Statistik Asas
| Pemilik Institusi | 78 total, 78 long only, 0 short only, 0 long/short - change of 83.72% MRQ |
| Purata Peruntukan Portfolio | 0.5902 % - change of 84.56% MRQ |
| Saham Institusi (Panjang) | 12,863,008 (ex 13D/G) - change of 8.46MM shares 191.96% MRQ |
| Nilai Institusi (Panjang) | $ 355,292 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
SPDR Series Trust - SPDR Bloomberg Short Term International Treasury Bond ETF (US:BWZ) telah 78 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 12,863,008 saham. Pemegang saham terbesar termasuk 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 .
SPDR Series Trust - SPDR Bloomberg Short Term International Treasury Bond ETF (ARCA:BWZ) struktur pemilikan institusi menunjukkan kedudukan semasa dalam syarikat mengikut institusi dan dana serta perubahan terkini dalam saiz kedudukan. Pemegang saham utama boleh termasuk pelabur individu, dana amanah, dana lindung nilai atau institusi. Jadual 13D menunjukkan bahawa pelabur memegang (atau menahan) lebih daripada 5% syarikat dan berhasrat (atau berniat) untuk secara aktif meneruskan perubahan dalam strategi perniagaan. Jadual 13G menunjukkan pelaburan pasif melebihi 5%.
The share price as of September 5, 2025 is 27.81 / share. Previously, on September 9, 2024, the share price was 27.06 / share. This represents an increase of 2.77% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (Skor Pengumpulan Pemilikan fka) mencari saham yang paling banyak dibeli oleh dana. Ia adalah hasil daripada model kuantitatif pelbagai faktor yang canggih yang mengenal pasti syarikat dengan tahap pengumpulan institusi tertinggi. Model pemarkahan ini menggunakan gabungan jumlah kenaikan dalam pemilik yang didedahkan, perubahan dalam peruntukan portfolio dalam pemilik tersebut dan metrik lain. Nombornya berjulat dari 0 hingga 100, dengan nombor yang lebih tinggi menunjukkan tahap pengumpulan yang lebih tinggi kepada rakannya, dan 50 adalah nombor purata.
Kekerapan Kemas Kini: Harian
Lihat Peneroka Pemilikan yang menyediakan senarai syarikat yang mempunyai kedudukan tertinggi.
Nisbah Put/Call Institusi
Selain melaporkan isu ekuiti dan hutang standard, institusi yang mempunyai lebih daripada 100MM aset di bawah pengurusan juga mesti mendedahkan pegangan opsyen jual dan beli mereka. Memandangkan opsyen jual secara amnya menunjukkan sentimen negatif, dan opsyen beli menunjukkan sentimen positif, kita boleh mendapatkan gambaran keseluruhan sentimen institusi dengan merencanakan nisbah jual kepada beli. Carta di sebelah kanan memplotkan nisbah jual/beli sejarah untuk instrumen ini.
Menggunakan Nisbah Put/Callsebagai penunjuk sentimen pelabur mengatasi salah satu kekurangan utama menggunakan jumlah pemilikan institusi, iaitu sejumlah besar aset di bawah pengurusan dilaburkan secara pasif untuk menjejaki indeks. Dana yang diurus secara pasif biasanya tidak membeli opsyen, jadi penunjuk nisbah put/call mengekori rapat sentimen dana yang diurus secara aktif.
Pemfailan 13F dan NPORT
Butiran mengenai pemfailan 13F adalah percuma. Perincian mengenai pemfailan NP memerlukan keahlian premium. Baris hijau menunjukkan kedudukan baharu. Baris merah menunjukkan kedudukan tertutup. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Naik Taraf
untuk membuka data premium dan mengeksport ke Excel 
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| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan 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 |
