Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em SPDR Series Trust - State Street SPDR S&P Pharmaceuticals ETF incluem SummitTX Capital, L.P., Colony Group, LLC, Lifeworks Advisors, LLC, Farther Finance Advisors, LLC, Heritage Wealth Advisors, SRS Capital Advisors, Inc., Western Wealth Management, LLC, Turtle Creek Wealth Advisors, LLC, e Ashton Thomas Private Wealth, 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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 3,968 | 217 | ||||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 150 | 2,400.00 | 8 | |||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 1,115 | 60 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 14 | 1 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 1,107 | 60 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 2,901 | 3.39 | 162 | 20.90 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 5,904 | 319 | ||||||
| 2026-05-15 | 13F | SummitTX Capital, L.P. | 15,577 | 843 | ||||||
| 2026-05-04 | 13F | Sigma Planning Corp | 6,103 | 2.66 | 330 | -0.60 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1,985 | 15.74 | 103 | 6.25 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 1,045 | 57 | ||||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 295,265 | 15,971 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 48,834 | 127.17 | 2,641 | 119.35 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1,000 | 54 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 287,588 | 103.63 | 15,556 | 96.65 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 811,939 | 127.99 | 43,918 | 120.17 | ||||
| 2026-04-20 | 13F | Compass Wealth Management LLC | 24,153 | 36.40 | 1,306 | 31.79 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 636 | 34 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 21,279 | 3.75 | 1,151 | 0.26 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 69,668 | 1,273.58 | 3,768 | 1,226.76 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 69 | 6.15 | 4 | 0.00 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 33,053 | 46.58 | 1,788 | 41.60 | ||||
| 2026-05-15 | 13F | Fmr Llc | 3,477 | 2.11 | 188 | -1.05 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 5,725 | 0.44 | 310 | -3.13 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 45,668 | 5.10 | 2,470 | 1.52 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 404,311 | 95.10 | 21,869 | 88.43 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 12,046 | 0.27 | 1 | |||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 55,777 | 33.50 | 3,017 | 56.43 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 1,557 | 0.06 | 84 | -3.45 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 6,693 | 0.10 | 364 | -2.94 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 351 | 19 | ||||||
| 2026-05-08 | 13F | Blair William & Co/il | 10,955 | 1,187.31 | 593 | 1,159.57 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 187,397 | 0.75 | 10,136 | -2.71 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | |||||||
| 2026-02-13 | 13F | Colony Group, LLC | 4,734 | 265 | ||||||
| 2026-04-06 | 13F | CX Institutional | 7,857 | 2.76 | 0 | |||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 475 | 26 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 271,248 | 9.86 | 14,672 | 6.09 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 714 | 39 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 40,649 | 50.01 | 2,199 | 44.86 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 726,555 | 363,177.50 | 39,299 | |||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 50,700 | 290.00 | 2,742 | 276.65 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 24,324 | 1,316 | ||||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 4,503 | 244 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 11,603 | 329.74 | 628 | 315.23 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 10,236 | 554 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 48,911 | 1.98 | 2,646 | -1.53 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 14,700 | 795 |
