Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in SPDR Series Trust - SPDR Bloomberg Emerging Markets USD Bond ETF include Jpmorgan Chase & Co, KWB Wealth, Family Wealth Group, LLC, Raymond James Financial Inc, Evolution Wealth Management Inc., and Strategic Wealth Partners, Ltd. .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 11,668 | 287 | ||||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 80,826 | 6.52 | 1,989 | 8.51 | ||||
| 2025-08-14 | 13F | Comerica Bank | 295 | 4.98 | 7 | 16.67 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 59,923 | 462.71 | 1,475 | 473.54 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 31,604 | 53.21 | 778 | 56.02 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 38,357 | 2.17 | 944 | 3.97 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 17,633 | 3.86 | 434 | 5.61 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 39 | 1 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 227 | 122.55 | 6 | 200.00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 12,253 | 302 | ||||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 284,263 | 64.42 | 6,996 | 67.46 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 97 | 9,600.00 | 2 | |||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 3,211 | 0.97 | 79 | 3.95 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 17,108 | 8.43 | 421 | 10.50 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 52,207 | 58.56 | 1,285 | 61.51 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,171,919 | 4.75 | 28,841 | 6.69 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 4,076 | 58.60 | 100 | 63.93 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 379 | 0.53 | 9 | 0.00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 104,353 | 6.67 | 3 | 0.00 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 9,828 | 0.75 | 242 | 2.55 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 17,663 | 9.85 | 435 | 11.86 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 33,611 | 238.24 | 827 | 244.58 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 456,825 | 17.28 | 11,242 | 19.46 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 76,234 | 13.61 | 1,876 | 15.73 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 473 | 12 | ||||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 31,642 | 6.51 | 779 | 8.66 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 10,285 | 12.77 | 253 | 15.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 409 | 359.55 | 10 | 400.00 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 8,760 | 216 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 563 | 122.53 | 14 | 116.67 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 106,150 | 98.59 | 2,613 | 102.32 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 543,562 | 2.20 | 13,377 | 4.10 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 70,122 | 435.90 | 1,726 | 445.89 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 213,033 | 2.43 | 5,243 | 4.32 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 30,488 | 12.24 | 750 | 14.33 | ||||
| 2025-08-14 | 13F | UBS Group AG | 231 | 148.39 | 6 | 150.00 | ||||
| 2025-07-17 | 13F | KWB Wealth | 8,974 | 217 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 20,628 | 94.68 | 498 | 98.41 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 477,870 | 12.11 | 11,760 | 14.19 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 39,307 | 26.11 | 967 | 28.42 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 23,334 | 13.29 | 574 | 15.49 | ||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 90,893 | 8.76 | 2,237 | 10.75 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 24 | 4.35 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 56,307 | 12.96 | 1,386 | 15.03 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 114,784 | 5.11 | 2,825 | 7.05 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3,317 | 47.16 | 82 | 50.00 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 3,616 | 10.75 | 88 | 12.82 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 408,095 | 33.70 | 10,006 | 35.68 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1,833 | 24.95 | 45 | 28.57 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 10,787 | 4.66 | 265 | 6.43 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 27 | 1 | ||||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 227 | 1.34 | 6 | 0.00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 112,398 | 1.38 | 3 | 0.00 | ||||
| 2025-08-28 | NP | GAL - SPDR SSGA Global Allocation ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 316,524 | 4.96 | 7,790 | 6.90 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 11,101 | 75.07 | 273 | 78.43 |
