 |
7.02 |
1,980 |
6.74 |
|
2025-08-07 |
13F |
AllGen Financial Advisors, Inc.
|
|
|
|
502,279 |
|
9,614 |
|
|
2025-07-16 |
13F |
Maridea Wealth Management LLC
|
|
|
|
37,067 |
0.27 |
709 |
0.00 |
|
2025-08-28 |
NP |
SSBRX - State Street Target Retirement 2025 Fund Class I
|
|
|
|
18,363,152 |
0.88 |
351,471 |
0.62 |
|
2025-07-29 |
13F |
Elevation Capital Advisory, LLC
|
|
|
|
378,409 |
21.86 |
7,243 |
21.53 |
|
2025-08-04 |
13F |
Integrity Alliance, Llc.
|
|
|
|
93,772 |
|
1,795 |
|
|
2025-08-28 |
NP |
GAL - SPDR SSGA Global Allocation ETF
|
|
|
|
539,336 |
5.01 |
10,323 |
4.74 |
|
2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
2025-08-04 |
13F |
Creative Financial Designs Inc /adv
|
|
|
|
17,747 |
69.10 |
340 |
68.66 |
|
2025-08-14 |
13F |
Treasure Coast Financial Planning
|
|
|
|
452,126 |
3.68 |
8,654 |
3.41 |
|
2025-08-27 |
13F/A |
Brinker Capital Investments, LLC
|
|
|
|
25,066 |
54.58 |
480 |
54.02 |
|
2025-07-09 |
13F |
Breakwater Capital Group
|
|
|
|
27,242 |
80.88 |
521 |
80.28 |
|
2025-08-11 |
13F |
Principal Securities, Inc.
|
|
|
|
1,526 |
16.31 |
29 |
20.83 |
|
2025-07-22 |
13F |
Simplicity Wealth,LLC
|
|
|
|
68,046 |
209.45 |
1,302 |
209.26 |
|
2025-07-18 |
13F |
Lockerman Financial Group, Inc.
|
|
|
|
16,999 |
8.50 |
325 |
8.33 |
|
2025-07-28 |
13F |
Harbour Investments, Inc.
|
|
|
|
24,886 |
12.92 |
476 |
12.80 |
|
2025-07-30 |
13F |
Brookstone Capital Management
|
|
|
|
57,134 |
0.68 |
1,094 |
0.37 |
|
2025-08-08 |
13F |
Cetera Investment Advisers
|
|
|
|
126,654 |
6.25 |
2,424 |
5.99 |
|
2025-08-11 |
13F |
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
230,884 |
2.52 |
4,419 |
2.27 |
|
2025-07-25 |
13F |
Cwm, Llc
|
|
|
|
1,797 |
0.73 |
0 |
|
|
2025-07-24 |
13F |
Blair William & Co/il
|
|
|
|
535 |
494.44 |
10 |
900.00 |
|
2025-08-27 |
NP |
RLY - SPDR SSGA Multi-Asset Real Return ETF
|
|
|
|
2,835,147 |
29.92 |
54,265 |
29.58 |
|
2025-08-01 |
13F |
Austin Private Wealth, LLC
|
|
|
|
188,963 |
70.08 |
3,617 |
69.61 |
|
2025-08-28 |
NP |
SSFNX - State Street Target Retirement Fund Class I
|
|
|
|
14,177,760 |
1.20 |
271,362 |
0.93 |
|
2025-08-12 |
13F |
LPL Financial LLC
|
|
|
|
2,358,568 |
2.01 |
45,143 |
1.74 |
|
2025-08-14 |
13F |
Wells Fargo & Company/mn
|
|
|
|
21,755 |
529.85 |
416 |
530.30 |
|
2025-08-14 |
13F |
State Street Corp
|
|
|
|
51,951,485 |
5.97 |
994,351 |
5.70 |
|
2025-07-25 |
13F |
Envestnet Portfolio Solutions, Inc.
|
|
|
|
637,279 |
7.33 |
12,198 |
7.05 |
|
2025-07-28 |
13F |
Mutual Advisors, LLC
|
|
|
|
142,126 |
84.68 |
2,717 |
84.83 |
|
2025-08-13 |
13F |
Continuum Advisory, LLC
|
|
|
|
307,908 |
7.59 |
5,893 |
7.32 |
|
2025-07-21 |
13F |
Ameritas Advisory Services, LLC
|
|
|
|
20 |
|
0 |
|
|
2025-07-25 |
13F |
McNamara Financial Services, Inc.
|
|
|
|
64,444 |
0.84 |
1,233 |
0.57 |
|
2025-07-31 |
13F |
Cambridge Investment Research Advisors, Inc.
|
|
|
|
109,463 |
0.75 |
2 |
0.00 |
|
2025-08-11 |
13F |
Strategic Wealth Partners, Ltd.
|
|
|
|
748 |
|
14 |
|
|
2025-07-16 |
13F |
St Germain D J Co Inc
|
|
|
|
1,230,322 |
6.16 |
23,548 |
5.89 |
|
2025-07-28 |
13F |
RFG Advisory, LLC
|
|
|
|
23,101 |
4.83 |
442 |
4.74 |
|
2025-08-14 |
13F |
Raymond James Financial Inc
|
|
|
|
83,507 |
6.70 |
1,598 |
6.46 |
|
2025-07-14 |
13F |
Iams Wealth Management, Llc
|
|
|
|
10,450 |
|
200 |
|
|
2025-08-05 |
13F |
Dunhill Financial, LLC
|
|
|
|
1 |
|
0 |
|
|
2025-08-07 |
13F |
Brio Consultants, LLC
|
|
|
|
864,922 |
3.53 |
16,555 |
3.26 |
|
2025-08-08 |
13F |
Hibernia Wealth Partners, LLC
|
|
|
|
175,092 |
93.57 |
3,351 |
93.14 |
|
2025-08-18 |
13F/A |
National Bank Of Canada /fi/
|
|
|
|
140 |
|
3 |
|
|
2025-08-14 |
13F |
Fmr Llc
|
|
|
|
67,495 |
1.49 |
1,292 |
1.18 |
|
2025-08-28 |
NP |
SSBWX - State Street Target Retirement 2030 Fund Class I
|
|
|
|
17,640,984 |
10.20 |
337,648 |
9.92 |
|
2025-08-05 |
13F |
Sigma Planning Corp
|
|
|
|
11,497 |
|
220 |
|
|
2025-08-11 |
13F |
Citigroup Inc
|
|
|
|
5,598 |
9.06 |
107 |
9.18 |
|
2025-08-01 |
13F |
Envestnet Asset Management Inc
|
|
|
|
693,995 |
3.71 |
13,283 |
3.44 |
|
2025-08-14 |
13F |
Stifel Financial Corp
|
|
|
|
98,882 |
251.31 |
1,893 |
250.37 |
|
2025-07-14 |
13F |
Sowell Financial Services LLC
|
|
|
|
10,843 |
2.25 |
208 |
1.97 |
|
2025-07-22 |
13F |
Aspire Private Capital, LLC
|
|
|
|
295,468 |
2.68 |
5,655 |
2.41 |
|
2025-08-12 |
13F |
Running Point Capital Advisors, LLC
|
|
|
|
6,209 |
23.05 |
119 |
22.92 |
|
2025-08-12 |
13F |
Change Path, LLC
|
|
|
|
39,604 |
9.18 |
758 |
8.91 |
|
2025-08-05 |
13F |
Landmark Wealth Management, Inc.
|
|
|
|
50,504 |
13.00 |
967 |
12.72 |
|
2025-08-14 |
13F |
Goldman Sachs Group Inc
|
|
|
|
745,340 |
1.87 |
14,266 |
1.60 |
|
2025-05-15 |
13F/A |
Orion Portfolio Solutions, LLC
|
|
|
|
16,216 |
10.83 |
311 |
15.19 |
|
2025-07-18 |
13F |
Truist Financial Corp
|
|
|
|
51,969 |
4.84 |
995 |
4.52 |
|
2025-07-29 |
13F |
Balboa Wealth Partners
|
|
|
|
18,503 |
4.83 |
354 |
4.73 |
|
2025-08-06 |
13F |
AE Wealth Management LLC
|
|
|
|
13,759 |
1.91 |
263 |
1.54 |
|
2025-08-11 |
13F |
HighTower Advisors, LLC
|
|
|
|
77,465 |
10.05 |
1,483 |
9.78 |
|
2025-08-14 |
13F |
GWM Advisors LLC
|
|
|
|
157,151 |
3.90 |
3,008 |
3.62 |
|
2025-08-15 |
13F |
Equitable Holdings, Inc.
|
|
|
|
74,525 |
91.61 |
1,426 |
91.15 |
|
2025-07-23 |
13F |
WestEnd Advisors, LLC
|
|
|
|
9 |
|
0 |
|
|
2025-08-15 |
13F |
Kestra Advisory Services, LLC
|
|
|
|
41,999 |
0.66 |
804 |
0.38 |
|
2025-07-22 |
13F |
Merit Financial Group, LLC
|
|
|
|
40,878 |
62.80 |
782 |
62.58 |
|
2025-08-13 |
13F |
Flow Traders U.s. Llc
|
|
|
|
10,976 |
|
0 |
|
|
2025-09-04 |
13F/A |
Advisor Group Holdings, Inc.
|
|
|
|
82,534 |
407.28 |
1,582 |
407.05 |
|
2025-08-08 |
13F |
Pnc Financial Services Group, Inc.
|
|
|
|
10,357 |
62.92 |
198 |
63.64 |
|
2025-08-28 |
NP |
SSCJX - State Street Target Retirement 2035 Fund Class I
|
|
|
|
1,711,997 |
113.27 |
32,768 |
112.72 |
|
2025-08-08 |
13F |
Avantax Advisory Services, Inc.
|
|
|
|
10,308 |
|
197 |
|
|
2025-08-12 |
13F |
CIBC Private Wealth Group, LLC
|
|
|
|
0 |
|
0 |
|
|
2025-08-13 |
13F |
Transce3nd, LLC
|
|
|
|
470 |
410.87 |
9 |
700.00 |
|
2025-07-23 |
13F |
Detalus Advisors, LLC
|
|
|
|
17,912 |
|
343 |
|
|
2025-07-18 |
13F |
Lynx Investment Advisory
|
|
|
|
47,728 |
4.77 |
914 |
4.46 |
|
2025-08-13 |
13F |
Safe Harbor Fiduciary, LLC
|
|
|
|
99 |
11.24 |
2 |
0.00 |
|
2025-08-14 |
13F |
Modern Wealth Management, LLC
|
|
|
|
20,572 |
|
394 |
|
|