Mga Batayang Estadistika
Pemilik Institusional | 78 total, 78 long only, 0 short only, 0 long/short - change of 83.72% MRQ |
Alokasi Portofolio Rata-rata | 0.5902 % - change of 84.56% MRQ |
Saham Institusional (Jangka Panjang) | 12,863,008 (ex 13D/G) - change of 8.46MM shares 191.96% MRQ |
Nilai Institusional (Jangka Panjang) | $ 355,292 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
SPDR Series Trust - SPDR Bloomberg Short Term International Treasury Bond ETF (US:BWZ) memiliki 78 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 12,863,008 saham. Pemegang saham terbesar meliputi Assetmark, Inc, Congress Wealth Management LLC / DE /, Quent Capital, LLC, David R. Rahn & Associates Inc., Financial Management Professionals, Inc., Checchi Capital Advisers, LLC, Almanack Investment Partners, LLC., Envestnet Asset Management Inc, Laurel Wealth Planning LLC, and Empowered Funds, LLC .
Struktur kepemilikan institusional SPDR Series Trust - SPDR Bloomberg Short Term International Treasury Bond ETF (ARCA:BWZ) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 5, 2025 is 27.81 / share. Previously, on September 6, 2024, the share price was 27.15 / share. This represents an increase of 2.43% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel
.
Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 325 | 0.00 | 9 | 12.50 | ||||
2025-08-14 | 13F | Ieq Capital, Llc | 36,291 | 1,019 | ||||||
2025-08-14 | 13F | Clarity Asset Management, Inc. | 248,858 | 6,985 | ||||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 63 | 2 | ||||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 22 | 0.00 | 1 | |||||
2025-07-21 | 13F | Ascent Group, LLC | 20,530 | 576 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 62,910 | 206.67 | 1,766 | 228.07 | ||||
2025-07-30 | 13F | Legacy Wealth Asset Management, LLC | 26,718 | -0.53 | 750 | 6.24 | ||||
2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 56,091 | 1,574 | ||||||
2025-07-31 | 13F | Future You Wealth Llc | 14,890 | 418 | ||||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 302,046 | 8,478 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 84,678 | 51.36 | 2,377 | 61.74 | ||||
2025-07-08 | 13F | Martin Capital Partners, LLC | 12,157 | 58.23 | 0 | |||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 807 | 23 | ||||||
2025-04-28 | 13F | Wcm Investment Management, Llc | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 28,649 | 804 | ||||||
2025-08-14 | 13F | Quantinno Capital Management LP | 99,925 | 0.00 | 2,805 | 6.86 | ||||
2025-08-15 | 13F | Morgan Stanley | 154,299 | 1,634.48 | 4,331 | 1,758.80 | ||||
2025-07-30 | 13F | Studio Investment Management Llc | 50,255 | 12.03 | 1,411 | 19.80 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 154,544 | 4,338 | ||||||
2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 19,417 | 102.89 | 1 | |||||
2025-07-29 | 13F | Master's Wealth Management Inc. | 291,710 | -0.64 | 8,188 | 6.21 | ||||
2025-08-12 | 13F | LPL Financial LLC | 17,689 | 497 | ||||||
2025-08-14 | 13F | Comerica Bank | 5,626 | 31.14 | 158 | 40.18 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 88,411 | 20.12 | 2,482 | 28.42 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 300 | 8 | ||||||
2025-07-31 | 13F | Trademark Financial Management, LLC | 24,264 | 681 | ||||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 42,844 | 4,467.59 | 1,203 | 4,908.33 | ||||
2025-07-31 | 13F | Hanlon Investment Management, Inc. | 20,892 | 586 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 3,284 | 92 | ||||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 10,320 | 285 | ||||||
2025-05-13 | 13F | EverSource Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 434,411 | 33.25 | 12,188 | 42.37 | ||||
2025-08-04 | 13F | Assetmark, Inc | 3,007,707 | 3,037,987.88 | 84,426 | 4,221,200.00 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Empowered Funds, LLC | 404,843 | 11,346 | ||||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2,421 | 0.29 | 68 | 6.35 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 31,673 | 499.53 | 889 | 544.20 | ||||
2025-07-21 | 13F | Quent Capital, LLC | 898,480 | 4.29 | 25,220 | 11.48 | ||||
2025-08-13 | 13F | Haverford Trust Co | 9,300 | 261 | ||||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 193,314 | -8.04 | 5,426 | -1.70 | ||||
2025-08-13 | 13F | Satovsky Asset Management Llc | 19,920 | 559 | ||||||
2025-08-29 | NP | GDMA - Gadsden Dynamic Multi-Asset ETF | 403,746 | 11,333 | ||||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 27 | 0.00 | 1 | |||||
2025-08-07 | 13F | Montag A & Associates Inc | 1,696 | 0.00 | 48 | 6.82 | ||||
2025-08-04 | 13F | Atria Investments Llc | 8,403 | 236 | ||||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 23,530 | 660 | ||||||
2025-07-23 | 13F | DMG Group, LLC | 80,125 | 2,249 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 101,166 | 0.26 | 3 | 0.00 | ||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 27 | 0.00 | 1 | |||||
2025-08-08 | 13F | Laurel Wealth Planning LLC | 411,335 | 11,546 | ||||||
2025-08-13 | 13F | Cerity Partners LLC | 14,514 | 407 | ||||||
2025-08-14 | 13F | Royal Bank Of Canada | 150,318 | 10.51 | 4,220 | 18.14 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 134,413 | 3,773 | ||||||
2025-07-25 | 13F | Almanack Investment Partners, LLC. | 459,289 | 12,892 | ||||||
2025-08-14 | 13F | UBS Group AG | 189,152 | 1,388.21 | 5,309 | 1,494.29 | ||||
2025-08-08 | 13F | Creative Planning | 107,624 | 10.93 | 3,021 | 18.57 | ||||
2025-05-15 | 13F | SRS Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 168 | 0.00 | 5 | 0.00 | ||||
2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 36,236 | 1,017 | ||||||
2025-08-07 | 13F | David R. Rahn & Associates Inc. | 824,784 | 280.33 | 23,152 | 306.59 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 7,519 | 0 | ||||||
2025-07-24 | 13F | Eastern Bank | 1 | 0.00 | 0 | |||||
2025-08-11 | 13F | Principal Securities, Inc. | 839 | 24 | ||||||
2025-08-11 | 13F | Beaumont Capital Management, LLC | 128,711 | 3,613 | ||||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 1,092,802 | 30,675 | ||||||
2025-08-14 | 13F | Df Dent & Co Inc | 54,300 | 0.00 | 1,524 | 6.95 | ||||
2025-07-22 | 13F | Checchi Capital Advisers, LLC | 572,833 | -17.89 | 16,079 | -12.23 | ||||
2025-07-25 | 13F | Cwm, Llc | 2,000 | 0.00 | 0 | |||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 329 | 306.17 | 9 | 350.00 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 10,950 | 307 | ||||||
2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 179,140 | 12.61 | 5,025 | 20.30 | ||||
2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
2025-04-16 | 13F | Lam Group, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-15 | 13F | Financial Management Professionals, Inc. | 793,995 | 1.71 | 22,287 | 8.71 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 60,858 | 1,708 | ||||||
2025-07-31 | 13F | Leavell Investment Management, Inc. | 10,768 | 10.68 | 302 | 18.43 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 53,822 | 1.19 | 2 | 0.00 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 21,684 | 609 | ||||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 3,217 | 3,149.49 | 90 | 4,400.00 | ||||
2025-07-22 | 13F | Inlight Wealth Management, LLC | 3,189 | 90 | ||||||
2025-07-28 | 13F | Lunt Capital Management, Inc. | 23,331 | 1.66 | 655 | 8.64 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 7,296 | 0 | ||||||
2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 7,987 | 0.00 | 223 | 6.70 |