Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em SPDR Series Trust - State Street SPDR Bloomberg Investment Grade Floating Rate ETF incluem Tiaa-cref Individual & Institutional Services, Llc, Exchange Traded Concepts, Llc, Tranquilli Financial Advisor LLC, Virtue Capital Management, LLC, Woodward Diversified Capital, Llc, Hershey Financial Advisers, LLC, Samara Investment Management, LLC, Cornerstone Wealth, LLC/TN, Virginia Estate & Retirement Planning Advisors Inc., Evolution Wealth Management Inc., TIAA Wealth Investment Management LLC, Vanguard Advisers Inc, e Rossby Financial, LCC .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 7,517 | 231 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 472 | 15 | ||||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 435,946 | 2.37 | 13,418 | 2.54 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 17,566 | 0.15 | 541 | 0.37 | ||||
| 2026-04-09 | 13F | Aletheian Wealth Advisors LLC | 75,680 | 9.58 | 2,329 | 9.29 | ||||
| 2026-05-11 | 13F | Wbi Investments, Inc. | 28,730 | 1.88 | 884 | 2.08 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 10,755 | 331 | ||||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 9,098 | 11.13 | 280 | 11.55 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 315,206 | 6.08 | 9,702 | 6.27 | ||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 12,759 | 48.22 | 393 | 48.48 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 195,468 | 42.83 | 6,017 | 43.07 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 118,437 | 12.79 | 3,634 | 12.62 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 8,332 | 0.64 | 256 | 0.79 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 138,692 | 7.67 | 4,260 | 7.60 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 5,319,203 | 7.78 | 163,725 | 7.96 | ||||
| 2026-05-08 | 13F | Generation Capital Management LLC | 134,002 | 6.61 | 4,125 | 6.78 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 274,491 | 10.50 | 8,435 | 10.51 | ||||
| 2026-05-06 | 13F | Hershey Financial Advisers, LLC | 16,443 | 506 | ||||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 78 | 2 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 24 | 475.00 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 21,632 | 14.90 | 665 | 14.48 | ||||
| 2026-05-13 | 13F | Tandem Investment Partners LLC | 108,025 | 5.29 | 3,325 | 5.49 | ||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 15,780 | 0.86 | 486 | 1.04 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 18,744 | 0.15 | 577 | 0.17 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 1,623 | 50 | ||||||
| 2026-05-13 | 13F | RiverGlades Family Offices LLC | 214,568 | 3.25 | 6,604 | 2.98 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 74,081 | 17.90 | 74 | -96.17 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 643 | 1.58 | 20 | 0.00 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 960,740 | 4.39 | 29,572 | 4.56 | ||||
| 2026-05-15 | 13F | Gould Capital, LLC | 105,351 | 9.27 | 3,243 | 9.45 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 30,610 | 57.27 | 942 | 57.53 | ||||
| 2026-05-15 | 13F | Fmr Llc | 12,992 | 2,019.41 | 400 | 2,116.67 | ||||
| 2026-04-23 | 13F | Ameliora Wealth Management Ltd. | 736,152 | 16.27 | 22,659 | 16.46 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 12,061 | 11.13 | 371 | 11.41 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 24,093 | 83.30 | 742 | 83.87 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 3,028 | 0.93 | 93 | 1.09 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 535 | 16 | ||||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 172 | 5 | ||||||
| 2026-04-23 | 13F | Unify Financial Advisors | 23,006 | 8.19 | 708 | 8.42 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 7,786 | 240 | ||||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 11,993 | 29.35 | 369 | 29.93 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2,285,562 | 30.74 | 70,350 | 30.95 | ||||
| 2026-05-04 | 13F | New Wave Wealth Advisors Llc | 6,869 | 211 | ||||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 38,758 | 39.83 | 1,193 | 40.07 | ||||
| 2026-01-29 | 13F | Comerica Bank | 19,722 | 71.44 | 606 | 71.19 | ||||
| 2026-05-13 | 13F | Forthright Family Wealth Advisory LLC | 72,624 | 2,239 | ||||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 221,059 | 0.97 | 6,804 | 1.13 | ||||
| 2026-05-12 | 13F | Carr Financial Group Corp | 81,728 | 8.92 | 2,516 | 9.11 | ||||
| 2026-05-08 | 13F/A | Beacon Capital Management, Inc. | 1,898,123 | 378.37 | 58,424 | 379.16 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 43,390 | 33.87 | 1,336 | 34.04 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 21,418 | 6.19 | 656 | 5.98 | ||||
| 2026-05-13 | 13F | Lunt Capital Management, Inc. | 12,260 | 1.57 | 377 | 1.89 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 924,800 | 14.09 | 28,345 | 13.79 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 2,088 | 0.68 | 64 | 1.59 | ||||
| 2026-05-07 | 13F | Advisor Resource Council | 18,110 | 18.34 | 557 | 18.51 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 36,943 | 4.37 | 1,137 | 4.60 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 223,291 | 8.79 | 6,873 | 8.96 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 532 | 7.69 | 16 | 6.67 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 8,470 | 261 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 18,225 | 561 | ||||||
| 2026-05-07 | 13F | Advisor OS, LLC | 6,727 | 0.64 | 207 | 0.98 | ||||
| 2026-04-08 | 13F | Gillespie Robinson & Grimm Inc | 187,563 | 7.51 | 5,773 | 7.69 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 86,140 | 36.41 | 2,651 | 36.65 | ||||
| 2026-04-22 | 13F | Sykon Capital Llc | 28,661 | 0.42 | 882 | 0.57 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 10,115 | 6.37 | 311 | 6.51 | ||||
| 2026-05-14 | 13F | Cito Capital Group, LLC | 43,000 | 30.30 | 1 | 0.00 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 40,245 | 0.28 | 1,239 | 0.41 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 212 | 0.95 | 7 | 0.00 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 26,727 | 4.57 | 823 | 4.71 | ||||
| 2026-04-10 | 13F | Jacobson & Schmitt Advisors, Llc | 128,258 | 9.07 | 3,948 | 9.24 | ||||
| 2026-05-12 | 13F | Creative Planning | 113,744 | 2.01 | 3,501 | 2.19 | ||||
| 2026-05-04 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 22,830 | 0.88 | 703 | 1.01 | ||||
| 2026-04-23 | 13F | Traub Capital Management LLC | 8,369 | 24.19 | 258 | 24.15 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 255,404 | 4.04 | 7,861 | 4.22 | ||||
| 2026-05-11 | 13F | Tranquilli Financial Advisor LLC | 76,301 | 2,349 | ||||||
| 2026-04-23 | 13F | Woodward Diversified Capital, Llc | 33,513 | 1,030 | ||||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 24,809 | 73.55 | 764 | 73.80 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 24,761 | 0.59 | 762 | 0.79 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 26,964 | 0.41 | 830 | 0.48 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 503 | 0.60 | 15 | 0.00 | ||||
| 2026-05-05 | 13F | PFG Advisors | 103,130 | 10.01 | 3,174 | 10.21 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 1,187,640 | 9.25 | 36,556 | 9.04 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 7,214 | 222 | ||||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 173,006 | 5,325 | ||||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 3,965 | 0.63 | 122 | 0.83 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 101,470 | 71.12 | 3,123 | 71.41 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 28,184 | 4.66 | 868 | 4.84 | ||||
| 2026-04-22 | 13F | Omnitrust Wealth Management, Inc | 29,269 | 2.84 | 901 | 2.97 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 106,443 | 1.57 | 3,276 | 1.74 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 12,130 | 373 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 69,227 | 139.51 | 2,131 | 139.86 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 16,757 | 37.97 | 516 | 38.07 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 449,402 | 2.88 | 13,833 | 3.05 | ||||
| 2026-04-20 | 13F | McMahon Financial Advisors, LLC | 800,221 | 9.21 | 24,631 | 9.38 | ||||
| 2026-04-22 | 13F | Matauro, Llc | 225,356 | 31.31 | 6,936 | 31.54 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 397,659 | 5.64 | 12,240 | 5.81 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 150,005 | 4,610 | ||||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 239,567 | 1.75 | 7,374 | 1.91 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 170 | 5 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 7,437 | 0.58 | 229 | 0.44 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 7,731 | 1.36 | 238 | 1.28 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 2,215,225 | 12.57 | 68,185 | 12.75 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 323,072 | 5.23 | 9,944 | 5.41 | ||||
| 2026-05-14 | 13F | Aries Wealth Management | 126,185 | 2.45 | 3,884 | 2.59 | ||||
| 2026-05-07 | 13F | AlphaCentric Advisors LLC | 4,337 | 13.65 | 133 | 13.68 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 1 | 0 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 27,980 | 35.15 | 861 | 35.38 | ||||
| 2026-05-19 | 13F | Cornerstone Wealth, LLC/TN | 9,828 | 303 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 15,195 | 6.39 | 468 | 6.62 | ||||
| 2026-04-28 | 13F | CAP Partners, LLC | 11,535 | 0.51 | 355 | 0.85 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 287,517 | 8,850 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 768 | 24 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 555,484 | 64.54 | 17,098 | 64.81 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 187,258 | 5,764 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 28,471 | 3.04 | 876 | 3.18 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 279,184 | 3.92 | 8,593 | 4.09 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 58,255 | 3.82 | 1,793 | 4.00 | ||||
| 2026-04-24 | 13F | United Community Bank | 87,260 | 2,686 | ||||||
| 2026-04-23 | 13F | Fortune Financial Group, Inc. | 50,272 | 7.46 | 1,547 | 154,600.00 | ||||
| 2026-05-07 | 13F | Samara Investment Management, LLC | 14,124 | 435 | ||||||
| 2026-05-08 | 13F | Perspective Wealth Advisors Llc | 69,021 | 6.14 | 2,124 | 6.31 | ||||
| 2026-04-03 | 13F | Ridgewood Investments LLC | 126,250 | 33.40 | 3,886 | 33.05 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 12,881 | 2.92 | 396 | 3.13 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 190,748 | 19.79 | 5,871 | 19.99 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 1,500 | 13,536.36 | 46 | |||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 7,286 | 224 | ||||||
| 2026-05-11 | 13F | Valpey Financial Services, LLC | 11,292 | 4.04 | 348 | 4.20 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 213,995 | 4.45 | 7 | 0.00 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 2,134 | 10.23 | 66 | 10.17 | ||||
| 2026-04-08 | 13F | Whitcomb & Hess, Inc. | 513,410 | 2.22 | 15,803 | 2.25 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 12,992 | 400 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 38,388 | 11.08 | 1,182 | 11.31 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 2,025 | 0.25 | 62 | 0.00 | ||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 13,849 | 1.71 | 426 | 1.91 | ||||
| 2026-05-15 | 13F | Vista Investment Management | 11,201 | 7.33 | 345 | 7.50 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 11,335 | 16.75 | 349 | 16.78 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 7,098 | 17.59 | 218 | 17.84 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 18,781 | 578 | ||||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 1,665 | 0.06 | 51 | 0.00 | ||||
| 2026-05-12 | 13F | Virginia Estate & Retirement Planning Advisors Inc. | 2,276 | 209 | ||||||
| 2026-05-15 | 13F | 10Elms LLP | 51,585 | 363.48 | 1,588 | 364.04 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 217,909 | 0.60 | 6,707 | 0.77 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 1,270,626 | 1.08 | 39,110 | 1.24 | ||||
| 2026-05-15 | 13F | Dean Investment Associates, Llc | 310,209 | 6.46 | 9,548 | 6.63 | ||||
| 2026-04-16 | 13F | Cornerstone Management, Inc. | 733,194 | 1.76 | 22,568 | 1.92 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 2,330,331 | 10.84 | 71,728 | 11.02 | ||||
| 2026-04-29 | 13F | Warner Group LLC | 9,427 | 290 | ||||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 29,151 | 897 | ||||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 68 | 2 | ||||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 7,580 | 1.07 | 233 | 1.30 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 11,679 | 0 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 108 | 3 | ||||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 995,071 | 1.81 | 30,628 | 1.97 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 208,803 | 6,427 | ||||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 13,564 | 417 | ||||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 23,402 | 106.09 | 720 | 106.90 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 141 | 340.62 | 4 | |||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 877 | 207.72 | 27 | 225.00 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 12,332 | 0.12 | 380 | 0.26 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 14,598 | 449 | ||||||
| 2026-05-05 | 13F | Mount Lucas Management LP | 29,600 | 10.11 | 911 | 10.29 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 503,015 | 0.36 | 15,458 | 102,946.67 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 99,006 | 40.64 | 3,044 | 40.60 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,669 | 7.15 | 421 | 7.14 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 258,859 | 7,968 | ||||||
| 2026-05-07 | 13F | Virtue Capital Management, LLC | 41,270 | 1,268 | ||||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 3,250 | 100.12 | 100 | 104.08 | ||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 41,729 | 1,284 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 43,720 | 14.19 | 1,346 | 14.37 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 198,750 | 5.70 | 6,118 | 5.87 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 89,401 | 5.55 | 2,752 | 5.73 | ||||
| 2026-04-15 | 13F | Websterrogers Financial Advisors, Llc | 93,469 | 1.33 | 2,877 | 1.48 |
