Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em SPDR Series Trust - State Street SPDR S&P 400 TM Mid Cap Value ETF incluem Tiaa-cref Individual & Institutional Services, Llc, Canandaigua National Corp, Summit Financial, LLC, Savant Capital, LLC, WealthTrak Capital Management LLC, Cvfg Llc, Global Assets Advisory, LLC, WealthPlan Investment Management, LLC, Mission Wealth Management, Lp, Snowden Capital Advisors LLC, O'Keefe Stevens Advisory, Inc., Vanguard Advisers Inc, SageView Advisory Group, LLC, Comprehensive Financial Planning, Inc./PA, Owl Creek Wealth Partners LLC, TopTier Wealth Management, LLC, DecisionPoint Financial, LLC, Quest 10 Wealth Builders, Inc., e Root Financial Partners, LLC .
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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 8,801 | 1.21 | 749 | 1.77 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 746 | 18,550.00 | 64 | |||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 1,086 | 12.66 | 94 | 16.05 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 11,525 | 2.24 | 981 | 2.83 | ||||
| 2026-04-08 | 13F | Canandaigua National Trust Co of Florida | 47,250 | 0.89 | 4,023 | 1.49 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 1,343,748 | 3.07 | 114,420 | 3.68 | ||||
| 2026-05-04 | 13F | SJA Financial Advisory, LLC | 8,494 | 0.43 | 723 | 1.12 | ||||
| 2026-05-05 | 13F | UBS Group AG | 52,634 | 17.22 | 4,482 | 17.92 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 141,810 | 12.29 | 12,075 | 12.96 | ||||
| 2026-04-22 | 13F | Shum Financial Group, Inc. | 29,263 | 4.09 | 2,492 | 4.71 | ||||
| 2026-05-12 | 13F | WealthTrak Capital Management LLC | 30,986 | 2,638 | ||||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 988 | 0.41 | 84 | 1.20 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 7,170 | 204.98 | 611 | 206.53 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 389 | 33 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 5,811 | 1.04 | 492 | 2.51 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 155 | 13 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 41,508 | 3.84 | 3,534 | 4.46 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 248,762 | 3.30 | 21,182 | 3.90 | ||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 8,984 | 0.22 | 765 | 0.79 | ||||
| 2026-05-04 | 13F | Lutz Financial Services LLC | 805,859 | 2.86 | 68,619 | 3.47 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 10,592 | 303.04 | 902 | 305.86 | ||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 5,202 | 0.44 | 443 | 0.91 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 145 | 0.69 | 12 | 0.00 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 88,173 | 1.36 | 7,508 | 1.96 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 32,096 | 5.66 | 2,733 | 6.30 | ||||
| 2026-04-08 | 13F | Bill Few Associates, Inc. | 35,282 | 3.35 | 3,004 | 3.98 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 1,381 | 35.39 | 118 | 36.05 | ||||
| 2026-04-07 | 13F | Barden Capital Management, Inc. | 26,602 | 2.35 | 2,265 | 2.95 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 2,299 | 0.44 | 196 | 1.04 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 48,906 | 23.53 | 4,164 | 24.26 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 8,543 | 9.98 | 727 | 10.65 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 47,469 | 705.52 | 4,042 | 711.65 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 6,943 | 0.87 | 591 | 1.55 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 216 | 18 | ||||||
| 2026-05-08 | 13F | Blair William & Co/il | 3,949 | 51.42 | 336 | 52.73 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 80,080 | 4.21 | 6,819 | 4.81 | ||||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 30,929 | 0.16 | 2,634 | 0.77 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 44,305 | 0.26 | 3,773 | 0.86 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 4,840 | 10.00 | 412 | 10.75 | ||||
| 2026-05-15 | 13F | Fmr Llc | 12,455 | 27.69 | 1,061 | 28.48 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 19,590 | 0.69 | 1,668 | 1.34 | ||||
| 2026-05-01 | 13F | Capital Squared Financial LLC | 22,116 | 9.29 | 1,883 | 9.99 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 50,000 | 4,258 | ||||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 9,100 | 775 | ||||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 540 | 18.68 | 46 | 21.05 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 2,580 | 0.08 | 220 | 0.46 | ||||
| 2026-05-04 | 13F | Cogent Strategic Wealth Llc | 3,719 | 2.73 | 317 | -1.56 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 93 | 8 | ||||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 8,549 | 0.45 | 728 | 0.97 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 56,143 | 0.49 | 4,781 | 1.08 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 2,086 | 36.16 | 188 | 45.74 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 174,134 | 6.96 | 14,828 | 7.60 | ||||
| 2026-04-23 | 13F | Balanced Wealth Group Llc | 161,121 | 2.90 | 13,719 | 4.58 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 10,781 | 8.76 | 918 | 9.30 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 41 | 3 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 10,686 | 0.06 | 905 | 1.57 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 11,354 | 1.29 | 1 | |||||
| 2026-05-15 | 13F | Brown Advisory Inc | 14,109 | 2.54 | 1,201 | 3.18 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 48,141 | 16.28 | 4,100 | 16.98 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 27,148 | 0.34 | 2,312 | 0.92 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 1,493 | 18.49 | 127 | 19.81 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 19,130 | 1.81 | 1,640 | 0.61 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 49,153 | 4.18 | 4,188 | 4.78 | ||||
| 2026-04-29 | 13F | Montz Harcus Wealth Management LLC | 45,162 | 0.44 | 3,846 | 1.02 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 2,980 | 252 | ||||||
| 2026-05-14 | 13F | Redwood Investment Management, Llc | 70,898 | 6.00 | 6 | 20.00 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 182 | 15 | ||||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 117,952 | 32.03 | 10,044 | 32.81 | ||||
| 2026-05-15 | 13F | LTG Capital LLC | 13,677 | 0.09 | 1,165 | 0.69 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 2,420 | 206 | ||||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1,058 | 160.59 | 90 | 169.70 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 5,981 | 76.64 | 509 | 77.97 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 726,104 | 12.84 | 61,828 | 13.51 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 10,820 | 0.03 | 967 | 0.73 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 35,379 | 2.52 | 3,012 | 3.12 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1,080,226 | 2.52 | 91,981 | 3.13 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 9,679 | 6.40 | 824 | 7.01 | ||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 75 | 1.35 | 6 | 0.00 | ||||
| 2026-05-07 | 13F | First National Trust Co | 382,687 | 5.89 | 32,586 | 6.51 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 410,049 | 7.54 | 34,916 | 8.18 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 5,655 | 1.11 | 482 | 1.69 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 485 | 0.41 | 41 | 2.50 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 220 | 0.46 | 19 | 0.00 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 2,474 | 0.12 | 211 | 0.48 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 166 | 100.00 | 14 | 100.00 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 206,667 | 1.67 | 17,598 | 2.27 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 22,608 | 12.42 | 1,925 | 13.04 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 17,428 | 10.36 | 1,475 | 12.00 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1,380 | 7.39 | 118 | 8.33 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 6,371 | 542 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 3,537 | 301 | ||||||
| 2026-05-04 | 13F | Savant Capital, LLC | 50,577 | 4,307 | ||||||
| 2026-04-02 | 13F | Collective Family Office Llc | 18,346 | 1.14 | 1,562 | 1.76 | ||||
| 2026-04-07 | 13F | O'Keefe Stevens Advisory, Inc. | 2,925 | 249 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 2,979 | 254 | ||||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 601,278 | 96.26 | 51,353 | 98.02 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 116 | 0.87 | 10 | 0.00 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 14,424 | 1,228 | ||||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 10,756 | 2.37 | 916 | 4.45 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 5,375 | 13.78 | 458 | 52.84 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 2,541 | 229 | ||||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 4,232 | 0.36 | 360 | 1.12 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 20 | 17.65 | 2 | 0.00 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 12,741 | 17.16 | 1,134 | 23.15 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 960,579 | 11.85 | 81,793 | 12.51 | ||||
| 2026-04-21 | 13F | HF Advisory Group, LLC | 17,470 | 7.69 | 1,488 | 8.30 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 421,045 | 35,852 | ||||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 5,923 | 4.59 | 504 | 5.22 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 406,771 | 3.45 | 34,433 | 4.99 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 13,649 | 48.46 | 1,162 | 49.36 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 23,159 | 0.62 | 1,972 | 1.18 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 1,899 | 8.89 | 162 | 9.52 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 93,543 | 9.29 | 7,965 | 9.94 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 355 | 30 | ||||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 60,547 | 5.67 | 5,498 | 7.93 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 8,513 | 833 | ||||||
| 2026-04-17 | 13F | Capital Wealth Management, Llc | 97,552 | 7.31 | 8,307 | 7.94 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 37,356 | 0.32 | 3,181 | 0.89 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 11,524 | 1.35 | 981 | 1.98 | ||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 7,589 | 168.64 | 646 | 158.40 | ||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 4,674 | 0.43 | 398 | 1.27 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 285,050 | 1.21 | 24,272 | 1.81 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 65,149 | 7.35 | 5,547 | 7.98 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 24,788 | 2.06 | 2,111 | 2.68 | ||||
| 2026-05-08 | 13F | Urban Financial Advisory Corp | 2,855 | 2.66 | 243 | 3.40 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 504,899 | 42,992 | ||||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 636 | 0.47 | 54 | 1.89 | ||||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 9,592 | 0.80 | 817 | 1.37 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 369,007 | 24.55 | 60,441 | 141.00 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 3,766 | 321 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 40,129 | 23.93 | 3 | 50.00 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 21,415 | 23.43 | 1,823 | 24.18 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 19,146 | 3.79 | 1,630 | 9.10 | ||||
| 2026-04-10 | 13F | Cooke Wealth Management, LLC | 19,787 | 6.52 | 1,685 | 2.12 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 918,268 | 2.78 | 78,191 | 3.39 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 744 | 0.54 | 63 | 1.61 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 11,714 | 1.38 | 997 | 1.94 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 610,840 | 1.89 | 51,708 | 3.40 | ||||
| 2026-04-07 | 13F | Cultivar Capital, Inc. | 5,890 | 35.25 | 502 | 36.14 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 277 | 0.36 | 24 | 0.00 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 186 | 10.06 | ||||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 40,599 | 0.63 | 3,457 | 1.23 | ||||
| 2026-05-08 | 13F | HFG Advisors, Inc. | 14,701 | 11.51 | 1,252 | 12.10 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 23,849 | 67.30 | 2,031 | 68.33 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 129,193 | 11,001 | ||||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 6,635 | 9.81 | 565 | 10.37 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 16,949 | 2.34 | 1,443 | 3.00 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 268,219 | 14.80 | 22,389 | 13.20 | ||||
| 2026-04-06 | 13F | CX Institutional | 28,816 | 3.68 | 2 | 0.00 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 9,557 | 29.78 | 814 | 31.98 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 175 | 15 | ||||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 5,691 | 1.55 | 485 | 2.11 | ||||
| 2026-04-29 | 13F | Cvfg Llc | 9,603 | 818 |
